AI-Powered Medical Documentation for Streamlined Interview Workflows

Smart Medical History enhances pre-visit documentation through structured AI-guided interviews. Built for healthcare teams, clinics, and IMEs, it minimizes administrative tasks and supports consistent, compliant information capture. Enable smoother onboarding, improved documentation quality, and more efficient healthcare operations.

KEY FEATURES

Essential Features for Healthcare Teams and Practices

Smart Medical History provides your team with purpose-built tools to manage examinee interviews accurately and with minimal overhead. Whether you’re a solo practitioner or part of a broader care team, the platform enables comprehensive documentation with speed, clarity, and security.

Team Collaboration Simplified

Role-Based Team Access

Assign role-based access for Admins, Providers, and Staff—ensuring each user sees only what they need, with no overlap or confusion.

Frictionless Intake Setup

Automated Interview Links

Send interview links for remote or in-office use—ditch paper forms and streamline intake instantly.

Personalized Interview Options

Text & Audio Interviews

Let examinees choose chat or voice—whatever fits them best. Higher completion rates, fewer support tickets.

Real-Time Visibility

Interview Progress Tracking

Monitor interview progress live. Know who’s done, who’s in progress, and who needs a nudge—all from one dashboard.

Handles Interruptions

Pause & Resume Flexibility

Examinees can pause and pick up right where they left off—no lost data, no drop-offs.

Insight-Driven Improvements

Built-In Feedback Prompts

Get instant feedback to improve workflows.

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Reduce Work with AI-Guided Documentation

Smart Medical History streamlines manual data collection through digital interviews. Your team gets back more time for examinee-facing care while ensuring reliable documentation and data traceability.

Data Security

Streamlined Interview Workflows From Start to Finish

Smart Medical History integrates smoothly into your documentation workflows—from sign-up to review.

  • Quick Account Setup
  • Role-Based Onboarding
  • Clinic Team Configuration
  • Easy Interview Scheduling
  • One-Step Examinee Verification
  • Guided Interview Completion
  • Instant Feedback Collection
  • On-Demand Report Access
  • Transparent Credit Tracking
Workflow Security

Secure, Trackable, and Controlled Interview Workflows

Smart Medical History emphasizes data protection and workflow reliability. With built-in controls and logs, your practice meets documentation standards without added complexity.

Secure OTP Verification

Verify examinee identity instantly with a one-time password—no logins or accounts needed.

Role-Based Access Control

Limit access by role so only the right users see and manage interview data.

Encrypted Email Delivery

Send interview links securely with time-stamped delivery for full transparency.

Real-Time Status & Audit Logs

Track interview progress and maintain a detailed activity log for compliance and oversight.

Admin-Only Review Access

Keep reports locked until approved by authorized team members—no premature edits.

Download Monitoring & Access Limits

Log every download and restrict access to protect data and prevent unauthorized changes.

FAQs

Frequently Asked Questions

Features like chat/audio interviews, reminders, and feedback prompts that streamline documentation.

Yes. Interviews are timestamped and access-controlled to support compliance documentation.

Yes. Examinees can choose their language—great for inclusive care.

Absolutely. With histories gathered beforehand, providers can focus on meaningful conversations—not data entry.

AI-guided workflows structure examinee responses, creating consistent reports with minimal manual input.

Both. The platform scales from individual use to enterprise needs.

Yes. It’s browser-based and fully responsive across devices.