Skip to content Skip to footer

Powerful EHR Features Designed for Clinical Efficiency



Scheduling and Appointments

 

  • Online booking and appointment requests 
  • Calendar sync with personal calendars 
  • Out-of-office scheduling 
  • Group appointments and group telehealth 
  • Appointment request widget for your website 


Patient Communication and Client Portal

 

  • Automated text and email reminders 
  • Secure patient portal and messaging 
  • Client announcements 
  • Client portal available in English and Spanish 
  • Electronic document signatures 


Customizable Charting and Documentation

 

  • Fully customizable charting workflows 
  • Custom templates and questionnaires 
  • Extensive template library 
  • ICD-10 code autocompletes 
  • Progress notes with signing and locking 
  • Psychotherapy notes stored separately 
  • Access to previous clinical notes 


Paperless Intakes

  • Customizable electronic intake forms 
  • Remote onboarding from any device 
  • Mobile-friendly experience 
  • Secure document storage 


ePrescribing, EMAR, and Medication Management

 

SwiftCharting includes a fully integrated EMAR, a feature often missing from many EHR platforms. 

  • ePrescribing with PDMP integration 
  • Medication history review 
  • Refill authorization workflows 
  • Electronic Medication Administration Record (EMAR) 
  • Controlled substance monitoring to enhance patient safety 

 

Labs

 

Electronic lab ordering directly from the patient chart 

  Secure transmission of lab orders 

  Centralized access to lab results within the patient record 

  Reduced paperwork and administrative errors 

 

Billing, Insurance, and Payments

 

  • Fully integrated insurance billing 
  • Automatic eligibility and benefit verification 
  • Superbills 
  • Integrated point-of-sale and payments 
  • Claims tracking and balance management 

 

Analytics and Practice Insights

 

  • Revenue and income tracking 
  • Outstanding balances overview 
  • Appointment and utilization metrics 
  • Notes and claims visibility 


Security and Compliance

 

  • HIPAA-compliant EHR 
  • Role-based permissions 
  • Secure telehealth video 
  • Free document storage