Smart EHR
Encounters, signed notes, problems, allergies, medications with e-prescribing for two prescribers, lab and imaging orders, referrals, the coding lens and the SmartRecord patient portal. The chart is the point, not a premium.
PLATFORM
One operational record.
Every team in view.
IPMS is structured around the way an independent medical practice actually moves: from inquiry to booking, visit to payment, staffing to reporting — with the Smart EHR standard on every plan.
SMART EHR · STANDARD ON EVERY PLAN
The chart, the scribe, the schedule and the payment — included from the first tier.
Every IPMS plan ships the complete Smart EHR. Growth plans add Meta Ads with a complete in-house setup and Google Ads with movie-quality video generation, so the system that documents the visit also fills the schedule. e-Prescribing for 2 prescribers is included on every plan; additional prescribers are $30/month each.
Smart Scribe
Ambient documentation: on-device speech becomes a structured, reviewable note while the visit is still happening. The clinician reviews and signs.
Smart Scheduling
Conflict-checked online self-booking, provider availability by day and site, reminders that escalate to a phone call, and same-day rescheduling.
Smart Payment Integration
Balances, payment links, weekly plans, receipts and reconciliation through Square or Stripe, tied to the visit rather than a separate terminal.
Meta Ads, complete in-house setup
Campaigns, ad sets, lead forms and landing pages built, launched and paused from inside the system, with cost per lead and per booked patient. No agency.
Google Ads + movie-quality video
Search campaigns with conversion feedback, and cinematic, photorealistic video and image creative generated in-house for both Meta and Google.
THE SYSTEM, MODELLED
This is the desk it actually runs on.
A three-dimensional model of the product in use — laptop, tablet and phone, with the real interface on each screen. Drag it, or use the arrow keys, to look around.
Shown on the model: the SmartBox worklist and day board on the laptop, a patient chart with the scribe listening on the phone, and a consent signature bound to its service on the tablet.
WHY IT IS CALLED SMART EHR
Because the chart does the work a chart can do.
“Smart” is not a badge on a login screen. It is six modules that share one record, one clock and one audit trail — and eight rules that decide how every screen in the system behaves.
Smart EHR
The chart itself: problems, allergies, medications, vitals, immunizations, orders, results, referrals and signed notes.
Built to the ONC 2015 Edition Cures Update criteria it can honestly claim, with a compliance matrix that says what is built, partial, and deliberately absent.
Smart Scribe
The visit, heard in the room, turned into the note the clinician edits and signs.
Speech is transcribed, four model passes structure it, and the draft carries its source attributes — AI-assisted and the model name — onto the note.
Smart Scheduling
Times a patient can actually be seen, because the rota says somebody is in the building.
Open slots are checked against real clinician shifts and the site they are working, not just office hours, then held together by a four-rung reminder ladder.
Smart Billing
From the signed note to the paid claim, as a pipeline rather than a pile of forms.
Codes suggested from medical decision making, payer edits applied before the payer sees them, a real X12 837P built, denials read and corrected as replacements.
Smart Med Admin
Every medication given in clinic, with the arithmetic done and the dangerous step guarded.
Millilitres, the mark on the syringe, stop and override gates for a dose above the label, and consent bound to the IV that needs it.
SmartRecord
The patient's own app: their record, their bookings, their refills, their bill.
View, download and transmit, home readings that alert the practice, proxy access for a parent, push notifications that never say a word of the record.
The eight rules the product is built to
- Show the definition, not just the label.
A code shows what it means, a lab shows its reference range, a rule names the guideline it came from. Nobody has to already know.
- Recent first, search second, browse last.
Every list opens on what just happened — the SmartBox, the chart, the billing queue — because that is what the next click is about.
- Missing data is a button, not a badge.
No allergies on file is a one-click "no known allergies". An overdue A1c is a one-click order, not a red dot that shames somebody.
- Compute what can be computed.
Dose in millilitres, percent total body weight lost, the E/M level the documentation supports, the next ship-by date. The system does the arithmetic.
- Nothing in isolation.
A prescription reads the allergy list; a charge reads the note; a reminder reads the rota; a consent binds to the service it was signed for.
