Process patient intake forms and flag critical allergies instantly

Reads uploaded intake forms, logs patient details, and sends an urgent alert if a critical allergy is found.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new intake form uploaded"]:::trig s0["Extract patient details"]:::task s1[("Create patient record")]:::store s2["Check for critical allergies"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is allergy critical"}:::gate s2 --> gx p00["Send urgent staff alert"]:::task gx -->|"critical allergy"| p00 p10["Send normal notification"]:::task gx -->|"non critical"| p10 p00 --> out p10 --> out out[/"Patient record with allergy alert"/]:::out pay{{"Faster safer patient intake"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google DriveGoogle SheetsSlackPDF Vector
Featured in

The problem it solves

Front desk staff have to read through every intake form by hand to catch critical allergies before a patient sees a provider. A missed allergy note in a stack of paperwork can turn into a serious safety issue.

Who it fits

A medical clinic, urgent care center, or healthcare practice that wants to speed up intake and catch dangerous allergies immediately.

How it works

  1. A new intake form is uploaded to an Intake Forms folder in Google Drive
  2. The system reads the form and pulls out patient details, conditions, medications, and allergies
  3. A patient record is created in Google Sheets with a generated patient ID
  4. It checks for critical allergies like penicillin, sulfa, latex, or iodine
  5. Medical staff receive an urgent Slack alert for critical allergies; front desk gets a normal notification otherwise
What you get

Critical allergies flagged before a patient is seen

Every intake form gets logged automatically, and any critical allergy triggers an immediate alert to your staff.

What you get

A new patient record in Google Sheets and an immediate Slack alert when a critical allergy is present.

What you need

A Google Drive account, a document extraction API key, a Google Sheets account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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