Platform
Everything a practice needs. One system.
Charting, scheduling, prescribing, dispensing, memberships, billing, telehealth, and the patient portal — not five vendors and a spreadsheet holding them together.
Start Free TrialClinical Documentation
Everything you need to write up a visit without staying late.
Encounter Workspace
Patient snapshot, note, and quick actions side by side. SOAP and HPI/ROS/PE/A&P formats.
Smart Notes
Autosave, templates, and shorthand that expands as you type. New Patient, Follow-up, Sick Visit, Annual Wellness.
Scribe
Listens during the visit, tells you and the patient apart, and drafts the note with a pointer back to where each line came from.
Clinical Assistant
Ask it to summarize a chart, read a trend, check an interaction, or draft a letter. It works from the chart in front of you, and it never acts without you.
Sign-Off
A short checklist before you sign, and a queue to clear the day in one sitting.
Scheduling & Operations
Run the day from morning huddle to lights out.
Calendar
Week, day, and month views. Color-coded visit types, drag to reschedule, and a warning before you double-book.
Status Board
Who is waiting, who is roomed, who is with you, who is checking out — updated as it happens.
Huddle Board
The morning look-ahead: abnormal labs, open tasks, and results still pending.
Kiosk Check-In
Patients check themselves in on a tablet — details, insurance, and intake forms.
Intake Forms
Build your own forms and questionnaires, and decide which visits ask for them.
Tasks & Approvals
The between-visit work in one place, assigned to a person, with the things that need your signature kept separate.
Coverage
Hand your panel to a covering clinician for a set window. They accept from a link, and it expires on its own.
Staff Chat
Messages, channels, and groups for the team, without a separate app.
Memberships, Billing & Growth
The business side of a membership practice, in the same system as the medicine.
Membership Plans
Your plans, your prices, your billing schedule. Publish one when it is ready, retire one without losing the people already on it.
Patient Billing
Patients add their own card and see their own invoices in the portal. Payments run on Stripe — card details never touch your office.
Employer Sponsors
Local employers can pay for their staff. Rosters arrive by spreadsheet or automatically, and people keep their membership when they leave.
New-Patient Page
A link you can hand out that lets interested people reach you, and a list so that none of them get lost.
Forms on Your Own Site
Drop the inquiry form, the interest list, or the intro-call booker straight into your own website. It is your page — nobody is sent somewhere else to sign up.
Intro Calls
Send a booking link, they pick a time you are genuinely free, and you talk by phone or video.
Patient Newsletters
Write to your panel, with unsubscribes handled for you.
Your Branding
Your name and logo on the patient portal. To your patients it is your practice, start to finish.
Prescribing, Dispensing & Orders
Everything you send out, and everything you hand over yourself.
E-Prescribing
New prescriptions, refills, controlled substances, prescription monitoring checks, interaction screening, and an estimate of what the medicine will cost them.
Refills & Prior Auth
A queue for what is waiting on you, and prior authorizations answered in the app instead of on a fax cover sheet.
In-Office Dispensing
Configure dispensing by location, track stock by lot and expiry, scan before handoff, print labels, and keep an auditable history.
Lab Orders
Connects to the major labs, with the full test list and a results queue that shows the trend.
Imaging Orders
X-ray, CT, MRI, and ultrasound, with the report filed back to the chart.
Order Sets
Group the tests you always order together and place them in one action.
Drug Safety
Interaction and allergy checks, sorted so the serious ones stand out from the noise.
Communication & Telehealth
Staying in touch between visits — which in DPC is most of the job.
Inbox Intelligence
Results, messages, and refill requests sorted before you open them — critical values first, expected-normal ones ready to close in a batch, and routing rules you write yourself.
Telehealth
Video visits in the browser. Patients join from a link in one tap, with a device check first.
SMS & Reminders
Appointment reminders, two-way texting, saved replies, and messages you can schedule ahead.
Phone & Voice Coming soon
Calls in and out from inside the app. No separate phone system to buy.
Fax
Send and receive faxes without a machine. Incoming pages get assigned to the right person.
Referrals & Network
Send a referral with a summary attached. Specialists you work with get their own secure login to pick it up and write back, so the loop closes without a phone call.
Patient Portal
Installs on a phone like an app: results, medications, documents, care plans, imaging reports, immunizations, messages, and self-scheduling.
Prevention & Everyday Primary Care
The routine work that keeps a panel healthy.
Care Reminders
Overdue screenings and tests surface on the chart, in the visit, and in your queue. Nothing is closed out on your behalf.
Immunizations
Record what you gave, and the patient can see their own record in the portal.
In-Office Testing
Strep, urinalysis, and the rest of your point-of-care tests recorded straight into the chart.
Screening Questionnaires
Standard questionnaires scored for you, with the result filed to the visit.
Vision & Hearing
Screening exams captured in a structured form instead of a free-text note.
Growth Charts
Growth curves plotted for your pediatric patients as you enter each measurement.
Paperwork & Knowing How You Are Doing
The filing cabinet and the year-end questions, handled.
Documents
Upload, store, and file anything to a patient. Every upload is virus-scanned before it lands.
Agreements
Your membership agreement, consents, and policies, signed by the patient in the portal and filed where you can find them.
Records for Patients
Produce a patient record as a PDF when someone asks for their chart.
Letter Templates
Work notes, referral letters, and the other letters you write over and over.
Reports
Visits, encounters, prescriptions, appointments, revenue, who your patients are, where care is overdue, and how much the inbox handled before you got to it.
Interop
HL7 feeds and connections to the systems your labs, imaging centers, and hospitals already run.
Search
One search box across patients, tasks, documents, visits, and appointments.
Audit Trail
A record of who looked at what, and when — the thing you will want the day somebody asks.
See it in action.
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