New EHR, full practice workflow

The EHR built for the whole modern practice, not just charting.

MedSiteAI Charts brings scheduling, charting, AI scribe, eligibility, superbills, 837P claims, 835 remittance, patient portal, and EHR connections into one patient record. It also pairs with the AISS website, AI phone receptionist, and managed marketing so the front door, clinical record, and revenue workflow can operate as one system.

$199/mo Charts Lite starts with modern charting and scheduling for a single provider.
35,000/mo AISS booking AI schedules about this many appointments across voice and web in a typical month.
No lock-in Month-to-month terms, exportable data, and no offboarding fee.
One patient record Schedule, chart, documentation, billing context, and patient access move together.
Built by AISS for practices that need the operating system, not another tab. The site, AI receptionist, chart, note, claim, remittance, and follow-up can work from the same patient context.

The call becomes the chart becomes the claim

A cleaner patient record from first contact to payment.

The advantage is not that each tool has a login. The advantage is that each step knows what happened before it. A new patient can call after hours, get scheduled, complete intake, arrive with eligibility context visible, be documented by AI scribe, and move into superbill, claim, remittance, and follow-up without staff rebuilding the same visit in separate systems.

The patient record is the source of truth.

MedSiteAI Charts is designed around the actual clinic sequence, not a charting screen in isolation. The front desk sees the booking and insurance context. The clinician sees the visit and documentation context. The billing team sees the claim and remittance context. Everyone works from the same patient thread.

Source AI phone receptionist, website, or staff booking
Visit Schedule, intake, eligibility, clinical chart
Note AI scribe documentation reviewed in the chart
Revenue Superbill, 837P claim, 835 remittance, follow-up

MedSiteAI Charts is new, so this page avoids invented adoption numbers and Charts-specific performance claims. The real platform metric cited here is AISS booking AI volume: about 35,000 appointments booked across voice and web in a typical month.

01
AI receptionist
Answers patient calls, captures intent, routes questions, and helps move qualified demand toward the schedule instead of voicemail.
02
Booking
Web, phone, and staff scheduling feed the same appointment context so the practice starts with one source of appointment truth.
03
Chart
The patient arrives with chart, intake, insurance, provider, and visit context already aligned for the care team.
04
Scribe note
Encounter documentation is generated into chart-ready clinical structure so the note stays tied to the patient and visit.
05
Eligibility
Coverage context is visible where staff work, before the claim path begins and before surprises become cleanup.
06
Claim
The chart and billing context support superbill creation and the 837P claim workflow without re-keying the visit from scratch.
07
Remittance
835 remittance and follow-up can stay connected to the patient record so the revenue cycle does not lose the clinical thread.

The practice stack, unified

AISS connects the patient acquisition layer to the EHR layer.

Most practice software starts after the patient is already booked. MedSiteAI Charts is built to sit inside a broader AISS operating system: a medical website that converts search demand, AI booking that captures phone and web patients, managed marketing that grows demand, and a chart that carries the work through care and billing.

01

Medical website

Service pages, conversion paths, tracking, and booking entry points designed for patient acquisition, not a static brochure.

02

AI phone receptionist

Answers and routes calls, captures new-patient intent, handles common questions, and helps convert missed-call demand.

03

Scheduling

Appointments, intake context, provider availability, and patient source data feed the record that staff use every day.

04

Native charting

Clinical documentation, visit history, provider context, care plans, and patient workflows live in the same EHR foundation.

05

AI scribe

Encounter audio becomes structured documentation that can be reviewed, edited, signed, and kept with the chart.

06

Insurance workflow

Eligibility, superbills, 837P claim preparation, 835 remittance, and follow-up stay tied to patient and visit context.

07

Patient portal

Patient access, communication, forms, and follow-up support the clinical workflow without creating a disconnected inbox.

08

Managed marketing

AISS can pair the EHR with AI-SEO, service content, campaigns, reviews, and reporting tied back to patient booking.

