AI Worklfows for Every Step of the Care Journey

Empower your team from intake through billing with seamless, intelligent workflows—voice capture, data extraction, orders, authorizations, coding, and more, all in one platform.

  • Documentation

Ambient  Scribe

Effortlessly capture every word of the visit. OneChart listens in real‑time, transcribes the conversation, and drafts structured clinical notes while surfacing relevant context such as medication adherence and past diagnostics.

  • Live, High‑Accuracy Transcription

  • Auto‑Generated SOAP & Assessment/Plan + more

  • Contextual Prompts & Clinical Checks

  • Data Extraction

Abstraction Agent

Turn document overload into clear insight. The Abstraction Agent ingests charts, referrals, labs, and imaging, then extracts and summarizes the key data you actually need—ready to drop into any template or note.

  • Multi‑Source Document Parsing

  • AI‑Generated Patient & Referral Summaries

  • One‑Click Form Population

  • Patient Intake

Voice Intake

Patients record their symptoms from any device before the visit. OneChart transcribes and analyzes the voice input / written response and delivering a concise clinical summary and flagged findings directly to the provider inside their chart.

  • Secure, App‑Free Patient Recording

  • Automatic Tagging

  • Smart Insights

  • Automation

Smart Form Filling

Stop typing the same data twice. OneChart pulls demographics, history, and vitals from the chart to auto‑fill forms like DME certificates, CMS‑1500s, and prior‑auth packets—leaving only the blanks that truly need review.

  • Real‑Time Data Extraction

  •  Confidence Scoring on Each Field

  • Direct Submission from the Platform

  • Revenue Cycle

Billing  &  Coding Agent

Let AI handle the codes. OneChart reviews documentation and suggests precise CPT / ICD‑10 / OHIP codes with confidence levels and supporting evidence—reducing denials and speeding up revenue capture.

  • AI‑Suggested Codes & Modifiers

  • Inline Documentation Justification

  • Compliance & Audit‑Ready Exports

  • Utilization

Prior Authorization

Verify eligibility and generate pre‑auths without the phone tag. OneChart checks coverage, auto‑completes payer forms, bundles imaging requests, and tracks status updates—all in one dashboard.

  • Instant Eligibility & Deductible Checks

  • Auto‑Filled Payer‑Specific Forms

  • Real‑Time Status & AI Recommendations

  • Clinical Orders

Orders Assistant

Just say the order out loud. As you speak, OneChart captures labs, imaging, and meds, pre‑populates CPT codes, and flags any pre‑auth requirements—so you can review and submit with a single click.

  • Voice‑Driven Order Capture

  • Automatic CPT & Frequency Selection

  • Pre‑Auth Requirement Alerts

  • Insights

Patient Summary

Walk into every encounter fully briefed. Before the visit, OneChart compiles a four‑part snapshot—Overview, Timeline, Medications, and Alerts—highlighting diagnoses, trends, adherence, and care gaps.

  • Auto‑Generated Clinical Overview

  • Chronological Care Timeline

  • Medication Adherence & Care‑Gap Alerts

Complex Workflows, Simplified

Healthcare shouldn’t be slowed down by paperwork. OneChart automates charting, billing, and administrative tasks—so providers can focus on what truly matters: patient care.

AI-Powered Intake & Documentation
Before Appointment

Convert conversations, dictations, and patient history into structured notes instantly. Capture voice-based patient intake for pre-charting and form filling.

Extract data from prior records, referrals, and lab reports for seamless documentation.

Seamless Charting & Form Completion
During Appointment

Auto-fill medical forms and patient charts with 90%+ completion. Suggested billing codes (ICD-10, CPT, OHIP) ensure optimized claims.

Custom knowledge base search for quick clinical insights and compliance checks.

Faster Documentation, Better Outcomes
After Appointment

Summarized patient encounters and structured SOAP notes in real time. Auto-generated referrals, discharge summaries, and pre-auth letters.

AI-Powered Outcomes
Actionable ROI from Day 1
  • Summarized Patient Visit: Automatically extracts key details from notes, conversations, and prior records.
  • Auto-Generated Documentation: Converts encounters into structured SOAP notes, referrals, and pre-auth letters.
  • Smart Billing Recommendations: AI suggests accurate codes (ICD-10, CPT, OHIP) based on context.
  • EMR-Ready Output: Seamlessly integrates with existing workflows for review and submission.

