The history is taken before the patient arrives.

Before a new visit, Citrus calls from your clinic's number and takes the history. Your clinician starts from a drafted note.

What it covers

Reason for the visit
Symptoms, how long, what helps or worsens.
History, medicines and allergies
Read from the bottles. Changes marked to reconcile.
Outside records and tests
Where past tests were done. Missing reports queued.
Goals and questions
What the patient wants from the visit.

A conversation, not a formBy voice in English or Spanish, when they choose. Add more by text.
Your intake templateYour specialty's template, or ours.
Worrying symptoms firstTriaged by your protocol, sent to clinicians at once.
A note in the chartEvery line sourced. Your clinician edits and signs.

Pre-visit noteVoice call, 11 minutes, before a new cardiology visit

Illustrative example with a synthetic patient.

Start with a co-development pilot.One clinic, one workflow, measured together. Start with a clinician login and connect Epic when you are ready.