Updates
Every change to ChartVoyant lands here — the small fixes alongside the big releases, posted weekly in plain English. The bigger ones are called out up top with a screenshot from a synthetic practice. No real patients appear anywhere on this page.
When something we published turns out to be stale or wrong, we correct it and leave a dated note where it was. This week’s corrections.
These changed how a day in the office runs. Click a picture to enlarge it. Screenshots are from a synthetic practice — no real patients.
The schedule is a two-column board and work queue: comfortable rows, patient photos, a week strip, combined provider and location filters, coverage on every visit, and a Jump to now that lands on the practice’s clock. Booking is a compact clinic calendar on the left and the selected day as a time-rail on the right, one column per provider.
Shipped – , 2026 · read the entriesThe visit is Intake → Exam & note → Sign-off. The document stays on screen while you talk; Start exam, the microphone and the note status sit in a compact bar; the differential opens beside the note. Opening the note no longer stops capture. The chart rail is always editable.
Shipped , 2026 · read the entriesThe check-in page is a sticky identity band over two columns: work cards that collapse once satisfied, and a Readiness rail computed from the chart the moment the page opens — coverage, eligibility, consents, copay, phone and pharmacy. Confirm is never hard-blocked; with items still open it asks once and the desk decides.
Shipped , 2026 · read the entriesThe month grid no longer stacks on top of the slots. A compact clinic calendar sits on the left — capacity bars, a red dot for a real double-booking, today’s number in accent — and the selected day is a time-rail on the right. “DOUBLE BOOKED” now means the same provider twice. Next opening jumps to the first day that actually has a slot.
Shipped , 2026 · read the entriesEvery order and prescription is checked against the patient’s coverage. When an authorization is required, the packet is assembled from the chart. A person records the filing. An X12 278 is not transmitted to a payer. Reports → Prior auth is a tracker — Needs office, With payer, Approved, Denied, Expiring — with letters, appeals, pharmacy hand-off and patient texts. Self-pay charts stay off the list. The AI biller drafts from the queue, and there is an Ask the AI biller line on the page.
Shipped – , 2026 · read the entriesA claim ledger records every move with who, why and how much. The AI biller works open items on its own — statements, secondaries, resubmissions — and writes up a request for a second opinion when the call is judgment-shaped. Open a claim and the 837 reads as a claim form, with the raw X12 one click away.
Shipped – , 2026 · read the entriesNewest first. Dates are the day a change reached app.chartvoyant.com. Entries marked Website are changes to chartvoyant.com itself; everything else is the EMR.
Highlight a passage in the note and press Tighten, Expand, Add pertinent negatives, Past tense, or a short instruction of your own. A slow answer was coming back as “The edit could not be generated just now.” The edit now has time to finish. If it still does not answer, the note says the AI did not answer in time and that nothing was changed.
On the public demo, Admin → Moving from another EMR is turned off with the other admin controls. You can see the row. You cannot upload or import a file.
On the patient portal, “Text me appointment reminders” is optional and starts unticked. The line beside it says the texts are appointment reminders and visit updates, usually two reminders per appointment, that message and data rates may apply, and that HELP and STOP work. Consent is not required to create an account or to receive care. The terms are at chartvoyant.com/sms-terms/, and the privacy policy and terms of service say the same.
Asking the phone assistant for a person keeps the caller on the call while it rings the person on call. If someone answers, the assistant steps out and the call record says the call was transferred. If nobody answers, the assistant stays on the line and takes a message.
Opening a role on the public demo waits for that visitor's sample practice to finish setting up, then signs that role in.
chartvoyant.com/articles/ adds twelve papers: dataset shift and model monitoring, prompt injection, bias and the Section 1557 rule, disclosing AI to patients, AI-drafted replies to patient messages, HIPAA and model vendors, and ransomware; and, for the pain practice, PDMP mandates, EPCS, the 2022 CDC opioid guideline, urine drug testing, and the Medicare coverage rules for facet and epidural injections. 574 numbered references in all, each new paper checked against its sources in a second, independent pass. A search box now reaches every paragraph and every reference, with typo correction, synonyms and acronyms (PDMP finds CSMD), exact phrases in quotes, topic filters, and links that open the paper at the matching section with the words highlighted. Every paper downloads as a PDF.
The tab icon is the heartbeat by itself, in solid blue, with no square behind it. The icon of an app installed from the browser is unchanged.
Pressing the inbox queue that is already open, including All items, no longer clears the list until the next refresh.
A chart opened by someone who cannot prescribe shows a grey line, “Only prescribers can view PDMP status.” It does not look like a completed check, and it is not a red error. A real failure to load still shows the red card and Try again.
A pharmacy saved on the chart is recognized when the street is written a little differently, including a longer ZIP. New order can select that branch. Sending a prescription to the pharmacy is still not live.
Check-in, check-out and the appointment page open at the top of the page. They used to keep the day board’s scroll position and land partway down.
Admin → Moving from another EMR reads a ChartVoyant export from its patient list, or from a folder of chart files, one chart at a time. A large export no longer has to go through a command-line tool. On the public demo that screen stays locked.
The rounded tile and the cyan dot are gone. The heartbeat and the word ChartVoyant are on the website, the app, the portal, the kiosk, the Academy and the status page. Academy pictures that showed the old tile were retaken. The icon of an installed app is unchanged.
The product sign-in page shows this update log on the left and the sign-in form on the right. The demo sign-in, with its role cards, is unchanged.
Regulating AI in certified EHRs is signed Naomi Hart, M.D., a fictional clinician from the sample practice. The other papers are unchanged.
Corrections in this week are marked in the list below. Older weeks keep their original wording, with a note where that wording is no longer current.
The extra line under Inbox is gone. Its title and small workspace label share a shorter header, so the queue and selected task appear higher on the page. A light blue surface sets the queue sidebar apart from the task area.
The red Inbox badge counts your unread active tasks. Open one and its notification clears, remembered across reloads and devices. The task stays active for work. Reassigned or reopened tasks notify again; opening a colleague’s item leaves their notifications alone. The queue heading, search and filters now take less room, with controls that wrap on smaller screens and more space for each task.