Feature deep-dives

What MedSiteAI Charts actually does.

These are not isolated utilities. Each module exists to preserve clinical, operational, and billing context so staff are not forced to move the same patient through a stitched-together stack.

AI scribe to chart

The visit note lands where the care team already works.

MedSiteAI Charts is designed so the scribe output stays connected to the patient record, provider, appointment, and billing context. The clinician can review the generated note, make edits, and keep the documentation attached to the same chart that drives follow-up, superbill, and claim prep.

  • Generate structured clinical documentation from the encounter.
  • Review and edit the note inside the chart workflow.
  • Keep note, diagnosis context, provider, and visit together for billing.
AI scribe workflow Encounter documentation becomes chart-ready clinical text.
Claims and superbills

Billing should start from the same visit the provider documented.

The chart already contains the patient, provider, visit, documentation, and insurance context. MedSiteAI Charts uses that continuity to support superbill creation, 837P claim workflows, 835 remittance, and follow-up without making staff reconstruct the encounter in another system.

  • Prepare superbills from the clinical record.
  • Move from chart context into 837P claim workflow.
  • Track 835 remittance and follow-up without losing patient context.
Superbill workflow Clinical documentation connects to billing preparation.
Scheduling

The schedule is not separate from the chart.

Appointments carry source, provider, patient, intake, and visit context into the chart. When scheduling is native, staff can see what has happened, what is missing, and what the next step is without hunting across calendars, inboxes, and disconnected booking tools.

  • Book patients from staff workflows, website paths, or AI receptionist coverage.
  • Carry intake and appointment details into the chart.
  • Keep reminders, no-shows, follow-up, and provider context visible.
Scheduling workflow Booking and chart setup stay connected.
Insurance eligibility

Coverage context belongs before the visit becomes a claim.

Eligibility checks are most useful when they are visible to the people making real-time decisions: front desk, provider, and billing. MedSiteAI Charts keeps insurance context close to the appointment and chart so the practice can spot issues earlier and carry the right details into billing.

  • Collect insurance details through booking and intake workflows.
  • Review eligibility context before or during the visit.
  • Use coverage details downstream for superbill, claim, and remittance work.
Insurance verification Eligibility context is visible before the claim path starts.
Patient portal

The patient portal should support the same operating record.

Patients need access, forms, messages, and follow-up without forcing staff to reconcile another disconnected channel. The MedSiteAI Charts portal is part of the same EHR direction: patient-facing actions should support the chart, schedule, documentation, and revenue workflow instead of creating loose ends.

  • Give patients a connected path for access and follow-up.
  • Keep forms and communication close to the clinical record.
  • Reduce avoidable phone calls by routing simple actions through the portal.
Patient portal Patient access and follow-up stay connected to the record.

Connects to the EHR you already have

Start with the workflow you need now. Migrate when the timing is right.

Some practices are ready to make MedSiteAI Charts the system of record. Others need the website, phone receptionist, booking, documentation, or billing layer to work around an existing EHR first. MedSiteAI supports staged implementation through FHIR where available and direct adapters for selected practice systems.

01

FHIR where the source system supports it

Use standards-based connectivity when the current EHR exposes the data needed for the workflow.

02

Direct adapters where practical

MedSiteAI can connect to selected systems and operational workflows when FHIR alone does not cover the implementation path.

03

Parallel run before cutover

Your team can keep using the current EHR while MedSiteAI Charts is configured, validated, and prepared for go-live.

Integration review during onboarding

Every practice has different data, workflows, and vendor constraints. The demo confirms what should connect, what should migrate, and what should become native in Charts.

