VISION CLINICS

New Patient Intake Automation, Made Traceable

Draft intake documentation built to reduce omissions, improve consistency, and cut after-hours charting.

Othisis is an ambient AI medical scribe that captures the visit conversation and turns it into draft, structured documentation after the encounter, with glassbox traceability to the relevant transcript/audio segment so clinicians can verify key details before finalizing the record.

New Patient Intake Automation is where administrative burden spikes: history gathering, timeline reconstruction, and paperwork interpretation. Othisis helps teams capture the intake story clearly without breaking patient rapport and without turning intake into more “homework” after clinic hours.

Explore Intake Automation Support

New Patient Intake Is High-Load and Error-Prone

First visits are rarely clean

Patients arrive with partial timelines, missing records, and inconsistent medication/problem lists, so “what’s in the chart” often doesn’t match reality.

Intake requires dense, structured history capture

Clinicians document chief concern, HPI context, PMH/PSH, meds/allergies, family/social history, and relevant ROS often under time pressure.

Hidden context drives downstream risk and rework

Prior procedures, outside diagnoses, adherence barriers, and “what matters most” can get lost if not captured clearly the first time.

Documentation must be clear and defensible

AI support should keep source evidence easy to verify not just summarize so clinicians can review, edit, and sign off safely.

Specialty Workflow Coverage

Pre-Visit

Turn uploaded PDFs into a clean, structured snapshot
Summarize referral notes, prior imaging reports, and external history
Extract key problem lists, medication lists, and allergies from intake materials
Organize “reported history vs documented records” for quick review
Reduce time spent hunting across long packets before rooming
Flag missing context to confirm in-room (e.g., unclear dates, incomplete prior workups)

During Visit

Capture intake conversation ambiently while you stay patient-facing
Draft a structured HPI with timeline, triggers, and prior workups as stated
Capture PMH/PSH, relevant family history, and social history details naturally discussed
Record medication/allergy discussions and patient-reported adherence nuances
Note patient goals, functional limitations, and key negatives that matter clinically
Preserve “what changed over time” context so the story remains coherent for follow-ups/referrals

After Visit

Draft review-ready note sections that reflect the intake story clearly
Structure history sections so key facts are easy to scan and confirm
Create draft patient handouts when appropriate (for clinician review)
Produce draft referral/insurance letters where intake history is needed
Keep everything editable with clinician review required before finalizing
Provide traceability so clinicians can quickly validate details back to the encounter context

Built for New Patient Intake Across Every Specialty Visit

Traceable intake documentation tied to the encounter

Structures the intake narrative into familiar clinical sections

Captures high-density medical language without derailing the visit

Adapts to referral-driven intake and longitudinal follow-up

The focus remains on producing documentation that’s familiar, easy to review, and safer to finalize with clinician approval required before sign-off.

Document Intelligence for Vision Clinics

Specialty-Aware Document Intelligence (Before & During Visit)

Specialty-Aware Document Intelligence:

Patient-reported story vs what’s already in the record
Symptom timeline, triggers, severity, functional impact, and treatments tried
Past medical/surgical history, allergies, and family history captured in conversation
Social history factors (work, living situation, substances) that affect care plans
Adherence barriers and “why prior plans didn’t work” context
External record inputs from PDFs (referral notes, imaging reports, discharge summaries)
Patient goals, preferences, and concerns that shape next steps

High-Fidelity Clinical Documentation

New specialty consults with extensive prior testing
Hospital/ED follow-ups where history is fragmented
Chronic disease intakes (multi-problem, multi-provider histories)
Second opinions and transfer-of-care visits
Complex symptom evaluations (unclear diagnosis, broad differential)
Routine “new to the clinic” visits where everything must be captured cleanly

Accuracy, Traceability & Risk Controls

Glassbox traceability so clinicians can verify details back to encounter context
Structured capture of history elements, timelines, and “what the patient said” nuance
Reduced “black-box” risk by making verification fast and repeatable
Version history for transparency across drafts and edits (where enabled)
Clinician-in-the-loop model: all outputs require clinician review and approval
Clear positioning: Othisis supports documentation workflows and does not replace clinical judgment

Time, Throughput & Revenue Efficiency

Reduces pre-visit prep and post-visit charting time
Improves consistency in how new patient histories are documented
Makes the story easier to scan during future visits and referrals
Decreases time spent searching PDFs and prior notes for key facts
Preserves clinician focus on the patient instead of documentation
Helps clinicians finish documentation during clinic hours instead of taking work home

Designed for Ophthalmology & Optometry Practices

Primary care clinics onboarding new patients at scale
Specialty practices with referral-heavy intake (cardio, pulm, endo, rheum, neuro)
Community health centers handling fragmented histories
Hospital-affiliated outpatient clinics managing transition-of-care intakes
Multi-provider groups coordinating complex new patient workups
Practices receiving large PDF packets (referrals, imaging reports, discharge summaries)