AI-Native Clinical Intake. Any Specialty. Live in 24 Hours.
From eligibility screening to AI-generated SOAP notes — Clinexa replaces static intake forms with an intelligent clinical data engine.
Built for health systems, clinical research organizations, and high-volume specialty practices.
Why clinical organizations choose Clinexa
Better intake. Better care pathways. Better outcomes.
1 in 5
Physician Hours Lost to Documentation
That structured digital intake eliminates
110+
Validated Clinical Assessment Forms
Across 9 specialty bundles
70%
Reduction in Administrative Documentation
Physician time saved per patient
24hr
From Signed Agreement to Production
For standard deployments
Intake that thinks. Not just collects.
IntakeQ collects data. Jotform collects data. Clinexa interprets it — surfacing clinical intelligence before your providers see the patient.
Collect — Intelligently
110+ validated clinical assessment forms with built-in auto-scoring. Patients complete everything before they walk in the door — at their own pace, on any device.
- PHQ-9, GAD-7, SCAT5, FIM, DASH, NDI & 100+ more
- Formula builders for automatic scoring & calculations
- Complex conditional logic and multi-branch workflows
- Specialty bundles: MSK, Mental Health, Oncology, Concussion & more
Analyze — With Agentic AI
Unlike tools that just collect data, Clinexa interprets it. The AI post-processing engine reads every response before the provider walks into the room.
- Auto-generates SOAP notes — saves 30% of documentation time
- Flags clinical risk factors & red flags automatically
- Eligibility screening for clinical trials against protocol criteria
- Longitudinal trend analysis for research cohorts & chronic care
Act — And Integrate
API-first architecture means Clinexa plugs into your existing clinical stack. We're the best front door — not a replacement for your EHR or scheduling system.
- SOAP notes pushed to Accuro, Cliniko, or any FHIR-compatible EHR
- Clio integration for IME, WSIB & legal case management
- Rule-based follow-up intake triggers & time-based surveys
- Self-hosted enterprise option for air-gapped health networks
* Custom AI agents and specialty workflow configurations are available for enterprise deployments.
Built for Organizations That View Intake as Clinical Intelligence
Clinexa is not a generic form tool. It's purpose-built for high-stakes, data-intensive organizations where intake quality directly impacts patient outcomes and research accuracy.
Clinical Research Organizations & Trial Sponsors
Automate eligibility screening against complex clinical trial protocols. Capture research-grade intake data ready for FDA/EMA regulatory submission. Built to handle Phase II–IV trial volumes at scale.
- AI-powered protocol matching & eligibility screening
- Longitudinal survey scheduling for research cohorts
- PIPEDA, GDPR & HIPAA compliance for global trials
- Regulatory-ready data export formats
Health Systems & Multi-Provider Networks
Eliminate physician "pajama time" — the documentation burden that follows providers home after every shift. AI-generated SOAP notes, role-based access for nurses, PAs, and MDs, and API-first EHR integration.
- AI drafts SOAP notes before the physician sees the patient
- Role-based access: nurses, PAs, MDs, coordinators
- API-first: Epic, Athena, Accuro, Cerner, QHR via integration
- Self-hosted enterprise for zero-trust IT environments
High-Volume Specialty Clinics
50+ patients a day across Oncology, Neurology, Cardiology, Chronic Pain, Mental Health, or MSK rehabilitation. Every patient pre-charted. Every form auto-scored. Every risk flag surfaced before the visit.
- 9 specialty bundles covering all major clinical domains
- Automatic scoring: PHQ-9, GAD-7, SCAT5, Oswestry & more
- Risk flags surfaced before the provider enters the room
- Clio integration for IME, WSIB & legal case management
The Digital Front Door
The best clinical encounter starts before the patient walks in. Clinexa is the intelligent front door to every care pathway — from the moment a patient is invited to the moment a provider reviews their AI-generated clinical summary.
Structured digital intake drives better clinical decisions, shorter wait times, and less documentation burden — for any specialty, any size organization.
Comprehensive Assessment Bundles
Over 110+ digital forms with integrated formula builders for automatic scoring (e.g., PHQ-9, GAD-7) covering every major behavioral, functional, and preventative domain. AI is used for post-processing analysis of completed forms. Select a bundle to see what's included.
