Pre-surgery intake: booking prefilled from the EHR; the procedure type sets the questions and documents

Provable in pilot (live in sandbox)

Last verified:

Area
Intake
Stage
Front door and handoff
Moves
prefill, classify, write back
Customers
None named yet

Controls enforced

  • Required questions and documents
  • nothing incomplete reaches the surgical team
  • member ID masked before the eligibility check

Evidence produced

  • Decision Trace and Audit Trace

Claims

  • ENF-08Customer productionSelf-asserted

    PHI masking is tested and live.

    Evidence
    Messaging canon v2
    Last verified
    2026-11-02
  • HND-03Customer productionSelf-asserted

    Callvu reads what the CRM, core or EHR already knows and prefills, so the customer only answers what is missing.

    Evidence
    Messaging canon v2
    Last verified
    2026-11-02