PortalVar;

Case Study

Conversational AI for Patient Surveys

Scoping, regulatory research and a working prototype of an AI agent that turns validated clinical questionnaires into natural conversations with patients.

Healthcare & Medical ResearchEurope

The challenge

Clinical research relies on long, validated patient questionnaires. Paper and web forms lead to drop-offs and incomplete answers, and any digital alternative must protect patient data and meet strict regulations.

Our solution

We led a scoping phase covering market analysis, a comparison of open-source and cloud chatbot frameworks, and regulatory and technical requirements including GDPR, HIPAA, 21 CFR Part 11, encryption and multilingual support.

We then built a prototype that processes questionnaire documents into structured surveys and runs real-time patient conversations with an open large language model, plus a playground for researchers to test surveys.

What we delivered

  • Market and framework analysis
  • Regulatory and functional requirements
  • Questionnaire-to-survey processing pipeline
  • Real-time conversational agent API
  • Researcher playground UI

The impact

  • A validated approach for conversational patient surveys
  • A clear regulatory roadmap before full development
  • A working prototype to test with researchers

Ready to transform?

Let’s build something valuable.

Whether you want to automate a process, integrate AI, build a portal, or optimize Salesforce — PortalVar; can help.