Mental Health Complete
19 FormsComprehensive behavioral health screening covering depression, anxiety, PTSD, and more.
Includes:
- PHQ-9 (Depression)
- GAD-7 (Anxiety)
- PSS (Stress)
- PCL-5 (PTSD)
- + 15 more forms...
Primary Care / AWV
22 FormsComplete Medicare Annual Wellness Visit screening suite + chronic disease management.
Includes:
- Health Risk Assessment (HRA)
- Advance Care Planning
- Fall Risk Assessment
- Mini-Cog (Cognitive)
- + 18 more forms...
Pediatric / Developmental
10 FormsScreening tools for child development, autism, ADHD, and emotional health.
Includes:
- Ages & Stages Questionnaire (ASQ-3)
- Modified Checklist for Autism (M-CHAT)
- Pediatric Symptom Checklist
- Strengths and Difficulties Questionnaire
- + 6 more forms...
Preventative & Lifestyle
8 FormsProactive health screenings for metabolic, cardiovascular, and wellness factors.
Includes:
- Cardiovascular & Metabolic Risk
- Diabetes Risk Assessments
- Cancer Risk & Screening
- Immunization & Vaccination
- + 4 more forms...
Functional Assessment
19 FormsStandardized functional capacity evaluations for disability assessment and return-to-work planning.
Includes:
- Driver Assessment Form
- Medical Exam for Motor Vehicle Operators
- Examination Report
- Functional Independence Measure (FIM)
- + 11 more forms...
Musculoskeletal (MSK) / Physio
17 FormsEssential pain and functional scales for physiotherapy and rehabilitation.
Includes:
- Advanced Balance & Athlete Performance
- Physical Function & Balance
- Numeric Pain Rating Scale (NPRS)
- McGill Pain Questionnaire
- + 11 more forms...
Concussion / Brain Injury
12 FormsGold-standard tools for concussion tracking, cognitive screening, and recovery.
Includes:
- SCAT5 (Sport Concussion)
- Post-Concussion Symptom Scale
- Rivermead Post-Concussion
- VOMS (Vestibular/Ocular)
- + 7 more forms...
Chronic Pain / Complex Cases
13 FormsDeep-dive assessments for chronic pain, neuropathy, and psychosocial factors.
Includes:
- Multidimensional Pain Inventory
- Chronic Pain Grade
- Pain Disability Index
- Fibromyalgia Impact Questionnaire
- + 7 more forms...
Post-Incident Assessment
8 FormsTargeted forms for whiplash, trauma, and documentation requirements.
Includes:
- Whiplash Disability Questionnaire
- Neck Disability Index
- Impact of Event Scale - Revised
- Acute Stress Disorder Scale
- + 4 more forms...
From Invitation to Clinical Intelligence
Five steps from intake initiation to AI-generated SOAP note — automated, compliant, and integrated with your existing clinical stack.
Secure Invitation & Onboarding
Provider sends a secure signup invitation. Patient creates their account and completes their profile — demographics, medical history, and consent forms.
Specialty Bundle Assignment
Provider assigns specific assessment bundles based on the clinical context — Demographics + Consent + Medical History + selected specialty forms (e.g., MSK, Mental Health, Functional Capacity).
Digital Intake Completion
Patient completes assigned forms online at their convenience — on any device, before the appointment. Conditional logic keeps forms concise and relevant.
Agentic AI Analysis
Forms are instantly available for clinical review. Clinexa's AI post-processing engine analyzes all responses — generating SOAP notes, flagging risk factors, scoring standardized assessments, and producing a clinical summary.
EHR Sync & Compliance Documentation
Clinical summaries and SOAP notes are sent directly to your EHR (Accuro, Cliniko, or any FHIR-compatible system). For legal and case management workflows, Clio integration is available. Complete audit trail maintained for compliance.
End-to-end in 24 hours. Standard deployments are live within 24 hours of agreement. Complex enterprise configurations with custom EHR integrations or self-hosted infrastructure typically take 4–6 weeks.
See a live workflow demo →We Plug Into Your EHR. We Don't Replace It.
