Consult Prep
Built for the clinical team — prep for a consult without all the hunting for relevant records.
Consult Prep reads the full history the moment a patient is scheduled and assembles a structured, editable summary of everything that matters for the visit — internal and external EHR and fax records ingested automatically, standardized, and source-linked. Coordinators stop chasing records, and clinicians spend the encounter deciding, not searching.
Powered by Record Retrieval — it reads every retrieved record so the summary reflects the whole chart, not just the last note.The AI inside Consult Prep
AI that reads the whole chart — then shows its work.
Consult Prep runs ML/LLM models over the curated longitudinal record to produce a structured, source-linked, clinical-grade summary. Because it's built from clean, structured extractions rather than raw text, every statement carries its evidence with it. That's the difference between a summary you can trace line-by-line, and one that just sounds right.
Data-first: point a generic LLM at raw EHR data and you won't get this summary — because the model isn't the hard part. The curated, EHR-agnostic record beneath it is. That's what we built.
Built for the clinical team
Prep a consult without the hunt for relevant records.
Auto-Pulled Records
Internal and external EHR & fax records ingested automatically.
Patient-Centric View
Reports surfaced, standardized, and structured across health systems in one place.
ICD-10 Extraction
Key data flagged from summaries & faxed documents based on disease group.
Path Slides & Imaging CDs
One-click request & track with an auto-generated FedEx label and tracking.
Filter & Search
Sort by institution, date, clinical category, or disease category.
Auto-Generated Intake Packet
Diagnosis-specific packet assembled automatically per case.
EHR Push
Diagnosis-specific packets pushed back to the EHR via seamless integration.
Gen-AI Record Search
A generative, chat-style search to find answers hidden in medical records.
Referral to consult-ready
The coordinator workflow, and what it saves.
- Pull & Summarize: records snapshot, re-pull anytime
- Review: imaging, pathology, labs, procedures, notes, and more
- Filter & Tag: by institution, date, or diagnosis group
- Validate & Push Packet: push the diagnosis-relevant packet to the EHR
- Less manual chasing: records arrive ready, no portal-hopping
- Faster consult prep: minutes instead of hours per case
- Fewer missed reports: auto-flagging surfaces what matters
- Audit-ready trail: source-linked, traceable packets
AI-generated, disease-specific narrations
Everything a clinician needs to prep — without starting from scratch.
AI-Generated Case Summary
History of present illness auto-drafted from source documents.
Clinical Timeline
Chronological progression of diagnosis & treatment events.
Search
Custom Q&A search across all structured records to enhance summaries.
Treatments & Histories
Overview of all past and current treatments, plus PMH/PSH.
Labs
Relevant laboratory results extracted, surfaced, and trended across institutions.
Pathology, Imaging, Genomics
Pathology reports, imaging, and genomic testing records.
- AI-Generated Case Summary: high-level narrative
- Clinical Timeline: key diagnosis & treatment events
- Customizable Focus: configure which topics appear
- Display Mode: narrative, timeline, or both
- Organized by Topic: sorted by clinical category
- Source Hyperlinks: click to open the source documents
- Multi-Source Data: internal/external EHR & fax records
- Traceable & Auditable: full transparency to source
Disease-Specific AI Summary·Normalized Labs·Past Medical History·Past Surgical History·Social History
Oncology and transplant, one clinical intelligence layer
Purpose-built for oncology and transplant, across chronic organ disease.
One curated record, two demanding domains — the complete cancer story for oncology, and chronic-disease-through-transplant readiness across kidney, liver, heart, and lung.
The whole cancer story, read before the visit.
The consult prep tool assembles diagnosis, histology, stage, molecular profile and the full treatment-and-response timeline into a structured summary - preparing the entire oncology team from patient referral to consult.
Diagnosis & staging snapshot
Primary site, histology, and AJCC stage pulled and reconciled across pathology, radiology, and outside records.
- ICD-O-3 histology and behavior codes
- AJCC TNM with restaging over time
- Reconciliation across duplicate outside reports
Biomarker & molecular profile
Genomic alterations and IHC results structured into a clean, current molecular picture.
- Alteration tuples: gene · variant · result
- PD-L1, MSI/MMR, HER2 and companion markers
- Links back to source molecular reports
Treatment timeline & response
Lines of therapy, surgery, and radiation laid out chronologically with response assessments.
