Understanding the Case Intake Form

The Case Intake form is how PraxPilot collects the clinical information it needs to generate an accurate protocol.

Fields Explained

Patient Identifier

A reference label for the case. This is not stored as personal health information — use initials, a code, or a number.

Age and Sex

Used to adjust protocol reasoning and dosing considerations.

Primary Complaint

The main clinical reason for the consultation. Be specific — this is one of the most influential inputs for protocol generation.

Symptoms

Enter symptoms individually. PraxPilot groups them into clinical clusters (e.g., digestive dysfunction, hormonal imbalance) which inform the reasoning engine.

Clinical Notes

Free-text field for history, observations, previous treatments, lifestyle context, or anything else relevant to the case.

Lab Markers

Enter key lab values where available. Even low-normal markers within reference range can influence protocol logic — PraxPilot applies functional medicine optimization standards, not just pathological thresholds.

If you are uploading a document to extract lab markers please note after extraction, PraxPilot does not retain a file reference in the case record. The structured lab data is saved to the case, but the original uploaded file is not kept attached to the case inside PraxPilot.

Why Intake Quality Matters

The quality of what you put in directly affects the quality of what comes out. Detailed, structured intake data gives the Clinical Intelligence system more signals to work with — resulting in more relevant first drafts and less editing time.