Adaptive Intake Platform
Healthcare SaaS · Adaptive Intake / Multi-Tenant SaaS
Adaptive intake taken from a one-site prototype to a multi-tenant product
A physician built an AI intake tool for practices in orthopaedics, pain management and physical medicine: patients answer adaptive questions, and the provider gets a structured summary. Datics built the first version, then turned it into a multi-tenant product practices can sign up for, configure and pay for themselves.
- Status
- Live; multi-clinic version in delivery
- Engagement
- Single-site version 2025; multi-clinic version from late 2025
Adaptive Intake / Multi-Tenant SaaS
Templates
Where each practice designs and versions its intake.
- Adaptive intake
- Structured summaries
- Template editor
- Self-serve SaaS
Tenant-isolated SaaS with super admin, practice admin and provider roles.
The starting point
The first version ran adaptive intake for a single practice, with yes/no, condition-list and voice answers, and produced a structured summary without storing patient identifiers.
What had to change
Patients spent a long time on paper intake, and the prototype could not be offered to other practices: it had no tenancy, roles, onboarding or billing.
What couldn't break
The intake had to stay clinically useful while the product added tenant isolation, role-based access and careful handling of personal information.
Why this was hard
Turning one AI workflow into SaaS adds a whole product layer at once: tenancy, roles, template configuration, self-service onboarding, billing and security.
What Datics changed
Datics built the adaptive intake and summaries, then the multi-tenant layer: practice self-registration with per-provider billing, a template editor with schema validation, versioning and live preview, a physician dashboard with archive, search and export, and isolation between practices.
Version one was built by a single engineer to prove the intake. The multi-clinic version followed in planned sprints with a larger team.
Adaptive intake
Follow-up questions that branch on each answer, by tap or voice.
Structured summaries
Each conversation turned into a structured record for the provider.
Template editor
Practices build their own intake, validated, versioned and previewed live.
Self-serve SaaS
Sign-up, per-provider billing and isolation between practices.
How it works
Connects to: Stripe billing and Azure OpenAI.
- 1
Intake
Where patients complete the adaptive conversation.
- 2
Templates
Where each practice designs and versions its intake.
- 3
Provider Dashboard
Where summaries are reviewed, searched and exported.
Runs within: Tenant-isolated SaaS with super admin, practice admin and provider roles.
Engagement at a glance
The adaptive intake now runs as a product other practices can adopt on their own, with the isolation, access control and billing a healthcare SaaS needs.
- Trajectory
- Single-practice prototype to multi-tenant SaaS
- Onboarding
- Practices sign up and configure themselves
- Security
- Isolation, RBAC, Key Vault, audit logging
Under the hood
- Datics role
- AI product engineering and SaaS production architecture.
- Integrations
- Stripe billing and Azure OpenAI.
- Deployment
- Microsoft Azure: encryption in transit and at rest, secrets in Key Vault, audit logging.
- Production boundary
- Tenant-isolated SaaS with super admin, practice admin and provider roles.
Technology
What this unlocked
The same adaptive intake and tenant isolation underpin Intakely and the institution isolation in every EdTech module.
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