Notes, clinical history, forms, consents, documents, imaging and letters live together on one record, tied to the visits they came from. Completed notes lock, every view is logged, and each role sees only what it needs.
One record
Completed notes
Logged
Who they are, their care, their visits and messages, and their account, all on one record. Call them patients or clients: your team sees whichever word you choose.
Allergies show in the record’s header, alerts show on today’s visit list, and allergies, conditions and medications show in the telehealth panel during a video visit.
Build templates with the fields your specialty needs: text, choices, dates, attachments, body charts and signatures, with required fields where it matters. Import a template from PDF, Word or FHIR, or generate one with AI. Notes link to the visit and the case.
Once completed, a note is locked; corrections go in a new note, so the original stays exactly as it was. Unfinished notes show on the dashboard, the Today panel and the Note compliance report.
Upload the diagrams your specialty uses (JPEG, PNG or WebP, up to 1 MB each) and mark them up per patient, per visit: pen, text, colors, undo. Each note keeps its own copy of the chart, so retiring a diagram never changes an old note. 10 MB of diagrams per location, with a warning from 80%.
Choose forms per appointment type and they go out with the booking confirmation. Patients fill them in online through a private link that expires, and they land on the record as Completed. Consents can be ticked or drawn, can be recorded in person or verbally during a video visit, keep the exact wording the patient agreed to, and show as expired when it’s time to re-consent.
Referrals, lab results, images, PDFs and scans, sorted by kind and previewed in the browser. DICOM files are recognized automatically and open in the built-in viewer. Files shared during a video visit land here on their own. Every file opens through a short-lived secure link, and every download is logged.
The built-in DICOM viewer X-rays, MRI and CT, measured and compared side by sideTemplates with merge fields; a PDF or an email from the record; kept on file, never deleted.
Group visits, notes, invoices and documents under one episode of care, with a visit or amount limit that warns before you go over.
Front desk staff, bookkeepers and schedulers don’t see clinical notes. Practitioners can be limited to the patients they see, and anyone can be limited to the sites they work at. Access is enforced on our servers, not just hidden on screen.
Opening a record, a note or a letter, every download, every PDF, every share and every change is recorded, with who and when. The patient’s History button shows it all; the Audit log report covers the whole clinic.
Name, date of birth, contact details, emergency contact and text consent keep their old and new values, with who changed them.
Authenticator app, passkeys, or a code by email on a new device. You can require two-factor sign-in for everyone. Wrong passwords lock the account; inactive sessions sign out after 1–3 hours.
TLS 1.3 in transit, encrypted at rest, and encrypted backups taken every 15 minutes.
Choose what the browser tab shows: full name, first name, initials or nothing.
Export patients, appointments, invoices, payments and more as CSV, HL7 or FHIR, and import them the same way. Give a patient a secure 24-hour link to a full copy of their own record, as a PDF or a download with a FHIR file. Merge duplicate records safely, and archive patients you no longer see.
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Import your data during the trial: CSV, HL7 or FHIR · no card required
Features