AI Patient Intake

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Published date: April 30, 2026
Marketplace Vendor
integrated with Accuro EMR
Contracting through Vendor
Support through Vendor
Key Features
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Smart document reviewer: Reads and extracts relevant data and drafts a clinical note into your customized template
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Complete Prep Automation: Syncs with the Accuro day sheet, pulls all documents from the virtual chart, and drafts the note while you sleep
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Intake Forms: Patients complete a customized questionnaire and answers are seamlessly integrated into the clinical note
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Specialist Scribe: With the clinical note 80% done, our specialized scribe will complete your clinical or procedure note effortlessly. Push back to Accuro as an encounter note with one click.
Overview
CleverConsult is an AI-powered documentation tool and AI scribe designed for specialist physicians. Its smart document reviewer extracts relevant data from referral packages and patient questionnaires, generating a high quality consult, follow up, or procedure note tailored to the provider’s workflow. By automating the hardest parts of the specialist’s job, it reduces administrative burden and helps clinicians focus more on patient care.
How it works: 
  • Once connected, the Accuro sync runs every night to pull in the next day’s daysheet, virtual chart for every patient, and draft the clinical note before the user wakes up
  • Users can upload additional documents by fax, drag and drop, taking pictures on their phone, or pasting in free text
  • Patients complete a customized intake questionnaire with responses directly integrated into the note with no physician or MOA action
  • AI reviews all documents and submissions to output a highly structured draft clinical note based on the user’s template
  • AI scribe during the encounter, and once done, the note is finalized within seconds
  • One click “Publish to Accuro” button sends a completed encounter note into Accuro
  • Coming soon: Clinical trial eligibility will be screened during note generation and physicians will be shown relevant trials the patient meets criteria for, unlocking a natural opportunity to connect the patient into the trial coordinators
Use cases: 
  • Specialist physicians (e.g., gastroenterology, cardiology, endocrinology, rheumatology, respirology, ENT, OBGYN, general surgery, and more) - automate your documentation with a platform built for unique specialist workflows
  • Ambulatory Clinics (endoscopy, cardiology) - scribe during the procedure to reduce rapid dictation between cases
  • Clinical Trial Sites - screen patients against eligible trials at the point of care
  • Triage support at high volume clinics - quickly review and get a triage summary for thousands of referrals
  • Anyone spending after hours doing paperwork - just stop doing this!
  • Clinics with high touch patient intake flows/forms - intake forms that automatically populate the note without human touch
Additional Details
DATA SECURITY

Certifications:
PHIPA, PIPEDA, HIPA, HIA
SOCII Type 2 - Pending
This will be official in the next few weeks

Encryption:
CleverConsult encrypts all confidential data at rest and in transit using industry-standard algorithms like AES-256 and TLS (SSL Labs B+ grade). We enforce full-disk encryption on all endpoints and backups, manage cryptographic keys following NIST SP 800-57 guidelines, and strictly prohibit storing confidential information on removable media.

Authentication:
Authentication includes secure user login management via user name and password (14 character password limit to comply with privacy best practices) and support for password reset. Single Sign On (SSO) is being introduced in the near future.

Logging & Monitoring:
CleverConsult maintains detailed event logs across all production infrastructure to record user activities, security events, and system faults. Our logging standard requires capturing the User ID, IP address, timestamp, and action performed for all critical events, including authentication, CRUD operations on sensitive objects, and security configuration changes. These logs are protected against unauthorized access and tampering, with security event data retained for at least one year in our cloud environments. We utilize automated alerting to proactively identify significant threats to system integrity, and our Security Delegate and engineering teams regularly review administrator and system operator activities to ensure continuous operational security.

Privacy Policy:
https://www.cleverconsult.ai/privacy-policy open_in_new

Supported Data Types

Day Sheet - syncs with the daysheet to create a similar view in CleverConsult

Patients Section - pulls all documents from the virtual chart to draft the note

EMR Data/notes - pushes completed notes as encounter notes

Data residency
All data resides in Canada
Data usage
Patient data is used solely to provide the CleverConsult service, including reviewing referral information, generating consult notes, and supporting clinical documentation workflows. Data is not used for secondary purposes, such as marketing or unauthorized model training, outside of providing the core service.
Accessibility & Other Requirements

Languages Supported:
English

Accessibility Compliance:
CleverConsult is committed to ensuring digital accessibility for all users, including those with disabilities. We strive to align our platform with the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards. Our development process incorporates accessibility considerations into the design and testing phases to provide an inclusive experience, and we continuously work to improve the accessibility of our features as part of our core product roadmap.

Vendor Information
ABOUT THE VENDOR
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Cliniconex automates patient engagement as the leading communication and collaboration solution for more than 3,600 senior care facilities and 5,000 medical providers, returning 1 million hours to direct care every year.
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Interested in using CleverConsult?
Request Clinic Tool
Request Clinic Tool
Interested in our products?
Contact our sales team to see what’s possible.

* 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.