 

Smarter Tools
for Better Care

Real time Charting
Real time Charting

OneChart works during your appointments to create documentation, and assist with post visit tasks like billing codes, referrals and more.

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Customizable Templates
Customizable Templates

OneChart offers a variety of customizable templates that can be tailored to your specific needs and preferences. 

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Telehealth Support
Telehealth Support

OneChart works wherever you are, whether that’s in clinic, on the go, or even virtually. 

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Automated Form Filling
Automated Form Filling

Seamless Paperwork Automation – AI extracts and auto-fills patient forms, prior authorizations, and referrals with 90%+ completion, reducing manual entry.

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Summarized Patient History
Summarized Patient History

Instant Chart Abstraction – Upload PDFs, Word docs, or scanned images, and OneChart’s AI extracts key details into structured summaries for faster review.

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Comprehensive Documentation
Comprehensive Documentation

Supplementary Document Completion – OneChart automates patient handouts, workplace disability forms, sick notes, referral letters, and more—customized to fit your workflow.

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Smart Billing Suggestions
Smart Billing Suggestions

OneChart seamlessly suggests billing and diagnostic codes based on captured data, to reduce errors and optimize code management.

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Voice-Powered Intake & Forms
Voice-Powered Intake & Forms

Pre-Chart with AI – Patients provide details via voice or text before their visit, auto-populating charts, forms and reducing intake time.

