Template guide
Overview
Use for structured primary-care style intakes where you need medications, allergies, chronic conditions, and patient goals in one coherent record.
Who should use this template
- Primary care clinics
- Care coordinators
- Population health teams
What this template covers
Clinical snapshot
- Chief complaint
- Vitals context when applicable
- Red flags
Medications and allergies
- Current meds
- Adherence barriers
- Allergies
Care plan
- Goals
- Barriers
- Follow-up preferences
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
HTN and T2DM—taking metformin but inconsistent; wants to avoid insulin if possible; main goal is energy for grandkids…
Care team summary
- Conditions: HTN, T2DM
- Adherence concern: metformin consistency
- Patient goal: energy/activity with family; avoid insulin if possible
FAQ
- HIPAA considerations?
- Configure your account, access, and data handling to meet your regulatory requirements.
- Can patients complete this on mobile?
- Yes—public links work on modern mobile browsers.