Everything a practice runs, named plainly.

Scheduling and open slots

Provider calendars, visit types, and the same slots the portal is allowed to book.

Encounters, SOAP, and vitals

Structured visits with the note, vitals, and orders a clinician expects to find later.

Problem, medication, and surgery lists

Reconcile what changed in the room and keep the longitudinal chart current.

Orders, results, and immunizations

Track what was ordered and what the patient is allowed to see, including release delays.

Documents and CCD-A

Chart documents plus a patient-facing summary and CCD-A download when the record has one.

Tasks and workforce

Staff tasking and workforce tools so front desk, clinical, and billing work does not live in side inboxes.

Ambient scribe

Room audio becomes a transcript, then a proposed chart: follow-up, problems, meds, encounter, referrals, and a plain-language patient note.

Clinician approval on every write

The model proposes. The signed-in clinician accepts. OpenEMR is not updated until that pause is cleared.

In-chart assistant

Ask about patients, encounters, and appointments in plain language, with cards for the record instead of a wall of text.

AI receptionist

Twilio voice for the calls you choose — often after hours — with keys, settings, and transcripts kept in the EMR.

Referral lookup

When a referral is discussed, provider search can resolve an NPI before the referral is filed.

Next-room handoff

After a signed note, the scribe can offer the next roomed patient so the clinician stays in flow.

Multi-clinic identity

Each clinic points at its own record. Patients match to an existing chart. The portal does not invent patients.

MFA, proxies, and audit

Authenticator MFA, family and proxy access, consent flags, and a durable audit trail.

Booking that respects the clinic

Cutoff hours, conflict checks, waitlist, check-in, reminders, and a household calendar.

Secure messaging with an SLA

Front desk, clinical, and billing queues, assignment, canned replies, and a reply clock.

Records patients can use

Notes the clinic has released, results after the hold window, allergies, meds, vitals trends, and home readings.

Money before the statement shock

Shoppable prices, an insurance-aware estimate, and installment rows the patient can pay.

Intake and education

PHQ-9, notice of privacy practices, interpreter requests, and education matched to the chart.

iOS and Android

The same API as the website: visits, messages, records, care, billing, privacy, and vitals.

FHIR sync from the chart

Patients, encounters, and coverage come from the clinical record. Billing does not retype the visit.

Registration QA

A checklist has to pass before a claim is built. Staff can verify the exceptions.

Eligibility and estimates

Benefits feed a patient-responsibility estimate before the visit becomes a surprise balance.

Charge capture and holds

Coding review, with prior authorization able to hold a charge instead of letting it leak downstream.

Claim scrub and 837P submit

Build, scrub, and submit professional claims, including secondary claims with other-subscriber data.

277CA, 835, and denials

Acknowledgement and remittance import, ERA posting, appeals, resubmit, and admin-approved write-off.

Patient financial care

Statements, payment plans, charity screening, referrals, and pay links by email, SMS, or card.

Roles and PHI audit

Biller, viewer, and admin paths, clinic assignment, and a record of who opened protected information.