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Clinical work, documents, referrals, and exceptions

Review-first workflow

Automation may classify and prepare an action, but medication, referral, and document disposition remain reviewable. Automatic signing is not enabled.

Unfinished notesOpen the encounter in the Modern Solutions workflow. Billing & codingExceptions requiring encounter or charge correction.

Medication requestsReview and sign-off connection is planned.

PT & referral signaturesReview and sign-off connection is planned.

Documents & faxes—Checking document intake…

Referral intakeFuture AI summary: referring source, requested care, patient match, and proposed action note.

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Medication requests PT & referral signatures Documents & faxes Referral intake

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