From scattered records to
a usable clinical summary
A short setup, then a simple weekly habit — the heavy lifting happens on our side. Every summary is built by a licensed clinical team and delivered directly to your EHR, often before the visit.
Minimum eligibility: This program serves practices with 20,000 or more total patients. Not sure if you qualify? Give us a call.
How It Works
Three steps. Minimal effort from your team.
You share your schedule
Each week, your practice sends its upcoming appointment list — a quick export most EHRs already produce.
Records are consolidated
Patient history is pulled and reconciled from thousands of sources into a single, accurate timeline.
A clinician reviews and delivers it
A licensed clinical team builds and signs off on a concise summary, posted directly to your EHR — often before the visit happens.
Why Practices Use It
Built to reduce work, not add to it.
There is no fee, subscription, or financial commitment required to participate.
Setup begins with a straightforward file exchange — nothing to install on day one. As volume grows, connecting your EHR directly keeps delivery running smoothly long-term.
Every summary is built and signed off by a clinical team before it reaches your chart — not automated output.
Once running, the only thing your team does is share a weekly schedule. Everything else happens on our side.
Onboarding
The four-week setup
Most practices are fully active within four weeks. There's nothing clinical for your team to do — just a short list of administrative items so records can start flowing into your EHR.
Foundation
- We introduce your team to your point of contact.
- You start by uploading patient files to a shared drive — no EHR integration needed yet.
- We agree on a simple weekly rhythm: which day you'll share your upcoming schedule.
Patient Analysis
- You share your patient roster (or the population you'd like prioritized).
- Records are matched, reconciled, and prioritized by clinical complexity.
- We confirm a delivery schedule with you before anything is sent.
First Summaries Arrive
- Your first batch of clinical summaries is uploaded directly to your EHR.
- We confirm you've received them and answer any setup questions.
- Nothing requires action outside your normal chart review workflow.
Ongoing Delivery
- Each week, share your upcoming appointment schedule — a quick EHR export.
- Our clinical team builds a summary for every scheduled patient, often ready before the visit.
- That's the entire ongoing effort — no per-patient selection needed.
Optional Add-On — In Development
Turn each summary into a drafted CCM/RPM care plan
For practices running — or considering — a Chronic Care Management or Remote Patient Monitoring program, an add-on engine currently in development is designed to extend the clinical summary we already build each week into a structured care plan. It's an add-on to the Clinical Data program, not a separate service, and it's not a replacement for your CCM/RPM platform.
Starts with the clinical summary
Every week, the Clinical Data program already delivers a clinician-reviewed summary to your EHR. That same summary is the input — no separate data collection, no second intake.
A care plan is drafted
Conditions, goals, interventions, and identified care gaps are drafted into a CCM/RPM care plan for provider review — not a blank page your coordinators have to build from scratch.
Delivered to your CCM/RPM platform
Once reviewed and signed off, the plan hands off into the Chronic Care Management or Remote Patient Monitoring tool your practice already runs. It's an add-on to the Clinical Data program, not a replacement for your CCM/RPM platform.
What the add-on gives your coordinators
Get Started
Set up your practice in about ten minutes
All administrative — nothing clinical. Most practices can complete this in one sitting.
Questions before getting started?
Reach out — we're happy to walk through how this fits your practice.