Life context
Work, family, living situation, caregiving responsibilities, support network, and recent transitions such as retirement, a move or a loss.
Pre-visit medical history interviews
Thorough medical histories, collected before the visit.
Smart Medical History interviews your patients by voice, text, or both, adapts to what they say, and gives you a structured history where every key statement links back to its source. For independent medical evaluations, concierge and direct-care practices, and primary and specialty clinics.
No app for patients to install. A secure personal link that works on any phone, tablet or computer.
Voice + textCited reportsReads prior recordsMultilingual
Sample IME interviewInterview in progress
Sample only. This is not a real medical interview. Please don't share your own information. These are excerpts from an interview and do not follow the full interview process.
Virtual InterviewerReady
Interview Completion · 0%
In your own words, what brings you in for this evaluation?
Fictional patient · synthetic voices
A sample interview is ready to watch.Hear the interviewer and the patient.
Built for every setting where the history matters
Independent Medical Evaluations
Neutral, consistent, defensible histories for IME, QME and AME work.
Concierge & direct care
A whole-person intake: medical, lifestyle, psychosocial and goals, ready before the first visit.
Primary & specialty clinics
New-patient and specialty histories, so visits start with care instead of paperwork.
Enterprises & networks
Shared templates, admin controls and usage tracking across many providers.
Independent Medical Evaluations
Med-legal ready histories for IME, QME and AME work
In IME mode, the interviewer addresses the examinee, stays neutral on fault and causation, and follows a fixed twelve-section sequence. Every report uses the same structure, so histories are consistent, defensible, and ready before the evaluation begins.
- Consistent structure across every examinee
- Records conflicts flagged for the evaluator
- Supports claims, evaluation and documentation timelines
The IME sequence
- 01Introduction
- 02Chief concern
- 03Onset and injury
- 04Clinical course
- 05Current symptoms
- 06Evaluation and treatment
- 07Daily activities and work
- 08Past medical history
- 09Review of other symptoms
- 10Work history
- 11Family and social history
- 12Wrap-up
How it works
From invitation to finished history in three steps
Patients complete their history at home, on their own time. You get a consistent, structured report without manual note-taking.
Send a secure link
Choose the interview template and language, attach any prior records, and send the invitation by email or text. Automated reminders keep completion on track.
The patient is interviewed
They speak, type, or both, and can pause and come back. The interviewer adapts to what they say, follows up on what matters, and never asks the same thing twice.
Review a cited report
The finished history opens in your dashboard with key statements linked to the exchange behind them. Review it, then export to Word or PDF for the chart.
Interview templates
One interviewer, the right history for each visit
Each template sets the sections and their order. Sections the patient has already covered are skipped, optional sections switch on only when relevant, and the wrap-up always invites anything missed.
Independent Medical Evaluations
The fixed twelve-section sequence for independent medical evaluations. The interviewer addresses the examinee and stays neutral on fault.
12 sections
- 01Introduction
- 02Chief concern
- 03Onset and injury
- 04Clinical course
- 05Current symptoms
- 06Evaluation and treatment
- 07Daily activities and work
- 08Past medical history
- 09Review of other symptoms
- 10Work history
- 11Family and social history
- 12Wrap-up
Concierge whole-person
The full medical history plus how the member lives, what weighs on them, and what they want from their health. Opens with a one-page member profile.
14 sections · * switches on when relevant
- 01Introduction
- 02What brings you to the practice
- 03Current health concerns
- 04Medications, supplements and allergies
- 05Past medical and surgical history
- 06Family history and inherited risk
- 07Prevention and screening history
- 08Sleep, nutrition and activity
- 09Alcohol, tobacco and other substances
- 10Mood, stress and connection
- 11Function and independence*
- 12Life context and support
- 13Goals, values and care preferences
- 14Wrap-up
New patient
A comprehensive history for a first visit in primary care or internal medicine, including medication reconciliation and preventive care.
11 sections
- 01Introduction
- 02Chief concern
- 03History of present illness
- 04Medications and allergies
- 05Past medical and surgical history
- 06Family history
- 07Social history
- 08Review of systems
- 09Preventive care and screenings
- 10Goals for the visit
- 11Wrap-up
Specialty intake
A focused history for orthopedic, pain, PM&R, occupational medicine or neurology consults, built around the presenting problem and function.
12 sections · * switches on when relevant
- 01Introduction
- 02Chief concern
- 03Onset and mechanism*
- 04Clinical course
- 05Current symptoms and function
- 06Prior evaluation and treatment
- 07Medications and allergies
- 08Past medical history
- 09Work and activity demands*
- 10Review of systems
- 11Goals for treatment
- 12Wrap-up
Concierge medicine
Know your new members before the first visit.
Your members chose a practice that takes the time to know them. Smart Medical History gives that time back: a warm, unhurried interview at home that captures not just the medical history, but how they live, what weighs on them, and what they want from their health.
Lifestyle
Sleep, eating patterns, physical activity, alcohol, tobacco and other substances, stress and travel, asked about descriptively, never judgmentally.
Mood, stress & connection
Validated short screens for depression, anxiety and loneliness, built into the conversation, expanding to the full instrument only when a screen is positive.
