Turning Patient Calls and EHR Records Into Physician-Ready Visit Briefs

The challenge

WardlyAI was founded by physicians who had lived the problem directly: in a typical 15-minute appointment, nearly half the time gets lost to collecting history the patient could have shared beforehand, symptoms, timeline, prior evaluations, medications. That's time stolen from actual clinical judgment, and it compounds as case complexity rises: more sources to reconcile, more places for something important to get missed.

Solving that meant building something well beyond a scheduling reminder or a static intake form. WardlyAI needed an AI agent that could conduct a natural, voice-based conversation with a patient before their visit, the way a caring intake nurse would, then reconcile that conversation against the patient's actual EHR data, referrals, and labs into one coherent clinical picture, and hand a physician something they could trust and act on immediately rather than another document to parse.

What we built

Voice AI intake pipeline. We built the conversational voice AI that calls patients roughly 24 hours ahead of their appointment and gathers symptoms, history, and concerns in natural conversation, rather than a rigid phone-tree script. The system handles the realities of outreach at scale: automatic retries at configurable intervals, and a voicemail with a callback option when a patient doesn't pick up, keeping completion rates above 80% across WardlyAI's client base.

Clinical data reconciliation. A patient's call transcript is only half the picture. We built the pipeline that ingests EHR data, referrals, labs, and external records and reconciles all of it against the intake conversation into a single unified patient context, resolving the inevitable overlaps and gaps between what a patient reports and what their chart already shows.

Evidence-grounded clinical support. From that unified context, the system surfaces differentials, red flags, and evidence-grounded considerations, then produces a structured, physician-ready narrative, chief complaint, history of present illness, review of systems, and focus areas, delivered directly into the EHR before the physician ever opens the chart.

Where it landed

WardlyAI now runs live across primary care, gastroenterology, and psychiatry practices, integrating with Epic, Athenahealth, eClinicalWorks, Cerner, and most major EHR platforms, with most practices live within two weeks and no engineering resources required on the client's end. The platform is built HIPAA-compliant from the ground up, with encrypted voice transcripts and no PHI retained beyond what a clinical encounter requires.

Physicians using WardlyAI describe walking into visits already holding a rich, pre-structured clinical picture instead of reconstructing history from scratch, including gastroenterology clinics using it specifically to capture patient history before visits in a way that felt more natural to patients than a traditional AI scribe. Because intake questions are fully configurable per specialty, provider, and visit type, clinical teams can adjust the conversation itself without needing engineering involvement.