WorkflowPatient Safety

Case Intake & Processing

Adverse event case intake, read, coded and drafted before anyone opens the report

Every side-effect report becomes a cited case in minutes, filed with days to spare.

See one case, screen by screen ↓
demo3.4minmedian from receipt to a drafted case, over the last 30 days
demo62of 62serious cases sent within their clock in the last 30 days
demo4daysmedian from Day 0 to submission for a serious case
demo100%of 18,960 case fields cited to a source sentence — 4.8 % changed by reviewers
The problem

Why case intake eats the safety team’s week

Side-effect reports do not arrive as cases. They arrive as a pharmacist’s email with a lab PDF attached, a consumer’s web form, a partner’s E2B message at two in the morning, a call-centre note, a journal article. Someone has to read each one, decide whether it is a valid case at all, check it is not a report the company already has, and code every event and medicine before the medical review can even start.

Then comes the narrative, written by hand from the same documents, and the seriousness and expectedness calls against the reference safety information. A serious, unexpected case is on a 15-day clock from Day 0, and a fatal or life-threatening SUSAR on seven. When most of the team’s hours go on triage, coding and typing, the physician’s judgement gets the least time of all.

target60–120minper case by hand, from receipt to a drafted case
typical15daysfrom Day 0 to report a serious, unexpected case
Where a case’s minutes goestimated
By hand90 days
With the solution2.1 days
  • Reading the report and attachments25 → 0.7 d
  • Validity and duplicate checks15 → 0.2 d
  • MedDRA and product coding20 → 0.3 d
  • Seriousness and expectedness10 → 0.2 d
  • Writing the narrative20 → 0.7 d

By hand: estimated split of a typical 60–120 minute case. With agents: the median agent time per step on the working solution’s dashboard.

How it works

How a report moves

Six specialist agents read, check, code and draft every report; a safety physician confirms and signs.

What comes in
Reports in5 channels · any format, any language
Agents at work
Report readerfacts + sources
Then
Validity checker
Duplicate detector
MedDRA and product coder
Then
Seriousness and expectedness assessor
Then
Narrative writercited draft
A person decides
Safety physicianconfirms and signs
What comes out
Signed case
Sent to FDA + EU
Clock met
One case, step by step

One liver case, from the inbox to the regulator

At 07:12 on 6 October a community pharmacist emails the Drug Safety mailbox about a patient on Veltrimab with yellow skin and very high liver tests. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning

    The day’s cases, already read

    Dr. Maya Chen · Safety physician

    Maya opens the solution to 46 new reports since yesterday, every one read and coded by the agents. Three serious cases have a clock running, the next due Oct 10 on a 7-day clock, and five are drafted, cited and waiting for her review. First on her list is the pharmacist’s email.

    “Possible liver reaction – patient on Veltrimab · CI-26-04817 · Pharmacist email · serious, unexpected · potential Hy's Law · drafted in 3 min”

  2. 0207:12, as it arrived

    Six agents build the case, step by step

    The agents

    The email from Priya Raman, PharmD, at Hillcrest Pharmacy in Dayton, Ohio, comes with one attachment, lab_results_28Sep.pdf. The report reader finds 21 facts in 38 seconds. The validity checker, duplicate detector, coder, assessor and narrative writer follow, each step shown with what it found — then the case waits for Dr. Maya Chen.

    Every fact on the email is highlighted where the reader found it.

  3. 03Ready at 07:15

    A valid case, no duplicate, and a warning

    Validity checker · Duplicate detector

    All four minimum criteria are in the first email — a pharmacist, a patient R.K., 58, female, the suspect product Veltrimab and the event — so Day 0 is Oct 6 and the 15-day clock runs to Oct 21. Three similar Veltrimab cases were compared; none is the same case. The assessor flags a potential Hy’s Law case: ALT 10.3 × the upper limit with total bilirubin 3.3 ×, alkaline phosphatase below 2 ×, viral and obstructive causes excluded.

    “Read, checked, coded and drafted in 2 min 4 s · received 07:12, ready 07:15”

  4. 04Coded

    Five events to MedDRA 29.1, every code traceable

    MedDRA and product coder

    Drug-induced liver injury (PT 10072268, hepatobiliary disorders), jaundice, fatigue, ALT increased and blood bilirubin increased — the lab terms coded from the hospital report with their values beside them. Veltrimab 150 mg subcutaneous every two weeks, the indication psoriasis, the drug withdrawn on Sep 29, and atorvastatin and ibuprofen as concomitant medicines. Each field shows a confidence and a number that opens its source sentence.

