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AI Pre-VisitQuestionnaireWith Zero PortalLogin

Patients receive a secure, frictionless text message before their appointment to co-create their visit agenda. No passwords, no app downloads, and no barriers. Clinicians open their chart to find clinical priorities already mapped.

Request a Visit Prep DemoExplore Clinical Flow
A patient filling in the Elixir pre-visit questionnaire on a laptop and phone

  • Zero Portal Sign-In

    Single SMS tap eliminates forgotten passwords and app drop-off.

  • Two-Factor Passcode

    DOB match and OTP authentication prior to exposing PHI.

  • Full Bilingual AI

    Native English and Spanish support across UI, prompts, and agenda generation.

  • Adaptive Workflows

    Differentiated intake paths for first-time vs returning patient encounters.

Step-by-Step Architecture

How the Pre-Visit Questionnaire Works

From automated delivery to provider agenda injection, the patient completes the whole experience on their mobile phone in under 3 minutes.

  1. 01Handled by Elixir

    Configurable Prep SMS

    A clinic-branded text message reaches the patient ahead of their visit (e.g. 48 hours prior) with an encrypted, unique preparation link.

  2. 02Patient Verified

    Secure Identity Verification

    The patient inputs First Name, Last Name, and Date of Birth. Upon verification, an instant one-time security passcode is sent to their verified phone number.

  3. 03Language Choice

    Confirm Details & Language

    Appointment date, provider name, and location are confirmed. Patients seamlessly select between English and Spanish for their full interaction.

  4. 04Automated Triage

    Dynamic Flow Routing

    Elixir checks EHR records in real-time to determine if prior clinical encounters exist, routing into the New Patient or Returning Patient pathway.

  5. 05Patient Guided

    AI Agenda Synthesis

    The patient shares concerns in natural conversational language. Kratu AI synthesizes their input into concise, clinical agenda bullet items.

  6. 06Chart Sync

    Review & Provider Handoff

    The patient reviews, refines, and signs off on the agenda. It is immediately delivered into the provider's EHR chart. Patients receive a copy day-of via SMS.

  • Automated Elixir Process
  • Patient In-Control Action

Context-Aware Clinical Pathways

New Patient vs. Returning Patient Flows

A first visit and a routine check-up require fundamentally different clinical context. Visit Prep dynamically adapts questions so patients are never asked about histories that don't exist.

New Patient Intake

No previous encounter on record in EHR

  1. No AI recap generated. With no previous clinical record, retrospective summaries are bypassed.Step Bypassed

  2. No medication adherence review. Historical medication checks are suppressed to avoid confusion.Step Bypassed

  3. Primary visit reason capture: The session focuses on primary chief complaints and reasons for choosing this practice.

  4. Patient input in their own words: Guided prompts help articulate symptoms and expectations clearly.

  5. AI formats the clinical agenda: Translates patient descriptions into provider-friendly clinical groupings.

  6. Patient edits & confirms: Patient validates every item before submission.

  7. Confirmation & SMS reminder: Receives confirmation and appointment itinerary.

Returning Patient Prep

Prior encounters and historical record available

AI Enhanced

  1. AI visit recap generated: Kratu AI extracts key vitals, recent lab results, and medication changes since last visit.AI Active

  2. Patient confirms previous updates: The patient reviews previous items and flags what needs re-discussion.

  3. Medication adherence check: Structured questions regarding prescription compliance, side effects, or renewal needs.

  4. Additional concerns logged: Space to enter any new symptoms or questions since last seeing the clinician.

  5. AI organizes structured agenda: Prioritizes historical follow-ups and new concerns into the physician view.

  6. Final patient signoff: Seamless review and submission with one tap.

  7. Morning-of SMS dispatch: Agenda dispatched to the patient's phone the day of the visit.

Bulletproof Patient Identity Verification

Frictionless SMS links maximize patient participation, but never at the expense of HIPAA compliance. Patient identification is authenticated rigorously before any health data is surfaced.

Before passcode is verified:

  • Zero Protected Health Information (PHI) displayed
  • No provider, practice, or appointment time revealed
  • Failed verification discloses zero patient existence confirmation

Native Bilingual Capability in English & Spanish

Language should never be a barrier to clinical clarity. The initial questionnaire defaults to the preferred language stored in the EHR, with an immediate, prominent toggle for patient selection.

