Primary Care workflows
A consistent start for new and returning patients.
Bring patient-reported history, medication changes, allergies, and pre-visit concerns together before a primary care appointment.
Specialty workflow planning
General medical intake is available now. Specialty-specific templates and self-service configuration are planned. The examples below are requirements to discuss with your team, not medical advice or a claim of a deployed specialty module.
Where intake can become fragmented
- New-patient information arrives across separate forms.
- Returning patients repeat details that have not changed.
- Medication and allergy updates can be hard to find.
A common pre-visit workflow
Start with demographics and contact details, review existing information, collect the reason for the visit, and organize history and insurance for staff review.
Topics to plan for
- New patient intake and returning patient updates
- Annual visit concerns and patient goals
- Medication and allergy review
- Medical, surgical, and family history
- Patient-reported preventive information
- Insurance and contact details
Relevant Minthra capabilities
Start with reusable patient information, conditional questions in the general questionnaire, medication and allergy entries, insurance details, a signed intake snapshot, and staff queue review. Additional specialty forms, document delivery, appointment connections, and location workflows require further implementation or configuration.
Review the status of each capability on the features page.
Example intake prompts
- What would you like addressed at your visit?
- Have your medications or allergies changed?
- Is your contact and insurance information current?
These examples illustrate information collection. Your clinical team determines the appropriate questions and how answers are interpreted.
Operational purpose
Give staff a consistent place to review the patient’s updates before the encounter.