Features

Empowering Patients, Enhancing Care.  Our intuitive Patient Portal puts healthcare in your patients’ hands – anytime, anywhere. Designed to integrate with your EHR seamlessly, it offers a secure, easy-to-use online platform where patients can:

• Access Medical Records: View lab results, visit summaries, medication lists, and immunization history at their convenience.
• Schedule Appointments: Request or manage appointments without calling the office, reducing administrative burden.
• Communicate Securely: Message providers directly with questions or concerns, improving engagement and timely care.
• Pay Bills Online: Simplify payment processing with online billing and statements.
• Receive Reminders & Notifications: Automated appointment reminders and health alerts keep patients informed and proactive.

By fostering transparency and active participation, daVinci’s EHR Patient Portal improves patient satisfaction, enhances care coordination, and supports better health outcomes — all while streamlining practice workflows.

A Complete Portrait at a Glance.  The Patient Profile in daVinci EHR offers a unified, real-time view of each patient’s health journey, designed to streamline workflows and support smarter clinical decisions.

With a clean, customizable layout, clinicians can instantly access:

• Demographics & Contact Info
• Insurance & Payer Details
• Problem List & Diagnoses
• Medications, Allergies & Immunizations
• Care Team & Communication History
• Social Determinants of Health
• Patient-Entered Data & Portal Activity

This centralized profile is more than just a snapshot; it’s a dynamic, actionable hub that connects clinical, financial, and social data for comprehensive care planning. By reducing clicks and surfacing what matters most, daVinci EHR empowers providers to focus on delivering personalized, proactive care.

Stay Ahead Without Falling Behind.  Our interactive dashboards deliver up-to-the-minute insights across your practice from patient flow and documentation status to financial performance and quality metrics. Whether you’re tracking outstanding labs or monitoring population health trends, the data you need is always live, actionable, and accessible.

• Visualize KPIs, HEDIS measures, and productivity at a glance
• Filter by provider, location, payer, or custom tags
• Identify bottlenecks and take immediate action
• Stay survey- and audit-ready with compliance reporting built in

Automated Tasks

• Simplify follow-ups, reduce missed steps, and empower your team with rule-based automation.
• Auto-generate tasks for labs, imaging, refills, and follow-ups
• Trigger care coordination or outreach based on clinical rules
• Assign tasks by role, priority, or condition – automatically
• Integrate seamlessly with scheduling and documentation workflows

Together, dashboards and automation keep your team focused on what matters: delivering better, faster, more coordinated care.

Secure Clinical Communication, Built Right In.  daVinci EHR’s Direct Messaging feature allows providers to exchange protected health information (PHI) with other healthcare professionals, organizations, and patients, safely, quickly, and in full compliance with national standards.

• HIPAA-Compliant & DirectTrust Certified: Communicate with confidence knowing messages are encrypted and standards-based
• Streamlined Provider-to-Provider Communication: Send referrals, clinical summaries, and care transitions directly to any Direct-enabled EHR or provider
• Patient Engagement Made Easy: Share records, test results, and updates securely with patients via integrated portal messaging
• Inbox & Notification Integration: Keep messages organized and actionable, with alerts and chart linking built into your workflow
• Audit Trails & Delivery Receipts: Track message status and delivery confirmation with full transparency and documentation

With daVinci’s Direct Messaging, your team can ditch fax machines and third-party portals, replacing them with a faster, safer, and more modern way to coordinate care.

Capture Every Detail with Ease and Accuracy.  daVinci EHR’s Encounter Notes feature is designed to help clinicians document patient visits quickly, comprehensively, and accurately – without interrupting the flow of care. Our flexible and intuitive note-taking tools support a variety of documentation styles, from structured templates to free-text entry, enabling providers to capture the full story behind every encounter.

• Customizable Templates: Tailor notes to specialty-specific workflows and individual provider preferences for consistent, efficient documentation.
• Smart Data Integration: Automatically pull in patient history, medications, allergies, and lab results to enrich notes and reduce manual entry.
• Voice Recognition & Dictation: Save time with built-in speech-to-text functionality that transcribes notes on the fly.
• Seamless EHR Integration: Encounter notes link directly to orders, billing codes, and care plans, streamlining workflow and minimizing errors.

With daVinci Encounter Notes, clinicians spend less time documenting and more time delivering

 

Prescribe Smarter, Faster, and Safer.
daVinci EHR’s E-Prescribe feature empowers providers to manage prescriptions with speed, accuracy, and confidence—right from the patient chart. Designed for seamless medication management, our integrated e-prescribing system connects clinicians to national pharmacy networks for efficient, secure transmission of prescriptions.

