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Clinical add-on

Included in every plan

Medical Records

Structured EMR with SOAP notes, vitals and attachments.

Read the manual

What it does

Structured electronic medical records (EMR) with SOAP-style note templates, vitals logging, and allergy/diagnosis tracking. Each visit lives on the patient timeline with full attachment support.

Key capabilities

Every moving part.

01
SOAP-style note structure
Each note follows the Subjective / Objective / Assessment / Plan structure clinicians actually use — chief complaint, examination findings, diagnosis with codes and treatment plan. Templates speed up routine visit types without removing flexibility.
02
Custom templates per specialty
Build templates per specialty — pediatric well-visit, orthodontic adjustment, dermatology consult — and pre-fill the structure on every new visit. Templates are tenant-owned and editable as the practice evolves.
03
Vitals as structured fields
Capture blood pressure, heart rate, temperature, respiration, weight and height as numeric fields, not free text. Trends graph automatically across visits — pediatric growth charts, hypertension monitoring, weight management.
04
Allergies & ICD-10 diagnoses
Allergies are flagged on the patient header so they're visible the moment any clinician opens the chart. Diagnoses carry an ICD-10 code field for insurance claims and structured reporting.
05
Attachments anywhere
Attach images, PDFs, scanned forms and external reports to any visit — and link to DICOM clinical images and lab orders without re-uploading. Each attachment stays with the visit it belongs to.
06
Patient timeline view
The patient's entire history rolls up into a single chronological timeline — every visit, prescription, lab order, image and SOAP note in one scroll. Onboarding a new clinician to a complex case takes minutes, not an afternoon.

Who it's for

"Clinics that want a real EMR without paying for a separate system."

Setup

Four steps from enable to production — no external services required.

From disabled to live.

01

Enable the Medical Records add-on

02

Choose or create SOAP templates for your specialties

03

Start writing notes during or after each visit

04

Tag allergies and diagnoses in the patient profile

Integrates with

The modules this add-on plugs into out of the box.

Clients & CRMCalendarLab OrdersPrescriptions
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