Fertiligent API Documentation

The patient portal provides a secure, patient-facing view of a person's care. Patients can only see their own information and only the data the clinic has explicitly made patient-visible. Key visible components include:

• Profile: Demographics and contact details (editable by the patient).
• Cases and Episodes: Treatment arrangements and care episodes.
• Care Timeline: Verified monitoring entries (e.g., bloodwork, ultrasound) and approved Day-5 embryology updates.
• Outcomes: Clinical outcomes for episodes.
• Alerts: Items requiring patient attention.
• Documents: Files shared by the clinic.
• Messages: Direct communication with the care team.

Fertiligent is an AI operating system for fertility clinics that provides a clinic-governed agent across all patient channels. The platform is organized into four primary work tracks:

1. Intake & Referrals: Managing inbound leads and referral documents.
2. Patient Communication: Handling multi-channel interactions (Voice, SMS, Email, Portal).
3. Clinical Copilot & EMR: Assisting with clinical documentation and EMR data flow.
4. Trust & Compliance: Ensuring data ownership, HIPAA alignment, and security.

Eva is a patient-facing AI companion that can be embedded on clinic websites or patient portals. Her primary functions include:

• Knowledge Base Q&A: Answers questions using only clinic-curated materials (services, pricing, FAQs, policies). If no confident answer is found, she refers the user to the clinic team.
• Appointment Booking: Books the first visit by offering open nurse-intake slots.
• Lead Capture: Converts anonymous chats into 'prospects' once the visitor shares their details.
• Intake Assistance: Collects structured intake information from prospective patients.
• Staff Handoff: Initiates conversations that land in the clinic's messaging inbox when a human is needed.
• Document Sharing: Surfaces available patient documents.

Fertiligent is an AI-native operating system designed for fertility clinics. It integrates three primary components: a patient-facing voice and messaging agent, a referral-intake pipeline, and a scheduling and care-coordination portal. Key capabilities include:

• Unified Prospect Management: Consolidates referrals, calls, web chats, and texts into a single prospect record with full history.
• Automated Referral Processing: Automatically reads and structures referral letters and allows patients to self-book intake calls.
• 24/7 Coverage: Provides automated responses and intake handling via phone, website, and text outside of business hours.
• Controlled AI Responses: The assistant only uses approved materials, requires verification/consent before sharing health information, and escalates sensitive issues to clinic staff.

A prospect is a potential patient moving through the outreach and intake funnel before becoming an active patient. Fertiligent automatically captures prospects from the following intake channels into a single pipeline:

• Conversations with Eva (website companion)
• Follow-ups from phone calls
• Confirmed referrals
• Imports from other systems (e.g., CRM)

Users can generate various documents from a visit using the 'Ask about this session' line at the foot of the page.

Available document types include:

• Letters to patients, family physicians, or referral letters.
• Work-up letters, consent discussions, and summaries.

Quick asks are available for common documents (patient copy, referral, family physician letter, chart summary) to pre-fill the request. Documents support paragraphs, lists, and headings. They can be rewritten in different languages from their own tab and must be reviewed against the transcript before being sent. Closing a document removes it from the active list but preserves it for audit purposes.