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Pre-Charting

Start every visit prepared and informed

Intelligent chart preparation creates visit-ready documentation before patients arrive. Automated pre-charting pulls patient history, medications, labs, and imaging to create comprehensive visit summaries.

Key Benefits

Comprehensive pre-visit preparation that enhances patient care

Comprehensive patient overview

Pulls data from prior visits and current medications

Reviews recent lab results and imaging studies

Complete clinical picture at your fingertips

Identifies care gaps and preventive care opportunities

Never miss important health maintenance items

Creates focused agenda based on appointment type

Tailored preparation for every patient encounter

Smart clinical insights

Pre-populated assessment sections with patient-specific data

Intelligent patient insights for clinical decision-making

Context-aware documentation ready before the encounter

Pre-Charting Components

Comprehensive data integration and visit optimization

Clinical Data Integration

Historical visit summaries and treatment responses

  • Current medication lists with interaction screening
  • Recent diagnostic results and imaging reports
  • Care plan updates and follow-up requirements

Visit Optimization

Specialty-specific pre-visit questionnaires

  • Risk stratification and clinical alerts
  • Preventive care reminders and screenings
  • Insurance verification and authorization status

EHR Integration

Integrates with Epic, Cerner, Athenahealth, and 100+ EHRs

  • Automated updates from labs, imaging, and referrals
  • Patient document upload and organization
  • CRM integration for streamlined workflows
100+
EHR Integrations
5 min
Prep Time Saved
100%
Chart Readiness
24/7
Data Updates

Clinical Impact

Transforming patient visit preparation across healthcare

"Reduces pre-visit chart review time significantly while enabling more meaningful patient interactions"
Clinical Impact Study
"Pre-charting has transformed how I prepare for patient visits. Everything I need to know is ready before they walk in."
Dr. Patel ,MD
Seamless data flow
Complete chart preparation before every encounter

Frequently Asked Questions

Everything you need to know about intelligent pre-charting

Never be unprepared for a patient visit again

Experience intelligent pre-charting that transforms visit preparation.