• Real-Time Pharmacy Integration: Send prescriptions electronically to the patient’s preferred pharmacy, reducing delays and eliminating paper scripts.
• Formulary & Allergy Checks: Get instant alerts for drug interactions, allergies, and formulary compliance to support safer prescribing decisions.
• Controlled Substance Support: Meet regulatory requirements with built-in EPCS (Electronic Prescribing of Controlled Substances) functionality.
• Medication History Access: View a complete record of prescribed medications to avoid duplications and improve continuity of care.

With daVinci E-Prescribe, providers can reduce errors, enhance patient safety, and streamline the entire prescription workflow, all in one click.

Simplify Care Coordination, Improve Patient Outcomes.  daVinci EHR’s Referral Manager is designed to streamline the entire referral process, ensuring patients get timely, coordinated care across specialists and providers. With automated tracking, real-time status updates, and integrated communication tools, your team can manage referrals efficiently while enhancing patient satisfaction.

• End-to-End Visibility: Track referral status from initiation to completion, reducing lost referrals and delays.
• Automated Notifications: Keep patients and providers informed with alerts about appointment scheduling, authorizations, and results.
• Smart Matching: Connect patients with the right specialists based on insurance, location, and clinical needs.
• Seamless Workflow Integration: Referral data flows directly into patient charts, minimizing duplicate documentation and improving care continuity.
• Reporting & Analytics: Monitor referral patterns, identify bottlenecks, and optimize care coordination efforts with actionable insights.

By simplifying referral workflows, daVinci Referral Manager helps your practice deliver seamless, patient-centered care while reducing administrative burdens.

Simplify Billing, Accelerate Revenue.  daVinci EHR’s Patient Payment Tracker gives your practice clear, real-time visibility into patient balances, payments, and outstanding accounts, empowering your team to manage collections smoothly while enhancing patient satisfaction.

• Comprehensive Dashboard: Monitor all patient financial activity at a glance, including payments made, outstanding balances, and upcoming due dates.
• Automated Reminders: Send customizable payment reminders via email, text, or portal notifications to reduce late or missed payments.
• Integrated Payment Processing: Facilitate easy, secure online payments linked directly to patient accounts for faster collections.
• Insurance & Co-Pay Tracking: Track insurance payments, co-pays, and patient responsibilities seamlessly in one place.
• Detailed Reporting: Generate financial reports to analyze trends, identify gaps, and optimize revenue cycle management.

With daVinci Patient Payment Tracker, your practice benefits from greater financial clarity, reduced administrative workload, and improved cash flow.

Go Paperless Without Losing the Paper Trail.  daVinci EHR’s Document Scanning feature makes it easy to bring external records, faxes, insurance cards, and handwritten notes into your digital workflow. By converting physical documents into organized, searchable, and HIPAA-compliant digital records, your team can work smarter with less clutter and more clarity.

• Minimal-Click Uploading: Scan documents directly into the patient chart with just a few clicks
• Auto-Filing & Tagging: Intelligent recognition assigns documents to the correct patient and visit type
• Multi-Device Support: Scan from desktop scanners, mobile devices, or integrated fax solutions
• Full Chart Integration: Scanned files are immediately accessible in the patient’s medical record, orders, or correspondence tabs
• HIPAA-Compliant Security: All documents are encrypted, access-controlled, and audit-tracked for safety and compliance
• OCR & Search-Enabled: Use optical character recognition (OCR) to search scanned content by keyword, date, or document type

Say goodbye to lost paperwork, bulky folders, and redundant data entry. With daVinci’s document scanning capabilities, every page finds its place securely and instantly.

 

Faxing Made Frictionless.  daVinci EHR’s e-Fax feature brings outdated faxing into the modern age with fully integrated, HIPAA-compliant electronic faxing. Send and receive faxes directly within the EHR: no paper, no extra machines, and no disconnected workflows.

• Send & Receive from the Chart: Transmit referrals, orders, records, and authorizations with just a few clicks
• Auto-Routing & Smart Filing: Incoming faxes are automatically matched to the correct patient chart or inbox
• Secure & HIPAA-Compliant: End-to-end encryption, access controls, and full audit trails ensure regulatory compliance
• Real-Time Status Tracking: Know immediately whether a fax was delivered, failed, or requires follow-up
• Built-In Document Preview & Annotation: View and mark up incoming faxes directly within the platform
• Eliminates Hardware Costs: No separate fax lines, machines, or third-party portals, it’s all in daVinci

daVinci e-Fax turns a legacy burden into a streamlined, digital tool that enhances clinical communication and reduces administrative headaches.

Actionable Insights at Your Fingertips.  daVinci EHR’s Core Reports module empowers providers and practice managers with real-time, customizable insights that drive clinical excellence and operational efficiency. From patient outcomes to billing performance, our reporting engine turns your data into decisions.

