All the tools you need to deliver exceptional care.
Electronic Medical Record
Chart faster with all the information in one place.

Amy Lichty
Intake
Get perfect clarity
Create comprehensive forms (with embedded logic) to capture all relevant information before visits and auto-sync it into the patient panel.
Charting
Chart with less typing
Create pre-built templates, leverage smart phrases, and use the AI scribe to speed up the documentation process and focus on the patient.
Orders
Built for power users
Order and view results for prescriptions, labs, imaging, and other services right in the chart.
Referrals
Collaborate externally
Leverage the e-faxing and direct messaging functionality to send and receive referrals.
Tasks
Streamline managing tasks
Assign and collaborate on tasks to ensure the patient receives the care they need.
AI and Advanced
Harness AI to transform patient care.
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Summary:
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Codes:
ICD-10 Codes
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CPT Codes
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AI Scribe
Reduce documentation time
Capture every word effortlessly with an AI-powered scribe that transcribes, summarizes, and organizes clinical notes in real time — so you can focus on patient care.
Custom Code
Extend the platform
Platform doesn't meet 100% your needs out of the box? No problem, just inject in your own JavaScript.
APIs
Seamlessly integrate
Use APIs and webhook for ultimate flexibility and to integrate with your existing systems.
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AI Data Analyst
Turbo-charge analysis with AI
Chat to generate instant insights, visualizations, data tables, and forecasts for any aspect of your organization’s data. Drag and drop these generated components into the report builder.
Patient Engagement
Empower patients to engage in their care.
Scheduling
Flexible scheduling for every type of visit
Handle all types of scheduling — whether virtual or in-person, one-time or recurring, one-or-one or group, paid or unpaid — with ease.
Patient Portal
Engage patients between visits
Enable patients to view their medical records, schedule appointments, message their care team, complete forms, and view educational content.
Messaging
Message multi-modally
Send and receive in-app messages, SMS messages, internal notes, and pages in one place.
Caregiver Portal
Loop caregivers in
Involve caregivers by enabling them to view medical records and complete forms on behalf of patients.
Courses
Advance patient learning
Provide expert-led videos, readings, and interactive quizzes to help patients learn and engage.
Practice Management
Smarter workflows, stronger insights, seamless revenue.
Revenue Cycle Management
Streamline getting paid
Manage the entire claims process, from running an eligibility check to submitting a claim to posting payments. Leverage in-built automations, AI, and analytics to further streamline.
Patient Billing
Securely collect payments
Securely and easily collect subscription payments, on-off charges, and co-pays from patients.
High Risk Patients
245 patients require immediate intervention.
Analytics
Get actionable insights
Deep dive on questions like: how many no-shows does a patient have?
Trigger
Lab Result Created
Condition
If WBC count > 11 K/uL
Action
Notify Provider
Action
Create task to re-order lab in 6 months
Automations
Automate common workflows
Automate complex workflows, such as running an eligibility check when a patient is created or notifying a care team member when their patient's PHQ-9 score is above a threshold.