- Systemic therapy lines with start/stop dates
- Surgical and radiation history
- RECIST-style response notes where documented
Open questions surfaced
Gaps and decision points flagged so the clinician sees what still needs an answer.
- Missing staging or molecular data highlighted
- Guideline-relevant decision points noted
- Draft summary editable before the encounter
Standards & frameworks
Tumor Board: AI & Workflow Innovation
Streamlined workflow from case request to EHR documentation.
Phase 1 · Request
One-Click Case Request
Provider or nurse submits a case instantly from the patient chart.
- Smart Request FormShort form captures the key path/rad to review and a case overview, launched directly from the EHR.
- Auto-PopulationPatient demographics and diagnosis pulled straight from the EHR.
- Question CaptureSpecific clinical questions captured for tumor board review.
Case enters queue automatically
Phase 2 · Preparation
Automated Case Prep
The organizing team reviews pre-generated presentations before the meeting.
- Case Queue DashboardNurse, resident, or fellow manages the case list in one view.
- AI Case PresentationPre-generated summary with history, staging, and treatment.
- Path & Rad NotificationAuto-send case list to pathology and radiology teams for pre-review.
Case list distributed to all participants
Phase 3 · Meeting & Doc
Live Meeting Dashboard
Present cases, document recommendations, and push straight to the EHR.
- Case Review InterfaceNavigate cases and view summary, images, and pathology in one screen.
- Quick DocumentationStructured templates for rapid recommendation capture.
- One-Click EHR PushRecommendation note pushed to the patient chart instantly as a “Tumor Board” note type.
Note in EHR → requesting provider notified
Phase 4 · AccreditationTumor Board only
Maintained Accreditations
Vizlitics supports leading cancer-program standards.
- CoCCommission on Cancer accreditation support.
- NAPBCNational Accreditation Program for Breast Centers.
- NAPRCNational Accreditation Program for Rectal Cancer.
Audit-ready documentation
From lung decline to transplant readiness — in one read.
For pulmonology consults, the Consult Prep tool trends pulmonary function, tracks nodules and imaging over time, and reconciles the comorbidities and medications that shape the plan — lung transplant readiness included. It auto-generates and tracks the lung transplant evaluation checklist, keeps the listing current as new results arrive, and flags pending or expiring workup — PFTs, six-minute walk, right-heart catheterization, and required serologies — so nothing lapses before the patient can be listed or activated.
Pulmonary function trends
Serial PFTs organized into trend lines rather than scattered across visits.
- FEV1/FVC and DLCO over time
- GOLD staging context for obstructive disease
- Trajectory since prior consult
Imaging & nodule tracking
Longitudinal imaging with nodule size and characterization surfaced.
- CT findings tracked across studies
- Lung-RADS context where applicable
- Prior report reconciliation
Comorbidity & medication reconciliation
The cardiac, metabolic, and infectious history that changes pulmonary decisions.
- Active problem list from the full record
- Medication reconciliation across sources
- Oxygen and device history
Transplant & interventional candidacy
Signals relevant to lung transplant listing or interventional referral.
- Functional status and exacerbation history
- Prior evaluations and listings
- Draft summary editable before the encounter
Standards & frameworks
Review Board: AI & Workflow Innovation
Streamlined workflow from case request to EHR documentation.
Phase 1 · Request
One-Click Case Request
Provider or nurse submits a case instantly from the patient chart.
- Smart Request FormShort form captures the key path/rad to review and a case overview, launched directly from the EHR.
- Auto-PopulationPatient demographics and diagnosis pulled straight from the EHR.
- Question CaptureSpecific clinical questions captured for review board review.
Case enters queue automatically
Phase 2 · Preparation
Automated Case Prep
The organizing team reviews pre-generated presentations before the meeting.
- Case Queue DashboardNurse, resident, or fellow manages the case list in one view.
- AI Case PresentationPre-generated summary with case history, PMH, PSH, etc.
- Path & Rad NotificationAuto-send case list to cardiology, social work, and other relevant teams for pre-review.
Case list distributed to all participants
Phase 3 · Meeting & Doc
Live Meeting Dashboard
Present cases, document recommendations, and push straight to the EHR.
