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AI pre-visit prep and automated SOAP notes

A side-car clinical app that summarises the chart before the visit and drafts SOAP notes for the physician to sign — not a replacement EHR.

This application sits beside the EHR. It runs NLP over historical records, structured lab files, and intake notes to produce a pre-visit brief and a drafted SOAP note (Subjective, Objective, Assessment, Plan) before or during the consult.

Nothing is committed to the master record until the physician reviews and signs. The interface is a lightweight web view that runs next to the native EHR.

Who this is for

Chief medical officers, medical directors, and clinical practice leads.

When it is needed

Physician burnout from after-hours charting, fragmented histories, and appointments that leave no time to reconstruct the story from the chart.

Technical workflow

  • Data retrieval

    Before a scheduled visit, the pipeline queries the EHR API for historical charts, past diagnoses, and recent labs.

  • NLP summarization

    Targeted workflows surface chronic conditions, missed care gaps, and physiological trends from unstructured notes and lab reports.

  • SOAP generation

    Real-time or post-encounter audio and text processing drafts SOAP notes mapped to the provider’s documentation standard.

  • Human-in-the-loop

    The brief and draft appear in a fast web UI beside the EHR. Explicit sign-off is required before write-back.

Example use

Ambient summarization and pre-visit intelligence at a clinic

For a clinic, a clinical intelligence module parsed historical notes across general medicine and other specialties. Disparate data points were aggregated into one executive summary, and draft SOAP notes were generated for review. Physicians spent less of the day on charting and more of the encounter on the patient.

Capabilities used: Clinical and physician notes, examination findings, pre-visit workflow, NLP extraction, consultation notes across general medicine and other specialties.

See if this pathway fits

We start with one workflow, measure it, then expand. Book a 30-minute discovery call.

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