Smart Notes

Clinical notes, supercharged by AI

Write better notes faster with AI-powered assistance. Standard, SOAP, or custom templates—all indexed by Copilot for instant retrieval.

Visit Note - Sarah M.

Your documentation, your way

Choose from standard formats or create custom templates that match how you practice.

Standard Notes

Free-form clinical notes for general documentation. Perfect for quick visit summaries and follow-up notes.

  • Flexible formatting
  • Quick entry
  • Rich text support
Popular

SOAP Notes

Structured Subjective, Objective, Assessment, Plan format. Industry-standard documentation for clinical encounters.

  • Guided sections
  • AI auto-generation
  • Billing-ready format

Custom Templates

Build your own templates for specific visit types, protocols, or specialty requirements.

  • Specialty-specific
  • Reusable across team
  • Version control
AI-Powered

Write less, document more

AI features that save hours on documentation while improving quality and completeness.

Improve Writing

AI refines grammar, clarity, and professional tone while preserving clinical accuracy.

Summarize

Create concise summaries from lengthy notes—perfect for referrals or patient handoffs.

Simplify

Convert clinical language to patient-friendly explanations for portal sharing.

Suggest Billing Codes

AI identifies potential CPT and ICD-10 codes based on note content for faster billing.

Extract Tasks

Automatically identify follow-up tasks, orders, and action items from note content.

Assign to Staff

Route extracted tasks to the right team member with one click.

Generate SOAP Note

Convert free-form notes into structured SOAP format automatically.

Expand

Turn brief notes into comprehensive documentation with clinical context.

Make Clinical

Enhance notes with proper medical terminology and clinical language.

Copilot Integration

Every note becomes searchable knowledge

Notes aren't just documentation—they're clinical intelligence. Copilot indexes every note so you can instantly recall past discussions, decisions, and treatment rationale.

  • "What was our discussion about hormone therapy?"
  • "When did we adjust the supplement protocol?"
  • "Show me all notes mentioning fatigue symptoms"
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Ready Practice Copilot

"Summarize John's treatment progress over the last 3 months"

Based on notes from Oct-Dec 2024:

October: Started GLP-1 protocol, baseline weight 215 lbs. Reported low energy.

November: Weight down to 205 lbs. Energy improving. Added B12 injections.

December: Weight 198 lbs. Patient reports significantly better energy and mood.

Ready to transform your documentation?

Spend less time on notes and more time with clients.

Request a demo