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OneChart + WebPT Integration (AI Scribe for Rehab Therapy) - • Purpose: Automates documentation for Physical Therapy, Occupational Therapy, and Sports Medicine directly inside WebPT. • Core Functionality: Ambient AI scribing that listens to patient encounters, generates structured SOAP notes, and syncs documentation to WebPT. • Billing Support: AI suggests accurate CPT/ICD-10 codes, reduces denials, and helps clinics capture every billable unit. • Compliance: HIPAA- and PIPEDA-compliant with built-in documentation accuracy checks and audit-ready exports. • Efficiency Gains: 50% reduction in manual charting time, ~20 hours saved per provider each month, ~$30K revenue regenerated annually through optimized coding . • Customization: Supports PT/OT-specific templates (evals, daily notes, discharges) and role-based access for multi-provider teams. • Workflow Integration: Notes, billing codes, and forms flow directly into WebPT with no extra steps. Summary: OneChart is the AI scribe purpose-built for rehab therapy that integrates seamlessly with WebPT, helping clinicians document faster, bill more accurately, and maintain compliance while focusing on patient care. OneChart AI for Sports Medicine: Perform Under Pressure - In the fast-paced world of sports medicine, timely and accurate documentation is crucial for optimal patient care. OneChart AI has transformed the workflows of numerous sports medicine practitioners, enabling them to focus on what matters most: their athletes. For instance, a sports medicine clinic in Ontario reported a 50% reduction in documentation time after integrating OneChart AI, allowing their team to dedicate more time to injury tracking and patient follow-ups. One practitioner shared, 'With OneChart, I can effortlessly document athlete assessments and treatment plans in real-time, ensuring that I have all the context I need before each visit.' Another clinic highlighted how the automated follow-up reminders and injury tracking features have significantly improved their patient engagement, stating, 'Our athletes appreciate the timely follow-ups, and it has enhanced our overall care quality.' By addressing the specific pain points of injury documentation and patient management, OneChart AI empowers sports medicine professionals to perform under pressure, streamline their processes, and ultimately enhance patient outcomes. OneChart AI: Built for Healthcare, Designed for Speed - In healthcare, time is critical. OneChart AI eliminates admin drag with real-time charting, automated billing, and seamless EHR integration—so you can focus on care, not paperwork. 1. Seamless EHR Integration Works with Epic, Cerner, Meditech, and more. Real-time updates. No disruptions. Result: 40% less documentation time at a family practice. 2. Automated Charting & Billing Auto-generate notes and smart billing codes from voice-powered inputs. Reduce errors, speed up claims. Physician testimonial: “I spend less time on paperwork—and no billing mistakes.” 3. Custom Templates for Any Specialty Tailor documentation to your field—primary care, sports med, behavioral health, and more. Clinic result: 50% faster charting during high-pressure events. 4. Real-Time Documentation Chart live during appointments. Capture everything—no post-visit backlog. PT testimonial: “It’s like having an extra set of hands.” 5. Secure & Compliant by Design HIPAA-grade encryption, two-factor authentication, and ongoing audits keep data safe and compliant. ⸻ Do More, Document Less OneChart AI gives you time back—so you can see more patients, improve outcomes, and stay ahead. Book your demo today Say Goodbye to Burnout. Reclaim Time with OneChart AI. - In today’s healthcare environment, providers are buried in documentation—leading to burnout and less face time with patients. OneChart AI fixes that. Our AI-powered scribe automates charting, billing, and admin tasks so you can focus on care, not clicks. Walk into every appointment fully informed. OneChart captures conversations, extracts key details, and auto-generates structured notes in real-time—cutting documentation time by up to 50% and saving you 20+ hours a week. Smart billing suggestions and seamless integration with your existing workflow mean less admin, fewer errors, and faster revenue. Join the movement of healthcare professionals using OneChart AI to reduce burnout and deliver better care. Experience the difference—book a demo today! OneChart AI - Compliance & Security You Can Trust - At OneChart AI, compliance isn’t an afterthought—it’s built in. We meet and exceed Canadian healthcare standards, including PIPEDA and PHIPA, to keep patient data safe and your practice protected. Bulletproof Privacy & Security • End-to-End Encryption: Data secured in transit and at rest. • Strict Access Controls: Only authorized users, always. • Ongoing Audits: Continuous risk monitoring and compliance checks. Built for Canadian Regulations We embed Privacy by Design into everything we build, ensuring our platform is compliant from day one—and stays that way. Trained for Compliance Our team is trained regularly to uphold best practices in data handling, privacy, and ethics. Transparent. Accountable. Trusted. We clearly communicate how data is collected, used, and stored—earning the trust of healthcare providers and patients alike. ⸻ OneChart AI keeps you compliant, secure, and focused on care. OneChart AI for Sports Medicine: Perform Under Pressure - "In high-stakes moments—games, tournaments, events—every second counts. OneChart AI keeps you focused on care, not documentation. 