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.
- 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.
- The provider reviews and completes the encounter during the appointment.
- Optional: Data is encrypted; routed based on clinic configuration
- 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)
- High-volume clinics looking to reduce bottlenecks at check-in
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
Authentication / Access Controls:
None Provided
Patient Verification
- Patients receive a secure, unique link to complete their intake.
- Each link includes a one-time intake ID that expires after a defined period.
- No username or password is required for patients.
- The intake ID ensures secure access and is required for all intake-related system actions.
Staff Login
- Internal users log in using secure authentication.
- Once logged in, users are granted time-limited access to the system.
- Access can be revoked immediately if needed.
- User authentication and access control are managed using industry-standard security tokens (JWT).
Logging & Monitoring:
Logging and monitoring systems are access-controlled and limited to two authorized technical staff members, strictly as required for their roles. These individuals are fully trained in privacy, security, and data-access standards and limitations. Logs are read-only to prevent tampering, and sensitive information is filtered to protect data integrity and confidentiality.
Privacy Policy:
☑ Demographics
☑ Documents
☑ Encounter Notes
☑ Appointments
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.
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.
