Patient Intake & Medical History
Complete new patient intake over the phone before the visit, collecting medical history, current medications, and chief complaint to pre-populate the chart.
Why this matters
HIPAA-compliant voice automation for patient engagement, scheduling, and clinical workflows. This example shows you how to automate patient intake & medical history calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.
Installation
Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
# Public PyPI package coming soon — the install command will simplify to:
# pip install guava
# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."How it's built
Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.
Imports
Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import osAgent setup
set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.
class PatientIntakeBot(guava.CallController):
def __init__(self, patient_name: str, appointment_date: str, provider: str):
super().__init__()
self.set_persona(
organization_name="Northside Primary Care",
agent_name="Sam",
)
self.set_task(
objective=f"Complete intake for {patient_name}'s appointment with {provider} on {appointment_date}",
checklist=[
"Greet the patient and explain you're completing intake before their visit.",
guava.Field(
key="chief_complaint",
field_type="text",
description="Primary reason for the visit",
),
guava.Field(
key="current_medications",
field_type="text",
description="List of all current medications and dosages",
),
guava.Field(
key="allergies",
field_type="text",
description="Known allergies including medication and environmental",
),
guava.Field(
key="chronic_conditions",
field_type="text",
description="Any chronic conditions or ongoing medical history",
required=False,
),
guava.Field(
key="recent_hospitalizations",
field_type="bool",
description="Any hospitalizations in the past 12 months?",
),
guava.Field(
key="emergency_contact",
field_type="text",
description="Name and phone number of emergency contact",
),
"Thank the patient and confirm all information will be reviewed before the appointment.",
],
on_complete=lambda fields: print(f"Intake complete for {patient_name}: {fields}"),
)
guava.dial(
controller=PatientIntakeBot,
controller_args={"patient_name": "Amanda Flores", "appointment_date": "Friday at 10am",
"provider": "Dr. Huang"},
to=os.environ["PATIENT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Platform performance
<1s
Response time
99.99%
Uptime SLA
13+
Industries served
Full example
The complete file — copy it, save it as example.py, and run it.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
class PatientIntakeBot(guava.CallController):
def __init__(self, patient_name: str, appointment_date: str, provider: str):
super().__init__()
self.set_persona(
organization_name="Northside Primary Care",
agent_name="Sam",
)
self.set_task(
objective=f"Complete intake for {patient_name}'s appointment with {provider} on {appointment_date}",
checklist=[
"Greet the patient and explain you're completing intake before their visit.",
guava.Field(
key="chief_complaint",
field_type="text",
description="Primary reason for the visit",
),
guava.Field(
key="current_medications",
field_type="text",
description="List of all current medications and dosages",
),
guava.Field(
key="allergies",
field_type="text",
description="Known allergies including medication and environmental",
),
guava.Field(
key="chronic_conditions",
field_type="text",
description="Any chronic conditions or ongoing medical history",
required=False,
),
guava.Field(
key="recent_hospitalizations",
field_type="bool",
description="Any hospitalizations in the past 12 months?",
),
guava.Field(
key="emergency_contact",
field_type="text",
description="Name and phone number of emergency contact",
),
"Thank the patient and confirm all information will be reviewed before the appointment.",
],
on_complete=lambda fields: print(f"Intake complete for {patient_name}: {fields}"),
)
guava.dial(
controller=PatientIntakeBot,
controller_args={"patient_name": "Amanda Flores", "appointment_date": "Friday at 10am",
"provider": "Dr. Huang"},
to=os.environ["PATIENT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Run it
Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.
python example.py