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