Patient preparation
The patient completes a guided context intake before the visit, including priorities, medications, timing, and optional labs.
CoreSignal for clinics · Controlled pilot
A focused brief before the visit.Clear ownership after it.
CoreSignal organizes patient priorities, timing, missing context, and follow-through without replacing the medical record or the clinician’s judgment.
Pilot focus: preparation · visit utility · ownership · follow-through
Pre-visit briefPatient priorities and open loops
IllustrativePriorities03
Missing context02
Open loops02
Reason for visitEnergy decline over ten weeks
Comparison noteCollection timing differs from prior draw
Context gapRecent illness not yet confirmed
Focused questionCould timing explain part of the change?
OwnerUnassigned
Review statusOpen
Source packetAttached
01
PreparationClarify the reason for visit.
02
Visit utilitySurface context without a data dump.
03
OwnershipAssign decisions and next steps.
04
Follow-throughKeep open loops visible.
Clinic workflow resources
Two focused guides to the pilot boundary.
Where CoreSignal fits
One narrow job, done well.
The pilot is not an EHR replacement or an autonomous clinical system. It is a structured preparation and follow-through layer with a defined start, handoff, and stop point.
Pre-visit brief
CoreSignal organizes the stated reason for visit, context gaps, comparison-quality flags, and focused questions into one concise view.
Clinical review
The licensed clinician verifies the record and decides what is relevant. CoreSignal does not diagnose, prescribe, or replace documentation.
Ownership and follow-through
Decisions, owners, due dates, and review status can be carried forward so open loops do not disappear after the visit.
The product surface
A brief that makes the missing pieces obvious.
The useful output is not another generic score. It is a reviewable record of what the patient reported, what could change the read, and what still needs an owner.
Patient briefReview queue · 01 of 04Illustrative controlled-pilot surface
Patient-stated priority
“I am training the same, but recovering much slower.”
Record qualityModerateTwo context gaps remain
Treatment timingReported
Collection timeConfirmed
Recent illnessMissing
Medication changeNeeds review
Prior drawMorning · fasting
Current drawAfternoon · not fasting
CoreSignal flags the mismatch; the clinician decides whether it matters.
DecisionOpen
OwnerUnassigned
Due dateNot set
ReviewPending
Pilot scope
Explicitly included. Explicitly excluded.
Preparation and follow-through.
- Guided patient context before the visit
- Clinician-facing brief with source and timing notes
- Missing-context and comparison-quality flags
- Decision owner, due date, and review-status fields
- Pilot measurement and controlled expansion
Autonomous medical care.
- No diagnosis, prescribing, or dosing
- No automated treatment protocols
- No replacement for the clinic’s EHR or documentation
- No emergency or urgent-care workflow
- No silent expansion beyond the approved scope
How the pilot earns expansion
Measure the workflow, not vanity metrics.
We do not need fabricated time savings or outcome claims to know whether a pilot is useful. The first question is whether the workflow improves preparation, clarity, ownership, and follow-through.
Preparation
Did the patient arrive with a clearer reason for visit and the source information needed for review?
Visit utility
Did the brief make the conversation more focused without adding avoidable work?
Ownership
Were decisions and follow-up responsibilities assigned to the right person?
Follow-through
Were open loops reviewed, completed, or deliberately closed after the visit?
Before the first patient
Scope, roles, data flow, and stop conditions are documented.
- Approved patient population and workflow boundary
- Named operational and clinical owners
- Appropriate privacy, security, and contractual review
During the pilot
Clinical judgment and clinic policy remain authoritative.
- The clinic decides what belongs in the medical record
- The clinic controls escalation and urgent-result handling
- Expansion requires a deliberate review decision
Clinic pilot questions
Clear answers before the workflow begins.
A strong pilot is narrow, measurable, contract-defined, and easy to stop. CoreSignal is evaluated on whether it improves the work without blurring clinical responsibility.
01Does CoreSignal replace the clinic’s EHR or intake?
No. A pilot is designed to sit beside the clinic’s existing intake, medical record, documentation, and clinical workflow. The exact role is documented before launch so CoreSignal does not become a shadow chart.
02Does CoreSignal diagnose, prescribe, or route treatment?
No. It can organize patient-reported context and show where information is missing or difficult to compare. Diagnosis, prescribing, dosing, escalation, and treatment decisions stay with licensed clinicians and the clinic’s established policies.
03What information is included in the pre-visit brief?
The pilot brief can include the patient’s stated priorities, symptoms, goals, medication and treatment timing, collection conditions, optional labs, missing context, comparison-quality notes, and focused questions. The final scope is defined with the clinic.
04How does a controlled clinic pilot begin?
We define the patient population, workflow boundary, data flow, ownership model, success measures, and stop conditions before the first patient is invited. The pilot starts small and is expanded only after review.
05What is required before protected health information is used?
Any pilot involving protected health information requires an approved data flow, documented roles, appropriate agreements, and clinic security review before launch. No clinic should send PHI through an unapproved marketing or survey workflow.
06How do invited providers access the platform?
Invited and eligible providers can use the existing provider access page. Public access does not by itself activate a clinic pilot or establish a BAA.