Chart
- Chart layout
- Encounter templates
- Problem list rules
- Vitals panels
- Timeline density
The platform
An operating system for a modern healthcare organization.
Charting, scheduling, orders, prescribing, revenue cycle, messaging, analytics, and the patient app — one product, one data model, one audit trail. The difference is not that it has more. It is that all of it bends to your organization instead of the other way round.
Everything in the box
Twenty things you would otherwise buy from four vendors
One product, one data model, one audit trail. Nothing below is a separate contract, a separate login, or a separate integration to maintain.
Clinical core
Charting & documentation
Chart layouts, note templates, smart phrases, structured capture, and co-sign routing — all configurable by you.
Orders & results
Computerized ordering with order sets, plus the part most systems fumble: getting results back, reconciled, and acted on.
e-Prescribing
Full prescribing including controlled substances, identity proofing, PDMP lookup, and medication reconciliation.
Labs & imaging
Bidirectional reference-lab interfaces, hospital HL7 v2 with a mapping UI, DICOM routing, and critical-result alerting.
Patient safety
Interaction and allergy checking, duplicate-therapy detection, and hard stops where a hard stop is warranted.
Intelligence
Ambient documentation
The visit becomes a structured note with discrete data in the right fields, reviewed before anything is signed.
Chart search
Plain-language questions answered across notes, results, and scanned documents, with the source shown.
Coding assistance
Documentation and coding suggestions with the supporting text quoted, so coders check work instead of hunting for it.
Inbox intelligence
Results, refills, and messages summarized, categorized, prioritized, and drafted. Nothing sent on your behalf.
Workflow agents
Agents that carry out repetitive administrative work — prior auth packets, referral follow-through, recall lists.
Orchestration
Automations
Triggers, conditions, waits, AI steps, and human approvals on a canvas shaped like a whiteboard.
Configuration
Charts, encounter layouts, forms, templates, dashboards, navigation, and terminology — self-service, versioned, reversible.
Roles & permissions
Custom roles, location scoping, break-glass rules with review, and sensitive-record handling.
Analytics
Operational and clinical dashboards, saved report distribution, and a question box for everything they do not cover.
Governance
Every configuration change attributable and promotable between environments, the way code moves.
Front office & revenue
Scheduling
Online self-scheduling on your real rules, waitlist auto-fill, multi-location coverage, and reminder cadences.
Digital intake
Forms pre-filled from what you already know, saved between sessions, feeding structured data into the chart.
Patient app & messaging
Booking, messages, results, care plans, and payments — under your brand, not ours.
Eligibility & prior auth
Real-time eligibility at booking and check-in, and prior-auth packets assembled from the chart.
Claims & payments
Submission, denial work queues, underpayment recovery, estimates, and reconciled payments.
Configuration, not compromise
Change it yourself. Today.
Every setting below is a real one. Nothing here is a services engagement, a support ticket, or a release note you have to wait for.
Settings · Chart layout
liveChange it here. It changes there. No ticket, no downtime.
In the product this panel also covers 6 groups — chart, documentation, workflow, front office, data, access — with the same immediacy.
Search patients, orders, reports, settings…⌘K
AR
Primary care · ChartLive
MK
Maya KesslerPenicillin allergy
44 y · MRN 40-19827 · Continuity, prevention, and a problem list that stays true
Problem listpinned
- Type 2 diabetes mellitus · since 2019
- Essential hypertension · since 2021
- Vitamin D deficiency · since 2023
Medicationsauto
Health maintenanceauto
Recent resultsauto
At a glance
- BP
- 128/78
- A1C
- 6.8%
- BMI
- 27.4
Assistantreview before use
A1C rose above goal 14 months ago and has trended down since the regimen change. Retinal screening is overdue by 4 months.
Order retinal screeningDraft patient message
Templates
Acute visitAnnual wellnessChronic follow-upMedicare AWV
Every change above is a real setting, applied instantly, versioned and reversible.
Documentation
- Note templates
- Smart phrases
- Structured fields
- Attestation rules
- Co-sign routing
Workflow
- Visit types
- Rooming steps
- Order sets
- Result routing
- Task queues
Front office
- Schedule grids
- Booking rules
- Waitlist logic
- Check-in flow
- Reminder cadence
Data
- Custom fields
- Terminology
- Code sets
- Dashboards
- Saved reports
Access
- Roles
- Permissions
- Break-glass rules
- Location scoping
- Audit views
Automation
If a human doesn’t need to do it, they shouldn’t have to.
