Chart Prep

Bring relevant chart information together before the visit, organize the context your team needs, and flag missing information for review. Clinicians stay in charge of clinical decisions.

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Works inside a broad set of EHRs, with more being added daily.

Pre-visit summary · K. Moore

Wed 9:20 AM with Dr. Chen · ready at 7 AM

From
EHR
Labs
Fax
Pharmacy

Reason for visit
- 3-month follow-up, type 2 diabetes and hypertension
- Patient mentioned foot numbness when booking
Since last visit
- A1c 7.9% on Aug 28 (was 8.4%)
- ED visit Aug 12 for chest pain; troponin negative, discharged
Medications to reconcile
- Metformin 1000 mg BID · refilled Aug 30
- Lisinopril 10 mg · pharmacy shows 20 mg on last fill
Missing before the visit
Outside cardiology note from the Aug 12 ED visit not received. Records request sent; task open for the front desk.

Organized for clinician review. Harmonize prepares the context; clinicians make the decisions.

Your practice sets the rules. Your team stays in control.

Harmonize works with your practice’s instructions and patient context. Staff can review the work, follow up on open requests, and handle anything that needs a person.

Connected to the rest of your practice.

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