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Patient record
Demographics, clinical history, insurance, and documents stay on one chart.
Charts Lite keeps the patient record, clinical history, insurance, built-in AI scribe, and portal in one browser-based workflow—without a separate transcription app bolted onto the side.
Each part exists to keep the visit moving. The chart remains the source of truth while the provider controls review and signature.
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Demographics, clinical history, insurance, and documents stay on one chart.
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Record the encounter, review the draft note and codes, then sign in the chart.
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Coverage details stay beside the clinical and scheduling workflow.
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Intake, records access, secure messages, and patient-facing follow-up share one path.
Migration scope depends on the source system. The sequence is agreed before activation, and the clinical record always ends with provider review.
Confirm the source EHR, patient data, documents, and cutover sequence before anything moves.
Open the chart and record the encounter while the scribe prepares a structured draft.
The provider checks the note and suggested codes, makes edits, and signs the final record.
One public rate from the canonical pricing manifest. Migration requirements and activation timing are confirmed against the current EHR before the plan starts.
We will map the patient data, documents, charting routine, and cutover requirements before recommending a move.