Adaptive templates that are custom created for visit type (progress, sick, annual check-ups) & condition-specific scenarios such as adrenal fatigue, thyroid dysfunction, gut dysbiosis, food sensitivities, and detox therapies.

Structured history capturing presenting concerns, patient goals, medical and surgical history, nutrition and dietary assessments, lifestyle and stress evaluation, hormonal and metabolic profiles, environmental exposures, and psychosocial health.

Consolidates prior medical history, supplements, care plans, labs, genomics, and functional panels into longitudinal timelines with symptom evolution, lab tracking, goals, and supplement adherence.

Auto-creates after-visit summaries, referral and specialist letters, informed consents, progress reports, and interdisciplinary summaries directly from encounter context.

Voice-driven, inference-based, and adaptive macros that insert structured integrative protocols and treatment plans based on patient context, lab results, and clinical data

Generates ICD-10 and CPT code suggestions tailored to integrative medicine, applies modifiers, add-on codes and embeds coding rationale aligned with the latest compliance standards.

Enables collaborative notes between physicians, NPs, RNs, and MAs with real-time syncing and account tracking.

Offers 2-way syncing, patient summarization, appointment integration, and carry-forward of assessments and histories.

Auto-inserts patient charts with structured responses from intake forms and questionnaires, including lifestyle, nutrition, and symptom data.