For Primary Care
Primary Care teams need a system that supports the whole care path.
Help your practice move from registration and preventive visits to coding, claims, and follow-up in one steady system.
See what your primary care team can do
Care lifecycle
Every stage of the primary care workflow covered.
Help your practice move from registration and preventive visits to coding, claims, and follow-up in one steady system.
In-house applications
Each application gets its own role in the specialty workflow.
Shared tools and specialty-specific patient view apps stay in one operating system, so the team can move through the day without rebuilding context.
01
AI Scribe
Connect more with patients while the note gets drafted.
Let the AI scribe listen to the encounter and make notes for you, with review and sign-off kept inside the clinical workflow.
- Listen to the encounter while the team stays present.
- Draft structured notes for clinician review.
02
E-prescription
Prescribing stays connected to the visit.
Medication review, prescription work, and follow-up can sit beside the patient chart instead of becoming a separate handoff.
- Review active medications in context.
- Keep prescription work beside the visit.
03
Body Map
Use the body map to see the whole patient.
Use the body map to get a holistic picture of a patient's medical history, including anatomy-linked findings and follow-up context.
- Connect medical history to anatomy instead of a flat note.
- Track wounds, pain, lesions, and procedure targets.
04
X-ray Analysis
X-ray analysis for comprehensive charting.
Upload any image or format, and comprehensive analysis can suggest findings for clinician review.
- Upload images and file formats into the clinical workflow.
- Route candidate findings for clinician review.
05
Notes Studio
Save time with Note Studio.
Create templates, add history, codes, medications, and diagrams while keeping the note close to the patient record.
- Create reusable templates for common visit types.
- Keep charting close to the patient record.
06
Encounters
The visit becomes a complete operational record.
Encounters connect the visit type, provider, codes, forms, linked notes, tasks, and next actions in one workflow.
- Track visit details, linked documentation, and codes.
- Move cleanly from clinical work to downstream operations.
07
Form Creation
Forms can match the way each specialty works.
Custom forms help teams capture the exact questions, assessments, screenings, and intake details their workflow needs.
- Build specialty forms without a separate tool.
- Attach form responses to the clinical workflow.
08
Care Plans
Plans and follow-up stay attached to the workflow.
Care plans help teams keep next steps, monitoring, and coordination visible after the visit or handoff is complete.
- Define the next steps after the visit.
- Keep monitoring and coordination visible.
The plan
Here is the care path this page is built to support.
1
Scheduling and intake
Each step should hand the right context to the next person so the patient journey keeps moving.
2
Preventive and chronic visits
Each step should hand the right context to the next person so the patient journey keeps moving.
3
Medication and care-gap review
Each step should hand the right context to the next person so the patient journey keeps moving.
4
Coding, claim creation, and follow-up
Each step should hand the right context to the next person so the patient journey keeps moving.
See the product
You should be able to picture how the workflow looks before you commit.
Start with the right patient story
Capture forms, screenings, and consent before the visit so the team does not rebuild the story later.
Keep revenue tied to care
Carry coverage checks, coding, claims, and reimbursement through the same workflow instead of turning billing into a separate scramble.
Make the next step obvious
Keep portal access, outreach, and follow-up attached to the record so patients and staff know what happens next.
Key apps
These are the specialty apps your team uses to keep the care path moving.
Preventive Care
Built into the specialty workspace so your team can handle this step without leaving the patient record.
Chronic Dashboard
Built into the specialty workspace so your team can handle this step without leaving the patient record.
AWV Builder
Built into the specialty workspace so your team can handle this step without leaving the patient record.
Med Rec
Built into the specialty workspace so your team can handle this step without leaving the patient record.
Behavioral + SDoH
Built into the specialty workspace so your team can handle this step without leaving the patient record.
Care Gaps
Built into the specialty workspace so your team can handle this step without leaving the patient record.
What gets better
When the workflow is connected, the team gains clarity and the patient experience gets steadier.
Front office, clinical, and billing teams can work from the same visit path.
Preventive care, chronic follow-up, and reimbursement stay connected.
Care gaps are easier to close when intake, visits, and outreach live in one system.
Rollout plan
Start with the core workflow, then expand once the team has the rhythm.
Suggested rollout
Roll out the visit path first, then connect intake, scheduling, and care-gap workflows so the whole team works from the same operating system.
Take the next step