Product · Patient Profiles
NewView and manage your patients in one place. Follow each patient on a dated timeline, and generate and manage letters and reports for every patient. Each profile is built from AI Scribe sessions and the PDF summaries of past notes, for solo and small practices.
You enter the patient's details once. The clinical picture then builds from two sources you already review: what was said in each visit, and the PDF summaries of the patient's past notes.
Every visit adds its transcript and its note to the profile's timeline.
See AI ScribeUpload past notes and records as PDFs. The summaries you approve join the profile.
See PDF UploadConditions, medications, history and the visit timeline in one place. Every line links back to the session or the file it came from.
Find a patient, open a quick view without leaving the list, and step into the full profile when you need the detail.
Every session, with its transcript and uploaded files, sits in date order under the patient. Open any visit to see exactly what was said and what was filed.
Patient timeline
Open a patient and switch to the Timeline tab. Every AI Scribe session and every uploaded document appears as a dated entry, newest first, so you can see the patient's documented history at a glance before the visit.
Focus mode puts the patient's overall summary next to the session timeline. Click any line to see the transcript passage or file it came from.
Drafted from the visit content and saved to the patient's Letters tab.
Prior authorization, appeal and medical necessity drafts built from what was documented.
Plain-language summaries and next steps, ready to print or share after review.
Uploaded PDFs and their summaries, each linked back to the original page.