The limit on name and date-of-birth lookups is now counted for each paired tablet, and for each phone’s network on the waiting-room QR code, instead of once for the whole practice. Someone retrying on the QR code no longer stops every tablet in the building from checking patients in.
Each signed-in user and API key can now make 150 requests a second and 3,600 a minute, up from 50 and 1,200; a practice as a whole, 400 a second and 12,000 a minute. Reopening a visit straight away no longer meets a too-many-requests error. The Developers and FHIR pages list the limits and how to ask for a higher one.
A scheduled visit now opens with the chart’s allergies, medications, problems and coverage in the banner, the intake checklist and the order safety checks. It used to open with a blank placeholder. A result that arrives after you open the next patient stays with the visit it belongs to.
A pain score such as “seven out of ten” no longer reads as a refill request. Only the problems discussed in the visit count toward the suggested E/M level. A signed visit reopens as signed, shows what it billed, and lists the orders saved with the signature.
Collecting a self-pay visit’s Due today by cash, card on file, a typed card or the terminal settles the visit and applies the prompt-pay discount once. When a card charge gets no answer, the payment box says the outcome is unknown and checks again before anyone can charge a second time.
Cancel check-in frees the room and takes back an unpaid self-pay estimate. The HPI and ROS form starts blank each visit and shows the last answers as a dated reference. Kiosk and check-in times show on the practice clock.
Admin → Data → Export all EHI now accepts the second factor already on the account. An authenticator code still works. If codes arrive by text or email, Send code to that phone or inbox delivers a fresh one, and that code confirms the export.
The refreshed inbox keeps the queue beside the item, with narrower tabs, patient search and filters. The red Inbox tab badge counts unread tasks, clears each notification when you open its item, and disappears at zero. Next steps uses the request and saved outcomes to guide the work. Click a step to open its actions; the first completed action starts In progress automatically. Quick note saves an internal update on the item. The Academy inbox lesson and related front-desk and results lessons now teach the refreshed workflow.
Quick View’s saved home address now sets the area for pharmacy, lab and imaging suggestions. Those preferences save automatically, including facility fax details. Moving into the chart finishes pending registration edits first, and a medication’s Refill opens New order with the saved pharmacy selected when its branch can be matched.
Search by pharmacy name, street, city or ZIP. Dragging, zooming or expanding the map finds more locations; clicking a pin selects its pharmacy for review. Search by patient address returns the list and map to the saved patient ZIP area. Pins use business locations, and a directory listing still needs a DoseSpot match before sending.
Chart → New order now finds common lab, imaging, referral, procedure and point-of-care requests alongside medications and diagnoses. Searches such as xray and MRI recognize common wording. Review the specific study, anatomy and contrast before placing a draft. E-prescribing transmission remains off.
A chart fax that includes a photo ID or insurance card prints the front and back together, small enough to finish on a normal fax line. The send panel says about how many pages that is and about how long the line will take. A refusal from the fax company is shown in the outbound log.
The spark beside Check in opens a summary of that appointment, the chart, and insurance — the problem list, and whether coverage is unverified. It is a draft to confirm. Conversational AI check-in remains under More actions. The waiting-room kiosk stays a form.
When a session times out and ChartVoyant returns to the sign-in page, that page says the session timed out and that you need to sign in again. Signing out yourself still opens a plain sign-in page.
The work queue’s Kiosk QR can be printed. The page is titled Self check-in QR code, and the day the code expires is in fine print at the bottom. A new code lasts 30 days.
The “in minutes” setup line is gone because we have not measured it. Status menus name the four checks the status page actually runs. Card payments at the desk are on Square Terminal, as before.
E-prescribe with EPCS gates no longer reads as if a prescription is transmitted. Production uses a synthetic prescribing adapter. Controlled-substance transmission stays off.
The features hub no longer says CSMD and EPCS sit on the path as if the script is sent.
Desk check-in says a copay can be taken on a Square Terminal.
Billing says front-desk payments run on Square Terminal.
Prior auth no longer says the AI biller sends requests to a payer. Electronic 278 submission stays synthetic. The big-update card on this page says the same.
The portal page no longer says old /patientportal links are an HTTP 301. A normal browser is sent onward by the move page, and the query string is kept.
“The claim should already exist” no longer says the clearinghouse gate is still closed. Production eligibility and 837P claims are configured for Stedi. We still do not quote a clean-claim rate.
The public question box no longer says pricing is unpublished, and it no longer says the Academy can be read without signing in. Pricing stays on /pricing/. Front-desk card payments are taken on Square Terminal.
Added /developers/fhir/, /developers/ehi-export/, /calender/, /status/, /fax-report.html, and /insights/where-healthcare-ai-actually-works.html. /articles/ was already listed. /articles/index returns 404.
Notes were added, without rewriting the original sentences, where the patient API, SMART, Academy guest access, the AI-tab price, the status monitors, or the portal host had moved on.
Chart → New order is the catalog and the medication review. Production does not transmit a prescription to a pharmacy.
chartvoyant.com/calender/ followed by a six-digit id is a practice’s public booking page.
The inbox All items view summarizes the open work and suggests a top priority. Other inbox tabs do not show that summary.
chartvoyant.com/features/ is a hub and twelve pages: the visit, the day, after the room, and around the chart. Screenshots are the synthetic demo.
Support lists support@chartvoyant.com next to info@. Both land in one inbox. The phone line is still (855) 686-9268.
A search bar at the top of Admin filters the page to the settings that match — phone, email, users, fax, PDMP, and the rest. Pick a result to jump to that card.
Admin → Phone assistant and Admin → Email keep a short list of calls and messages that went out. See more, with an arrow, opens the rest so the page is not a wall of old activity.
Each office connects its own PDMP credentials in Admin. Tennessee offices query CSMD (required at treatment start, before each new controlled-substance script for 90 days, then every six months). Georgia is next on the same card. Production still needs the office’s Bamboo agreement before a live query runs.
Outgoing faxes now use that office’s fax identity — the number on the cover sheet is the number the carrier dials from. A missing or disconnected line blocks the send instead of falling back to a shared account number. Offices → Fax in the platform console is where the line is assigned.
