Concept Preview  ยท  โ† Back to Rootwise Holdings
How It Works

Rootwiseโ„ข App  ยท  Patient Flow

Symptoms, Summary, and Plan.
Clarity before you reach the parking lot.

A clinical appointment tool โ€” the bridge between your symptoms and your care team. Four steps, privacy-first. Nothing kept on our servers.

01
Setup
02
Record
03
Summary
04
Action
Step 01 / 04
Pre-Appointment Setup
Bring your symptoms, we organize them for a more effective appointment.
Before the Visit
Patient Experience
Rootwise App
Save Summary โ†’
Before your appointment, you build a clinical summary in your own words โ€” no jargon required.
  • Enter your primary symptoms and how long you've had them
  • Note any patterns, triggers, or things that make it better or worse
  • List what you've already tried and what's happened
  • Set your main goal for the visit โ€” what you need to leave with
Under the Hood
Input
Structured form captures symptoms, duration, patterns, and visit goal. Fields are local only โ€” nothing sent to server until recording begins.
AI Pre-Processing
Optional: Claude API normalizes free-text symptom input into clinical language and surfaces relevant questions the patient may not think to ask.
Privacy
Summary stored on-device only until the session. No cloud sync at this stage. PHI never transmitted pre-appointment.
Data stays on device until recording
Step 02 / 04
Appointment Recording
During the Visit
Patient Experience
โ— Recording
LIVE ยท 04:23
Stop & Process โ†’
One tap starts the recording. You focus on your doctor. The app handles the rest. You don't have to take notes or try to remember everything that was said.
  • Single tap to start โ€” prompts for recording consent
  • Your pre-built summary is displayed to help you stay on track
  • Audio captured locally while you have the conversation
  • One tap to stop and trigger processing
Under the Hood
Audio Capture
On-device microphone via MediaRecorder API. Audio buffered locally, never streamed. No real-time transcription during the session.
AI Queue
Recording stored in temporary encrypted local buffer. Processing job queued. Claude API call prepared with pre-built summary as context for better accuracy.
Ephemeral Storage
Audio file is temporary by design. Encrypted at rest. Transmitted once for processing, then immediately deleted from all systems on completion.
Audio deleted immediately after processing
Step 03 / 04
AI-Generated Summary
Without medical jargon.
Right After the Visit
Patient Experience
Summary Ready
Send to Calendar โ†’
Within minutes of leaving, you have a clean, readable summary of your appointment โ€” what was said, what was decided, and what comes next.
  • What you reported to your doctor (your words)
  • What your doctor said and decided
  • Any diagnoses, referrals, or explanations given
  • Medications, tests, or follow-ups ordered
Under the Hood
Transcription
Audio sent to Whisper API (or equivalent). Raw transcript returned. Pre-appointment summary used as context to improve diarization and accuracy.
Summarization
Claude API call with structured prompt: extract patient-reported symptoms, physician statements, diagnoses, action items. Output formatted in plain-language sections.
Data Deletion
Raw audio and transcript deleted immediately after summary is generated and confirmed delivered. Zero retention. Summary stored locally only.
Raw audio + transcript deleted on delivery
Step 04 / 04
Color-Coded Action List
Follow-Through
Patient Experience
Lab order: CBC, ANA, ESR ยท by Apr 14
Follow-up: 6 weeks ยท schedule when ready
Referral: Rheumatology ยท confirmed sent
Start: Naproxen 220mg ยท daily
Every action item from your appointment is extracted, color-coded by category, and pushed directly to your calendar with dates and reminders.
  • โ–  Red โ€” Immediate action required
  • โ–  Yellow โ€” Non-urgent, schedule when ready
  • โ–  Green โ€” Updates and things going well
  • โ–  Blue โ€” Medications to start or change
Under the Hood
Action Extraction
Claude API prompt isolates action items from summary. Classifies by urgency and type: immediate, non-urgent, update, medication. Extracts dates where mentioned.
Calendar Push
Items pushed via Calendar API (iOS/Google). Each task creates a dated event with reminder. Category determines color label in native calendar app.
Portability
Summary exported as PDF on request. Patient owns the document. Shareable with other providers or family.
Final State
Only the pre-appointment guide, after-visit summary, and task list persist โ€” locally on the patient's device. All intermediate data (audio, transcript, raw API responses) fully deleted.
Patient owns all output data โ€” locally
01 / 04
Tour ยท Step 1 of 4
Before the Visit
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