Step 1

Referral document import

Upload the referral and extract patient, GP, medicines, diagnoses, pathology, consent and referral context into structured fields.

⇧

Drop a referral document here

PDF, DOCX, RTF, TXT or image. PDF is preferred for scanned referrals.

For testing with real clinical data, use only an appropriately configured production environment.

AI extraction Uses the backend-only OpenAI Responses API. Your API key is never placed in the browser.

Detected patient & referral data

Not analysed

Patient name Date of birth Address Phone Medicare / DVA Preferred contact Referring GP Provider number Clinic Referral date Reason for referral Diagnoses / relevant history Allergies / adverse reactions Consent / referral notes

Data quality & source trace

Review required

Patient identity—

GP / clinic—

Medication list—

Clinical history—

Pathology—

Consent—

Extraction rule

Missing or uncertain information is left visibly unresolved. The platform does not silently invent clinical facts.

Step 2

Pre-interview preparation

Compare the referral, medicines, pathology and known history, then build a targeted question plan before the home visit.

Suggested questions are prompts only. They should help the pharmacist investigate discrepancies, missing diagnoses, dose/timing differences, adherence, pathology and the referral reason.

Referral-derived prompts

0 suggestions

Import a referral or load the demo, then generate targeted questions.

Pre-visit checks

Address and phone checked Interview time confirmed Family member / carer attendance considered Translator need checked Cognitive impairment / reliability considered Referral reason reviewed Medicines compared with available history Pathology reviewed for unexpected results Home-visit safety considerations reviewed

Step 3

Guided HMR interview

A structured interview covering medicine use, adherence, beliefs, lifestyle, function, symptoms, devices and patient priorities.

0 answered

Step 4

Medication reconciliation

Compare the referral list with what the patient is actually taking, including OTC, complementary medicines, eye drops, inhalers, creams and “just in case” medicines.

Current medication list

0 medicines

Medicine	Strength	Directions	Indication	Source	Patient use / discrepancy	Status

Adherence

Missed doses / frequencyReasons / barriers

Storage & expiry

Storage observationsExpired / unwanted medicines

Device technique

Inhalers / eye drops / other devicesEducation provided

Step 5

Hospital visits, falls & major events

Capture recent admissions, emergency visits, medication changes, falls and other events that may explain current medicine use.

Hospital / emergency visits

0

No hospital visits recorded.

Falls / other significant events

0

No falls recorded.

Functional & home observations

Mobility Carer support Cognition / memory Medication organisation Home / environment observations

Step 6

Tests, pathology & monitoring

Record values supplied on the referral or identified during the review. Add any other relevant test without changing the core template.

Weight

kg

Height

cm

BMI

kg/m²

Monitoring & pathology

0 tests

Test / observation	Value	Units	Date	Source	Comment

Diabetes monitoring

Blood glucose meter?How often?Typical readings / pattern

Vaccination status discussed

Influenza COVID Shingles Pneumococcal Other / unsure

Step 7

Clinical findings & issues

Document what was found, why it matters and the recommendation. Use AI to help structure wording, not to replace clinical judgement.

Step 8

HMR report writer

Generate concise professional draft wording from pharmacist-confirmed data, then edit each section before final review.

Addressing & patient details

Required

To / GP Provider number Patient DOB Address Allergy Date of report

Interview summary

Medication list

Verified at interview

Medicine	Dose / directions	Indication / comment

Medication-related findings & recommendations

GP action summary

Issue	Recommendation	Priority

Additional notes / follow-up

Step 9

Final review & pharmacist sign-off

Resolve missing data, confirm that the report accurately reflects the interview and accept clinical responsibility before finalisation.

Final clinical checklist

Patient and referring GP details checked Medicines reconciled with patient use OTC, complementary and non-oral medicines considered Hospital visits / falls reviewed Relevant pathology and monitoring reviewed Referral reason addressed Findings and recommendations checked for accuracy Report language is concise and non-judgmental I have reviewed the complete report and accept clinical responsibility for the final content.

Finalisation status

DraftComplete the declaration and required checks.

Pharmacist name Credential / contact References used

Before production use

Complete privacy, security, clinical-governance, retention, audit and data-processing review. This package is a test platform, not a production clinical record system.