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Summary
Records
Clarify
Logistics
Options
Contact
Summary
Guided intake flow
Step 1 of 6

Upload the records

The case summary was already captured in the first step. You can continue with that brief alone or add records for more context.

Controlled intake

This wizard uses the intake and matching pipeline prepared for v1.

You can move through the case summary, temporary upload, clarifying questions, logistics preferences, the clinic shortlist, and the contact step. Final clinic confirmation and medical recommendations remain outside the application.

Add records if you have them, or continue directly with the initial brief

This step uses the summary entered in the hero. If you upload accepted files, they add context for the initial analysis; if not, the clarifying questions are based on the initial brief alone.

The initial case summary already carries over automatically from the first step. Records are optional and only add extra context.

We couldn't find the initial case summary in the current session. Restart the flow from the first step to continue properly.

Back to start

Optional medical records for this step

You can upload PDF, PNG, or JPEG files if you want to add context. If you do not have records right now, you can continue based on the initial brief only.

PDFPNGJPEG
Read the FAQ first

How this step is handled

If you upload files, they are used for the initial analysis and then prepared for short retention. If you upload nothing, the analysis starts from the initial case summary only.

The v1 flow optionally accepts PDF, PNG, and JPEG. DICOM is not active here.

What helps the analysis most

  • reports or images that clarify the summary already entered in the first step
  • reports or images that explain the clinical question
  • logistics or medical context that changes the clinic choice