Template builder
Build templates as ordered steps, each with the subjects you want covered. Reorder with a grip handle; save versions; reuse across patients.
Intake
Collect exactly what you need, before the visit.
Build multi-step intake questionnaires, assign them to patients, and walk into every consultation with structured data instead of a blank sheet.
- Template builder
- Conversational interview
- Structured assessment
- Medical tests & uploads
A clinical visit lives or dies in the first five minutes. If the clinician's opening question is “so what brings you in today?” — a question the patient has already answered six times — you've lost them before you've started.
Ona's intake is a conversational interview, not a clipboard. You define the steps and subjects you want covered; the patient completes them as a chat on their phone; you get a structured assessment back in the chart before they walk in.
01 · Why it matters
Paper intake is a tax on everyone.
Clinics with structured, conversational intake stop re-typing and start the visit from a real summary.
The clipboard is a tax on the patient (who's already told you this), on the front desk (who has to type it up), and on the clinician (who can't read the handwriting). Nobody wants it. Everybody keeps it.
Conversational intake isn't just “the PDF but worse.” Done right it asks only what applies, follows the patient's answers, and hands the clinician a clean structured summary — not three pages of free-text to decode.
02 · What you get
Intake that earns its keep.
Conversational interview
Patients complete the intake as a chat rather than a form. The tone is unhurried, the questions adapt to their answers, and hard topics land more gently than a checkbox.
Structured assessment
The conversation is summarised into clean sections — working well, areas of attention, insights, next steps, daily checklist, timeline. Not a free-text blob.
Labs & uploads, handled
Predefined steps can ask about prior labs and accept uploads. Files land on the patient record with the rest of the intake context.
Sent to the right patient
Assign a template to a patient from the dashboard; they're notified to complete it. The result attaches to their record so it's there when they arrive.
Review before the visit
A clinician can open the assessment summary in a side sheet alongside the chart — read it in a minute, not three, then walk in already caught up.
03 · How a template lives
From build to bedside.
Build the template
Draft the steps you want Ona to cover — main problem, relevant history, medications, lifestyle — with optional subject-level guidance.Send it to the patient
Assign the template to a patient. They complete the interview on their phone at their own pace.Assessment lands on the chart
The structured summary — working well, areas of attention, next steps — shows up on the patient record as soon as they finish.You walk in prepared
Read the summary in a side sheet before the visit. The conversation starts at the insight, not the paperwork.
“The first minute of a new-patient visit used to be “let me catch up on you.” Now it's “given your sleep and your stress, let's start here.” Patients feel seen before we've said hello.”
04 · In practice
Intake, shaped to your specialty.
Functional medicine
Timeline, lifestyle, and history — covered.
A long-form first visit gets a structured interview before the patient arrives. Timelines, medications, and lifestyle patterns arrive summarised.
Behavioral health
A gentler intake for sensitive topics.
Conversational pacing and validating language make the hard questions easier to answer. You still get a structured summary you can read in a minute.
Primary care
Faster pre-visit brief.
Send the same template to anyone booking a physical. Everyone walks in with a short, scannable summary on the chart.
Multi-provider clinic
One library, shared templates.
Templates live at the clinic level; providers can pick the right one per service. Consistency across the team without forcing everyone into the same form.
FAQ
Common questions.
Can patients complete intake on their phone?
Yes. The interview runs in the patient portal on any phone or desktop browser — no app to install.
Can we migrate our existing PDF intake?
Bring it in and we'll help translate the asks into steps and subjects. The goal is never a one-to-one port of a PDF — it's to keep the asks and drop the awkward layout.
What does the clinician actually see?
A structured assessment summary on the patient record with the key sections — working well, areas of attention, insights, next steps, daily checklist, and timeline. The full conversation is available if you want to drill in.
Is this HIPAA-compliant?
Yes. Intake conversations and uploads are encrypted in transit and at rest, role-scoped to your workspace, and stored alongside the chart with an audit trail.
Can the interview ask about prior labs?
Yes — the “Medical tests and lab results” predefined step asks about existing results and accepts uploads so the files are on the chart when you review.
Ready when you are
Start every visit already caught up.
Bring your current intake — we'll rebuild it live in a fifteen-minute walkthrough.