Client Intake Screening Agent

Before working with a new client, coaches, trainers and dietitians need a health history, goals, and a screen for conditions that need medical clearance. This agent sends the intake form and screening questions and reads the answers. It checks for gaps and for red flags, such as chest pain on exertion, recent surgery, pregnancy, eating disorder signs or uncontrolled conditions. If the form is incomplete, it sends follow-up questions and checks again. Red flags pause the start, and the professional decides whether to ask for medical clearance. Clean intakes become a client profile and a first-session brief. The professional approves any start with red flags. Edge case: answers in a free text box that mention a condition not ticked on the checklist are flagged as well.