- Guard the dangerous step; never nag the safe one.
A penicillin-class allergy blocks. A dose above the labeled maximum needs a physician's override. Routine work is never interrupted to prove a point.
- Bill from the chart, not from a form.
The coder reads the signed note. The lens reads the room while the visit is still happening, against the same engine that will file the claim.
- Be honest about what the system knows.
A draft says it is a draft and names the model that wrote it. An integration that is not connected says so. The compliance matrix lists what is not built.
EVERY CAPABILITY
138 features, named.
No “and more”. This is the whole system, grouped the way a practice divides its own work, with the tier that includes each group.
SMART EHR Every plan
The chart
A complete outpatient record with the safety rails on the parts that can hurt somebody.
- Problems, allergies, medications, vitals and immunizations with coded entries
- Encounters, signed notes, amendments as new versions, co-signature for supervised clinicians
- Drug–drug and drug–allergy checking, with class families and critical blocks
- Health maintenance: every rule names its guideline and is satisfied by evidence already in the chart
- Order sets, note templates pre-filled with this patient's numbers, and dot-phrases
- SmartBox: results to review, unsigned notes, open encounters, messages, referrals, unsent orders, uncoded visits
- Visit flow and day board — where every patient in the building actually is
- Encounter readiness: what is missing before this visit can be closed
- Chart search across notes and codes, plus cohort search across the panel
- Emergency access with a stated reason, logged and announced to staff
- Demographics including name to use, pronouns, race, ethnicity, language
- DrChrono chart import: demographics, problems, allergies, medications, history
SMART SCRIBE Every plan
Documentation
Ambient capture in the room, a structured draft, and a clinician who stays in charge of every word.
- Records the whole encounter; the device does the listening
- Knows the chart before the visit starts — problems, medications, last visit
- Four passes: transcript, structure, clinical draft, evidence check
- Takes pasted text, attachments and outside documents into the same draft
- Speaker labelling, retranscription and a live view while recording
- The coding lens runs on the transcript every few seconds
- Source attributes stored on the note: AI-assisted, and which model
- A long draft is never truncated — the note survives the token limit
- Corrections stay corrected, and a dropped connection resumes itself
- Works on a phone as well as a desktop
SMART BILLING Every plan
Revenue cycle
Everything between a signed note and money in the account, as software rather than a billing department.
- Code suggestion from medical decision making, with a rationale for every line
- Charge capture worklist: billable work nobody has coded, and how long it has sat
- Payer edits applied before submission — the rejections the payer would send
- Real X12 837P professional claims, and 835 remittance posting
- Clearinghouse: trading partners, enrollments, batches, control numbers, 277/999 acknowledgments
- Denial engine: reads the CARC, corrects, and refiles as a replacement rather than a duplicate
- Provider queries when the record is genuinely ambiguous, answered in the app
- Coder QA and a release path for what a human must see
- Integrity guard: does the claim match what the record shows about the visit
- RCM autopilot: code, guard, stage, transmit, reconcile — on a schedule
- Eligibility checks per coverage; payers and fee schedules maintained in-app
- Superbill, statement, Good Faith Estimate and after-visit summary as printable documents
- Revenue audit: what was collected, what reached the books, and the gap
e-PRESCRIBING AND ORDERS Two prescribers included
Pharmacy, lab and imaging
Orders that leave the building in the format the other side already reads.
- NCPDP SCRIPT NewRx and CancelRx, addressed by the prescriber's own SPI
- Per-prescriber enrollment: identity proofing before anyone sends under the account
- EPCS gated by a DEA registration on file, unexpired, plus two-factor on the account
- Pharmacy directory, search and import
- Prescription benefit checks and formulary answers, with patient consent recorded
- Medication history from the network, reconciled item by item
- Prior authorisation: initiate, answer, submit, appeal, and a worklist
- Lab orders as HL7 ORM with a printable requisition; results as ORU with flags and ranges
- Imaging orders by modality with reason and diagnosis enforced, reports returned
- Clinical referrals with a C-CDA referral note and a tracked work queue
- Results release to the patient app with a nudge by push, text or email
SCHEDULING AND FLOW Every plan
The schedule
Booking that respects the rota, and reminders that respect the patient.