Function & independence
Daily activities, falls, hearing, vision and driving: the details that shape care for older members.
Goals, values & preferences
What matters most, what a good day looks like, what they hope to be doing in five years, past frustrations with care, and advance directive and health care proxy status.
Prevention & inherited risk
Screening and immunization history, and a detailed family history that flags patterns worth a closer look.
A member profile, not just a history
Every concierge intake opens with a one-page profile: who this person is, their goals in their own words, what needs attention, and a suggested agenda for the first visit. The full cited history sits underneath. You make every clinical decision.
- Unhurried, in pieces. Members can complete the core history first and finish the deeper sections in a later session.
- Your practice's voice. A warm, curious interviewer matched to how your practice speaks to members.
- Members stay in control. Any sensitive question can be saved to discuss in person.
- Every year, what's changed. An annual check-in interview updates the profile and tracks progress toward each member's goals.
Member profileMargaret Ellis (fictional) · 67 · new member
Ready for reviewWhat matters most, in her words"Staying strong enough to keep hiking with my grandkids, and not ending up like my mother."
Life context
Retired teacher, widowed 2023, lives alone. Daughter 20 minutes away. Volunteers twice a week.
Goals
Hike 5 miles comfortably; understand her memory risk; sleep through the night.
Needs attention
- Loneliness screen positive since her husband's death
- Colonoscopy last done 2014, likely overdue
- Mother had dementia in her 70s; member asks about risk
Suggested first-visit agenda · for physician review
- Right knee pain on stairs, 6 months
- Sleep: wakes at 3 a.m. most nights
- Social connection and support since 2023
- Screening catch-up; cognitive risk conversation
What you receive
A report that shows where every statement came from
Dates, diagnoses, medications, treatments and notable symptoms carry a citation. Select a number to see the exact question and answer, or the uploaded record, behind it.
Three kinds of negative, never swapped
- Denied
- Asked, and the patient said no.
- Did not indicate
- An item on a checklist left unticked.
- Not discussed
- The topic never came up.
Documentation sections record only what the patient reported. The reviewing clinician makes every clinical decision. Timeline and Patient Perspective sections included; exports to Word and PDF.
New patient historyMargaret Ellis (fictional)
Ready for reviewChief Concern
Right knee pain for about six months, worse going down stairs, rated 4/10.1Source 1 · Interview exchange
Q: What is bothering you most right now?
A: My right knee. It has been about six months, mostly going down stairs. Maybe a 4 out of 10.
Medications
Lisinopril 10 mg each morning; vitamin D daily.2Source 2 · Interview exchange, matches uploaded pharmacy list
Q: Which medications and supplements do you take?
A: Lisinopril 10 in the morning, and vitamin D every day.
Preventive Care
Last colonoscopy reported as 2014.3Source 3 · Interview exchange
Q: When was your last colonoscopy?
A: I think 2014. They said ten years, so I am probably due. Denies prior bone density testing.
Mood & Connection
Depression screen negative. Loneliness screen positive, 7 of 9.4Source 4 · In-conversation checklist
Q: Three-item loneliness scale: lack companionship, feel left out, feel isolated.
A: Often · Some of the time · Often. Score 7 of 9. Alcohol use not discussed.
Hover or tap a number to see its sourceExport Word · PDF
Sample IME reportDaniel Reyes (fictional)
Ready for review
Chief Complaint
Persistent right shoulder pain and weakness since a workplace injury on March 10, 2026, with ongoing difficulty performing overhead activities and inability to return to regular job duties.1Interviewer: In your own words, what brings you in for this evaluation?
Examinee: I hurt my right shoulder at work back in March lifting a heavy box. It's been about seven months and it still hurts, especially when I reach overhead, and I haven't been able to go back to my regular job.
Current Symptoms
Mr. Reyes reports a constant dull ache on the top and outer part of his right shoulder, rated 3/10 at rest. Pain increases to 6–7/10 with overhead reaching or lifting.2Interviewer: What symptoms are you experiencing in your right shoulder now? Please describe the pain, any weakness, numbness, or other issues, and let me know how severe the pain is on a scale from 0 to 10, with 10 being the worst pain imaginable.
Examinee: There's a constant dull ache on the top and outer part of my right shoulder. At rest it's about a 3 out of 10. When I reach overhead or lift something it goes up to a 6 or 7. I get a sharp, catching pain if I reach behind my back or out to the side. My arm feels weak when I try to lift it above shoulder height, and it clicks sometimes. No numbness or tingling. He notes occasional clicking but denies numbness or tingling.
Clinical Summary
Diagnostic Studies: X-rays of right shoulder (March 10, 2026, no fracture), MRI (late April 2026, partial rotator cuff tear and inflammation).3Interviewer: Is there anything else you’d like to add before we wrap up?
Examinee: Yes, a couple of things. I don't think I told you what the MRI showed. They said it's a partial tear of the rotator cuff, one of the tendons on top of the shoulder, plus some inflammation. I don't remember the exact name of the tendon. My next appointment with Dr. Whitfield is October 20. My biggest worry is whether I'll be able to go back to my regular job, and whether I'll end up needing the surgery.