In-visit drafting had been running at full reasoning, so a chief complaint could take forty seconds and then time out. The note and the AI tab now use the fast setting the budgets were sized for. Sign-off is never held while a pass is still running.
Admin → Booking rules “Show weekends” used to paint Saturday and Sunday on every ChartVoyant opened in that browser. It now lives on this practice’s booking rules, default off, and the schedule, the phone assistant and the in-EMR assistant all read the same flag.
Privacy no longer says real patient data is “not yet accepted.” Production runs under the AWS BAA; every PHI-capable vendor is under a BAA; the demo stays synthetic-only. Effective 20 September 2026.
Privacy, Terms and Security no longer carry “interim” or “not yet reviewed by counsel.” Terms still make no promise of availability. Effective dates on all three are 20 September 2026.
chartvoyant.com now opens as an EMR for independent pain clinics. The pain page names PDMP, procedures, prior auth and billing in the hero; the nav labels are Pain clinics and Documentation.
From the AI tab you can place, cancel, re-address and re-send an order, pick an in-network facility, fax a records packet, and list what already went out. Signing an order still takes a person. Dates of birth on every outbound fax print as MM/DD/YYYY.
Admin → Import now reads an athena “print chart” PDF as a patient — identity header, sectioned lists, per-visit notes — and attaches the file to the chart it produced. Choose files actually uploads (it previously cleared the selection before reading it). A bundle that finds zero patients shows a red banner instead of letting you commit an empty import.
Its hourly pass now pre-fills PA forms, sends clinician-reviewed requests, and drafts appeals and renewals. Calls and filings stay human. Billing and the Prior auth tracker both have an “Ask the AI biller” line for a free-text request. Admin → Billing → AI biller has the switch.
Front-desk and other non-clinician logins no longer see Sign & finalize. Cancelling or marking a visit no-show now opens a required-reason dialog; the API rejects either status without one.
Sign & finalize stays enabled while a pass is still running — “Sign now to file the note exactly as it reads, or give it a moment.” Quick View auto-saves a little over a second after typing settles.
A switch next to Call on a patient’s sheet prefixes *67 so the office number does not show on their phone. Off by default.
Closing “Order follow-up: Lipid panel” no longer reopens on the next scan. On the portal, Join waitlist persists across navigation and shows Leave waitlist; repeating join/leave does not stack Open requests.
Reports → Prior auth is one screen for every authorization — medications and procedures: Needs office, With payer, Approved, Denied, Expiring, with letters, appeals, pharmacy hand-off and patient texts. Self-pay charts stay off the list; a chart with no verified insurance is on it, marked. Status texts are on by default in Admin → Reminders.
Each office files its own 270/271, 837 and 835 enrollments under its TIN and group NPI, from a card after Payers. A claim for a payer that is not enrolled holds with a reason instead of failing at the clearinghouse.
Ask it for a patient’s coverages, claims, remittances, statements, prior auths and work items. It can check claim status, add a note, resubmit, send a statement, or hand the item to the AI biller — still under the same confirmation rules as the Billing tab.
On a phone, portal.chartvoyant.com is a navy header and a glass dock at the bottom — Visits, Messages, Records, Billing, Account. An old Home Screen icon from login.chartvoyant.com/patientportal now shows how to add the new address instead of a grey “out of scope” bar.
The staff app on a phone is a sliding glass dock and a navy glass header. The empty Patients page lists recent charts; opening one is a sheet, and the keyboard no longer zooms the page.
chartvoyant.com/articles/ is nine long-form papers on AI in the EHR — write-path architecture, approval gates, tamper-evident records, ambient documentation evidence, evaluating clinical language models, human oversight, revenue-cycle automation, and regulating AI in certified EHRs — 245 numbered references, every number traced.
Legal pages, e-sign instruments and the Academy now name Geach Technologies, LLC. It was Geach Medical, PLLC.
Account shows the SMART apps a patient has allowed to read their chart, when each connected, and Disconnect. If the practice does not offer the app API, the card is simply absent.
Admin → Locations (and Admin → Providers) sets which clinicians work at which site. The schedule’s location filter, the month scheduler, the worklist, the waitlist and inbox booking only list those providers. A new provider or a new site starts assigned everywhere, so today’s roster does not vanish until someone unchecks it.
Opening a case no longer replaces the list. The queue stays on the left; the patient’s action note is a square button beside their name; ✦ AI can work this item — book, message, log a call — without opening clinical documents.
Signing the visit now commits the note and the non-medication orders together, and each order keeps a timeline — destination, coordinator, deadline, requisition, result, patient communication. Missing results surface without waiting on an inbound fax. Historical orders pick up tracking without being re-sent.
Identify is MM / DD / YYYY number boxes. Intake, under Coverage, lists the same named screenings as Add screening; checked tests are due at the patient’s next kiosk check-in even inside the usual six-month window. A visit that has been roomed drops off the Scheduling self-check-in list.
The countdown reached 0:00 on a live chart and then did nothing a clinician could see. At zero it now stays up as “Signing you out,” revokes the session, and sends the tab to login.chartvoyant.com. Moving the mouse over the overlay no longer resets the clock.
Two links — “something is broken” and “this could be better” — open a ticket in the same support queue. The register is how a complaint about the software is received, tracked and resolved, without asking anyone to classify their own irritation as a complaint first.
From the case on the left rail: prepare a fax of a signed note or an uploaded document, read the patient’s billing summary and claim ledger, and open the order or prescription already on the chart. Sending a fax never closes the case.
chartvoyant.com/fhir/ is the business and technical documentation for the patient API — service base, SMART launch, scopes, Bulk Data. /pricing/ is the cost disclosure: $349/provider/month, the $100 AI tab, implementation, and that certified capabilities are not charged for. The API itself stays off in production until the security review lands.
Admin → EHI export downloads every table in the designated record set as a ZIP (manifest, README, NDJSON), one patient or the whole office, behind a typed confirmation. It is admin-only and audited. A patient’s own export includes the patient row. ChartVoyant can also import an export it produced, as a new chart rather than a database restore. Format published at chartvoyant.com/ehi-export/.
e-sign.chartvoyant.com takes the API Use Agreement, the customer contract, the customer BAA and the vendor BAA. Prove the mailbox with a six-digit code, complete the schedule, sign; ChartVoyant countersigns in the console; both parties get the PDF.