- Public self-booking page with conflict-checked open times
- Slots checked against real clinician shifts and the site being worked
- In-person and telehealth visits, with a Zoom link when there is one
- Reminder ladder: a week, three days, a day and three hours before — text and email
- Once and only once, durable across restarts and redeploys
- Reschedule requests handled properly instead of read and forgotten
- A patient no channel can reach is escalated to a phone call
- Missed-appointment fees charged automatically after written disclosure
- Safety screening at the moment of booking for programs that need it
- Staff calendar, coverage, and the practice clock in its own time zone
SMARTRECORD Every plan
The patient app
A separate login, a real app, and a concierge that can do the errand rather than describe it.
- Invitation, activation with date of birth, password, and a one-time code at sign-in
- Signed notes, results with ranges, problems, allergies, medications, immunizations
- Book a real open slot; ask to move or cancel; join a video visit
- Refill requests per medication, straight into the clinical worklist
- Balance, statements and payment from the same card page a texted invoice opens
- Intake, PHQ-9, GAD-7 and program safety screens — scored once, reviewed by staff
- Secure messaging, photo and PDF upload, restriction and amendment requests
- Home readings with trends; a dangerous value alerts the practice at once
- Proxy access for a parent or caregiver, logged against the dependant
- Download or transmit the record; connected SMART apps with one-tap revoke
- Installs to the home screen; push notifications carry no clinical content
- Uri'El, the patient concierge: explains, books, files and logs, inside the rules
STANDARDS Every plan
Interoperability
The formats that make a record portable, implemented rather than promised.
- FHIR R4.0.1 with US Core profiles and Patient/$everything
- SMART App Launch 2.0: authorization code with PKCE required, standalone and EHR launch
- Dynamic client registration, token introspection and revocation
- C-CDA R2.1 continuity-of-care documents and referral notes
- HL7 v2.5.1 messaging for orders and results
- EHI export for a single patient and for the whole population
- DrChrono two-way sync for patients, appointments and balances
- Square and Stripe for payments; QuickBooks, PayPal and GoDaddy for the books
- Twilio and RingCentral for voice and text; Zoom for video visits
PRIVACY, SAFETY AND AUDIT Every plan
Trust
The parts that matter when something goes wrong, or when somebody asks to see the paperwork.
- Append-only access log with a SHA-256 hash chain, verified at boot
- Audit reports by patient, by user and by date range
- Signed notes immutable at the database level; amendments are new versions
- Medical records are never deleted — archived, voided or superseded with a reason
- Team-member charts sealed; every route refuses until the seal is broken on the record
- Role-based access, clinician privilege separate from portal role
- Two-factor authentication, passkeys and Face ID, automatic logoff
- Emergency access with a stated reason, logged and notified
- Strict content security policy, no third-party analytics, no record in local storage
- Nightly backups on the practice's own disk, pruned on a schedule
- Daily self-scan that emails administrators when something looks wrong
- Retention rules so the log and the backups cannot grow without bound
FRONT DESK AND MONEY Every plan
Patient operations
The desk work that decides whether a practice is pleasant to deal with.
- Patient roster with balances, charges and payment links
- Card payments by Square or Stripe, recorded automatically by webhook
- Invoices, weekly payment plans, receipts and oldest-invoice-first application
- Collections queue, aging report and late fees — started by a person, never automatically
- Unified patient text inbox with escalation to a human
- Medication shipment tracking with dose changes that recompute the next ship-by date
- Registration as one act rather than four things that happen in any order
- Patient matching by phone and email, one rule across every channel
- Announcements to patients, and practice-wide alerts to staff
- Refunds, no-show fees and a payment history that reconciles
GROWTH Athena and Olympus
Marketing and AI
A marketing department inside the practice management system, judged by booked patients.