Family History
Father: High blood pressure; heart attack at age 68 (currently 71) Grandparents: Information not providedTimeline
9 dated eventsPatient Perspective
whether he will be able to return to his regular job dutiesHover or tap a number to see its sourceExport Word · PDF
Features
Designed around how clinicians actually review a history
Voice and text, one interview
Patients speak or type and switch at any point without losing anything. The interviewer's words appear on screen as it talks.
Checklists inside the conversation
Twenty yes-or-no questions become one quick tap-through form, and the answers drive the follow-up. Validated screening instruments work the same way.
An interviewer that adapts
Not a fixed script. It works from what still needs to be captured, follows up on what the patient raises, and directs them to emergency care if they describe a possible emergency.
Key statements cited
Every important finding links to the exchange or document it came from, so you can trust the summary and check it in seconds.
Built on the real records
Attach prior records when you send the invitation. They are read automatically, and conflicts are flagged: "Records indicate X; patient reported Y."
Into your chart
Export to Word or PDF with proper tables and pagination, or copy sections into your EHR.
Security & privacy
Access and privacy, in plain terms
HIPAA & BAA
Smart Medical History is designed with security and privacy at its core. Our systems are built to support HIPAA-compliant use and safeguard protected health information. We require all users who access or handle protected health information through Smart Medical History to enter into a Business Associate Agreement (BAA). Business Associate Agreement
Personal invite links
Each patient gets a personal link by email or text. It stops working once the interview is complete, or after five days.
One-time code to start
Patients enter a five-digit code sent to their email or phone. Each code is valid for five minutes.
A transcript, not a recording
Voice is transcribed live. The written transcript is kept; the audio is not recorded.
The patient stays in control
Patients can speak or type, pause, decline any question, and end at any time.
No medical advice
The interviewer says at the start that it is not a clinician. It does not diagnose or advise; the reviewing clinician makes every decision.
Built by physicians
Created by a physician who has spent a career on the medical history
Smart Medical History was created by Christopher R. Brigham, MD, MMS, FACOEM, FIAIME, board-certified in preventive medicine, a long-time leader in the medicolegal and technology fields, and a prolific author and AMA Guides editor.
In their words
"Smart Medical History greatly enhances the quality and efficiency of patient visits. I am able to review their histories to ensure accuracy. The reports are copied into their records."
"The multilingual support meant I could discuss my health in my first language, making my experience much more comfortable and accurate."
"I could easily get my medical history performed from home, and my visit with the physician was much more valuable."
Return on your time
See what it gives back each month
Enter your own numbers. These are example figures; adjust them to your practice.
Pricing
Plans for evaluators and practices
Start with a free trial. Monthly or annual billing.
Independent Medical Evaluations
| Plan | Interviews / month | Monthly | Billed annually | Includes |
|---|---|---|---|---|
| Essential | 3 | $88 | $79.50 | Unused interviews carry forward |
| Standard | 10 | $285 | $256.60 | Priority support |
| Advanced | 15 | $397 | $357.25 | Report analytics |
| Team | 40 | $997 | Monthly only | Up to 5 providers, admin controls, link tracking |
Clinical & concierge practices
Practice
Contact us for pricing information
All clinical templates, cited reports, Word and PDF export.
Contact usConcierge
Contact us for pricing information
Whole-person intake, member profiles, practice-voice interviewer and annual check-ins. Ask about a 60-day pilot.
Talk to us about a pilotEnterprise
Contact sales
100+ interviews a month, unlimited provider accounts, dedicated success manager, advanced analytics, custom contract terms.
Contact salesFrequently asked questions
What is Smart Medical History?
An AI interviewer that takes a patient's medical history by voice or text before the visit, then delivers a structured report with key statements cited to their source, for a clinician to review.
Is it suitable for independent medical evaluations?
Yes. IME mode addresses the examinee, stays neutral on fault, follows a fixed twelve-section sequence, and produces med-legal ready reports.
Can I use it in routine clinical practice?
Yes. Templates cover new-patient, specialty and concierge intakes, and the interview and report use patient-centered language throughout.
How does it work for concierge practices?
The concierge template adds life context, lifestyle, mood and connection, function, and goals and values to the medical history, and opens the report with a one-page member profile and a suggested first-visit agenda.
Is it HIPAA compliant? Will you sign a BAA?
Smart Medical History is designed with security and privacy at its core. Our systems are built to support HIPAA-compliant use and safeguard protected health information. We require all users who access or handle protected health information through Smart Medical History to enter into a Business Associate Agreement (BAA). See our Business Associate Agreement.
How does the report get into my EHR?
Export to Word or PDF, or copy sections directly into your record.
What languages are supported?
We currently support English, Spanish, and French. We can handle histories in hundreds of languages; please let us know your needs.
How is it better than paper forms?
It follows up on what the patient says, skips what doesn't apply, never asks twice, reads prior records, and delivers a finished, cited summary instead of pages to read.
Start every visit already knowing the story.
Free trial, no setup headaches. Or call us to talk about your practice.