Built for
Industry: Healthcare & Medtech · Delivered: Multi-modal Medical-History Intake
42 Providers Document Patient Visits on SmartMedHx
Your team captures each patient history through voice or chat. 493 interviews processed, 42 providers in production. HIPAA-compliant from day one.
42+ PROVIDERS • 493 INTERVIEWS • HIPAA-COMPLIANT • PATENT-PENDING
The problem
Healthcare teams juggle manual scheduling, fragmented patient data, and role-based chaos at scale.
Healthcare teams juggle manual scheduling and fragmented data. You manage multiple user roles. You track patient intake across disconnected systems. Scaling requires custom solutions.
SmartMedHx delivers unified intake with flexible voice and chat, role-based controls, and real-time analytics. Your team gets hours back. Your patients get faster care. Your data stays secure.
Role-based platform with flexible interview modes and unified team management.
Your medical professionals and organizations control user roles, schedule interviews in audio or text, and access structured reports with team collaboration built in.
In one screen
Every interview status, live on one dashboard.
Your managers open one screen and see it all. Pending, in progress, reviewed, and completed interviews sit side by side. Track completion by provider and language. Export any report on the spot.
Team Management
Define custom roles. Assign granular permissions. Scale teams.
Your practice sets up to three custom roles (Practice Manager, Staff, Provider). Each role gets specific permissions for interviews, reports, and analytics. Your team members access only what they need. Invite new staff in seconds.
Flexible Interviews
Your patients choose audio or chat. You track everything.
Patients pick voice or text mode before the interview starts. Audio interviews get transcribed to text automatically. Chat interviews capture written responses. Both pause and resume across any device. OTP verification keeps access secure.
What you get
Define
up to three custom roles with granular permissions for your team.
Send
secure patient links via OTP email or SMS verification.
Download
structured reports and export data for compliance audits.
Choose
audio or chat interview modes with pause-and-resume capability.
Track
interview completion, team activity, and performance metrics in real-time.
Ready to streamline your interview workflow?
30 minutes. Share your current process. Discover how the platform scales your team's efficiency.
Our process
Four core journeys power the platform.
Team Onboarding
Interview Scheduling
Patient Intake
Report Access
Supports medical professionals and organizations with flexible deployment, role-based user management, and HIPAA-compliant workflows.
Architecture
Multi-modal intake architecture.
Voice routes through Deepgram for medical transcription. Text flows via Socket.io. OpenAI and Claude power extraction via AWS Bedrock. Data stays encrypted with role-based access.
Figure 1. SmartMedHx multi-modal intake pipeline: OTP-verified examinee picks voice or text. Voice routes LiveKit + Deepgram nova-3-medical; text routes Socket.io + SSE. LangChain orchestration calls OpenAI GPT-4.1 (primary) with Claude 3.5 Sonnet (fallback) via AWS Bedrock. Structured medical history JSON persists in MongoDB Atlas and surfaces to the pre-assigned provider.
The Results
From fragmented workflows to unified team management.
Before
Fragmented team operations.
Manual scheduling. No role-based controls. Difficult to scale. No centralized reporting or analytics visibility.
AFTER
Unified platform control.
Automated scheduling and routing. Custom roles with permissions. Centralized dashboards. Real-time completion tracking and analytics.
Adoption
Providers in production
Volume
Patient interviews processed
Technology
Patent-pending intake AI
Roles
Custom team roles
Modes
Interview modes (audio + chat)
Compliance
Compliant from day one
Frequently asked
Yes. Define up to three custom roles with specific permissions. Choose default setup or customize from scratch. Each role controls access to interviews, reports, and analytics.
Ready to scale your interview operations?
30-min consultation. Discuss your current workflow, team structure, and how the platform fits your organization.
Related Work
Patient intake and medical systems built for scale. Proven across healthcare, contact centers, and technical operations.
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