Our API-first architecture means Clinexa works alongside Epic, Athena, Cerner, Accuro, QHR, Cliniko, Clio — and any system with an HL7 or FHIR endpoint. This is a deliberate design decision that makes us a better fit for enterprise buyers.
- We don't do scheduling — we sync with your existing booking system
- We don't do billing — we pass structured data to your billing workflow
- We don't replace your EHR — we're the intelligent front door to it
- We don't lock you in — API-first means you own your data
Our philosophy: We focus exclusively on clinical intake intelligence with post-processing AI. This specialization means we deliver a better intake experience than any general-purpose EHR module — and we integrate with whatever you already have.
Supported Integrations & EHR Connections
Clinexa Clinical Intelligence Hub
Receives intake data → AI analysis → Routes structured output to your EHR, case management, or reporting system
Enterprise-Grade for Organizations That Can't Use Off-The-Shelf SaaS
For health systems with zero-trust IT policies, GDPR requirements, government data sovereignty rules, or air-gapped networks — Clinexa runs on your infrastructure, under your control.
Cloud-Managed
Fastest to deploy
Hosted on Microsoft Azure with Canadian or US data residency. We handle infrastructure, security, compliance updates, and 99.9% uptime SLAs. Ready in 24 hours.
- Canadian data residency available
- Managed security & compliance updates
- 99.9% uptime SLA
- Onboarding within 24 hours
White-Label
EnterpriseYour brand, your portal
Deep integration into your organization's brand. The portal looks and feels like an internal tool — not a third-party link. Perfect for health systems, hospital networks, and large payers.
- Your logo, colors, and custom domain
- Appears as an internal system
- Staff & patient-facing branding
- Custom subdomain (intake.yourhealth.ca)
Self-Hosted Enterprise
Air-Gapped ReadyYour infrastructure, full control
Full source code access. Deployed on your Azure, AWS, or on-premise infrastructure. Designed for zero-trust IT environments, government-funded health systems, and air-gapped networks.
- Deploy on your own Azure/AWS tenant
- Full source code access & license
- 6-month update cadence with new AI features
- Quarterly security patches & compliance updates
Ready to discuss your enterprise requirements?
Our team will scope the right deployment model for your organization's compliance, scale, and security requirements.
Run AI Agents Locally. Patient Data Never Reaches a Cloud AI API.
For organizations where patient data cannot be sent to an external AI service for processing — we deploy Clinexa's Agentic AI stack with a locally hosted LLM. The model runs on hardware inside your network. Clinical data stays inside your network.
Powered by hardware like the NVIDIA DGX Spark — a personal AI supercomputer with 1 petaflop of AI compute — Clinexa runs open language models (LLaMA, Mistral, Qwen) locally on your infrastructure. No data is sent to OpenAI, Azure OpenAI, or any external AI API. The AI inference happens on your device.
Discuss Local LLM DeploymentStandard vs. Edge AI Architecture
Standard Cloud AI
Patient data → Internet → External AI API (OpenAI / Azure) → Analysis → Response returned
✗ PHI transmitted to third-party AI infrastructure
Clinexa Edge AI — Local LLM
Patient data → Your local network → NVIDIA DGX Spark (local LLM) → AI analysis → SOAP notes — all on-device
✓ No patient data sent to any external AI service
Reference Hardware — NVIDIA DGX Spark
AI Compute
1 Petaflop
Unified Memory
128 GB
Local Models
LLaMA, Mistral, Qwen
Data Processing
100% On-Device
* Other hardware configurations supported. We configure the local LLM to your environment.
Local LLM. Local Processing.
The AI model runs on your hardware. Patient data is processed by the local LLM — not transmitted to any cloud AI API.
Same Clinexa Intelligence
Identical agentic AI capabilities — SOAP notes, risk flags, scoring, eligibility screening — delivered by a locally hosted open model.
We Configure It For You
We don't just sell software. We deploy the local LLM, configure Clinexa's AI agents, and validate the full stack in your environment.
Who Benefits from Local LLM Deployment
Organizations where patient data cannot be sent to an external AI API for processing
Federal & Provincial Health Agencies
Agencies with strict data governance policies. The LLM runs locally — patient data is processed on-premise and never transmitted to a cloud AI API.
