AI Summaries

Optional feature. Generates clinical summaries from form data.

How It Works

  1. Patient submits form
  2. Staff views submission
  3. Staff clicks “Generate AI Summaries”
  4. System sends form data to LM Studio (localhost)
  5. AI generates 3 summaries in parallel
  6. Staff reviews and edits if needed
  7. Summaries saved to submission

Three Summary Types

Clinician Summary

Key clinical information for staff review.

Highlights:

  • Diagnosis and severity
  • Treatment history
  • Failed medications
  • Contraindications
  • Clinical decision points

Patient Summary

Plain-language explanation for the patient.

Explains:

  • What they reported
  • What happens next
  • Treatment plan overview

PA Summary

Medical necessity summary for insurance prior authorization.

Includes:

  • Diagnosis with ICD codes
  • Failed prior treatments
  • Clinical severity scores
  • Medical necessity justification
  • Treatment recommendation

Setup Requirements

LM Studio must be running locally:

  1. Download LM Studio from lmstudio.ai
  2. Load a medical model (e.g., Llama-3)
  3. Start the local server on port 1234
  4. Enable CORS in server settings

Without LM Studio running, the “Generate AI Summaries” button will fail.

You Can Skip AI Summaries

AI summaries are completely optional.

You can use IntakePilot without ever generating summaries. Staff can review raw form data directly.

Privacy

AI runs 100% locally on your machine.

Form data never leaves your computer. Nothing is sent to external AI services.

All processing happens through LM Studio on localhost:1234.

Editing Summaries

After generation, staff can:

  • Edit any summary text
  • Regenerate if needed
  • Save changes

Edited summaries are stored in the database.

Technical Details

Summaries are stored in the processing_results JSONB field:

{
  "summaries": {
    "clinician": "...",
    "patient": "...",
    "pa": "..."
  }
}

API endpoint: PATCH /api/v1/tms/intake/:id