How it works
Upload a PDF. Read each suggestion and the reason for it. Decide.
No EHR integration and nothing to install. We set up your chart template from a PDF export, your staff upload visit notes, each suggestion arrives with the reason for it, and a reviewer on your side decides.
Before any chart of yours
A fifteen-minute demo on example charts
The demo runs on example charts we wrote. You see charts the software has already read, and the suggestions that came out of them, each with its reason. There is time for questions.
Nothing to prepare, no account to create, and no patient data: the charts are ours. Bring your coder or biller if you have one.
What the demo covers
- Example charts the software has already read
- Each suggestion, with the reason for it and its source
- The PDF report for the visit, and what starting on your own charts involves
Your chart template
Set up at the start, from sample exports in your EHR's format
EHRs export visit notes as PDFs, and every practice's export looks a little different. Template setup comes first, from sample or de-identified exports in your EHR's format, so no patient information is needed to set it up: we set up a chart template so the review knows where each section sits, the history, the exam, the assessment and plan. Your own visit notes follow once our services agreement and a business associate agreement are signed and we have confirmed to you in writing that everything they require before patient information is in place.
Nothing connects to your EHR. Your staff export visit notes as PDFs and upload them to the app. You start with one location and one chart template.
- Chief complaintFound
- History of present illnessFound
- Review of systemsFound
- Physical examFound
- Assessment and planFound
The review
Four steps, one decision-maker
Each chart is read through your template. Each suggestion arrives with the reason for it. Your clinician or coder decides every one.
- 01
Upload
Your staff upload PDF visit notes, exported from your EHR, to the app.
- 02
Read
Each chart is read section by section, through the template set up for your practice.
- 03
Suggest
ICD-10 codes the note may support that are not yet on it, each with the reason for it and its source.
- 04
Decide
Your clinician or coder accepts or dismisses each suggestion in the app. Accepting or dismissing records their decision.
Billing stays in your own system.
What you get back
The suggestions, a report for each visit, and the reviewers' decisions
In the app
The suggestions for each visit, each with its reason and its source, with Accept and Dismiss beside it, and the source note to download and check against. The reviewer's decision is recorded with the suggestion.
A PDF report for each visit
It includes a summary, the ICD-10 codes already on the note, the possible additional codes with the reason and source for each, any documentation checks the report raises, and a closing box on how to use the report. The possible additional codes are headed "suggestions only", in the report's own words.
Reports for the clinic
Reports in the app add up the suggestions and your reviewers' decisions across visits, by provider and over time.
The limits
What it never does
It never submits. Nothing is submitted on your behalf, none of your codes are changed, and billing stays in your own system.
It never makes the coding decision. Your clinician or coder accepts or dismisses every suggestion, and that records their decision.
It never finds everything. It will not find every code, and a chart with no suggestions has not been cleared.
Final coding decisions rest with the provider and/or certified coding professionals. As of October 2026, the software has been built and tested only on synthetic and test charts; no clinic has yet run its own patients' records through it.
See it on example charts
Fifteen minutes, start to finish, with nothing to prepare. Ask about starting on your own charts on the same call.