THE FINCH PLATFORM

Clinical genetics,
from intake to report.

Bring the patient’s history, assessment, testing, and reports into one place. Give your team the context for each clinical conversation.

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PATIENT INTAKE

Give the conversation a head start.

Start with focused history through triage, or collect detailed personal and family history with the comprehensive questionnaire.

Explore patient engagement

Before the visit. Or together, in person.

  • At home
  • At a clinic kiosk
  • With a clinician

Patients can use a phone, tablet, or computer, in English or Spanish.

FAMILY HISTORY & CLINICAL REVIEW

See the history behind the assessment.

Review family relationships, reported conditions, and ages at diagnosis alongside the patient’s risk estimates and genetic-testing eligibility.

Jane DoePedigree
Pre-test assessment · Sep 10, 2026

Family history

Select a family member
Three-generation family pedigreePaternal grandparents are parents of the father and paternal aunt. Maternal grandparents are parents of the mother and maternal uncle. The father and mother are parents of Jane Doe, age 45, with no personal history of cancer. All four grandparents are deceased. The patient’s mother was diagnosed with breast cancer at age 40 and paternal aunt at age 52. Select a symbol to review its history.Grandfatherd. 78 · PaternalGrandmotherd. 82 · PaternalGrandfatherd. 80 · MaternalGrandmotherd. 84 · MaternalAuntRight breast · 52FatherAge 72MotherLeft breast · 40UncleAge 68Jane Doe, 45No cancer history
Family detail: patient and parents. Select a family member to review their history.FatherAge 72MotherLeft breast · 40Jane Doe, 45No cancer history
Breast cancerNo cancer historyDeceasedProband

Testing eligibility and estimated cancer risk answer different questions. Review each alongside the patient’s history.

See the breast program in practice
GENETIC TESTING

Keep the test and its status in view.

Track testing across laboratories. Review test information, status, and result documentation as you prepare for the patient’s next conversation.

Available workflows depend on the laboratory and your practice’s configuration.

Genetic testing record
HEREDITARY CANCER PANEL

Result available

Laboratory reportAssociated with the testing record
REPORTS & CLINICAL DOCUMENTS

Your wording. Each patient’s story.

Create custom templates for clinical reports, letters of medical necessity, and patient communications. Reusable paragraphs and fields populated from the patient record mean less repeat writing.

  1. 01

    Start with your template

    Your wording, layout, and saved paragraphs.

  2. 02

    Make it the patient’s

    Review populated fields, edit, and save a draft.

  3. 03

    Keep the record together

    Generate a PDF and save it alongside uploaded documents.

Clinical documents

Jane DoeFG-1042

Letter of medical necessity.pdf

For Jane Doe, FG-1042

PDF

Viewing Letter of medical necessity.pdf

YOUR PRACTICE · GENETIC COUNSELING

Letter of medical necessity

Coverage request

Patient
Jane Doe
Patient ID
FG-1042
Date of birth
October 25, 1980
Letter date
September 10, 2026
To the medical review team,

I am requesting coverage for genetic testing for Jane Doe following a genetic counseling evaluation.

Clinical rationale

The patient’s mother was diagnosed with breast cancer at age 40 and paternal aunt at age 52. Testing is requested to evaluate a possible hereditary contribution to this history and inform individualized counseling.

Genetic counseling team

Genetic counseling1 / 1
PROGRAM ANALYTICS

See the work across your program.

Use your organization’s Finch dataset to understand participation, clinical findings, and testing activity. Your dashboards are built around the questions your team needs to answer.

Explore engagement analytics
Assessment completion
Comprehensive questionnairesInvited 8 Jun–30 Aug 2026
Invited assessments
300
Completed assessments
225
Completed225 of 300
In progress45 of 300
Not started30 of 300

One assessment per patient · status at 30 Aug 2026.

ONBOARDING & SUPPORT

Getting started with Finch.

Plan your setup.

Talk through your workflow and the questionnaires, communications, and reports your practice needs.

Prepare your team.

Discuss training for the people who will use Finch, from clinicians to practice administrators.

Stay in touch.

Questions about using Finch or a change your practice needs? Start with our support team.

Contact support

Let’s walk through your clinical workflow.

Tell us how your team works. We’ll focus the demonstration on the assessment, testing, and reporting you use in practice.

Request a demo