Patient intake
Patients send the basics before they arrive.
Collect forms, consent, files, and insurance details before the visit starts, so the team opens the chart with the first layer of work already done.
Features
Review the operational tools practices use to keep the patient record, encounter work, claims, portal, and specialty context connected.
Feature map
Patient intake
Collect forms, consent, files, and insurance details before the visit starts, so the team opens the chart with the first layer of work already done.
Clinical notes
Create templates, add history, codes, medications, and diagrams beside the chart so the note can be finished while the visit is still fresh.
Encounters
Track the visit, findings, orders, tasks, and follow-up in one encounter so the next person can see what happened and what still needs action.
Billing and claims
Seamlessly send claims, manage billing, and ensure complete revenue capture without rebuilding the visit in another system.
Portal and messages
Patients can seamlessly view labs, sign consent, share files, and more in their patient portal, so communication does not drift away from the chart.
Specialty tools
Use the body map to get a holistic picture of a patient's medical history while keeping specialty findings attached to the same patient record.
Next step