FHIR APIs
Patient, appointment, encounter, and related clinical data can be evaluated through supported standards-based endpoints.
Jane
Direct adapter planning can support staged workflow coverage for practices that need MedSiteAI around an existing Jane environment.
ChiroTouch
Chiropractic workflows can be reviewed for migration, booking, documentation, and billing handoff requirements.
ACOM
Existing operational records can be assessed for the right migration and connectivity path before cutover.
PtEverywhere
Physical therapy and rehab workflows can be mapped for scheduling, intake, documentation, and patient communication coverage.
Other systems
The AISS team reviews current tools, export formats, APIs, and staff workflows before promising a specific integration path.

Simple Charts pricing

Start with the EHR tier that matches the practice you run.

Pricing is month-to-month. No long-term contract. No offboarding fee. Your data remains exportable. The demo confirms provider count, billing needs, migration scope, and any AISS website, AI phone, or marketing modules you want connected.

Charts Lite

$199/mo

For a single provider that wants the modern charting and scheduling foundation without a long contract.

  • Native EHR charting foundation
  • Scheduling for one provider
  • Patient record and visit workflow
  • Data exportability
  • Month-to-month terms

Charts Multi-Provider

$499/mo

For group practices that need multiple providers, shared operations, and a stronger cutover plan.

  • Everything in Charts
  • Group practice workflows
  • Multiple-provider scheduling
  • Role-aware operational handoffs
  • Migration support for growing teams
CaseLink PI module is available for personal-injury workflows as a $199/mo add-on when relevant. AISS website, AI receptionist, AI scribe, and managed marketing can be configured around Charts during the demo when the practice wants one connected operating stack.

Switching is painless

Move without betting the practice on a hard stop.

EHR change is risky when a vendor makes the clinic do all the translation. AISS helps map the data, prepare the workflow, run in parallel, and cut over when the team is ready. The goal is practical: keep seeing patients while the new system is configured around the way the practice actually operates.

Month-to-month. No long-term contract. No offboarding fee. Your data is yours, exportable, and not held hostage if the platform stops being the right fit.
01

We map what matters

Patients, schedules, chart data, forms, billing context, and staff workflows are reviewed before the move so cutover is based on the real clinic.

02

We migrate with your team

AISS helps prepare the data and workflow instead of leaving staff to rebuild the patient base record by record.

03

You can run parallel

Keep the existing EHR in place while MedSiteAI Charts is configured, validated, and trained around the new workflow.

04

Cutover is operational, not theatrical

The plan includes scheduling, intake, documentation, eligibility, claims, remittance, portal access, and staff handoffs.

05

Your exit stays open

The practice owns its data, can export it, and does not pay an offboarding fee. The platform has to earn the account every month.

Buyer questions

What practices ask before choosing MedSiteAI Charts.

Charts Lite is $199/mo for a single provider that needs charting and scheduling. Charts is $349/mo and adds claims and superbills. Charts Multi-Provider is $499/mo for group practices that need multiple-provider workflows. CaseLink PI module is available as a $199/mo add-on when personal-injury workflow is relevant.
Yes, depending on what your current system exposes and what workflow you need. MedSiteAI can use FHIR where supported and direct adapters for selected systems such as Jane, ChiroTouch, ACOM, PtEverywhere, and other tools reviewed during implementation. The demo is where the AISS team confirms the practical path.
AISS maps the data and workflows that matter, prepares the MedSiteAI Charts environment, and can run in parallel with your current EHR until cutover. The process is designed so the practice keeps seeing patients while records, schedules, forms, and operating handoffs are prepared.
Yes. Your practice data remains yours. MedSiteAI Charts is built with exportable data, and there is no offboarding fee if you leave. The business relationship is designed around month-to-month value, not data lock-in.
No long-term contract. MedSiteAI Charts is month-to-month, and there is no offboarding fee. The practice can adopt the EHR, connect the AISS front-office modules that matter, and keep the relationship only as long as the workflow is improving the business.

See the whole workflow

Book a demo and walk through your real practice flow.

Bring your current EHR, provider count, scheduling process, billing workflow, and patient acquisition goals. AISS will show where MedSiteAI Charts fits now, what can connect first, and what a clean migration can look like.