The Intelligence You Need, Not a Bundle You Have to Choose
Start with Encounter Intelligence across the core workflow. Add Revenue Cycle, Care Coordination, Population Health, Operational Intelligence, and optional Live Scribe only where they improve the patient lifecycle and clinical workflow.
How the Intelligence Layers Support the Visit Lifecycle
Encounter Intelligence anchors every visit. Clinic and Enterprise teams can then add the other intelligence layers where they strengthen pre-visit planning, in-visit execution, and post-visit follow-through. Live Scribe remains an optional add-on for Clinic and Enterprise when synchronous visit coverage is needed.
Pre-visit planning and chart readiness
Before the patient is roomed, the platform stages chart context, open gaps, and visit logistics so the clinician starts informed instead of hunting through the chart.
- Chart prep from schedule context and prior chart artifacts
- Care gap and risk review for the upcoming visit
- Schedule readiness and clinic-capacity visibility
Scribes pre-build the visit packet, reconcile what needs attention, and prepare the chart workflow before the encounter starts.
This reduces pre-visit chart review time, surfaces higher-risk patients earlier, and makes the visit more clinically focused from the first minute.
In-visit documentation, review, and delivery
During the appointment, the platform turns the conversation into clinician-ready artifacts while keeping the physician in a review posture instead of an EHR data-entry posture.
- SOAP draft, AVS, and orders / coding suggestions generated from the visit
- Documentation completeness and charge-capture validation before sign-off
- Clinician review checkpoints for the note, orders, and patient instructions
Scribe-mediated workflows handle manual EHR interaction, route approved artifacts, and close the loop when the visit needs human judgment or tight turnaround.
This improves note quality, reduces keyboard time, protects revenue capture, and delivers a workflow that can support aggressive COGs without overpromising automation.
Post-visit follow-through and closed-loop action
After the encounter, the platform organizes follow-up work so the visit turns into completed clinical, operational, and financial action instead of unfinished tasks.
- Follow-up tasks, referral packets, and care-team coordination drafts
- Outreach actions for overdue visits, registries, and panel management
- Productivity, revenue, and capacity reporting for practice leadership
Scribes and coordinated workflows complete downstream artifact routing, support EHR and scheduling follow-through, and keep SLA-bound work from stalling after the visit.
This is where practices protect referral closure, post-visit execution, population follow-up, and operational visibility across the full patient lifecycle.
Automation drafts and validates. Scribe workflows deliver and close the loop.
The platform is designed around aggressive COGs and a real operating model: automation captures, drafts, prioritizes, and validates; human-in-the-loop scribe workflows handle manual EHR interaction, artifact routing, scheduling coordination, and SLA-bound exceptions where the clinic still needs dependable execution.
Real-time coverage when the visit demands it
Live Scribe is not bundled into the intelligence layers. It is an optional add-on for Clinic and Enterprise teams that want synchronous support for real-time visit capture and coverage.
See how tiers and layers package togetherEncounter Intelligence
Transform patient interactions into complete documentation
- SOAP note draft + clinician approval
- AVS generation + approval
- Orders / coding suggestions
- Mobile encounter capture and review
- Chart prep
- Scribe-mediated EHR delivery
- Problem list / medication reconciliation
Revenue Cycle Intelligence
Capture every dollar while preventing denials
- Charge capture validation
- Documentation completeness scoring
- Quality measure capture
- Billing / revenue-at-risk visibility
- Coding and documentation review support
- Exception-driven follow-up workflows
Care Coordination Intelligence
Eliminate communication gaps across care team
- Follow-up task generation
- Referral packet drafting / referral tracking
- Team coordination drafts
- Care-team workflow support
- Post-visit task routing
- SLA-bound coordination workflows
Population Health Intelligence
Proactive population management at scale
- High-risk patient dashboards
- Panel and registry reports
- Care gap and quality reports
- Outreach actions for overdue visits
- SDOH screening dashboards
- Patient panel visibility
Operational Intelligence
Real-time insights for practice optimization
- Productivity and revenue dashboards
- Benchmark and provider ranking reports
- Documentation and charge-capture alerts
- Capacity planning actions
- Productivity, revenue, and capacity reports
- Schedule and throughput visibility
Complete Platform Bundle
All 5 Intelligence Layers for $86,963/provider/year (25% discount)
Complete Feature Matrix
Encounter Intelligence is the base workflow. The other intelligence layers and optional Live Scribe are packaged separately so Clinic and Enterprise teams can add only the lifecycle support they need.
