Athena health is one of the most widely used EHR platforms in specialty care in ambulatory care—structured, API-enabled, and designed for clinical efficiency. It has an extensive list of feature set that caters to needs of providers from different specialties and organizations.
Therefore integration with Athena can be quite an overwhelming undertaking.
Good news is that Athena provides proprietary APIs for easy data exchange for almost all its feature sets. Not so good news is that not every AI scribe in the market offers these extensive integration capabilities. Most solutions offer basic note-pushing functionality, but fall short when it comes to bi-directional data flow, especially to access prior documents and pushing within sections of Athena templates with billing codes.
That is every AI assistant except Marvix AI.
We've engineered a deep, 2-way integration with Athena health that goes beyond simple note generation. It can adapt to every provider group’s unique Athena workflow.
In this post, we'll walk you through how Marvix solves the complexities associated with Athena integration.
Marvix AI is the only AI scribe in the market today that creates AI summaries from previously stored patient charts in the EHR.
Marvix integrates with Athena to extract different clinical documents of a returning patient and creates digital summaries that can then a) be viewed by the provider ahead of the consult and b) used to inform the present-day clinical note of the patient. Here’s how Marvix does it:
Marvix connects to Athena’s Documents module and retrieves a wide range of patient information, including:
This retrieval extends across structured data, unstructured text, and scanned artifacts. All inputs—whether machine-readable or handwritten—are standardized and digitized.
If your workflows involve reviewing tens of documents of prior history ahead of consults - that is a lot of administrative burden that we can help reduce with a click of a button.
All the retrieval is automatic and instantaneous. Marvix autoextracts clinical documents ahead of the consults and can auto create summaries prior to patient visits.
For each patient, Marvix generates a Patient Recap—a consolidated summary combining key findings, recent test results, and active problems from all available documents. This is a single document that the provider can view ahead of the visit of a returning patient to apprise themselves of what had happened prior.
For example, if a specialist is seeing a patient after six months, the recap consolidates the patient's medical history, diagnosis details, key treatments they are on, interval history and key trends since the last visit. One gets complete flexibility on how they’d like to structure the patient recap summaries of their patients.
Summaries are customized at the provider level to match individual documentation styles. Providers can configure:
Once set up, these settings are applied automatically every time summaries are generated.
For example, a three-physician nephrology practice might have one doctor who prefers telegraphic lab summaries with trend arrows, another who wants full narrative paragraphs with comparative analysis, and a third who requests minimal historical context with only abnormal findings highlighted. Marvix accommodates all three styles simultaneously as shown below:
Style 1:
1. Comprehensive Metabolic Panel (09/15/2025):
Creatinine 2.1 mg/dL, eGFR 36 mL/min/1.73m², BUN 38 mg/dL, K⁺ 5.2 mmol/L, HCO₃⁻ 21 mmol/L. Stable renal function with mild hyperkalemia and metabolic acidosis.
2. Urine Albumin-to-Creatinine Ratio (08/30/2025):
ACR 420 mg/g (↑ from 380), trace hematuria, no infection. Persistent proteinuria with mild progression.
3. Renal Ultrasound (07/25/2025):
Bilateral small echogenic kidneys (R 9.1 cm, L 9.3 cm), no hydronephrosis or stones. Findings consistent with chronic parenchymal disease.
Overall: Stable CKD with persistent proteinuria and mild biochemical abnormalities; no evidence of acute deterioration or obstruction.
Style 2:
Since the last visit, the patient’s renal function has remained stable with serum creatinine at 2.1 mg/dL and eGFR 36 mL/min/1.73 m², consistent with CKD Stage 3b. Labs showed mild hyperkalemia (K⁺ 5.2 mmol/L) and low bicarbonate (21 mmol/L), indicating persistent metabolic acidosis. Urine ACR was 420 mg/g, slightly increased from prior values, reflecting ongoing proteinuria without signs of infection or active sediment. Renal ultrasound demonstrated bilaterally small, echogenic kidneys without hydronephrosis or calculi, consistent with chronic parenchymal disease. Overall, findings indicate stable chronic kidney disease with mild biochemical derangements and no evidence of acute worsening or obstruction.
Style 3:
The summaries don't exist in isolation. When documenting today's visit, Marvix combines the historical summary with the real-time consultation transcript to create a single, composite note.
Previous diagnoses from the summary auto-populate into today's Assessment section. Lab trends provide context for current clinical decisions. Medication histories merge with new prescriptions in the Plan. The result is documentation that captures both what happened today and how it fits into the patient's ongoing care.
This integration works bidirectionally. Marvix pulls historical data from Athena to inform today's note, then pushes the completed note back into Athena's structured sections—ensuring continuity across encounters without manual data transfer.
The process runs automatically. Once connected, Marvix identifies new documents in the patient's chart, processes them, and updates summaries as information arrives. Practices control the timing—summaries can be generated the morning of appointments, two days in advance, or a week ahead for complex cases requiring preparation time.