Clinical Research — Data Isolation Protocols
Phase II–IV trial sites where sponsor governance prohibits patient data from being sent to external AI APIs. Eligibility screening and analysis runs on the local LLM.
Remote & Indigenous Community Health Clinics
Communities with data sovereignty requirements or unreliable connectivity. AI inference happens on local hardware — patient data never leaves the community's systems.
Disaster Response & Field Hospitals
Mobile medical units operating without reliable cloud connectivity. The local LLM processes intake forms and generates SOAP notes directly on-device.
Pharmaceutical Manufacturing & R&D Sites
Pharma sites where patient and research data cannot be sent to external AI services. The local LLM processes trial intake data within the secure research network.
High-Security Hospital Networks
Hospitals with policies prohibiting PHI from being sent to any external AI API — including cloud-hosted LLMs. Full AI capability delivered by a local model inside your network.
Available Now
We deploy and configure your local LLM environment
Our team handles the full deployment — hardware recommendation, local model configuration, Clinexa AI agent integration, and validation. Your data. Your hardware. Your AI.
Enterprise Pricing Tailored to Your Organization
Whether you're a 10-provider specialty clinic, a 500-site health network, or a global clinical research organization — we scope pricing around your scale, specialty, and deployment model.
No publicly listed prices. No hidden fees. Custom scoping on every engagement.
Clinical
Specialty practices & multi-provider clinics
For practices with 5–50 providers seeking intelligent intake automation, auto-scoring, and AI-generated clinical documentation.
- Up to 9 specialty assessment bundles
- AI post-processing & SOAP note generation
- Accuro & Cliniko EHR integration
- Role-based access for staff, providers & patients
- Standard onboarding within 24–48 hours
Enterprise
Health systems, hospital networks & payers
For large health organizations requiring white-label deployment, self-hosting, advanced API access, or air-gapped infrastructure compliance.
- White-label & custom domain deployment
- Self-hosted on your Azure/AWS infrastructure
- Epic, Athena, Cerner & FHIR API integration
- PIPEDA, PHIPA, GDPR & HIPAA compliance pack
- Dedicated implementation & success team
- BAA + DPA + vendor risk assessment package
Research
CROs, pharma sponsors & decentralized trials
For clinical research organizations running Phase II–IV trials that require protocol-matched eligibility screening, longitudinal data capture, and regulatory-ready exports.
- AI eligibility screening against trial protocols
- Longitudinal survey & time-based cohort tracking
- Regulatory-ready data export (FDA/EMA formats)
- GDPR, PIPEDA & HIPAA for international studies
- Custom research workflow configuration
All tiers include a scoped demo before any commitment. Pilot deployment available for qualified organizations.
Enterprise Security. Zero Compromise.
Purpose-built for healthcare's most demanding compliance environments. Trusted by clinics, health systems, and research organizations with strict IT policies.
Technical Security Controls
End-to-end encryption
All data encrypted at rest and in transit using AES-256 and TLS 1.3
Role-based access control
Granular permissions for patients, nurses, PAs, physicians, admins, and coordinators
Comprehensive audit logs
Every action logged with user, timestamp, and IP — ready for regulatory review
Regular penetration testing
Third-party security assessments conducted on a scheduled cadence
Zero-trust architecture
Enterprise self-hosted option for organizations with air-gapped networks
Data residency controls
Canadian Azure regions available for PIPEDA/PHIPA-sensitive deployments
Your Data. Your Infrastructure.
Enterprise self-hosting available for organizations that cannot use multi-tenant cloud software due to zero-trust IT policies, government data sovereignty requirements, or GDPR/PIPEDA cross-border restrictions.
Deploy on your Azure subscription → your Azure OpenAI → your data residency
BAA & Legal Agreements
Business Associate Agreements (BAA), Data Processing Agreements (DPA), and Vendor Risk Assessment documentation available for enterprise customers upon request.
Frequently Asked Questions
Common questions from health system leaders, CRO procurement teams, and clinical operations directors.
What makes Clinexa different from IntakeQ, Jotform, or Phreesia?