Base Layer: Encounter Intelligence
Encounter Intelligence is the default base layer across all three tiers. Clinician gets core capture and review; Clinic and Enterprise add deeper scribe-mediated delivery inside the encounter workflow.
Optional Intelligence Layer Add-Ons
Revenue Cycle, Care Coordination, Population Health, and Operational Intelligence are optional packages that can be added to Clinic and Enterprise accounts on top of Encounter Intelligence.
Optional Live Scribe
Live Scribe is a separate add-on for Clinic and Enterprise when real-time synchronous visit coverage is needed. It is not bundled into the intelligence layers by default.
| Features by Layer | Clinician Core workflow | Clinic Scribe-mediated platform | Enterprise Clinic + enterprise controls |
|---|---|---|---|
Encounter Intelligence | |||
SOAP note draft + clinician approval Turn encounter capture into a reviewable SOAP draft before final sign-off. Live | |||
AVS generation + approval Generate patient-facing after-visit summaries clinicians can edit and approve. Live | |||
Orders / coding suggestions Draft orders, diagnosis codes, and coding rationale from the encounter for review. Live | |||
Mobile encounter capture and review Record encounters and review generated drafts from the clinician mobile workflow. Live | |||
Chart prep Assemble pre-visit context from schedule and chart data before the appointment starts. Live with configuration | — | ||
Scribe-mediated EHR delivery Use scribes to complete manual EHR work and route approved SOAP, AVS, and order artifacts. Live with configuration | — | ||
Problem list / medication reconciliation Surface proposed chart changes by comparing encounter context against existing lists. Live with configuration | — | ||
Revenue Cycle Intelligence | |||
Charge capture validation Highlight missed or under-documented billable work before it leaves the workflow. Live | — | ||
Documentation completeness scoring Score note completeness against specialty and documentation requirements. Live | — | ||
Quality measure capture Surface likely measure opportunities and documentation gaps tied to the encounter. Live with configuration | — | ||
Billing / revenue-at-risk visibility Show pending charges, denials, and revenue-at-risk dashboards for follow-up. Live | — | ||
Care Coordination Intelligence | |||
Follow-up task generation Create next-step tasks from the care plan so staff can manage post-visit work. Live | — | ||
Referral packet drafting / referral tracking Prepare referral materials and track whether specialist handoffs close the loop. Live with configuration | — | ||
Team coordination drafts Draft handoff notes, referral summaries, and care-team communications for review. Live | — | ||
Care-team workflow support Support coordinator views, task routing, and encounter-linked follow-up workflows. Live with configuration | — | ||
Population Health Intelligence | |||
High-risk patient dashboards Show risk distribution and highlight the patients who need intervention first. Live with configuration | — | ||
Panel and registry reports Organize panels and chronic disease registries for monitoring and follow-up. Live with configuration | — | ||
Care gap and quality reports Track open preventive and quality measure gaps across the patient population. Live | — | ||
Outreach actions for overdue visits Identify overdue patients and launch outreach from population health workflows. Live | — | ||
SDOH screening dashboards Show screening rates and higher-risk social determinants in population views. Live with configuration | — | ||
Operational Intelligence | |||
Productivity and revenue dashboards Track RVUs, revenue per encounter, and clinic-level operational efficiency. Live | — | ||
Benchmark and provider ranking reports Compare providers against benchmarks with ranked performance views. Live | — | ||
Documentation and charge-capture alerts Surface weaker documentation scores and missed revenue opportunities that need review. Live | — | ||
Capacity planning actions Review slot utilization, provider capacity, and planning workflows from the operations workspace. Live | — | ||
Productivity, revenue, and capacity reports Open detailed report views for productivity, revenue analysis, and capacity management. Live | — | ||
Enterprise Controls | |||
Custom workflows Package organization-specific workflow steps and approvals around the core delivery model. Roadmap | — | — | |
Approval routing + audit trail Add structured approvals, role-based review steps, and audit visibility. Live with configuration | — | — | |
Template packs / org-level customization Apply organization-level templates, language, and specialty defaults across teams. Live with configuration | — | — | |
Custom reporting Deliver tailored operational or compliance reporting beyond the standard dashboards. Live with configuration | — | — | |
Integration rollout / governance controls Manage rollout gates, onboarding checks, and integration governance at scale. Live with configuration | — | — | |