First Visit
Building a Complete History from Day One
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Scenario
Ethan, a 55-year-old man with a history of coronary artery disease, type 2 diabetes, and chronic kidney disease, presents for his first visit with a new primary care physician. He recently relocated and brings a folder of printed records, scattered discharge summaries, and a list of medications scribbled on a notepad.
The new provider has no access to his previous health system’s EMR and is faced with:
- Fragmented and incomplete medical history
- No searchable format for scanned records
- Unclear list of current medications or allergies
- No visibility into past surgeries or hospitalizations
How Realize-365 Helps
Step 1: Unified Patient History Across Sources
Traditional time: 30 to 45 minutes of manual chart review and patient recall
With Realize-365: Under 2 minutes
The clinic staff uploads Ethan’s scanned records and PDF discharge summaries to Realize-365. As the documents are ingested, the platform automatically consolidates and structures his clinical history.
Within moments, Realize-365 delivers a complete, searchable workspace that includes:
- Chronic condition list
- History of CABG (coronary artery bypass graft)
- Hospital admissions for CHF exacerbation and acute kidney injury
- Documented medication allergies (e.g. lisinopril – angioedema)
- Medication list with timestamps from last known updates
Step 2: Longitudinal Timeline and Comorbidity Mapping
Traditional time: Often missed entirely during first visit
With Realize-365: 1 to 2 minutes
The nurse turns to The Pulse and asks:
“When was his last hospitalization and for what?”
“Has he had any recent imaging or labs?”
The Pulse responds:
- Last hospital admission: March, for fluid overload and uncontrolled diabetes
- Last documented eGFR: 45
- Recent chest CT: Unremarkable
- Missed follow-up cardiology visit post-CABG
It also surfaces early signs of overlapping risks: uncontrolled diabetes, declining renal function, and missed specialty care.
Step 3: Structured Clinical Hand-Off to Physician
Traditional time: 15 minutes of the visit spent collecting history
With Realize-365: 1 minute
The nurse asks:
“Generate summary for today’s visit, first-time patient.”
Realize-365 returns a clear briefing, including:
- Past procedures and hospitalizations
- Key diagnoses and risk flags
- Current medication regimen and allergies
- Pending follow-ups and care gaps
The physician enters with a full clinical picture, ready to focus on relationship-building and future planning.
Step 4: Real-Time Clarification and Verification
Traditional: Manual questioning and patient recall
With Realize-365: Efficient verification with documentation backup
The physician asks The Pulse:
“What caused the angioedema reaction?”
“Has he had diabetic retinopathy screening?”
“Any prior history of stroke or TIA?”
Answers are immediate and referenced directly to source documents, scanned PDFs, discharge notes, and consult letters, available in a click.
Clinical Impact
- Time saved: 30+ minutes during first-time patient onboarding
- Reduced errors through allergy and medication reconciliation
- Faster trust-building with patients due to informed conversation
- Immediate access to legacy medical records across systems
- Empowered teams with validated data from day one
Realize-365 ensures that the first encounter isn’t spent rebuilding the past, but instead focused on charting the future.