- Meta campaigns, ad sets, lead forms and creative, created and paused in-app
- Google Search campaigns with conversion feedback uploaded back
- Movie-quality AI video and photorealistic image creative, generated in-house
- Creative agent that tests variants and retires the losers
- Ads agent that moves spend toward the ad sets producing patients
- Landing pages with lead capture and Meta lead-form sync
- Lead engine: a text and a call within about a minute, chased daily to a decision
- Follow-up sequences for no-shows and lapsed patients
- One-click Google review requests, tracked
- Referral program with personal links for every happy patient
- SEO: sitemap, structured data and Search Console queries, impressions and position
- AI drafting, summaries and a website assistant that qualifies and books
PEOPLE AND FINANCE Every plan
Running the business
Payroll, HR and the books, in the same system as the clinical day.
- Payroll with pay cycles, draft to finalize runs, and per-employee stubs
- Federal, state and FICA withholding estimates; overtime and contractor pay
- Year-end W-2 and 1099-NEC summaries, visible to staff in the portal
- Time clock with approvals, corrections and timesheets that feed payroll
- Time off with accrual, caps, balances and approved PTO paid in payroll
- Hiring pipeline from applicant to employee with an onboarding checklist
- Employee document vault, HR records and scored evaluations
- Provider commissions computed from payments collected
- Business finance: invoices, transactions and a revenue dashboard
- Books built for the question an accountant asks at tax time
SPECIALIZED WORKFLOWS Olympus
Consent and therapies
The workflows a weight, wellness or infusion practice cannot run on a generic chart.
- Consent signed on a phone, by text, by email or in the clinic
- Permanent consent records bound to the specific service they were signed for
- Signature Therapies with compatibility-gated preparation
- Smart Med Admin: millilitres, the mark on the syringe, and which syringe
- Stop, override and warn gates — a dose above the label needs a physician
- One statement, one tick for IV therapies, with the SOAP record attached
- Compatibility evidence scoped exactly to drug, carrier and concentration
- Twilio automated receptionist for inbound and outbound call workflows
YOUR ENVIRONMENT Every plan
Provisioning and operations
What you get when you sign up, and what keeps it running afterwards.
- Your own instance: your own database, your own secrets, your own subdomain
- Provisioned automatically on payment, with a first administrator emailed a one-time password
- Your brand, your assistant's name, your phone, your cities, edited in Settings
- Your service catalog drives booking, payment labels and what the assistant says
- Plan and seats enforced by the software, not by an invoice
- Scheduled maintenance announced in your own time zone, in the app and by email
- Updates released to your practice on a schedule you can hold to a quiet window
- Data import and EMR discovery during setup
- Setup, configuration and migration capacity included with the committed term
PATIENT OPERATIONS
Move each patient relationship forward.
Patient roster, online self-booking, conflict-checked times, balances, charges, payment links, invoices, reminders, receipts, medication tracking, text inbox, and Zoom follow-ups.
FINANCE + PEOPLE
Keep the back office connected to reality.
Payment plans, collections visibility, payroll, pay cycles, tax summaries, time clock, leave, clinician coverage, HR files, hiring, onboarding, and evaluations.
GROWTH OPERATIONS
Connect outreach to booked care.
Athena adds AI drafting and summaries, campaign analytics, Meta and Google advertising tools, conversion feedback, landing pages, follow-up sequences, referrals, review requests, creative generation, and SEO workflows.
SPECIALIZED WORKFLOWS
Bind consent, preparation, and clinical history.
Olympus adds mobile signing, permanent service-linked consent records, Signature Therapies, compatibility-gated preparation, SOAP records, and automated receptionist workflows.
WORKFORCE READINESS
Make compliance part of onboarding.
An optional HIPAA and compliance training workspace can be provisioned with the practice environment to organize assigned training, onboarding checkpoints, policy acknowledgements, and completion follow-up. Course content and certification requirements are configured to the practice’s policies and applicable obligations.
BUILT AS A SYSTEM
Capabilities share context, not just a navigation bar.
SEPTEMBER 05
Good evening, Dr. Morgan
- Jordan LeeFollow-up · Complete
- Amara SinghNew patient · In room
- Taylor BrooksTelehealth follow-up
PATIENT OPERATIONSMonday overview
A BETTER OPERATING DAY
Give your practice one place to move work forward.
Choose a plan, tell us about your team, and begin provisioning your private IPMS environment.