    The verbatim term stays next to every code; low-confidence codes are flagged for review.

  5. 05Drafted

    A 228-word narrative, every sentence cited

    Narrative writer

    In house order: the source and reporter, the patient, the concomitant medicines, the product and dates, the event course about 15 weeks after starting, the lab values and serology, the withdrawal, and the outcome — ALT down to 188 U/L on Oct 4, still in hospital. It notes that follow-up has been requested for medical history, alcohol use and the date the fatigue began. Maya can edit it or ask for a redraft.

    No causality opinion in the narrative — that is the physician’s.

  6. 06Medical review

    Seriousness and expectedness proposed; causality is hers

    Dr. Maya Chen · Safety physician

    The assessor has proposed serious for hospitalization and medically important, and unexpected: the Veltrimab core data sheet, version 7.0, says “No hepatobiliary adverse reactions have been identified for Veltrimab.” For causality it only suggests: possibly related — plausible timing and improvement after stopping, with three years of atorvastatin as a possible alternative cause. Maya chooses Possibly related herself.

  7. 07Signed

    One signature, with its meaning

    Dr. Maya Chen · Safety physician

    The signing screen repeats what she is approving — Hospitalization and Medically important, Unexpected (unlisted), Possibly related — and the meaning, medical review approval. She signs with her password. Unless every field points to its source sentence, the case cannot be signed.

    “Your name, the time and the meaning of this signature are stored with the case and cannot be changed.”

  8. 08Seconds later

    An E2B(R3) report, checked and queued

    Dana Okafor · Submissions lead

    The signed case becomes an E2B(R3) report built from the case fields, is checked against FDA and EMA rules — 0 errors, 0 warnings — and is queued for submission to the FDA gateway and EudraVigilance, due Oct 21. Dana is told; she sends it and files the acknowledgement.

  9. 09Waiting since Oct 5

    A likely duplicate, for a person to decide

    Sam Patel · Case processor

    A home-care nurse’s email about an 83-year-old man who felt dizzy and fell on Talmirex looks like CI-26-04790, which his son reported through the call centre: same age, product and event date, match 0.91. The nurse adds one new fact — no fracture, a bruised hip. Sam decides whether to merge it as follow-up information.

    The duplicate detector never merges on its own — a person decides.

  10. 10Last 30 days

    Every clock, every channel, on one page

    Omar Haddad · Head of safety

    1,428 reports in 30 days from five channels, 62 of 62 serious cases inside their clock, and the agent time per step. Events by body system show liver events up from 1 % to 3 % — with a link straight to CI-26-04817.

Who it’s for

Built for everyone who handles a case.

The same morning, seen by the four people who carry a case from the inbox to the regulator.

MC
Dr. Maya ChenSigns medical review
Safety physician
Before
Starts the medical review only after the case has been keyed, coded and written up by hand.
Now
Opens a coded case with a cited narrative and a proposed assessment, and spends her time on causality.
SP
Sam PatelChecks intake
Case processor
Before
Reads every email, form and partner message to decide if it is a valid case, a duplicate, or a follow-up.
Now
Checks the agents’ intake, corrects coding where needed, and decides the duplicates they flag with a score and a reason.
DO
Dana OkaforSends reports
Submissions lead
Before
Builds each expedited report and checks it against FDA and EMA rules before the due date.
Now
Gets a signed case as an E2B(R3) report already built and rule-checked, sends it and files the acknowledgement.
OH
Omar HaddadOversight
Head of safety
Before
Learns about a clock at risk when someone raises it.
Now
Sees every serious clock, the days used of each, and every channel’s volume on one dashboard, and approves rule changes.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents read, check, code and draft every report; a safety physician confirms and signs.

Report reader

Reads emails, attachments, web forms, partner messages, call notes and articles in any language and pulls out every fact with its source sentence. Non-English text is translated and the original kept.

  • Never invents a value — a missing fact stays empty
  • Every fact keeps its source sentence
  • Patient identifiers masked outside the safety team
Validity checker

Checks the four minimum criteria — identifiable reporter, patient, suspect product and event — and sets Day 0. If one is missing, it drafts a follow-up request.

