IntakePilot Docs

Patient intake system for Cincinnati Children’s TMS program.

System Access

• App: intakepilot.com
• API: api.intakepilot.com
• Admin login: admin@intakepilot.com / admin123

Quick Tasks

• Add a patient
• Send a form
• View submissions
• Check audit logs

Getting Started

• Getting Access - How to get an account
• Your First Patient - Add patient and send form
• Dashboard Overview - What everything does

User Interface Guides

• Staff Dashboard - Main landing page
• Patient Intake Form - TMS medical questionnaire
• Admin Portal - Admin hub navigation
• Intake Hub - Start intakes and view submissions
• Patient Management Hub - Manage patient records
• Analytics Hub - Database monitoring
• Administration Hub - System settings and audit logs

Feature Guides

• Managing Patients - Add, edit, search patients
• Creating Forms - Form templates and assignments
• Reviewing Submissions - View and process intake forms
• AI Summaries - Generate clinical summaries
• User Management - Add and manage users
• Audit Logs - HIPAA compliance tracking

Reference

• API Reference - API endpoints and examples
• Database Schema - PostgreSQL tables and structure
• Architecture - System overview and stack
• Security Model - HIPAA compliance and encryption

Troubleshooting

• Common Issues - Solutions for typical problems

For Developers

• GitHub Repository
• View source, contribute, report issues