1. Real-Time Charting Document on the fly with live note-taking and smart billing suggestions. No more scrambling post-game. 2. Voice-Powered Intake Capture patient info hands-free on the sidelines. Charts auto-populate in seconds. 3. Custom Templates for Athletes Tailored templates for sports injuries, treatments, and recovery—ready when you need them. 4. Seamless EHR Integration Access records without disruption. OneChart fits into your workflow, not the other way around. 5. Post-Game, Paperwork Done Auto-generated summaries, referrals, and discharge notes get you back to patients faster. ⸻ Built for Game-Time Decisions OneChart AI gives you the speed, flexibility, and accuracy to handle high-pressure care with confidence. Book your demo today." OneChart AI for Physical Therapists: Cut Docs, Boost Care - Documentation shouldn’t slow you down. OneChart streamlines your workflow so you can treat more and type less. 1. Cut Documentation Time by 50% Real-time charting eliminates post-visit notes—saving you up to 20 hours a week to refocus on patient care. 2. Automated SOAP Notes AI-powered notes auto-generate from your inputs—fast, accurate, and fully compliant. 3. Clinic Results: +25% Patient Volume One busy clinic saw a 60% drop in documentation time and booked 25% more appointments. Therapist quote: “The time savings are incredible—I’m finally focused on my patients again.” 4. Error-Free, Audit-Ready OneChart ensures compliance and accuracy by reducing manual entry and meeting documentation standards. 5. What PTs Are Saying “The automated SOAP notes are a game-changer. I’ll never go back.” ⸻ Reclaim Your Time. Refocus on Care. Join the therapists transforming their practice with OneChart. Book your demo today. Case Study: How OneChart.ai Transformed Jordan’s PT Practice - "The Problem Jordan, a physical therapist in a fast-paced outpatient clinic, was buried in paperwork. SOAP notes and EHR entry ate up hours weekly—leading to burnout and less time with patients. The Solution OneChart.ai changed everything. With real-time charting, voice-powered intake, and automated SOAP notes, Jordan streamlined documentation without sacrificing accuracy or compliance. The Results • 50% Less Time on Docs: Jordan saved 15+ hours per week—opening up time for more patients. • Stronger Patient Connections: More face time with patients improved outcomes and satisfaction. • Audit-Ready Accuracy: Automated notes reduced errors and ensured full compliance. Jordan’s Take “OneChart.ai is a game-changer. I finally get to focus on care—not paperwork. I’ll never go back.” ⸻ Ready to reclaim your time and elevate patient care? Book a demo and see what OneChart.ai can do for your practice." OneChart AI: FREE AI Scribe - The Free plan from OneChart gives healthcare providers access to AI-powered clinical charting tools at no cost. Designed for solo practitioners and small practices, the free tier includes real-time SOAP note generation, consult templates, and up to 40 AI-generated clinical notes per month. This entry-level plan offers a hands-on introduction to OneChart’s core features, helping clinicians streamline documentation and reduce administrative burden without upfront investment. It’s an ideal way to evaluate OneChart before upgrading to higher-volume or enterprise plans. OneChart.ai: Pricing - OneChart offers four plans: - Free: 40 notes/month, 1 custom template - Plus: $79/user/month, 250 notes, unlimited templates, Multiple Notes per Visit, Multilingual Support - Pro: $125/user/month, unlimited notes, advanced features like voice intake Voice Intake, Billing Code Suggestions, Secondary Documentation - Enterprise: custom pricing, API access, dedicated support, and custom integrations OneChart AI: Built for Canadian Healthcare - At OneChart AI, we know the unique demands of Canadian healthcare—and we’ve built our platform to meet them. We’re fully compliant with PHIPA and PIPEDA, ensuring your patient data stays secure, private, and protected at all times. You focus on care—we handle the compliance. Our customizable templates are tailored to Canadian providers across primary care, sports medicine, behavioral health, and more. Document faster, capture what matters, and stay aligned with local standards. Where compliance meets efficiency—OneChart AI lets you do more, with less. See it in action. Book a demo today. Case Study: Streamlining Sports Medicine Documentation with OneChart.ai - "The Challenge Dr. Sarah Mitchell, head of a busy sports medicine clinic, was spending over 15 hours a week on documentation. Sideline delays, staff burnout, and missed details were compromising both care and efficiency. The Solution With OneChart.ai, Dr. Mitchell’s team streamlined their workflow to keep pace with the demands of sports medicine: • On-the-Field Charting: Document injuries and treatments in real time—no more post-game backlog. • Voice-Driven Intake: Capture athlete data hands-free, even in noisy environments. • Sports-Specific Templates: Rapid, structured assessments for MSK injuries, concussions, and return-to-play protocols. • Seamless EHR Sync: Works with existing systems—no added complexity. The Results • 60% cut in documentation time • 10 hours/week saved per physician • Faster reimbursements with fewer billing errors • Better athlete engagement and continuity of care