• Pre-Built, High-Impact Reports: Access essential reports on patient panels, appointment trends, claim status, A/R, population health, and quality measures
• Customizable Filters & Layouts: Tailor reports by provider, location, time period, payer, diagnosis, and more
• Compliance & Quality Tracking: Monitor MIPS, HEDIS, UDS, and other key programs to stay ahead of regulatory requirements
• Interactive Dashboards: Visualize trends and metrics in real time – drill down for deeper analysis in a few clicks
• Export & Share: Download reports in multiple formats or share securely with team members and partners

 

• Smart Scheduling: Automate recurring reports to ensure timely delivery without extra work

Whether you’re measuring care outcomes, managing reimbursements, or preparing for audits, daVinci Core Reports deliver the clarity and confidence to lead with data.

Know Before You Provide Care.  daVinci EHR’s Eligibility & Benefits Check helps your practice verify insurance coverage and patient financial responsibility in real time, before the visit begins. Reduce denials, eliminate surprises, and improve the patient experience with a seamless verification process built right into your clinical workflow.

• Real-Time Insurance Verification: Instantly check eligibility for commercial, Medicare, and Medicaid plans
• Service-Specific Coverage Details: See patient copays, deductibles, coinsurance, and plan limitations based on the service type
• Integrated with Scheduling & Check-In: Automatically verify eligibility at the time of booking or check-in, no need for staff follow-up
• Reduction in Claim Rejections: Eliminate claim denials due to eligibility errors and reduce manual rework
• Patient Transparency: Provide accurate estimates and collect copays confidently with up-to-date information
• Auto-Logging & Audit Trail: Maintain a verifiable record of every eligibility check performed

With daVinci’s benefits verification engine, you’ll spend less time on hold and more time delivering value to your patients.

Virtual Care, Real Connection.  daVinci EHR’s Telehealth feature lets providers deliver high-quality, HIPAA-compliant virtual visits seamlessly from within the EHR: no toggling, no extra platforms, and no disruption to your workflow. Whether you’re managing chronic conditions, follow-ups, or urgent needs, daVinci Telehealth helps you meet patients wherever they are.

• Fully Integrated Video Visits: Launch and document telehealth appointments from the patient’s chart
• Patient Portal & SMS Links: Send one-click access to patients via email, text, or portal with no app download required
• HIPAA-Compliant & Secure: End-to-end encryption and access controls to protect patient privacy
• Real-Time Charting: Document encounters, prescribe, and bill, all during the live session
• Device & Browser Agnostic: Compatible with desktop, tablet, and mobile on Chrome, Safari, and more
• Custom Visit Types: Support for scheduled, on-demand, and group sessions with customizable intake

With daVinci’s integrated telehealth, you can increase access, reduce no-shows, and keep your practice running efficiently whether in the clinic or on the go.

Reach the Right Patients, Every Time.  daVinci EHR’s Mass Communications feature empowers practices to send targeted messages to patients or groups with just a few clicks keeping your population informed, engaged, and proactive about their health.

• Segmented Outreach: Send messages to patients by appointment type, condition, demographics, or provider
• Multi-Channel Messaging: Reach patients via email, SMS, or secure portal messaging
• Reminders & Alerts: Automate appointment reminders, medication updates, or pre-visit instructions
• Health Campaigns: Promote flu shots, wellness visits, or chronic care services with personalized outreach
• Real-Time Engagement Tracking: Monitor delivery status, open rates, and responses from within your dashboard
• Fully HIPAA-Compliant: Communicate confidently with encrypted, regulation-ready messaging tools

Whether you’re filling your schedule, sharing timely health news, or supporting public health goals, daVinci’s Mass Communications keep your practice connected and your patients informed.

Smart Check-In, Streamlined Workflows.  daVinci EHR’s Patient Intake Forms simplify and modernize the onboarding process by allowing patients to complete essential paperwork digitally before they ever step into the office. Say goodbye to clipboards and scanning, and hello to clean, accurate data right where you need it.

• Digital Pre-Visit Forms: Send intake packets via secure link or patient portal to complete at home or on mobile
• Customizable Templates: Build and brand your own forms for new patients, annual visits, consents, and more
• Auto-Populates Charts: Patient responses flow directly into their record, saving staff time and improving accuracy
• Mobile-Friendly & Multilingual: Forms are optimized for phones, tablets, and include support for multiple languages
• E-Signature Ready: Collect signed consents, authorizations, and disclosures, all fully HIPAA-compliant
• Reduce Wait Times: Speed up check-ins and empower front office staff to focus on care, not data entry

With daVinci’s digital intake solution, you’ll elevate the patient experience and boost staff productivity from the very first touchpoint.

