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THE PLATFORM

One platform, from the first visit to the final payment.

Charting, scheduling and billing share one record, so nothing is typed twice and nothing falls between systems.

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  1. ScheduleBook, remind and check eligibility
  2. Check inInsurance and forms captured once
  3. Chart and signAI Scribe drafts, the provider signs
  4. ClaimCodes flow from the signed note
  5. PaidThe ERA posts the payment
Clinical

Charting that keeps up with the visit

AI Scribe drafts the note from the conversation. The provider reviews, edits and signs, and the codes move on to the claim.

  • Patient registrationDemographics, insurance and consent in one place
  • Progress notesTemplates per specialty and visit type
  • Vital signsBlood pressure, BMI, heart rate and custom measures
  • Problem listICD-10 coded, with onset and status
  • MedicationsActive list with interaction alerts
  • AllergiesDrug, food and environmental, with reactions
Chart · Office visit
LF
Lastname, Firstname M. Sample patient · DOB 01/01/1980 · Commercial
Eligible
BP128/82
HR72
BMI26.4
Temp98.6
Progress noteAI Scribe draft
S

Follow-up for type 2 diabetes. Reports better energy since last visit.

O

A

E11.9 Type 2 diabetes, stable

P

ReviewSign note
Diagnosis carried to the claimE11.9
Operations

A front desk that runs on time

See the whole day at a glance, verify coverage before the patient arrives, and move every visit from booked to checked out.

  • SchedulingMulti-provider calendar, reminders and recurring visits
  • Check-in and outCopays collected, wait times tracked
  • Insurance and eligibilityCaptured once, verified before the visit
  • Patient portalBook, complete forms, message and pay online
  • LocationsMulti-location with facility-specific NPIs
  • Roles and permissionsProvider, front desk and billing access
Schedule · Today
Sample Family Clinic
DayWeekProviders
Patient, Sample AFollow-up
Checked out
Patient, Sample BOffice visit
In room
Patient, Sample CNew patient
Checked in
Patient, Sample DAnnual exam
Booked
Patient, Sample ETelehealth
Booked
Eligibility checkedbefore the visit
Billing

Claims that go out clean and come back paid

Every claim is scrubbed before your biller submits it. Payments post from the ERA, and denials land in a queue with the reason attached.

  • Claim creationCPT, ICD-10 and modifier checks on every line
  • Electronic submissionClaims sent and tracked to acceptance
  • Payment postingERA payments applied automatically
  • Denial managementA work queue with the payer reason attached
  • Patient statementsPayment plans and online payment
  • Financial reportsA/R aging, collections and payer performance
Claim · CMS-1500
Sample claimLastname, Firstname M. · DOS 03/04/2026
Scrub passed
  1. Scrubbed
  2. Submitted
  3. Accepted
  4. Paid
ServiceDxUnitsCharge
Office visitE11.91145.00
A1c testE11.9128.00
Total173.00
ERA postedPayment applied, no re-keying
BUILT IN

Everything a practice runs on, in one place

Your data stays yours

Your practice's records are private and never shared with any other practice. Protection is built into every screen, not added later.

  • BAA signed on every plan
  • Encrypted when stored and when it moves
  • Every access recorded in an audit trail
  • Access limited by role
  • Backed up every day

AI Assistant

Ask how to do anything in your own setup, from any screen.

50+

Specialties

Templates and codes that fit the way each specialty works.

Reports your team will use

A/R aging, collections, charge analysis and payer performance.

Many locations

One practice across sites, each with its own settings.

Patient portal

Patients book, fill in forms, message and pay.

Every access recorded

An audit trail your administrator can review.

Your data leaves with you

Standard exports, no exit fee.

INSIGHTS

Billing and revenue cycle, explained

All articles
A claim card marked scrub passed, ready to submit
Medical Billing

How to Reduce Medical Claim Denials: A Complete Guide

Oct 12, 2026 · 6 min read
A schedule with verified appointments
Practice Management

Insurance Eligibility Verification: A Front-Desk Guide That Prevents Denials

Oct 12, 2026 · 5 min read
A claim moving through review steps
Medical Billing

The Medicare Appeals Process: Five Levels, Deadlines and How to Win

Oct 12, 2026 · 4 min read

See your own workflow in XEHR

A 30-minute walkthrough on a live test environment, set up for your specialty.

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Start Today

Ready to Transform Your Revenue Cycle?

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