Platform Overview

One Clinical Intelligence Network.

Seven connected clinical applications on one secure data layer — sharing a single patient record and one universal encounter_id from intake to recovery.

PatientTrac is not a monolith and not a bundle of disconnected tools. It is a network: each specialty application is purpose-built, yet every one reads and writes the same patient and encounter records, governed by row-level security and a tamper-evident PHI audit layer. Founded in 1998, the platform has been rebuilt cloud-native around that shared clinical spine.

Shared Record Cross-App Launch Server-Side AI RLS-Isolated Hash-Chained Audit EN/ES/FR Provider-Facing Revenue-Cycle Workflows
Built for

One platform, across every setting you run.

PatientTrac fits multi-specialty groups and single-specialty clinics alike — wherever a patient moves across schedulers, specialists, procedures, billing, and follow-up.

Multi-specialty medical groups
Ambulatory surgery centers
Behavioral & neurobehavioral health
Aesthetic & cosmetic surgery practices
Perioperative & procedural teams
Practices modernizing a legacy EMR
The Network Architecture

Six ideas hold the whole network together.

Every capability below sits on the same clinical data layer. Nothing is bolted on.

01

One secure data layer

A single clinical repository is the source of truth for every application — no duplicate charts, no re-keyed records.

  • One patient and encounter record shared across all apps
  • Row-Level Security enforced on every table
  • Organization-level multi-tenant isolation between practices
  • Tamper-evident, hash-chained PHI audit trail
02

The encounter_id key & cross-app launch

One universal encounter key lets clinicians move between specialty apps on the same visit without losing context.

  • A single encounter_id links scheduling, documentation, and billing
  • Cross-app launch carries the patient and encounter with you
  • No duplicate entry when a visit spans specialties
  • The record follows the patient from intake to recovery
03

Connected specialty apps

Each application is purpose-built for its specialty and speaks the same shared record.

  • Forge — patient management, scheduling & revenue-cycle hub
  • Profiler intake and Companion recovery bookend the visit
  • Mind, Revela, Continuum & PatientTrac Ambulatory for procedural and specialty care
  • New specialties join the network without a new database
04

Server-side AI with guardrails

AI assists the clinical and billing workflow — always for human review, never as an autonomous decision-maker.

  • Model API keys remain server-side, never in the browser
  • AI-assisted summaries, drafts, alerts, and suggestions for clinician review
  • Clinical decisions remain with licensed professionals
  • Patient-facing AI is non-diagnostic and non-prescriptive
05

Compliance & interoperability

Concrete mechanisms — not marketing labels — carry protected health information safely and portably.

  • TOTP multi-factor authentication and role-based access
  • ROI and accounting-of-disclosures workflows
  • C-CDA generation and EHI export for portability
  • Standards-based claims (X12 837P) and ERA/835 posting
06

Multilingual, multi-site, multi-specialty

The same connected experience scales across languages, locations, and disciplines.

  • End-to-end EN / ES / FR across patient- and provider-facing surfaces
  • Multiple locations under one tenant, isolated per organization
  • Specialty-aware forms without a separate system per clinic
  • License-gated scale as you add providers and sites
How it connects

The shared record is the whole point.

A patient scheduled in Forge flows into intake, the specialty encounter, the procedure record, billing, and post-visit monitoring — all bound by one encounter_id, all writing back to the same clinical spine.

Forge

Patient management, scheduling & revenue-cycle hub — the source of the encounter_id every other app consumes.

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Profiler

Intelligent patient intake — a trilingual pre-visit questionnaire that pre-fills the encounter before the patient sits down.

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Mind

Neurobehavioral health EMR — psychiatry, psychology, and neurology on one shared record, with DSM-5 reference data built in.

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Revela

Cosmetic Surgery & Beauty EMR — operative and post-op documentation, integration-ready with existing practice-management systems.

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PatientTrac Ambulatory

Ambulatory surgery center operations — real-time visibility across cases, rooms, supplies, and revenue.

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Continuum

Perioperative & procedural documentation — one record for the whole episode, pre-op to recovery, tied back to the encounter.

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Companion

Patient engagement & recovery monitoring — RTM-aligned check-ins that close the loop Profiler opens, with care-team alerts.

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AI & Compliance Trust

Assistive by design, reviewed by clinicians.

Intelligence and compliance are stated as mechanisms, not promises — what the platform actually does, and where the human stays in control.

Server-Side AI · Clinician Review

How AI works here

AI-assisted summaries, drafts, alerts, and suggestions for clinician review; API keys remain server-side; clinical decisions remain with licensed professionals.

Patient-facing AI in Companion is non-diagnostic and non-prescriptive, grounded in the care plan, routes patients to the care team, and directs emergencies to local services.

Concrete Mechanisms

How PHI is protected & moved

Row-Level Security on every table, a hash-chained PHI audit, TOTP multi-factor authentication, server-side keys, organization-level tenant isolation, ROI and accounting-of-disclosures, C-CDA generation, and EHI export.

Revenue-cycle workflows support standards-based claim generation (X12 837P), ERA/835 posting, and documentation completeness; they support billing workflows and do not guarantee reimbursement.

Why it's different

Not a suite of apps. A network.

Most vendors either force every specialty into one generic screen or sell a bundle of tools that never truly share data. PatientTrac does neither: purpose-built applications sit on a single clinical spine, bound by one encounter_id, with server-side AI and concrete compliance mechanisms woven through — multilingual, multi-site, and multi-specialty from the first record to the last. Founded in 1998, it was rebuilt cloud-native for exactly this.

See the network on your own patients.

Walk a real encounter from intake to billing across the connected apps, and see the shared record move with the patient.