# Patient Intake Summary Agent

> A patient-intake agent that turns intake forms into a structured clinician summary, flags red-flag symptoms and missing info, and never diagnoses or gives medical advice.

- **Category:** Healthcare Workflows
- **Difficulty:** Advanced
- **Setup time:** 45 min
- **Stacks:** Claude, LangGraph, OpenAI
- **Version:** 2.0.0 (updated 2026-06-21)
- **Source:** https://agent-kits.com/kit/patient-intake-summarizer

## Overview

Turns patient intake information into a structured pre-visit summary for the clinician.

Captures chief complaint, history, medications, allergies, and relevant background faithfully.

Flags red-flag symptoms and missing critical information for clinician attention.

Defensive: never diagnoses or recommends treatment, never fabricates, and protects patient data.

## When to use it

- You want intake information organized into a clean summary before a visit.
- You want red-flag symptoms and missing information surfaced for the clinician.
- You want a faithful summary, with the clinician making all clinical decisions.
- You handle intake data and need it structured for the chart.

## When not to use it

- You want it to diagnose or recommend treatment — it won't, by design.
- You expect it to replace clinical judgment or triage decisions.
- You can't have a clinician review its summaries.
- You can't handle patient data with appropriate privacy safeguards.

## Architecture

- **Intake intake** — Receives the patient's intake information under protected-health-information handling.
- **Structured extraction** — Pulls chief complaint, history of present illness, medications, allergies, and relevant history as reported.
- **Faithfulness guard** — Ensures clinically relevant details are preserved exactly, without omission, softening, or embellishment.
- **Red-flag detector** — Surfaces potential red-flag symptoms for clinician attention, labeled as flags rather than interpreted.
- **Gap detector** — Identifies missing or ambiguous critical information the clinician may need to ask about.
- **No-diagnosis guard** — Blocks any diagnosis, differential, or treatment recommendation from the output.
- **Clinician handoff** — Produces the structured summary with disclaimers and a privacy note for clinician review.

## Files in this bundle

- `system-prompt.md` — the agent's system prompt
- `tools.json` — tool/function definitions the agent expects
- `workflow.md` — step-by-step run loop
- `.env.example` — environment variables to fill in
- `kit.json` — full structured metadata
- `starters/` — minimal starter snippets
- `LICENSE` — Apache-2.0 (code, configuration, and schema)
- `LICENSE-CONTENT` — CC BY 4.0 (specification text and documentation)
- `NOTICE` — attribution and trademark notice
- `run.py` — **runnable demo**: real agent loop with mock tools (`pip install anthropic`, set `ANTHROPIC_API_KEY`, `python run.py`)
- `agentaz.json` / `agentaz.schema.json` — AgentAz™ governance spec + schema

## Implementation notes

- Hard-block any diagnosis, differential, or treatment recommendation; the agent organizes information and the licensed clinician makes every clinical decision.
- Preserve clinically relevant details faithfully and never drop or soften them — a missed allergy or downplayed symptom in a summary can cause real harm.
- Flag red-flag symptoms for prompt clinician attention but label them as flags, not interpretations, so the clinician's judgment is informed, not pre-empted.
- Never fabricate symptoms, medications, vitals, or results; mark missing or unclear information for the clinician to ask about.
- Treat everything as PHI: keep it in scope, disclose only to the care team, and follow the applicable privacy and security requirements.
- Position the summary as decision support that a clinician always reviews, never as autonomous triage.
- Use model tiering thoughtfully, but keep the strong model on faithfulness and red-flag surfacing given the stakes.

## Variations

- **Basic — Intake summarizer:** Organizes patient-reported intake into a structured summary for clinician review. No diagnosis.
- **Advanced — Summary with red-flag flags:** Adds faithful preservation, red-flag and missing-info flagging, no-diagnosis guards, and PHI handling.
- **Enterprise — Clinical intake workflow:** Adds EHR integration (scoped), configurable red-flag lists, structured chart-ready output, and compliance controls — clinician review throughout.

## FAQ

**Does it diagnose or recommend treatment?**

No, and that's its core constraint. It organizes what the patient reported into a summary for a clinician. It never offers a diagnosis, differential, or treatment recommendation — those are the licensed clinician's decisions.

**How does it handle a serious symptom?**

It flags potential red-flag symptoms (such as chest pain or difficulty breathing) for prompt clinician attention, clearly labeled as a flag rather than an interpretation, while preserving every reported detail faithfully.

**Could it leave out something important?**

It's designed to preserve clinically relevant details exactly and not to drop, soften, or embellish them. It also flags missing or unclear critical information so the clinician knows what to ask about.

**Does it make up information?**

Never. It summarizes only what's in the intake and marks anything missing or ambiguous. It won't invent symptoms, medications, vitals, or results.

**Is patient data protected?**

Yes. It treats all information as protected health information, keeps it in scope, and is intended to be used within your compliant environment with disclosure limited to the care team.

**Does it replace the clinician?**

No. It's decision support that a clinician always reviews. It saves time organizing intake and surfacing flags, but every clinical judgment remains with the clinician.


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© 2026 AgentKits · www.agent-kits.com

**Open source.** Code, configuration, and the AgentAz™ schema are licensed under
**Apache-2.0**; specification text and documentation under **CC BY 4.0** (with
attribution to AgentKits, link to https://www.agent-kits.com). See LICENSE, LICENSE-CONTENT,
and NOTICE in this bundle. "AgentAz" and "AgentKits" are trademarks of AgentKits.

**Flagship reference blueprint.** View the source, AgentAz™ spec, and frozen v1.0 schema
in the public registry: https://github.com/agent-kits/agentaz
Original: https://agent-kits.com/kit/patient-intake-summarizer