The site-wide control now sets Reduce motion (including on Windows PCs that turn animation effects off), larger contrast, underlines, spacing, Epilepsy safe (stops video, flashing and blinking) and ADHD friendly (dims every section but the one you are reading). Each switch says what it changes. The hero video and the visit demo play for reduced-motion visitors unless Epilepsy safe is on.
Booking no longer stacks a month grid on top of the slots. A compact clinic calendar sits on the left — capacity bars, a red dot for a real double-booking, today’s number in accent — and the selected day is a time-rail on the right, one column per provider. “DOUBLE BOOKED” now means the same provider twice, not two providers at 9:00. Next opening jumps to the first day that actually has a slot.
portal.chartvoyant.com/register takes a first name, last name and date of birth, finds the offices that already have that chart, and sends a code to a contact on file. One account works at every office the person is a patient of; adding another later is Account → Add another office, or scanning that office’s QR while signed in. If we cannot find you, the page says so and asks you to sign up in the office.
A secure message from the portal no longer opens a Patient case in the inbox, does not tick the inbox Total, and does not page anyone. It lives in the Chat tab, in its own section at the bottom of the rail, collapsed until you open it, with its own unread badge. Appointment requests, refill requests and visit feedback stay cases — those need an outcome.
Checking in a self-pay patient puts today’s visit charge on the account from the appointment type. Checkout adds what was actually done in the office — a urine drug screen, for instance — and skips anything sent out to a lab or imaging centre. Paying that day takes the prompt-pay discount off; paying later owes the full fee-schedule amount. Signing reconciles the estimate to the attested codes, and a correctly billed self-pay sign-off now reads as finished instead of “retry billing”.
Signing a visit now attests that an after-visit summary will be written from the signed note and released to the patient portal. Referral letters and work or school notes stay something you send on purpose.
The check-in page is a sticky identity band over two columns: work cards that collapse once satisfied, and a Readiness rail computed from the chart the moment the page opens — coverage, eligibility, consents, copay, phone and pharmacy — each row jumping to its card. Confirm is never hard-blocked; with items still open it asks once and the desk decides.
The spark on a booked row opens a two-pane assistant: a greeting from the chart, talk or type, a live capture rail, and Confirm still the write. Identity is not re-asked — staff already picked the row. The waiting-room kiosk stays a form.
A session still ends at twelve hours. A banner now appears at 30 minutes and at 15 minutes, and a countdown for the last two. Unsigned notes flush before the deadline, so the server’s refusal — not this machine’s clock — is what signs you out. The session token also renews as you work, so a quiet fifteen minutes no longer dumps you on Sign in.
Callers reach the voice assistant again, and the (855) 686-9268 support line is staffed. Both had been off while a vendor agreement was in process.
Choosing “Set up 2FA with text message” said the code had been sent and nothing arrived. The text now goes out over the verification line that US carriers deliver.
A holiday or a weekend the office does not work is a single “Office closed” banner at the top of the day. Booked visits still list under it. The wall of FROZEN rows on every empty quarter-hour is gone.
Exam & note no longer starts with an empty Questions tab. Four questions that split the differential are there from the first moment, and the list never drops under three as the visit answers them.
Accept on a ranked differential now pins the ICD-10 to the visit and attests the matching coding row — the same click that enters an order. Unchecking the row at sign-off still wins.
On Exam & note, ending the visit (handoff to checkout) and continuing to Sign-off are buttons on the same compact bar as Start exam and the microphone — not a hunt at the bottom of the page.
Live capture was biasing so hard toward the patient’s medication list that ordinary speech came out as “Cymbalta hydrocodone hydrocodone.” The prior is now a light hint, not a rewrite of what was said.
Thirteen lessons rewritten against the day board, the unified Exam & note workspace, and the redesigned desk check-in, at training.chartvoyant.com.
chartvoyant.com now opens on a silent live-action loop of a clinic day — not an AI-generated scene — with the headline and the See-it-live button stacked over it. The navigation is a glass bar, and the mega-menu tiles are photographs.
Blocking a slot for one provider on the month scheduler now paints FROZEN on the day board. If another provider is still free at that time the row stays open for them.
Patients sign in at portal.chartvoyant.com, not login.chartvoyant.com/patientportal. Old invitation links and printed QR codes still work — they redirect, keeping the enroll token. The demo and training hosts keep the path.
The room chip on the visit is a control, not a label. Move someone from Room 1 to x-ray from the visit strip, from intake, from check-in, or from the schedule’s Provider / room column. A finished visit stays read-only because that room is already free.
Walking away mid-visit, refreshing, or opening the same encounter on another computer brings back the intake, the exam card and the procedure record as they were — not a blank page with the procedure text only at sign-off.
The encounter’s Patient intake answers card now shows what the patient typed at the kiosk for this visit — phone, email, insurance, member ID, pharmacy, reason for visit — in the wording they were asked, even after the front desk has dismissed the daily self-check-in row.
An ICD-10 pinned on the visit, or picked at sign-off from the problem list, arrives already attested. Engine suggestions still start unchecked. Unchecking still wins.
Production requires on-device speech so consultation audio never leaves the computer. Chrome had renamed the probe, so the exam banner treated a current browser as having no on-device support and disabled the microphone. Capture is on again.
The public error-codes page names the codes a screen might show, in plain English, with what to do about each one.
Every chartvoyant.com page now carries the same four-column footer as the homepage — Product, Resources, Support, Legal — instead of a short strip.
Unknown paths on chartvoyant.com return a real not-found page instead of the homepage. Search engines were treating those as “soft 404s.”
A valid authenticator code could still land you on the sign-in card, especially in the installed app. The session now rides across the login-to-EMR hop.
Previous / next week live on the day strip itself. The date heading is just the date.
The visit is now Intake → Exam & note → Sign-off. The document stays on screen while you talk; Start exam, the microphone and the note status sit in a compact bar; the differential opens beside the note. Opening the note no longer stops capture. The chart rail is always editable — there is no Edit chart button. Empty Assessment/Plan no longer blocks signing.
