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Your EHR and your records department · PI clinics

Dictate the visit. The note, the orders and the bill are done.

Your own intake forms, filled by tapping, handwriting or dictation. An AI note in your template, signed in a click. Orders and the CMS-1500 read straight from the note — and the law firm’s records requests answered without a fax machine.

Built and used daily by a practicing personal-injury neurosurgeon — on the same charts his office works.

VISIT · DANA RUIZ · INITIAL CONSULT
10:15Front desk · checked in · intake form on the iPadintake
10:31Dr. Chen · dictated the visit · form filled
10:33AI · drafted the note in your templatenote
10:35Dr. Chen · signed · orders + invoice read from the note
10:36Records · sent to the law firm’s chartshared
The reality in a PI clinic

The visit takes fifteen minutes. The paperwork takes the rest of the day.

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    Notes are written twice. The form at the visit, then the report — retyped, dictated, retyped again.

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    Lien billing lives on paper. Every CMS-1500 is built by hand from the note, then mailed or faxed to the firm.

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    Law firms keep asking. Records requests arrive by fax and email, and someone pulls, prints and sends every one.

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    Imaging arrives on discs. MRIs come on a CD or a download link that expires before anyone opens it.

How a visit runs

From check-in to the law firm’s chart, without the busywork.

The order your office already works — these just stop being tasks.

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Your forms, filled any way

Tap, handwrite with an Apple Pencil, type, or dictate one field — or dictate the whole visit and let the form fill itself. It is saved as the visit’s intake the moment it is done.

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The note in your template

Pick the template, and the AI drafts the report from the form, the dictation and the records on file. Read it, fix a line, sign.

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Orders and the bill from the note

Signing reads the plan: the MRI, the therapy, the injection — and the CMS-1500 with the right codes, ready to send.

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Records in, filed

Faxes, emails and uploads land in one Intake. UploMD reads who they are for and files the ones it is sure of; the rest wait for one click.

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Imaging that opens

DICOM studies live on the chart. Image links from imaging centers are opened and filed by themselves.

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A calendar with reminders

Appointments text and call patients a day ahead from your own number — and a no-show is one tap.

See a clinic day run end to end.

Watch a referral arrive, the visit get written and signed, and the records reach the law firm — with the clinic on UploMD.