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HIPAA-compliant intake, charting, and scheduling for independent practices.

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Forms

  • No tricky form builders — just upload your PDF and it's done
  • Consent forms — fully paperless, doctor electronically signs same page (countersigning), initialing, multi-step
  • Body diagrams, ABN forms, outcome assessments
  • E-signatures built in — patients sign on their phone
  • Insurance card OCR — photo to member ID, group number, payer

Notes

  • Built for practices that don't need full Medicare-level documentation
  • Upload your PDF, build a simple chart note template
  • iOS app — chart easily from iPad or iPhone
  • Medication barcode reader — scan lot numbers and expiration dates, perfect for mobile IV and injections
  • AI speech recognition coming soon

Scheduling

  • Use our built-in scheduling or sync with Square Appointments in minutes
  • Map specific forms and consents to each service or visit type — right forms, right patient, automatically
  • Patients book, complete intake, and show up ready
  • Works for forms-only practices or full appointment workflows

Platform

  • HIPAA compliant — signed BAA, encrypted storage, Google Cloud infrastructure
  • All-American development team
  • USA-based tech support and onboarding, 7 days a week
  • Staff and provider accounts — proper separation of duties and permissions
  • Custom EMR integration options available — reach out to discuss
Book trending_flat Complete Intake trending_flat Review Visit trending_flat Document Care

Start anywhere. Use one workflow or combine all four.

Standardize your practice.

Replace chaotic paperwork with a structured clinical ledger designed for modern practitioner workflows.

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