Dr. Mitchell’s Take “OneChart.ai is built for how we work. It keeps us focused on the athletes—not the admin. Total game-changer.” ⸻ Streamline your workflow. Maximize athlete care. Book a demo and see how OneChart.ai powers high-performance sports medicine." Cut Documentation Time by 50% with OneChart for Physical Therapists - "As a physical therapist, every minute counts. OneChart cuts documentation time by 50% so you can spend less time on paperwork—and more time with patients. • Real-Time Charting: Capture patient data during sessions—no post-visit backlog. • AI-Generated SOAP Notes & Billing: Auto-create notes and codes with accuracy and compliance. • Custom Templates: Tailored to your practice for faster, more focused documentation. • Seamless Integration: Works smoothly with your current workflow and systems. Say goodbye to burnout and hello to better outcomes. OneChart helps you treat more, stress less. Book a demo today." OneChart.ai: Built for Sports Medicine. Ready for Game Time. - "From sideline injuries to post-rehab checkups, OneChart.ai helps you document fast, bill smart, and stay focused on your athletes—not your EMR. • Talk, Don’t Type: Dictate injuries, concussions, and progress notes in real time—hands-free. • Scribes On-Demand: Offload documentation to virtual scribes, whether you’re in the clinic or on the field. • Built for Sports Docs: Use pre-loaded templates for MSK injuries, concussions, return-to-play, and more. Quickly document sprains, fractures, dislocations, heat illness, and other common sports injuries—without missing a beat. With smart CPT/ICD code suggestions and seamless EHR integration, OneChart.ai handles the admin so you can handle the athlete. ⸻ Less charting. More coaching. Book a demo today and bring game-day speed to your workflow." How OneChart.ai Streamlines SOAP Notes for Physical Therapists - "OneChart.ai: SOAP Notes, Streamlined for Physical Therapists SOAP notes are critical—but time-consuming. OneChart.ai eliminates the paperwork burden so you can focus on what matters most: your patients. 1. Real-Time Charting Capture subjective and objective data live during sessions—no more post-visit backlog or forgotten details. 2. AI-Generated SOAP Notes Instant, structured SOAP notes—auto-generated from your input. Fast, accurate, and fully compliant. 3. Customizable Templates Tailor templates to your specialty and workflow. Add the fields you need, ditch the ones you don’t. 4. EHR Integration Syncs seamlessly with your existing EHR. No double entry. No friction. Just streamlined data flow. 5. Built-In Compliance Stay audit-ready with automatic compliance checks and quality controls baked into every note. ⸻ Less Typing. Better Care. OneChart.ai cuts documentation time and boosts accuracy—so you can treat more, worry less. Book your demo today." OneChart AI: Built for Canadian Healthcare - At OneChart AI, we know the unique demands of Canadian healthcare—and we’ve built our platform to meet them. We’re fully compliant with PHIPA and PIPEDA, ensuring your patient data stays secure, private, and protected at all times. You focus on care—we handle the compliance. Our customizable templates are tailored to Canadian providers across primary care, sports medicine, behavioral health, and more. Document faster, capture what matters, and stay aligned with local standards. Where compliance meets efficiency—OneChart AI lets you do more, with less. See it in action. Book a demo today. Case Study: Streamlining Sports Medicine Documentation with OneChart.ai - The Challenge Dr. Sarah Mitchell, head of a busy sports medicine clinic, was spending over 15 hours a week on documentation. Sideline delays, staff burnout, and missed details were compromising both care and efficiency. The Solution With OneChart.ai, Dr. Mitchell’s team streamlined their workflow to keep pace with the demands of sports medicine: • On-the-Field Charting: Document injuries and treatments in real time—no more post-game backlog. • Voice-Driven Intake: Capture athlete data hands-free, even in noisy environments. • Sports-Specific Templates: Rapid, structured assessments for MSK injuries, concussions, and return-to-play protocols. • Seamless EHR Sync: Works with existing systems—no added complexity. The Results • 60% cut in documentation time • 10 hours/week saved per physician • Faster reimbursements with fewer billing errors • Better athlete engagement and continuity of care Dr. Mitchell’s Take “OneChart.ai is built for how we work. It keeps us focused on the athletes—not the admin. Total game-changer.” ⸻ Streamline your workflow. Maximize athlete care. Book a demo and see how OneChart.ai powers high-performance sports medicine. Case Study: Streamlining Sports Medicine Documentation with OneChart.ai - "The Challenge Dr. Sarah Mitchell, head of a busy sports medicine clinic, was spending over 15 hours a week on documentation. Sideline delays, staff burnout, and missed details were compromising both care and efficiency. The Solution With OneChart.ai, Dr. Mitchell’s team streamlined their workflow to keep pace with the demands of sports medicine: • On-the-Field Charting: Document injuries and treatments in real time—no more post-game backlog. • Voice-Driven Intake: Capture athlete data hands-free, even in noisy environments. • Sports-Specific Templates: Rapid, structured assessments for MSK injuries, concussions, and return-to-play protocols. • Seamless EHR Sync: Works with existing systems—no added