The schedule is a two-column board and work queue: comfortable rows, patient photos, week navigation, combined provider and location filters, and a Jump to now that lands on the practice’s clock. Completed visits stay visible. Density controls and the summary totals are gone.
Each appointment shows ELIGIBLE · the payer, SELF-PAY, or an amber/red reason — no coverage, no member ID, inactive, unverified. Clicking a chip re-runs the check for that patient. Re-check eligibility (N) in the toolbar sweeps the unverified and ineligible for the whole day, and hides itself when the day is clean.
Staff can file a recall — when to reach the patient and for what — and work the due list. Patients can ask to join the waitlist from the portal, and a completed visit can take private feedback. Cancelled future visits no longer appear as upcoming on the portal.
Opening a ticket at chartvoyant.com/support/ now returns a number like 216456. Check a ticket with that number plus the email on the ticket. Staff still search SUP-n; typing the six digits in the support console finds the same case.
status.chartvoyant.com can look up an office by Practice ID, so a caller who is not sure whether “ChartVoyant is down” means their office can check.
Account settings now shows the practice’s ID, so you can read it to support without hunting for a welcome email.
A site-wide control on chartvoyant.com sets the text size for the whole marketing site.
The Messages card on Scheduling now says that an incoming fax is read, classified and matched to a chart — not only that a message arrived.
The New appointment button stayed enabled on a holiday or a weekend, and it now actually books — useful when someone has to come in on a day the office is otherwise closed.
Installing from the website or the sign-in screen now names the app ChartVoyant, not a leftover label.
A visit that is still booked is not marked no-show — and does not appear on the tracker — until 30 minutes after its start time, and only if the patient has not checked in. Staff can still pick No-show from the visit’s ⋯ menu at any moment. The rail shows two patients, then See more.
Quick View has AI: read cards & check eligibility. It reads the photographed insurance card on the chart, pulls the payer, member ID and group, matches the practice’s payer directory so the coverage carries a clearinghouse ID, writes the primary coverage, and runs the same eligibility check the button always ran. A payer that is not in the directory is never sent to the wire.
Patients can photograph a payment card at the waiting-room kiosk, the in-office self check-in tablet, or the portal Billing tab. The image is read on the device — never uploaded, never sent to a model — and pre-fills the card form; the security code and billing address are still typed by hand, and only the processor’s token is kept.
The sticky note on a patient’s banner now shows as a yellow strip on check-in and check-out too, so the front desk sees “collect the old balance” or “needs a new card” at the moment it matters.
An eligibility check that comes back anything other than “eligible” now explains itself in the payer’s own words, translated: member not found, plan mismatch, coverage inactive, provider not recognized — each with the one thing to do about it, and whether re-running the check unchanged can ever work. No more phoning the payer to learn what they already told us.
Every order and prescription now asks whether the payer needs an authorization. If one is required and the coverage and a diagnosis are on file, the packet is assembled from the chart and sent; if something is missing, a draft waits. The Prior auth page under Reports live-tracks what the AI did, the payer’s status and the certification number.
Check-in and check-out have a Print billing summary button: one page explaining today’s copay, the remaining share after insurance on earlier visits, and what is still pending with the payer. It is a handout, not a receipt — printing it collects nothing.
The Scheduling rail lists the day’s no-shows with the practice’s missed-visit fee. Marking a visit no-show — by hand, or automatically after a grace period you set — emails the patient an invoice and a “we missed you” message, texts them, or calls them, at courteous hours. Reports → Practice ops totals what was invoiced, collected, waived and outstanding.
Appointment reminders by email and text now state the patient’s open balance — dollars only, never a diagnosis — so nobody is surprised at the window.
Messaging is no longer a page that takes over the screen. The Chat tab drops a panel over the module you are in; the page beneath keeps scrolling and clicking, the unread badge clears the moment a thread is read, and the open conversation is remembered.
The day schedule prints the full procedure name the desk typed, not the generic word “Procedure”. Appointment types can now tick Pill count and UDS, so an “MA visit” or a “Pill count” opens those sections on the note without a hunt.
The chart and encounter no longer scroll horizontally on a narrow window to reach the Build button.
chartvoyant.com can answer questions about ChartVoyant — only ChartVoyant — from a box on the homepage. The navigation is now two tiers with hover menus for Platform, Solutions, Resources and Support, and the navy bar returns on a scroll up.
A coverage-rule corpus (Palmetto GBA JJ starter rules land unapproved for Admin to review), authorization requirements resolved per order, a visit gate on pre-chart, exam and sign-off with an override, and a Reports → Prior auth workspace to record a portal, fax or phone certification or draft a 278. Claim blockers name the screen that clears them. Nothing here decides coverage — it documents the requirement and who satisfied it.
Open billing work items are now worked on their own: submit the secondary, resubmit a claim the payer says is not on file, attach an authorization and resend, send a statement on the 28-day cycle, close a duplicate of a paid claim. Anything judgment-shaped — appeals, coding questions, collections, takebacks, large amounts, low confidence — is written up as a request for a second opinion for a person to accept or decline. Every action is on the claim ledger under the AI’s name.
Start, Resolve and Escalate open something to work in, not just a status change: the claim’s ledger on the tool the item calls for, or the patient’s account with balances, statements and Collect a payment. The patient Billing tab is clickable end to end. Resolving asks for an outcome and a note; escalating asks why.
View claim form shows the billing provider, payer, insured and patient, the claim details, diagnoses with the decimal restored, every service line with its charge and modifiers, and on a secondary what the prior payer paid and adjusted, each reason spelled out. The raw X12 is one click away for whoever needs it.
Name, number, expiration, security code and billing address, stored once with the processor and charged later. The card stays alive between visits instead of expiring with the session.
An ✦ AI button next to New walks the open items in the inbox you are viewing and does the operational work it can — books a slot, messages a patient, closes a finished request — and leaves a note on anything it cannot finish. It names whose inbox it is working and keeps going after you leave the tab. Clinical Documents are never opened, and labs, imaging, orders and prescriptions stay for a clinician.
