Solutions · Primary Care
A calm front desk for small primary care.
The portal inbox, the refill queue, the annual wellness backlog — drafted and prioritized so your team approves instead of authoring from scratch.
Human-in-the-loop·HIPAA-aligned architecture·Audit on every action
01Where the day breaks down
Admin pain
Portal inbox is a second clinic.
Patient messages stack up across clinical questions, refills, scheduling, and billing — and clinicians answer them at lunch or after hours.
Admin pain
Refills steal mornings.
Pharmacy faxes, e-prescribe queues, and chart context don't live together — every refill becomes a 4-tab tour.
Admin pain
Care gaps slip.
Annual wellness, A1c follow-ups, BP rechecks — there's never time to run the report and call the list.
Admin pain
Intake doubles staff work.
Patients fill the same form on paper, on the portal, and again at the front desk because no system trusts the others.
02How CliniLoom helps
01Inbox triageEach message is categorized, urgency-scored, and given a draft reply with chart context.
02Refill draftsRefill requests are matched to last visit, BP, and labs. Suggested response: refill, hold, or schedule.
03Care-gap surfacingDaily list of patients due for AWV, labs, or BP rechecks — with drafted outreach across SMS and portal.
04Intake parsingWeb, kiosk and PDF intake all collapse into a single structured packet for front desk approval.
03Example workflow
Every step is recorded. Staff approve before anything leaves the clinic.
01 · SYSTEM
Patient message arrives
02 · AI
Categorize + urgency-score
03 · AI
Draft reply with chart context
04 · STAFF
Clinician reviews
05 · STAFF
Send + log
AI · drafted · high confidenceSource: Portal thread #8421
Refill — Lisinopril 20 mg · Maria Santos
Last fill 28 days ago. BP 124/78 at last visit (3 weeks ago). No interactions. Suggested response: refill 90 days, send to preferred pharmacy, schedule annual.
ApproveEditEscalate
Safety
CliniLoom never sends, prescribes, or codes without a clinician's review. Drafts are clearly marked and every action is logged in the audit trail.
04Relevant modules
Next step
See CliniLoom on your real workflows.
A 30-minute walkthrough — your inbox, your prior auth, your follow-up backlog. No sales theater.