Marvix extends documentation continuity within Athena by connecting past assessments, current notes, and structured data fields into one cohesive workflow.
Each assessment is carried forward with its full narrative and billing context, then organized into Athena’s native problem-level framework for precise, traceable documentation across visits. Let’s see how:
Within Athena, providers can carry forward assessments from previous visits into current-day notes. This capability is especially relevant for returning patients who present with multiple ongoing conditions, for example, a patient with hypertension, diabetes, and chronic kidney disease.
Even if only one issue is discussed in the current encounter, all active problems remain clinically and administratively relevant. Marvix ensures all active problems are documented even when only one is discussed during today's visit.
Marvix does so by automating this process. The system pulls prior assessments from Athena’s problem list, extracts the associated management plans, and carries them forward into the current note. Each assessment preserves its original narrative detail and problem identifiers.
For practices managing patients with extensive histories such as those with 8 to 10 active problems per record, Marvix keeps each problem distinct across visits. When pushed back into Athena, each assessment maps to its corresponding problem-level box within the Assessment section. Marvix links each carried-forward assessment to its billing code, ensuring discrete documentation for every active diagnosis.
Marvix maintains problem-level mapping within the Assessment section. Instead of compiling all active problems into a single text block, it generates separate entries for each diagnosis.
For example, if a patient presents with hypertension, diabetes, and chronic kidney disease, Marvix creates three distinct assessments:
Beyond assessments, Marvix distributes Patient Instructions, Discussion Notes, and Patient Goals into their dedicated subsections within Athena. This means:
Editable, traceable, bidirectional sync
Each section remains independently editable and traceable inside Athena. When a provider updates Assessment, Instructions, Discussion Notes, or Goals in Athena, those changes sync back to Marvix automatically — maintaining data integrity and a single source of truth across encounters.
The Outcome
The combined carry-forward + structured mapping workflow ensures that historical context is preserved, assessments remain problem-specific and billable, and every component of the note lives in its proper, auditable field within Athena — simplifying documentation while protecting clinical and administrative continuity.
Marvix supports provider-specific note customization within Athena’s defined sections: Reason for Appointment, HPI, ROS, Physical Exam, Assessment, and Plan. Each clinician's documentation style is reflected in the EHR output while maintaining Athena’s native structure.
Each provider profile in Marvix carries individualized formatting rules and content preferences. For example:
These settings are applied automatically each time Marvix generates a note.
For example, in a clinic where three physicians practice together, each with distinct documentation styles, Marvix maintains these differences automatically. One provider may prefer a concise, bullet-style HPI; another might use a detailed narrative format with patient quotes; a third may exclude social history entirely.
When their notes are generated and pushed into Athena, each appears exactly as that provider prefers—without any manual adjustments or template switching.
Marvix provides a dual mechanism for note exchange with Athena, allowing clinicians to pull and push notes seamlessly based on their preferred workflow. This two-way model ensures that providers can work entirely within Athena while maintaining full access to Marvix’s documentation capabilities.
Marvix integrates with Athena’s scheduling APIs to automatically pull appointments based on configurable time ranges.
Clinics can choose to sync appointments for the current day, the next two days, or up to a week in advance.
This automated pull allows Marvix to pre-load patient data and generate AI summaries and patient recaps ahead of scheduled visits.
When appointments are updated, added, or cancelled in Athena, the changes are reflected automatically within Marvix, keeping both systems synchronized in real time.
The appointment window and sync frequency are fully customizable at the practice level, enabling each clinic to define how far in advance upcoming visits are retrieved for preparation.
Marvix integrates with Athena’s billing framework to push ICD-10-CM and E/M codes with MDM rationale directly into the patient chart.
Each assessment generated by Marvix is linked to its corresponding diagnosis and transferred to Athena with its individual billing code.
The system aligns with Athena’s existing code hierarchy and field structure, ensuring all codes appear in their correct locations within the note and billing sections.
All mappings are one-to-one and editable inside Athena, allowing providers or billing teams to review and finalize them as part of their standard workflow.
Marvix supports multi-facility synchronization for providers who work across different Athena setups.
A single Marvix account can connect to multiple locations, allowing physicians to use the same templates, preferences, and patient data across all linked facilities.
For example, a clinician practicing in both a hospital setting and a private practice can access identical note formats and summaries in each environment.
All updates made in one setup remain available in the other, ensuring data continuity and eliminating the need to recreate notes or configurations.
Marvix's integration with athenahealth spans the full documentation workflow: AI summaries that consolidate patient history, automated assessment carry-forward that preserves problem continuity, structured mapping that aligns with Athena’s native architecture, and bidirectional sync that maintains data consistency across systems.
For specialty practices using Athena, this integration depth supports complex clinical workflows—patients with multiple active problems, team-based documentation, multi-facility coordination, and provider-specific customization requirements.
Marvix is available on the Athena Marketplace. If you're looking for an AI scribe built for specialty workflows on Athena, book a customized demo to see how it works in your practice.
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