An assistant answers around the clock — a password reset, a 2FA reset (only after a one-time code to the email on file is read back), “is ChartVoyant down?”, and it pages a person on any outage. During support hours it transfers to a human. There is a faint Need Support? link in Settings, and a public support page with a ticket form.
A practice can connect the number it already publishes to the phone assistant, or rent a new one in a press. Transfers to a person go through a conference so the caller is never dropped.
A Settings button in the navy bar lets staff change their own display name, work email, mobile, photo and password, and enrol or reset 2FA — no administrator needed. The Set up 2FA tab on the Scheduling page disappears once you have enrolled.
The day grid shows OPEN slots at :00, :15, :30 and :45, matching how the month scheduler has booked for weeks. Kiosk self check-ins moved onto the left rail under the Checkout queue; both collapse to four rows on a busy morning.
Each page of an outbound fax carries the transmission ID, the report address and the phone number in the bottom margin — not just the cover sheet, which receiving offices bin. Someone who receives a fax in error has chartvoyant.com/NotMyFax, and a phoned-in report has a place to land.
The installed ChartVoyant app no longer shows a grey “out of scope” bar after sign-in.
Automated backups of the production database run four times a day instead of once, with on-demand copies before risky changes.
Every claim has an append-only ledger — each lifecycle move, transmission, acknowledgement, remittance posting, adjustment, appeal and follow-up is a row with who, why and how much. Secondary and tertiary claims go out after the primary pays. A scrubber checks the claim before it leaves, denials arrive with the reason codes explained, a follow-up queue flags timely-filing risk and no-response claims, and A/R aging and KPI reports read the whole open set.
⌘K opens Find from the chart or the encounter. Typing htn finds hypertension, percocet finds oxycodone, and a one-letter typo still matches. Results rank by best match with the matched words highlighted, recents are remembered, and the rail shows live counts — red on an active allergy or an abnormal result.
Medications, problems, allergies, orders and visits lead with what is active and shelve the rest. Clicking a problem, order, result or note opens a working view — facts, who did what, the next action — not a static card. One grid records a vital set with live high/low flags and BMI; a 12-strip UDS panel marks unexpected negatives against the med list; orders pick a diagnosis from the problem list; a sig is built rather than typed. A + Patient case button in the chart header opens a full case intake.
Opening a procedure visit fills side, levels, diagnosis and injectate from the order that was already written, so nobody re-types the plan while the patient is on the table. Lot, manufacturer and expiration come off a saved vial. The procedure picker searches the templates and codes this practice actually uses — TFESI, MBB, RFA and the J-codes for the injectates — with the practice’s own wording first.
A SMART authorization server with real patient consent, OIDC discovery, scope narrowing and a Group $export — the ONC (g)(10) test groups pass — sits behind a default-off flag for practices that turn it on. Machine credentials for outside systems come from the Developers program.
Signed in or not, chartvoyant.com is the website. The EMR itself moved to app.chartvoyant.com, so reading the site while logged in no longer bounces you into the chart. Sign-in is still login.chartvoyant.com; printed QR codes, emailed invites, the patient portal, the kiosk and the developer API base are unchanged.
Machine credentials can be issued for an outside system, tried against the live API from a tester in the console, and audited key by key — every call, what it read, and when. Each key is filed against a signed API Use Agreement.
Seventeen lessons and every screenshot re-taken against late-August ChartVoyant at training.chartvoyant.com.
Everything the phone assistant did is one ☎ Phone System tab: messages patients left, visits it moved or cancelled, and every call with its transcript. It never hangs up on anyone — a caller it cannot help is handed to a person. The schedule page is a schedule again.
A holiday, or a weekend the office does not work, reads Frozen — Office closed on the day view instead of offering empty OPEN slots you could click to book.
Past a short height the rest of a Quick View card folds behind a faint “Show more”, so a long phone-message list cannot stretch Insurance, Appointments and Contact into empty boxes.
The home-screen icon opens the portal, not the website; the header no longer hides under the status bar; the install instructions fit on the phone; and the app is named ChartVoyant, not MyChart.
The Set up 2FA tab offers a six-digit code by text alongside authenticator and email. The code arrives as a ChartVoyant text, and the same one at every later sign-in.
A fax that lands in the Inbox is classified, matched to a chart and coded instead of sitting unread. Nothing is asserted until someone confirms it in the review queue. (Until this week no incoming fax had actually been read; the reader crashed on every one of them. That is fixed.)
Time off can repeat weekly, every two weeks, every three or four weeks, or yearly, so the same Friday afternoon does not have to be blocked by hand each time.
“Simulate inbound fax” and “Simulate 20 patients” were leftovers from before the product was live. They are gone everywhere except the guided demo. E-prescribing is the one remaining simulated surface, and it says so.
The practice has a fax number. Outbound faxes go out on a real line, what you send can come back into the Fax Inbox, and a referral package and an imaging requisition travel the same rail — the loop test came back and landed in the Inbox.
Install the staff console from the sign-in screen so it opens in its own window, with the patient portal and the waiting-room kiosk each installable on their own. Nothing from a chart is stored on the device.
The Clinician Console worklist has a Download spreadsheet link: the day on screen, plus the year’s CPT, diagnoses, procedures, medications and patients seen, as an Excel workbook.
For part of the afternoon of Aug 25, opening some patients failed because reads were being served from a database replica that cannot record the audit entry an audited read requires. Reads that must be audited now go to the primary. No data was lost.
Signing an imaging or lab order routes to a facility this office uses that takes the patient’s plan. In-network results sort first, and a visit with no preferred destination still faxes a requisition to the nearest one with a fax number.
Callers reach a voice assistant that can confirm, cancel or move an existing visit, take a message, and look up a chart after name and date of birth. It never books a new visit, and it never answers a clinical question — those go to a person.
Appointment reminders text as well as email. Patients reply C to confirm, R to ask for a reschedule, or STOP to opt out. Confirmed and reschedule-requested visits carry a chip on the day, and texts that need a callback sit in the Inbox. Simultaneous lead times collapse to one message.
End visit hands the patient to checkout without waiting on a signature. Sign-off hard-locks the visit. You can finish the note after they have left, and a signed visit cannot be edited without an administrator.
