Summaries & Files
Available

Ask for the patient story instead of reading every document.

Patient Intelligence assembles relevant patient context and produces source-bounded summaries through Main Menaela, with retrieval kept permission-bound, patient-bound and explicit about what source material was actually used.

Why this matters

The chart often contains the answer, but finding it can require reading years of notes, PDFs and forms. Patient Intelligence compresses retrieval work: assemble the relevant material, summarize it with source boundaries visible, and let staff ask for the patient story without pretending the model has seen information it did not receive.

What it does

Not a demo prompt. These are product capabilities connected to the clinic’s actual data and workflows.

Context assembly

Assemble the relevant authorized notes, files, questionnaire responses, signed forms and encounter data needed for the current question instead of pushing an entire chart into every prompt.

Source-bounded summaries

Summarize selected files, build concise patient overviews or compare reports over time while keeping the result tied to the material actually retrieved for that request.

Save files from conversations

Save WhatsApp attachments or staff-chat files to the correct patient record, with a safe file allowlist and ZIP handling.

Recorded-care retrieval

Retrieve approved recommendations, medications and follow-up plans without exposing raw note bodies to patient-facing automation.

A real example

What the capability looks like when the request is slightly messier than a feature list.

Ask the record

Retrieve the relevant story, not the entire chart.

The assistant can assemble approved patient context for the current question without pushing every note and file into every prompt.

Doctor

Summarize the last two cardiology visits and compare the latest echo with the previous one.

Menaela

I found the two visits and both reports. I’ll summarize the changes and keep each point tied to the retrieved source material.

What happened: Retrieval is patient-bound and task-specific. Missing or unsupported source content stays missing instead of being filled from general model knowledge.
What happens in practice

The operational path behind a normal request.

01

Menaela retrieves only the patient-bound records and files the current user is allowed to access.

02

Selected material can be summarized, compared across dates or used to build a concise history view.

03

Uploaded or messaged files are stored against the correct patient through controlled file handling.

04

When input is partial or truncated, the response can state that limitation instead of filling gaps from general knowledge.

Implementation detail

How the capability is bounded in the product, not just what appears in the interface.

Retrieve, then reason

The assistant first asks the application for the relevant patient-bound material. The model reasons over that returned context rather than assuming the whole chart is always present.

Files stay application-owned

Files are referenced by server-owned patient file records rather than arbitrary external URLs supplied directly to the model.

Partial context is explicit

When a file cannot be parsed completely or only a selected subset of the record was retrieved, the answer can expose that limitation.

Different surfaces get different context

Internal staff retrieval can be broader than patient-facing retrieval. External conversations can receive an intentionally reduced view of recorded care.

What makes it different
  • Summaries stay tied to the real patient record rather than a separate chatbot.
  • File handling stays inside application security boundaries.
  • Missing, unsupported or truncated source content can be stated explicitly.
  • Retrieval is task-specific rather than unrestricted chart access by default.
A strong fit for
  • Longitudinal patients with many documents
  • Clinics receiving reports through chat
  • Doctors who need a fast pre-visit orientation
Important boundary

Patient Intelligence is available with permission-bound, source-bounded retrieval. The design principle is explicit context, not pretending the whole chart is always in view.

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