For patients

Custom product intake forms

Complete the product-specific questions in your patient portal so your clinician has the information needed for a safe review.

Some medications need extra information that the standard intake doesn't cover — for example, a blood-pressure reading for BP-monitored weight-loss drugs.

When your clinician selects that kind of drug for your case, the system shows you a custom intake form on your dashboard that asks the questions specific to that drug.

What you'll see

The form looks like the lead-funnel quiz: one question per step, clear "Next" / "Back" buttons, and a final summary before you submit.

Question types you might see:

  • Numeric input — e.g. "What's your latest systolic BP?"
  • Single choice — e.g. "Do you currently smoke?"
  • Multiple choice — e.g. "Which of these apply to you?"
  • Free text — for context the clinician asked for

When do I see it?

Only when both are true:

  • Your clinician has selected a product (drug) on your case
  • That product has a custom intake form attached

If neither applies, no form appears — the standard intake is enough.

What does the system do with my answers?

Your answers are saved against your case and the clinician sees them on the case-detail screen. Two things happen automatically:

  1. Auto-recommendation — the system runs the product's triage rules over your answers and surfaces a recommendation (e.g. "approve" if BP < 140/90, or "review" / "flag" / "decline").
  2. The clinician still decides. The auto-recommendation is a signal, not a decision. The clinician reads it, looks at the underlying answers, and makes the call themselves.

This is by design. The platform never auto-approves or auto-declines a prescription. AI prepares the workflow; clinicians make the decision.

Can I edit my answers after submitting?

Not directly — but if you realise you made a mistake, message the clinic and they can re-open the form for you.