Preferred imaging center and lab live on the chart next to the pharmacy. Signing an imaging or lab order faxes a requisition — study, indication, insurance, report-back number — to that destination. The refer-out package rides the same real fax rail. If there is no fax on file, nothing dials and a case waits in the inbox.
Draft coding at sign-off leads with the patient’s active problems. Picking one pins it to the visit, and each attested ICD-10 lands on the problem list and in a Diagnoses block on the signed note, ready for next time.
The day view draws its grid from the hours saved in Admin → Scheduling, so a visit booked outside 8–5 is on the page instead of falling off the bottom.
The month grid, reminders, the audit lock and the background worker were tuned for several offices running on the same day. AI usage now counts the model’s reasoning tokens, so the budget ring tells the truth.
A failed claim submission is shown as failed, not as a green billed visit; checkout sees this afternoon’s visits; a charge can no longer be inserted twice by a double click. The ICD picked at sign-off is for the claim — the diagnosis itself belongs on the record.
Insurance at check-in is a searchable directory of this practice’s payers, not a free-text box. The clearinghouse identifier rides with the coverage, which is what eligibility and the claim both need.
Checking eligibility runs a real 270/271, and signing a visit submits a real 837P through the clearinghouse. A failed claim is a retry, not a green billed visit, and checkout no longer waits on the signature.
The Clinician Console worklist has the same Previous · Today · Next controls as the schedule. Yesterday’s unsigned notes and tomorrow’s list no longer require leaving for the Scheduling tab.
The email agreements are signed, so appointment reminders, portal invitations and result notices really send. The Admin → Scheduling reminders card’s email channel is wired: turn it on, and booked visits mail the patient at the lead times you set, once per moment, in courteous hours.
Patients waiting for an earlier slot, or still needing a first booking, live on a Waitlist next to the directory. Booking them — from the month calendar, an inbox step, or the AI — takes them off the list in the same motion.
The kiosk no longer talks. Identify, one form, paperwork, health questions, done. Self-pay is a checkbox, unsigned consents are collected from every patient who has none on file, and the signature pad works with a finger. Evening kiosk check-ins reach the Scheduling queue again.
The green Rewrite button is gone from the note — highlight and edit, or pick Rewrite from the menu if you need the whole note redone. The office-visit E/M row arrives already attested, so a plain follow-up signs with no coding click.
Leaving the exam for the note is instant. The note writes itself into the open page in about fifteen seconds, in clinical language, with the exam card and the orders you entered included. A spoken order is accepted with one click, and nothing rewrites the note on arrival.
status.chartvoyant.com shows live uptime for every surface — the EMR, the portal, the kiosk, the API and the website.
Email joins the authenticator app as a second factor, and the authenticator entry is labelled ChartVoyant with your username rather than a bare code.
Training at training.chartvoyant.com now has accounts, so completed HIPAA lessons are recorded with a date against a name — the evidence a compliance review asks for. Continue as guest still works.
The ✦ AI tab — the conversational assistant over the whole EMR — is a $100/month add-on per office. Each office has a weekly spending cap, and a small ring next to the Live AI chip shows how much of the week’s budget is used.
Any AI action that would write to a chart, send a message or place an order stops for a confirmation first. The chart summary is generated when you ask for it rather than on every open, and scanned PDFs are read page by page.
The default model moved up a generation. Short passes — classifying a fax, a quick rewrite — still use the fast one; note drafting, visit documents and the assistant use the quality one.
A portal invitation is a single-use link that carries nothing about the patient in the address, so a forwarded or logged URL reveals nothing.
Finishing the HIPAA track in the Academy writes a dated completion to the EMR for that staff member — the §164.308(a)(5) evidence, kept where an auditor will look for it.
The encounter note is no longer a stack of section cards with an edit mode to turn on. It is one document: click anywhere and start typing, exactly where you clicked. The AI still drafts it from the visit and every AI sentence still traces back to what was said — and the visit panel slides out of the way, so the note has the whole screen until you ask for the rest.
The availability badges, the source column and the clearinghouse panel are gone from Sign-off, and nothing on the page is amber any more. What is left is what you can act on: the codes and fees you attest to, the prior-authorization line, and the attestation you sign.
Visit diagnoses moved out of the exam and into the visit panel beside it, and the physical exam is one link until you open it. Intake is two cards shorter — Vaccines & histories and Data reconciliation asked you to re-do what the chart already shows — and the pill count sits behind a “Counting pills this visit?” link.
Cancelling takes the visit off the day instead of leaving a struck-through row in the way of the visits you still have.
The rail beside an open encounter is the chart’s own rail — allergies, medications, problems and results as they actually are, with nothing drawn where there is nothing to show.
The five confirmation boxes at Sign-off are gone. The same five statements are printed immediately above the button, and signing applies them — one deliberate act instead of five ticks and then a signature.
The inbox’s Clinical Documents tab is a signature queue: draft notes, unsigned orders — including the ones a medical assistant placed for you — and faxed forms asking for a signature, all in one list and signed from there.
A visit booked as a procedure opens on the procedure note, with a link to switch to the encounter note. Both belong to the same visit, and an AI draft only ever writes the one you have open. Fluoroscopy images and a short note can be attached to the procedure behind one small link.
The pre-procedure safety check, the procedure record and the relief timeline appear only when the visit is booked as a procedure — a follow-up is no longer asked what gauge needle you used. Mark which appointment types count as procedures in Settings; “Doing a procedure this visit?” brings all three back in one click.
Pharmacies come from the national CMS registry instead of a short built-in list, ranked from the patient’s own address, so the one you want is usually the first one offered.
Double-click the Clinician Console tab during a visit to go back to the day’s worklist. The encounter is parked, not discarded, and one click puts you back exactly where you were.
The Integrations & vendors screen is gone. Whether the practice can email patients or charge a card no longer depends on a row an administrator ticked — ChartVoyant holds those agreements centrally.
An interventional procedure is recorded field by field — level, side, guidance, injectate, fluoroscopy time, lot and expiration — and the narrative writes itself from what you entered. Codes are suggested from your own template settings for you to confirm before billing, and free text is still one click away.