  • Day 0 can only move earlier, never later
  • Invalid reports are kept and followed up, never deleted
Duplicate detector

Compares each new report with existing cases by patient, product, event and dates, scores each candidate and explains the match. Above 0.85 it sends the report to the case processor.

  • Never merges on its own — a person decides
MedDRA and product coder

Codes events, indications and history to the most specific MedDRA lowest level term, with its preferred term and system organ class; your products to the product dictionary and other medicines to the drug dictionary.

  • Keeps the verbatim term next to every code
  • Low-confidence codes are flagged for review
Seriousness and expectedness assessor

Applies the six seriousness criteria, compares each event with the reference safety information, flags potential Hy’s Law cases and starts the 7-, 15- or 90-day clock.

  • Proposes only — a safety physician confirms
  • Cannot downgrade a serious case
Narrative writer

Drafts the case narrative in the house style and order, using only facts in the case and citing the source of every sentence.

  • No fact without a citation
  • No causality opinion — that is the physician’s
Safety physician

Confirms and signs. The agents propose; a named person decides.

Ask in plain words

Ask about any case, clock or rule

The safety team can ask about a case, a clock or a rule in plain words — or tell it what to change. Every answer points to where it comes from.

Why is the Veltrimab liver case a potential Hy's Law case?

In CI-26-04817 the lab report shows ALT 412 U/L — 10.3 × the upper limit — with total bilirubin 3.9 mg/dL, 3.3 × the upper limit. Alkaline phosphatase is only 1.2 × the upper limit, so the pattern is hepatocellular, and viral hepatitis and bile-duct blockage were excluded. That meets the potential Hy's Law criteria.

Is the liver injury expected?

No. The Veltrimab core data sheet (version 7.0) says no hepatobiliary adverse reactions have been identified, so drug-induced liver injury is unexpected. Fatigue is listed, but the case is assessed on its most serious event. Serious and unexpected means a 15-day report, due Oct 21.

Send every liver case to Lena Ortiz for a second look

Done. New routing rule: cases with an event in the MedDRA query “Drug related hepatic disorders” go to Lena Ortiz for a second physician review before signing. One open case matches today: CI-26-04817. The rule is live in Settings and recorded in the audit trail.

Draft a follow-up email to the pharmacist

To Priya Raman, PharmD: thank you for your report. To complete our assessment, could you tell us the patient's medical history, including liver disease; her alcohol use; the date the tiredness began; any herbal or over-the-counter products; and the latest liver test results. Saved as a draft on CI-26-04817 for you to send.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

HomeNew reports since yesterday, serious clocks running, cases waiting for review and the median time to a drafted case.
The case inboxEvery open case with its product, MedDRA event, clock, stage and status — filterable by serious, needs me, possible duplicates, product and channel.
Agents at workThe case built step by step beside the source email, each fact highlighted where it was found.
A valid caseThe four minimum criteria, the duplicate check and the potential Hy’s Law warning, with the 15-day clock in the header.
The coded caseEvents coded to MedDRA 29.1 beside the lab report, each field with a confidence and its source.
The narrativeDrafted in house order, every sentence cited, ready to edit or redraft before signing.
Medical reviewSeriousness and expectedness proposed with their reasons; causality chosen by the physician.
Signing medical reviewWhat is being approved, the meaning of the signature, and the physician’s password.
Signed and in submissionThe E2B(R3) report built, checked against FDA and EMA rules and queued for the submissions lead.
E2B(R3) previewThe report as it goes to the FDA gateway and EudraVigilance, field by field, with XML download.
A likely duplicateA match score and the reason, and a button for the case processor to merge it as follow-up.
The safety dashboardReports by channel, days used of the clock, agent time per step and events by body system.
Your safety rulesReporting clocks, reminders, sign-off, duplicate decisions and routing rules — all settings.
Governance

Built for pharmacovigilance: cited, signed, on the record.