complexity. The Results • 60% cut in documentation time • 10 hours/week saved per physician • Faster reimbursements with fewer billing errors • Better athlete engagement and continuity of care Dr. Mitchell’s Take “OneChart.ai is built for how we work. It keeps us focused on the athletes—not the admin. Total game-changer.” ⸻ Streamline your workflow. Maximize athlete care. Book a demo and see how OneChart.ai powers high-performance sports medicine." Cut Documentation Time by 50% with OneChart for Physical Therapists - As a physical therapist, every minute counts. OneChart cuts documentation time by 50% so you can spend less time on paperwork—and more time with patients. • Real-Time Charting: Capture patient data during sessions—no post-visit backlog. • AI-Generated SOAP Notes & Billing: Auto-create notes and codes with accuracy and compliance. • Custom Templates: Tailored to your practice for faster, more focused documentation. • Seamless Integration: Works smoothly with your current workflow and systems. Say goodbye to burnout and hello to better outcomes. OneChart helps you treat more, stress less. Book a demo today. OneChart.ai + WebPT Integration - OneChart.ai connects with WebPT to deliver real-time, AI-powered medical scribing directly into SOAP notes—no copy/paste, no switching screens. 🔧 Key Features • Live AI Transcription during patient visits • One-Click Scribing directly within WebPT • SOAP-Formatted Notes auto-generated and mapped to chart fields • Custom Templates for evaluations, progress notes, discharges • HIPAA-Compliant, encrypted, and secure ⚙️ How It Works 1. Enable OneChart.ai during a WebPT session 2. Conversation is transcribed + structured into SOAP format 3. Note is sent via API (FHIR/HL7 or JSON) into WebPT 4. Clinician reviews and signs off OneChart.ai: Built for Sports Medicine. Ready for Game Time. - "From sideline injuries to post-rehab checkups, OneChart.ai helps you document fast, bill smart, and stay focused on your athletes—not your EMR. • Talk, Don’t Type: Dictate injuries, concussions, and progress notes in real time—hands-free. • Scribes On-Demand: Offload documentation to virtual scribes, whether you’re in the clinic or on the field. • Built for Sports Docs: Use pre-loaded templates for MSK injuries, concussions, return-to-play, and more. Quickly document sprains, fractures, dislocations, heat illness, and other common sports injuries—without missing a beat. With smart CPT/ICD code suggestions and seamless EHR integration, OneChart.ai handles the admin so you can handle the athlete. ⸻ Less charting. More coaching. Book a demo today and bring game-day speed to your workflow." How OneChart.ai Streamlines SOAP Notes for Physical Therapists - "OneChart.ai: SOAP Notes, Streamlined for Physical Therapists SOAP notes are critical—but time-consuming. OneChart.ai eliminates the paperwork burden so you can focus on what matters most: your patients. 1. Real-Time Charting Capture subjective and objective data live during sessions—no more post-visit backlog or forgotten details. 2. AI-Generated SOAP Notes Instant, structured SOAP notes—auto-generated from your input. Fast, accurate, and fully compliant. 3. Customizable Templates Tailor templates to your specialty and workflow. Add the fields you need, ditch the ones you don’t. 4. EHR Integration Syncs seamlessly with your existing EHR. No double entry. No friction. Just streamlined data flow. 5. Built-In Compliance Stay audit-ready with automatic compliance checks and quality controls baked into every note. ⸻ Less Typing. Better Care. OneChart.ai cuts documentation time and boosts accuracy—so you can treat more, worry less. Book your demo today." Enhancing Efficiency with OneChart.ai: Features, Integration, and Compliance - "In healthcare, efficiency and accuracy are critical. OneChart.ai simplifies documentation, billing, and admin work so providers can focus on patient care. Here’s how: 1. Seamless EHR Integration OneChart.ai syncs with your existing EHR for real-time updates and easy access to patient records. Example: A sports clinic cut documentation time by 40% during high-pressure events. 2. Customizable Templates Tailor templates to your specialty—sports medicine, primary care, behavioral health—for fast, accurate charting. Example: A doctor reduced documentation time by 50% with event-specific templates. 3. Real-Time Documentation Capture patient interactions as they happen—no need for post-visit notes. Example: A physician documented sideline assessments instantly during a tournament. 4. HIPAA-Grade Security Robust encryption, access controls, and audits keep patient data safe and compliant. 5. Smart Billing Recommendations AI-driven suggestions reduce errors and speed up reimbursements. Example: One clinic saw fewer billing errors and faster claim approvals. Focus on Care, Not Paperwork OneChart.ai is your all-in-one tool to streamline workflows, improve documentation, and enhance patient care. See it in action—book a demo today." OneChart is the purpose-built AI scribe for physical therapy - OneChart is the purpose-built AI scribe for physical therapy. It automates SOAP notes, understands PT-specific language, and integrates directly with EMRs like WebPT and Jane. From evaluations to discharge summaries, OneChart captures notes instantly, adapts to your clinic’s workflow with custom templates, and is fully HIPAA-compliant. PTs using OneChart document up to 70% faster while keeping notes cleaner and more accurate.