Reduce No Shows, Improve Care Continuity.  daVinci EHR’s Patient Reminders automate communication with your patients to keep them informed, engaged, and on schedule without burdening your staff. Whether you’re confirming visits, prompting annual checkups, or following up on missed appointments, daVinci helps your practice stay connected.

• Automated Appointment Reminders: Send customizable reminders by text, email, or voice, days or hours before the visit
• Smart Triggers for Follow-Ups: Remind patients of lab work, imaging, vaccines, or chronic care follow-ups based on chart data
• No App Required: Messages include direct links to confirm, reschedule, or get directions, no portal login needed
• Reduce No-Shows & Late Cancels: Fewer missed appointments mean a more predictable, profitable schedule
• Customizable Timing & Frequency: Control when and how often reminders are sent, tailored to your practice’s needs
• HIPAA-Compliant Messaging: Keep communication secure, private, and compliant with all federal regulations

With daVinci’s intelligent reminders, you’ll fill your schedule, reduce manual outreach, and create a more reliable patient flow, all while enhancing patient satisfaction.

Empower Patients to Stay on Track.  daVinci EHR’s Medication Reminders feature supports patient adherence by sending timely, personalized alerts to help patients take their medications correctly and consistently. This proactive tool reduces missed doses, prevents complications, and promotes better health outcomes.

• Automated Alerts: Patients receive reminders via text, app notification, or email for each medication dose
• Customizable Schedules: Tailor reminders based on complex regimens, dosage changes, or refill needs
• Patient-Friendly Interface: Easy-to-understand messages improve compliance without confusion
• Two-Way Communication: Patients can confirm doses or request refill notifications directly
• Integrated with Pharmacy and Chart: Medication lists stay current to avoid errors or outdated instructions
• HIPAA-Compliant & Secure: Privacy and security are prioritized in every notification sent

With daVinci’s Medication Reminders, providers can bridge the gap between prescriptions and patient action, improving adherence and overall care quality.

Manage Your Medications with Confidence.  The daVinci Patient App includes an easy-to-use Medication Search & Monitoring tool designed to help you understand your medications and stay on top of your health.

• Quick Medication Lookup: Easily find information about your medicines, including how to take them, possible side effects, and important safety tips
• Safety Alerts: Get notifications if there might be a risk when taking multiple medicines together
• Track Your Medications: Keep a clear list of your current prescriptions and see reminders when it’s time for a refill or to take your dose
• Personalized Guidance: Receive tips tailored to your health needs, like age or other conditions, to help you take your medicines safely
• Stay Informed: Access the latest updates about your medications so you always know what’s new

With daVinci’s Medication Search & Monitoring, you can feel confident managing your medicines and taking control of your health every day.

Protecting Patients with Intelligent Alerts.  daVinci EHR’s Drug Interaction Warning feature provides real-time, automated alerts to clinicians when potential medication conflicts are detected. This critical tool helps prevent adverse drug interactions, ensuring safer prescribing and better patient outcomes.

• Instant Alerts: Receive immediate notifications about possible drug-drug, drug-allergy, or drug-condition interactions during prescribing
• Comprehensive Database: Powered by an up-to-date, evidence-based medication database for accurate and reliable warnings
• Customizable Sensitivity: Adjust alert thresholds to balance safety with workflow efficiency and minimize alert fatigue
• Patient-Specific Context: Consider patient history, allergies, and comorbidities to deliver personalized and relevant warnings
• Seamless Workflow Integration: Alerts appear within the clinical workflow, enabling quick, informed decisions without disruption
• Enhanced Patient Safety: Reduce medication errors and adverse events through proactive decision support

With daVinci’s Drug Interaction Warning, clinicians can prescribe confidently, knowing they’re supported by intelligent, proactive safety checks.

Simplifying Communication Across Care Teams.  daVinci EHR’s Care Team Contact Information feature centralizes all relevant provider and staff contact details in one easy-to-access place, enabling seamless communication and coordination across your healthcare team.

• Unified Directory: Access up-to-date phone numbers, emails, pager info, and role details for every member of the patient’s care team
• Quick Access: Find the right contact instantly without disrupting workflow or hunting through multiple systems
• Streamlined Collaboration: Facilitate faster referrals, consultations, and follow-ups to improve patient outcomes
• Role-Based Views: Customize contact lists by role or specialty to simplify communication for specific tasks
• Integrated with Patient Records: Connect care team contacts directly within patient charts for context-aware communication
• Secure & HIPAA-Compliant: Maintain confidentiality while sharing critical contact info securely

With daVinci’s Care Team Contact Information, teams stay connected, coordinated, and ready to deliver collaborative, patient-centered care.