The chosen language controls everything: AI question comprehension, conversational responses, SMS notifications, and confirmation copy.

Language Toggle:English (US)Español (América Latina)

Trust & Clinical Safety

Strict AI Governance Boundary

Visit Prep leverages AI to capture, structure, and format patient intent. It never practices medicine, never suggests treatments, and maintains strict ethical guardrails.

What the AI Does

  • Organizes unstructured patient words into concise, clinician-ready agenda items.
  • Summarizes structured EHR data already logged in previous encounters.
  • Adapts tone and prompts to the exact language the patient selected.
  • Captures verbatim adherence notes on medication schedules.

What the AI Never Does

  • Does NOT diagnose: Never infers illness or suggests differential conditions.
  • Does NOT clinically triage: Prioritization remains 100% with the licensed clinician.
  • Does NOT recommend therapies: Medication adjustments are never advised.
  • Zero model training on patient data: Protected health information is never used to train public LLMs.
Elixir Clinical EHR • Encounter Room 3Kratu Pre-Visit Brief

Maria Gonzalez • 48 yo Female

MRN #891240 • Appt: Today 10:30 AM • Dr. Chen

Agenda Confirmed • Verified via OTP

Patient-Agreed Visit Priorities

  1. 1. Medication Adherence & Side EffectsConfirmed

    Taking Lisinopril 20mg daily. Mentions persistent dry cough and mild morning lightheadedness after dose increase last month.

  2. 2. Follow-Up: Recent Lipid PanelConfirmed

    Wants explanation of LDL results completed on Oct 12th; requested dietary recommendations before statin initiation.

  3. 3. New Concern: Right Knee StiffnessPatient Added

    Mild swelling after routine walking over the past 2 weeks. Has not taken OTC anti-inflammatories.

Clinician Experience

What the Provider Sees Before the Exam Begins

The confirmed agenda is injected right into the encounter chart. Instead of wasting the first seven minutes uncovering why the patient is there, the doctor enters the room aligned on priorities.

  • Preparation, Not Final Documentation

    Patient answers do not auto-populate clinical diagnostic codes, preserving physician oversight.

  • No More "By The Way, Doctor..."

    Surfacing secondary concerns up front reduces appointment overrun and patient anxiety.

Frequently Asked Questions

Common Provider & Clinical Questions

Everything you need to know about implementing Elixir Visit Prep across clinic networks.

  • Do patients need a portal account or app download?

    No. Patients access their questionnaire via a secure SMS web link. Zero portal credentials, zero downloads, and zero forgotten passwords.

  • How is patient identity verified securely?

    Patients verify their First Name, Last Name, and Date of Birth. Elixir cross-checks this against the appointment chart and issues a one-time passcode to the verified mobile number before exposing any information.

  • Does Visit Prep work for first-time patients?

    Yes. First-time patients are automatically routed through our New Patient Intake flow, which bypasses medication adherence and prior visit recaps to focus directly on reasons for visit.

  • What languages are supported?

    Visit Prep provides native bilingual support in English and Spanish. Both the user interface and AI natural language processing respond in the patient's language of choice.

  • Does the AI diagnose or prioritize conditions?

    No. The AI solely formats the patient's natural language input into readable clinical agenda items. All clinical prioritization, evaluation, and diagnosis remain with the care team.

  • Can patients review and edit the agenda?

    Yes. Patients have full control to edit items, add specifics, or remove topics before finalizing the agenda for their provider.

  • When is the preparation SMS message dispatched?

    Dispatches are fully configurable per clinic specialty (e.g., 48 hours in advance). In addition, patients receive an automated morning-of summary on appointment day.

  • Is patient health information used to train AI models?

    Never. Patient data is encrypted in transit and at rest and is never retained to train public or foundational AI models.

Experience Kratu AI in Action

Turn Every Appointment ReminderInto Clinical Preparation

Test-drive the new and returning patient workflows customized with your clinic's appointment types and languages.

Schedule a Clinical DemoContact Solutions Team

Explore additional AI capabilities: Kratu Co-Pilot (Clinical Scribe)Payor Policy Intelligence