AI Patient Intake Forms

Patient Intake Forms
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Marketplace Vendor
Integrated with Accuro EMR
Contracting through Vendor
Support through Vendor
Overview

FirstHx provides a dynamic digital intake assessment that collects a detailed patient history prior to the patient appointment. Unlike static forms, FirstHx uses adaptive questioning logic to tailor each history based on the patient’s symptoms, history, and demographics.

Once completed, FirstHx generates a structured encounter note template within Accuro, summarizing key details and providing clinicians with a clean, ready-to-review starting point for documentation. This reduces in-appointment interview time, enhances chart quality, and ensures that important clinical information is captured consistently.

Clinics benefit from smoother workflow, less administrative burden, and better-prepared patient encounters.

How it works: 
  • Clinic triggers an intake form (automatically or manually).
  • FirstHx sends the patient a secure link via SMS, or administrative staff can send a patient an email.
  • The patient answers a series of questions and completes the dynamic intake assessment on their mobile device’s internet browser.
  • FirstHx generates a structured intake summary and creates a note template in Accuro.
Use cases: 
  • Primary care clinics: brick & mortar, virtual care
  • Specialty clinics requiring detailed pre-visit histories (e.g., ENT, OB/GYN, GI, Rheumatology, etc…)
  • Clinics that desire to reduce interview time during appointments
  • Practices focused on improving chart quality, accuracy and documentation consistency
  • Clinics preparing patients ahead of virtual visits (telehealth or virtual care)
Key Features
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Dynamic, intelligent intake workflows that adjust to each patient’s reason for visit.
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One tap from text or email delivers instant intake access—zero login friction for patients. Completed intake automatically generates an encounter note template in Accuro. Automatically converts patient responses—across multiple languages—into a ready-to-use Accuro Encounter Note.
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Improves chart quality and standardization Delivers high-quality, consistent histories through structured, standardized documentation.
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Configurable templates for specialty use cases (vendor to confirm full list).
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Mobile-friendly experience for patients.
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AI-guided questions that intuitively ask appropriate questions to the patient based on patient responses.
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Triage summaries and structured outputs for quick review.
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Reduces physician time spent gathering/documenting history during appointments; provides a detailed history based on clinical evidence and reduces history-taking time for physicians by providing a complete, evidence-based patient narrative.
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Specialty libraries included (e.g., ENT, GI, Rheumatology, Mental Health, Primary Care).
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Supports administrative workflows (e.g., pre-visit forms, routine updates).
Additional Details
DATA SECURITY

Certifications:

The platform follows SOC 2–aligned controls and practices but is not SOC 2 certified at this time, and is compliant with HIPAA and PHIPA/PIPEDA requirements. FirstHx has been assessed by a process based on the following standards: National Institute of Standards and Technology (NIST); Cybersecurity Framework (CSF); Centre for Internet Security (CIS); Critical Security Controls (CSC); and ISO/IEC 27002:2013(E) Information technology.

Encryption:

  • In transit: Yes
  • At rest: Yes
Data residency
FirstHx data for Canadian clinics is securely hosted in Canadian data centres and remains within Canada.
Data usage
Patient intake responses are used solely to generate clinical summaries and encounter note templates within Accuro. Data is not shared externally except as required to provide the service. Retention policies follow FirstHx’s privacy standards.
Accessibility & Other Requirements

Languages Supported:

English, French; others upon request

Accessibility Compliance:

The platform is built to align with WCAG accessibility standards to ensure broad and inclusive usability.

Terms of Use:

The Terms of Use are incorporated by reference into the Master Services Agreement and negotiated on a client-by-client basis.

Vendor Information
ABOUT THE VENDOR

FirstHx is a digital intake and clinical workflow platform that uses structured and evidence-based question pathways based on clinical complaints to gather high-quality patient histories before appointments. Their dynamic AI-powered assessments reduces clinic workload, improves chart quality, and allows providers to spend more time on care, not data collection.

FirstHx is a digital intake and clinical workflow platform that uses structured, evidence-based question pathways aligned to clinical complaints to capture high-quality patient histories before appointments. Its dynamic, AI-powered assessments deliver ROI from day one by increasing provider capacity, reducing administrative burden, and improving documentation quality—allowing clinicians to spend more time on patient care.

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* By submitting this form you agree to receive communications from Accuro. You may withdraw your consent at any time. We are committed to protecting your information, which will be used in accordance with the applicable data privacy laws and our privacy policy.
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