Build workflows the way you would sketch them on a whiteboard: a trigger, some conditions, the steps — including the ones you want a person to approve.
Search patients, orders, reports, settings…⌘K
AR
Automations · Post-visit close-out · EnabledLive
- Appointment completedAny location · any visit typeTrigger
- Check documentationNote signed, orders reconciledCondition
- AI reviews chart completenessFlags gaps against the visit typeAI step
- Suggest codingE/M level + diagnoses, with rationaleAI step
- Biller approvesHuman-in-the-loop · 1 clickHuman approval
- Submit eligible claimsClearinghouse of your choiceAction
- Send patient follow-upTheir language, their channelAction
- Schedule recommended follow-upHonors provider preferencesAction
31 steps
removed from a typical post-visit day
0
tickets filed to change any of it
Full audit
on every automated action
Triggers
Anything that happens in the platform — an appointment closing, a result landing, a balance ageing, a form submitted, a schedule gap opening.
Conditions and branches
Route on any field in the record, wait for something to happen, or stop and ask a person.
AI steps, shown as AI
Every model step is labeled in the builder and in the log, with the reasoning attached to what it produced.
Approvals
Insert a human wherever the stakes require one. Approvals are routed, escalated, and recorded.
Versioned and reversible
Workflows are versioned like code, tested in a sandbox, promoted deliberately, and rolled back in one click.
Analytics
Ask better questions. Get answers immediately.
Operational and clinical analytics that a practice manager can drive without a data team — and a query box that speaks plain English when the dashboard doesn’t have the answer.
Search patients, orders, reports, settings…⌘K
AR
Analytics · Group overview · Last 90 daysLive
Schedule utilization
88.4%
Cancellation rate by location
Northgate14.2%
Riverside9.1%
Elm Street7%
Lakeview5.5%
Days in A/R
21.6
Down from 34 at go-live
After-hours charting per provider
18 min
Weekly average, all locations
Patient trendsProvider productivitySchedule utilizationRevenue cycleClinical outcomesPatient engagementWorkflow performance
Dashboards ship configured and stay configurable. When the answer isn’t on one, ask for it in plain language and get a chart back — along with the query behind it, so an analyst can take it further.
See conversational analyticsPatient experience
Your patients shouldn’t hate your software either.
The patient side is built to the standard of a good consumer app, because that is what it is competing with for attention.
Book in 40 seconds
Real availability, real rules, no phone tag — on the phone they already have in their hand.
Intake that remembers
Forms pre-filled from what you already know, saved between sessions, finished in the waiting room or the week before.
Messages, not portals
Threaded conversations with the practice, with routing and templates on your side.
Pay without calling
Estimates, balances, plans, and receipts — card on file, no separate portal login.
Results they understand
Plain-language context alongside the values, released on the rules you set.
Care plans that follow up
Instructions, reminders, and check-ins that adapt to whether the patient is actually doing them.
Craft
Speed is a clinical feature.
Every unnecessary click is a chance to make a mistake and a minute taken from a patient. We measure task time the way other companies measure uptime.
Command palette
One keystroke to any patient, order, note, message, report, or setting.
Keyboard-first charting
Every high-frequency action has a shortcut, and they are yours to remap.
Sub-100ms navigation
Chart sections load as fast as you can decide to look at them.
Contextual actions
The next likely step is offered where you are, not buried three menus away.
Old way / this way
There’s the old way. And there’s this.
Both approaches can eventually get you to the same place. The difference is what stands between you and the change you want to make.
Traditional EHRCircusScale
Customization“Submit a customization request.”“Change it yourself, in the product, today.”
Integrations“Ask whether an integration exists.”“Install it — or build it and list it.”
APIs“API access is an enterprise line item.”“Every plan. If the UI can do it, the API can too.”
AI“A separate product, in a separate tab, at a separate price.”“Inside the workflow, labeled, reviewable, and switchable off.”
Automation“File a ticket and wait for the release train.”“Build the workflow yourself and turn it on.”
Implementation“Twelve to eighteen months and a change order.”“Weeks, with a fixed fee quoted up front.”
User experience“A manual, a class, and a lot of clicking.”“A command palette and a team that stops complaining.”
Pricing“Call sales for pricing.”“Here’s the price. Here’s a calculator.”
Data access“Extract requests, per-record fees, delays.”“Bulk export, standard formats, no fee, any time.”
Developer experience“A partner program and a review queue.”“A sandbox in two minutes and docs you can read.”
Patient experience“A portal patients need a password reset to enter.”“An app they use without being asked twice.”