Every field cites its sourceEach coded field carries a number that opens the exact sentence of the email, form or lab report it came from. Uncited fields block signing.
A safety physician signsSeriousness, expectedness and causality are confirmed and signed by a named safety physician. The name, the time and the meaning of the signature are stored with the case and cannot be changed.
Agents propose, people decideThe assessor only proposes and cannot downgrade a serious case; downgrading needs a second physician. Causality is never the agents’ call — the physician chooses it.
No merge without a personPossible duplicates come with a match score and the reason. The case processor decides whether to merge, and the physician sees the result.
Day 0 kept honestDay 0 is the date the company first had all four minimum criteria, and it can only move earlier, never later. Reports that are not valid yet are kept and followed up, never deleted.
Every step on the recordEach case has an activity trail of every agent step and human decision, with the time and who did it. Patient identifiers are masked outside the safety team.
Configuration

Your safety rules, not ours

Clocks, sign-off and routing are settings your safety team owns.

SettingDefaultChoose from
Fatal or life-threatening, unexpected — clinical study cases (SUSARs)7 days7 · 15 days
Serious, unexpected15 days15 · 7 days
Non-serious90 days90 days · Periodic only
Remind the case owner and submissions lead before due5, 3 and 1 day before5, 3 and 1 day before · 3 and 1 day before
Seriousness, expectedness and causality signed byDr. Maya ChenDr. Maya Chen · Lena Ortiz · Any safety physician
Downgrading a serious case needs a second physicianLena OrtizLena Ortiz · Dr. Maya Chen
Merging possible duplicatesSam PatelSam Patel · Dana Okafor
Uncited fields block signingOnOn · Off
Connections

Reads every channel your reports come in by

Drug Safety mailbox and web formsemails and attachments as they arrive; the patient and HCP reporting form
Licensing partner feedsE2B(R3) messages every hour
Call-centre notesmedical information and patient support lines
Literature searcha weekly search of medical journals for your products
MedDRA, product dictionary, reference safety informationcoding and expectedness
FDA gateway and EudraVigilanceE2B(R3) reports out, acknowledgements filed on the case
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
4min
per case, from receipt to a drafted case
By hand60–120 min
With agents≈ 4 min
target
11days
to spare on the 15-day clock for a serious case
Filed on day 4
median for serious cases
typical
3×
the cases per reviewer, with the same team
TodayWith agents

“demo” = seen in the working solution, on its sample safety data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published rules and figures (21 CFR 314.80 and ICH E2D — the 15-day report for serious, unexpected cases). People, products and cases named on this page are characters and sample data in the working solution.

Questions

What safety teams ask us.

What is adverse event case intake software?

Software that takes a side-effect report from whichever channel it arrives by and turns it into an individual case safety report (ICSR): checked for validity, checked for duplicates, coded, assessed and written up for medical review. Case Intake does those steps with six agents and leaves the confirmation and signature to a safety physician.

How does it decide whether a report is a valid case and set Day 0?

The validity checker looks for the four minimum criteria — an identifiable reporter, patient, suspect product and event. Day 0 is the date the company first had all four, and it can only move earlier, never later. If something is missing it drafts a follow-up request, and the report has no clock until the reply makes it valid.

Does it code to MedDRA?

Yes. The coder codes each reported term to the most specific MedDRA lowest level term and shows the preferred term and system organ class; your products are coded to the product dictionary and other medicines to the drug dictionary. The verbatim term stays next to every code, and low-confidence codes are flagged for review.

How does it handle duplicate reports?

The duplicate detector compares each new report with existing cases by patient, product, event and dates, scores each candidate and explains the match. Above 0.85 it goes to the case processor, who decides whether to merge it as follow-up information. It never merges on its own.

Does the AI decide seriousness or causality?

No. The assessor proposes seriousness and expectedness against your reference safety information and cannot downgrade a serious case. Causality is the physician’s: the solution may suggest one, but the narrative carries no causality opinion and a safety physician confirms everything and signs.

Does it produce E2B(R3) reports?

Yes. Once a case is signed it is built as an E2B(R3) report from the case fields, checked against FDA and EMA rules and queued for the submissions lead, who sends it to the FDA gateway and EudraVigilance and files the acknowledgement on the case.

Which channels can it read?

Your Drug Safety mailbox and attachments, patient and HCP web forms, licensing partner E2B(R3) feeds, call-centre notes and a scheduled literature search — in any format and any language, with the original kept beside any translation.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your case processing procedure, narrative style guide, reference safety information and product dictionary — and it goes live once every quality gate has passed. We will walk you through it on your own past reports first.

See it on
your cases.

We’ll run Case Intake on a sample of your own past reports.