Our suite of patient management tools goes beyond your typical front office software as it provides a paperless workflow for medical practitioners of all specialties, location and size. Financial transparency, simplified workflow; in addition to medical scheduling and reporting will maximize your office’s overall efficiency. Our Electronic Health Records (EHR) software will help clinicians discover a new way to help manage their patient’s health records online.

Explore patient management services from a team you can rely on.

EHR Homepage

Quickly reference & access schedules, rooming, prioritized tasks, action items & patient cards.

Task Donut

Stay focused on work volume, view outstanding & critical tasks, & stay abreast of what to do next.

Practice Management

Schedules, demographics & charges are synchronized & automatically flow bidirectionally.

Meaningful Use

Qualify for maximum reimbursement and incentives from insurance panels.


Manage requests & renewals, & Prescribe/track Schedule II-IV narcotics electronically to the patient’s pharmacy. – even from your phone.

Clinicial Decision Support

Customize healthcare plans to manage conditions based on age, sex, lab results & diagnosis.

Customizable Templates

Gain charting productivity with flexible note templates.

Immunization Reporting

A simple way to electronically & effortlessly send patient immunization information to state registries.

Cloud EHR Software

Enjoy an all-in-one, high-tech platform with HIPAA security, offsite storage & automatic data backup.

Patient Rooming

Track patient status, get wait notifications & activity metrics, while maximizing physician facetime.

CQM Reporting

Engage in any value-based care program, maximize your scores & ultimately your reimbursement.

Patient Messaging

Communicate to patients with group & personalized messages to improve relationships & revenue.

Patient Cards

Chronologically-ordered patient information of frequent tasks to access & manage charts faster.

Patient Tools

Engage patients with many self-service features that automatically sync with your medical records.

Mobile EHR iOS App

Access all your practice information on-the-go from anywhere, at anytime, in a secure environment.

Insurance Eligibility Verification

Know insurance coverage prior to patient appointment with on-demand verification for on-the-spot checks and run batches.

High Priority Checkbox

Flag high priority items in notes, prescriptions, orders, results, documents, uploads & charge slips.


Take advantage of daily reports to know where you stand & stay ahead of required measures.

Physician Dashboard

Personalize your dashboard to track daily tasks, appointments, priority items & staff communications.

Paperless Fax

Manage information quickly & securely by converting a manual fax process to paperless.

Patient Room Tracking

Track patient office visits & use key metrics to shorten wait times & increase both staff & facility utilization.

Quick-Look Summaries

Hover your mouse over the calendar to see patient contact information, clinical notes, and appointment type/duration.

Quick-Add Function

Find available time slots, view appointment histories, & schedule appointments in a single screen.

Reoccuring Appointments

Save time by setting a series of reoccurring appointments with adjustable time settings.

Waitlist Management

Add patients to a waitlist & set a trigger to have them automatically entered into a newly availlable timeslot.


Scheduling Snapshot

Wait notification features, peak time metrics & room status updates help you treat patients faster & distribute your staff where they’re needed most. The result is a smoother office visit experience for patients & staff, from start to finish.

Prioritized Tasks.

See your outstanding tasks in real-time, plus urgent & critical issues. As you select donuts – such as labs, refills or messages – items are prominently displayed and prioritized in a familiar “in-box” layout.

Patient Infomation.

Quickly access common charting elements with simple summaries. Patient cards are located on every screen and designed to simplify access to common charting elements.


In your demo, you’ll learn how to achieve easier growth, better revenue and happier patients. We’ll show our suite of services designed to enhance your practice.

Get an in-depth overview of the Docs Med Notes platform and experience a unified workflow for your practice.