Most intake tools collect data as static text — a human still has to read it to find clinical red flags. Clinexa interprets it. Our Agentic AI post-processing engine analyzes every completed form to automatically generate SOAP notes, flag risk factors, score standardized assessments, and match patients against clinical trial eligibility criteria. We also offer 110+ pre-validated clinical forms in specialty bundles — something no general-purpose form tool provides.
Do you support white-label deployment for health system branding?
Yes. Enterprise customers can deploy Clinexa under their own brand, domain, and visual identity — making the portal appear as an internal system rather than a third-party link. White-label deployments can be hosted on our managed Azure infrastructure or self-hosted on the organization's own Azure or AWS environment.
What EHR integrations do you support? Can you connect to Epic or Athena?
Our API-first architecture integrates with any EHR that supports HL7 FHIR or REST API endpoints. We have native integrations with Accuro (QHR) and Cliniko, and we support Epic, AthenaHealth, Cerner, and TELUS Med Access via API. For legal and case management workflows, we integrate with Clio. If your EHR isn't listed, contact us — if it has an API, we can connect to it.
Can we deploy Clinexa on our own Azure or AWS infrastructure?
Yes. Our Enterprise Self-Hosted option provides full source code access and deployment on the customer's own Azure subscription. This is designed for health systems with zero-trust IT policies, government-funded networks with data sovereignty requirements, and organizations that cannot use multi-tenant cloud SaaS due to GDPR or PIPEDA cross-border data transfer restrictions. We provide ARM deployment templates, quarterly security patches, and 6-month feature update cycles.
How does the Agentic AI work? Does AI modify the intake forms?
No — and this is an important distinction. Our AI uses post-processing analysis, not pre-processing intervention. This means your standardized clinical forms remain consistent and unmodified during patient completion (critical for validated instruments like PHQ-9 or SCAT5). After submission, the AI analyzes all responses to identify risk factors, generate SOAP notes, score assessments, check eligibility criteria, and surface clinical summaries — before the provider walks in.
What compliance frameworks do you support?
We support HIPAA (US), PIPEDA (Canadian Federal), PHIPA (Ontario Provincial), and GDPR (EU/International). Business Associate Agreements (BAA), Data Processing Agreements (DPA), and Vendor Risk Assessment documentation are available for enterprise customers. Data is hosted on Microsoft Azure, with Canadian data residency available for PIPEDA/PHIPA-sensitive deployments.
How quickly can we go live?
Standard deployments are live within 24 hours of agreement. Complex enterprise configurations with custom EHR integrations, white-labeling, or self-hosted infrastructure typically take 4–6 weeks for full deployment. Custom forms beyond our 110+ library are available at $99 per form with a rapid turnaround — provide your questionnaire blueprint and we build it.
Is Clinexa suitable for clinical research and decentralized trials?
Yes — this is one of our core use cases. Clinexa supports Phase II–IV clinical trials through AI-powered eligibility screening against protocol criteria, longitudinal survey scheduling for research cohorts, time-based data collection at defined intervals, and regulatory-ready data exports. Our multi-compliance framework (HIPAA + PIPEDA + GDPR) supports global trials with international data requirements.
What support and SLAs do you offer for enterprise customers?
Enterprise customers receive dedicated implementation support, a 4-hour response SLA for critical issues, and 24-hour resolution for high-priority problems. Standard support has a 48-hour response time. Enterprise self-hosted customers receive quarterly security patches and 6-month major feature updates. We also provide onboarding documentation packages including System Administrator Guides, Compliance Monitoring Checklists, and Incident Response Playbooks.
Have a question not covered here? Book a discovery call and we'll answer it directly.
See Clinexa in Action
See Clinexa Configured for Your Specialty
In 20 minutes, we'll demo the platform scoped to your clinical workflow — from intake assignment to AI-generated SOAP note.
Scoped to Your Specialty
We configure the demo around your specific clinical workflows
Live in 20 Minutes
No lengthy sales process — see real forms, real AI output
Enterprise-Ready
Discuss white-label, self-hosting, and EHR integration on the call
No commitment required. Pilot deployment available for qualified health organizations.