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Modernize Your Healthcare Practice with a Fully Integrated EHR-CRM Platform

A unified solution for clinical documentation, appointment management, communication, and billing—engineered to support the daily operations of forward-thinking healthcare providers.

Modernize Your Healthcare Practice with a Fully Integrated EHR-CRM Platform

One Platform. Multiple Functions. Seamlessly Integrated.

All essential components—working together by design, not by patchwork. Eliminate system fragmentation and increase operational efficiency.

Intake & Onboarding

Intake & Onboarding

Simplify new patient registration with customizable digital forms and pre-visit workflows.

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Patient Portal

Patient Portal

A secure online hub where patients can access records, manage appointments, and communicate with your team.

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Online Scheduling

Online Scheduling

Offer patients real-time availability and self-scheduling options directly from your website or portal.

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Charting & Intake

Charting & Intake

Streamlined clinical documentation tools designed for accuracy, speed, and flexibility across specialties.

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Billing

Billing

Integrated billing and payment tools that reduce errors, improve collections, and support both insurance and self-pay workflows.

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Messaging

Messaging

HIPAA-compliant communication for patient reminders, follow-ups, and internal coordination—all in one place.

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Insurance

Insurance

Manage eligibility, claims, and reimbursements with automated workflows and real-time tracking.

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Reporting & Analytics

Reporting & Analytics

Actionable insights into clinical, operational, and financial performance—powered by customizable dashboards.

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Provider Management

Provider Management

Centralized tools to manage roles, schedules, permissions, and performance across your care team.

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Workflow Automation

Workflow Automation

Eliminate repetitive tasks with smart triggers and customizable rules that adapt to your clinic’s processes.

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Practice Websites

Practice Websites

Professionally designed, SEO-optimized websites that reflect your brand and help attract, convert, and retain patients.

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Multi-provider Support

Multi-provider Support

Manage schedules, roles, and patient assignments across multiple providers from a single, unified platform.

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Purpose-Built Tools to Support Everyday Clinical and Administrative Workflows

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Efficient Scheduling

Optimize calendar management with intelligent booking logic, patient reminders, and real-time availability.

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Structured Clinical Documentation

Maintain comprehensive patient records through intuitive, customizable templates that adapt to your specialty.

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Automated Billing & Claims

Reduce administrative overhead with integrated invoicing, coding validation, and insurance workflows.

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Patient Communication Hub

Centralize all messaging, notifications, and follow-ups in a secure, compliant environment.

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Trusted by Practices That Value Precision, Simplicity, and Consistency

Dr. Jerome Ri

Upper Cervical Carson

So there's a lot of really great features that I like about it...And also one of the best features about this is that it's very customizable. I've been able to manage to make it the way that I need it to be read so that I can take care of patients much more quickly and efficiently.

Dr. Max Paul

Maximum Wellness

It is by far the best EHR I've worked...the system is super simple to learn and has a lot more features than a lot of other systems that I tried.

Dr. Spencer Hill

Dickson Upper Cervical Chiropractic PC

I’ve been using the EHR Digital Patient Chart for about five years now. The biggest thing that I appreciate about what has been done with the EHR is the customer service.

Dr. Jordan Barker

Lake Norman Spinal Care

It's got everything you need to track patient progress, schedule patients, handle different payment processes, and follow up with patients accurately.
Dr. Jerome Ri

Dr. Jerome Ri

Upper Cervical Carson

Dr. Max Paul

Dr. Max Paul

Maximum Wellness

Dr. Spencer Hill

Dr. Spencer Hill

Dickson Upper Cervical Chiropractic PC

Dr. Jordan Barker

Dr. Jordan Barker

Lake Norman Spinal Care

Frequently Asked Questions

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Does the platform support multiple specialties or providers?

Yes. Digital Patient Chart is designed to support multiple specialties and providers within the same platform. It allows healthcare organizations to manage diverse medical disciplines under one unified system, while maintaining individualized workflows, templates, and clinical notes for each specialty. Multiple providers can securely access and update patient records, ensuring seamless collaboration and continuity of care across departments.

Is data migration from legacy systems included?

Yes. Our implementation team works with your organization to securely transfer patient records, demographics, and clinical data into the new platform. We provide structured import tools, mapping, and validation processes to ensure data integrity and compliance. Depending on the complexity and source system, migration can be tailored as part of the onboarding process.

Can patients book and manage appointments online?

Yes. Patients can book, reschedule, and manage appointments online. They can view available time slots, receive automated confirmations and reminders, and update appointments through a secure patient portal. This reduces administrative workload, minimizes no-shows, and improves the overall patient experience.

What kind of training and onboarding do you offer?

We provide comprehensive training and onboarding for all users. This includes live sessions, step-by-step guides, and video tutorials tailored for different roles (providers, administrative staff, and support teams). Our implementation specialists assist with setup, configuration, and best practices to ensure a smooth transition and quick adoption across your organization.

Do you offer customizable, patient-friendly websites for healthcare practices?

Yes. We create responsive, tailored websites designed for healthcare providers. Fully integrated with your EHR system, these websites enhance patient engagement, improve accessibility, and reflect your practice’s unique brand and values.

Does the system support SOAP notes for clinical documentation?

Yes. The platform allows providers to create, edit, and securely store SOAP notes for each patient. Templates can be customized for different specialties, ensuring efficient and consistent clinical documentation while maintaining compliance and easy access for future visits.

Does the system allow online patient check-in or pre-visit forms?

Yes. Patients can complete check-in and pre-visit forms online before their appointment, reducing wait times and streamlining administrative workflows.

Are appointment reminders sent automatically to patients?

Yes. Automated reminders via email, SMS, or portal notifications help reduce no-shows and keep patients informed about upcoming appointments.

Can patients update their personal information through the portal?

Yes. Patients can securely update their contact details, insurance information, and other personal data directly through the portal, ensuring records remain accurate and up to date.

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