- Case Review InterfaceNavigate cases and view summary, images, path, and social work notes in one screen.
- Quick DocumentationStructured templates for rapid recommendation capture.
- One-Click EHR PushRecommendation note pushed to the patient chart instantly as a “Review Board” note type.
Note in EHR → requesting provider notified
From CKD trajectory to transplant listing — at a glance.
For nephrology consults, the Consult Prep tool stages CKD by KDIGO, trends the labs that matter, and pulls dialysis and transplant history into one place — pre-transplant readiness included. It auto-generates and tracks the kidney transplant evaluation checklist, keeps the listing current as new results arrive, and flags pending or expiring workup — cross-match, PRA, cardiac clearance, and required serologies — so nothing lapses before the patient can be listed or activated.
CKD stage & trajectory
KDIGO staging with eGFR trend so decline is obvious, not buried.
- eGFR and creatinine trend lines
- KDIGO G- and A-stage classification
- Rate-of-decline context
Lab & fluid trends
The electrolyte, mineral, and anemia panels that drive management.
- Potassium, bicarbonate, phosphorus, PTH
- Hemoglobin and iron studies
- Longitudinal, not single-point
Dialysis & access history
Modality, access, and dialysis timeline reconciled across facilities.
- Modality and start dates
- Access history and complications
- Outside-facility record reconciliation
Transplant listing readiness
Signals relevant to transplant evaluation and listing.
- Prior evaluations and listing status
- Banff context for post-transplant surveillance
- Draft summary editable before the encounter
Standards & frameworks
Review Board: AI & Workflow Innovation
Streamlined workflow from case request to EHR documentation.
Phase 1 · Request
One-Click Case Request
Provider or nurse submits a case instantly from the patient chart.
- Smart Request FormShort form captures the key path/rad to review and a case overview, launched directly from the EHR.
- Auto-PopulationPatient demographics and diagnosis pulled straight from the EHR.
- Question CaptureSpecific clinical questions captured for review board review.
Case enters queue automatically
Phase 2 · Preparation
Automated Case Prep
The organizing team reviews pre-generated presentations before the meeting.
- Case Queue DashboardNurse, resident, or fellow manages the case list in one view.
- AI Case PresentationPre-generated summary with case history, PMH, PSH, etc.
- Path & Rad NotificationAuto-send case list to cardiology, social work, and other relevant teams for pre-review.
Case list distributed to all participants
Phase 3 · Meeting & Doc
Live Meeting Dashboard
Present cases, document recommendations, and push straight to the EHR.
- Case Review InterfaceNavigate cases and view summary, images, path, and social work notes in one screen.
- Quick DocumentationStructured templates for rapid recommendation capture.
- One-Click EHR PushRecommendation note pushed to the patient chart instantly as a “Review Board” note type.
Note in EHR → requesting provider notified
From MELD trajectory to transplant listing — in one read.
For hepatology consults, the Consult Prep tool stages disease by MELD-Na, trends the synthetic-function and portal-hypertension markers that matter, and pulls decompensation and HCC-surveillance history into one place — pre-transplant readiness included. It auto-generates and tracks the liver transplant evaluation checklist, keeps the listing current as new results arrive, and flags pending or expiring workup — cardiac clearance, triple-phase imaging, EGD for varices, and required serologies — so nothing lapses before the patient can be listed or activated.
Liver function & MELD trajectory
Synthetic function and MELD-Na trended so decline is obvious, not buried.
- Bilirubin, INR, and albumin trend lines
- MELD-Na / MELD 3.0 with component history
- Rate-of-decline context
Decompensation history
Ascites, encephalopathy, and variceal events reconciled across facilities.
- Variceal bleeding and EGD history
- Ascites and hepatic encephalopathy episodes
- Longitudinal, not single-point
HCC surveillance & imaging
Longitudinal imaging with lesion size and LI-RADS characterization surfaced.
- AFP trend and imaging cadence
- LI-RADS context where applicable
- Prior report reconciliation
Transplant listing readiness
Signals relevant to liver transplant evaluation and listing.
- Prior evaluations and listing status
- Banff context for post-transplant surveillance
- Draft summary editable before the encounter
Standards & frameworks
From HF trajectory to transplant candidacy — reconciled.