Anticoagulants, allergies, active infection, pregnancy status and the time-out live on their own card, filled before the procedure and kept on the chart even if the procedure is cancelled. “Unknown” is a hold, not a pass; a clinician can proceed anyway by typing why, stored under their name.
A relief timeline records what each procedure gave the patient — how much relief, for how long, what they could do again — and turns it into the medical-necessity paragraph a prior authorization asks for. Paste an old procedure log and have the history read out of it, marked as imported until someone confirms it.
The exam starts from a regional template with the normal finding already written in, so you edit rather than type. Copy the previous exam forward — labelled with who wrote it and when — and save your own wording as a personal finding without asking an administrator.
An AI feature that fails for a configuration reason returns a sentence naming what needs fixing, instead of the same unhelpful error every other failure produced.
Fax destinations come from a directory the practice builds as it works. Each entry shows where its number came from and whether faxes to it have actually been delivered, so you are choosing an office rather than checking a string of digits. Look a provider up in the national CMS registry, and confirming a number while you send saves it for next time. A fax awaiting confirmation can be re-addressed in place.
A Note step builds the encounter note out of the visit — intake, transcript, exam, orders — as editable blocks that stream in section by section. The AI drafts and you sign; it never signs anything itself.
Sentences the AI wrote carry their evidence. Click one and the transcript jumps to the moment it came from, so you can check a statement in the note without re-reading the visit.
Select any text in the note and tell the AI what to do with it — tighten it, expand it, restate it — then accept or undo the result. Anything you typed yourself is marked as yours, and no AI pass will rewrite it.
ChartVoyant reads the notes you sign and drafts new ones in your own phrasing and structure. “How the AI writes for you” shows what it has picked up, and you can change or clear it.
After sign-off, generate the after-visit summary in the patient’s own language, a referral letter, and a work or school note — each editable, and each releasable to the patient portal.
An administrator can drop the old EMR’s export — a ZIP, a spreadsheet, a records bundle — into Admin and see exactly what was found before anything is imported: patients, documents, medications, problems and results, with honest counts and a plain list of what could not be read.
Outbound faxes go out over a real fax line, with a cover sheet carrying the practice letterhead and a confidentiality notice. Fax a records packet, forward a document from the inbox, or upload and send a PDF — and every fax shows what actually happened, including the page count and the reason a failed one failed.
Faxes addressed to a number read off an incoming page appear under “Awaiting your confirmation” so someone can check the number before anything is dialed.
Store a patient’s card once and charge it later without asking for the number again. Charges are always started by staff, and a patient can opt out of having their card charged at all.
ChartVoyant supplies the model behind every AI feature, so a practice no longer brings or pays for its own provider key.
Medications, problems, results and documents open in a panel docked beside the chart — and inside an encounter — so you can read one while you work in the other.
Release a result to the patient from the inbox or from the chart, or hold it until you have spoken to them. Admin can require that every result be released deliberately.
Billing, the RCM worklist and operations reports share one Reports tab. The Training tab retires itself once you have finished the curriculum.
Primary, secondary and tertiary coverage each have their own place at check-in, with the Medicare Secondary Payer questions asked when they apply.
The day shows whether someone is arrived, in a room, with the provider or checked out, and which room they are in — and a check-in made by mistake can be undone.
Pick the reason for a visit from the patient’s own problem list, keep emergency contacts and portal access together, and hand out a self check-in link or QR code before the visit.
Allergies, medications, immunizations, and family and social history from intake arrive as proposals you accept or discard, rather than quietly overwriting the chart.
The diagnoses you pin during the visit carry into coding, so the suggested level is built from what you actually treated.
A consent signature no longer disappears if a finger leaves the pad mid-stroke, and the in-EMR self check-in can take a signature at all.
The exam step records from the live microphone. The simulated-transcript option is gone from the real EMR; it survives only on the demo tour.
A new heartbeat mark and a cooler navy palette across the EMR, the Academy and the website.
Collect a patient payment right from the chart’s Billing tab — card, cash, or check — without leaving the chart.
The patient’s photo follows you across every chart tab, with sex shown next to age in the header.
An item that needs no work can be closed on the spot, and every inbox row can jump straight to the patient’s chart.
Work steps act instead of just telling you what to do — book the appointment, message the patient, prescribe, or place the order right there in the step.
The admin Audit trail names the actor behind every action and adds pick-list filters and date ranges, so you can answer “who touched this chart, and when”.
Instead of echoing the transcript as you talk, ChartVoyant composes the note when you ask for it — and End exam no longer clears the AI panel or your confirmed orders.
The microphone no longer restarts every second, and speech fragments are joined into whole utterances, so far fewer words go missing from the transcript. PDFs open in a real preview in Find.
Signing a note locks that visit’s intake, exam, and assessment & plan — still viewable, printable, and exportable, and unlockable by an administrator. The transcript, orders, and intake are all saved with it.
A ✦ AI tab puts a conversational assistant over the whole EMR: ask about a patient, the schedule, or the money, and have it draft chart entries, orders, and messages for you to review.
Patient portal messages surface in the Chat tab and you can reply in the same thread, with an unread badge on the Chat tab.
Each practice can supply its own AI provider key from Admin, and test it before saving. (Superseded on Aug 2: AI is now included.)
During a visit you can add your own draft order alongside the AI’s suggestions rather than working around them.
Self-pay patients are not asked for insurance or eligibility details at check-in. The visit detail shows the provider’s encounter note, and the schedule colors by appointment status by default.
Open a chart and get an AI summary right away, plus plain-language Q&A over everything in it — collapsible when you want the room back.
Write the encounter note in free text with dot-code templates, and let the AI suggest the template that fits the visit.
ChartVoyant works out your practice from your username, so signing in at login.chartvoyant.com no longer asks for a Practice ID.
ChartVoyant asks everyone to turn on two-factor authentication. Set it up from the homepage tab while you still have time; after that it lives in Account settings.
Earlier work — the first visit recorded by voice, the first AI-drafted note, the tamper-evident audit trail — predates this log. The log starts the week the product began going into offices.
The live demo runs the same build as the offices do, on synthetic patients, and resets every night. Try what changed this week yourself.