For cardiology consults, the Consult Prep tool summarizes cardiac function, rhythm and device history, and guideline-directed medical therapy status — advanced heart failure and transplant readiness included. It auto-generates and tracks the heart transplant evaluation checklist, keeps the listing current as new results arrive, and flags pending or expiring workup — right-heart catheterization, PRA/antibody panel, cardiopulmonary exercise testing, and required serologies — so nothing lapses before the patient can be listed or activated.
Cardiac function snapshot
LVEF and echo findings trended across studies.
- Serial LVEF with study dates
- Valve and structural findings
- Prior echo reconciliation
Rhythm & device history
Arrhythmia history and implanted-device timeline in one view.
- Documented arrhythmias and ablations
- Pacemaker/ICD/CRT history
- Anticoagulation status
Guideline-directed therapy status
Where the patient stands on guideline-directed medical therapy.
- GDMT classes started and titrated
- Medication reconciliation across sources
- Gaps flagged for review
Advanced HF & transplant candidacy
Signals relevant to advanced heart failure and transplant.
- NYHA class and HF trajectory
- ISHLT context for post-transplant surveillance
- Draft summary editable before the encounter
Standards & frameworks
Review Board: AI & Workflow Innovation
Streamlined workflow from case request to EHR documentation.
Phase 1 · Request
One-Click Case Request
Provider or nurse submits a case instantly from the patient chart.
- Smart Request FormShort form captures the key path/rad to review and a case overview, launched directly from the EHR.
- Auto-PopulationPatient demographics and diagnosis pulled straight from the EHR.
- Question CaptureSpecific clinical questions captured for review board review.
Case enters queue automatically
Phase 2 · Preparation
Automated Case Prep
The organizing team reviews pre-generated presentations before the meeting.
- Case Queue DashboardNurse, resident, or fellow manages the case list in one view.
- AI Case PresentationPre-generated summary with case history, PMH, PSH, etc.
- Path & Rad NotificationAuto-send case list to cardiology, social work, and other relevant teams for pre-review.
Case list distributed to all participants
Phase 3 · Meeting & Doc
Live Meeting Dashboard
Present cases, document recommendations, and push straight to the EHR.
- Case Review InterfaceNavigate cases and view summary, images, path, and social work notes in one screen.
- Quick DocumentationStructured templates for rapid recommendation capture.
- One-Click EHR PushRecommendation note pushed to the patient chart instantly as a “Review Board” note type.
Note in EHR → requesting provider notified
Multi-disciplinary case review
One workflow — Tumor Board in Oncology, Review Board everywhere else.
Consult Prep extends into the multi-disciplinary meeting itself — turning a case request into a fully documented, EHR-pushed recommendation with almost no manual work in between. In Oncology this workflow is branded Tumor Board; in every other specialty it runs the same way as Review Board — see the specialty tabs above for the phase-by-phase breakdown.
Across-institution collaboration.
The same platform routes cases between a requesting specialist and a receiving specialist or full review board — across institutions, not just within one.
Requesting Provider
Specialist
Referring complex cases for expert consultation
Receiving Provider / Multi-Disciplinary Board
Super-specialty
1:1 consult or full board review
SMART on FHIR Launch
Launches in-context from the EHR with patient details pre-populated or entered manually.
HIE Data Aggregation
Pulls comprehensive records from the Health Information Exchange across health systems.
Dual-Path Routing
Routes to a 1:1 specialist consult or a full board review by ICD-10 and provider preference.
AI Clinical Summary
Generates a comprehensive summary of the case for specialist review.
The end-to-end workflow, step by step.
Requesting provider — initiates request
Open patient in EHR, or access via link
Launch Tumor Board & select board session
Fill board fields + clinical question
Submit to board
Board — multi-disciplinary review
Automated case prep
AI case presentation
Live meeting dashboard
Quick documentation
Requesting provider — reviews response
Receive response notification
Review assessment and plan
Terminology note: the same platform, workflow, and AI power both experiences — branded Tumor Board for oncology service lines, and Review Board for every other specialty's multi-disciplinary case review.
Bring Consult Prep to your service line.
We start from complete records — retrieval and curation first, then Consult Prep on top.
