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ChartBrief

The record before the visit, as claims that each cite the row they came from.

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What it is

A pre-visit digest assembled from the patient’s own rows — active problems, allergies, current medicines, recent results carrying the interpretation the lab recorded, recent visits and notes, and anything overdue on a care plan or a recall. Every row it read is kept as a source with the excerpt it contributed, and that list is the brief on its own. The assistant then writes short claims, each naming one of those numbered sources; the number is resolved against the list the server supplied, never against an identifier the model produced. With the assistant switched off, or refused, the screen says which and shows the sources.

Who uses it: Built for: Every specialty
Reads: The longitudinal record, care-plan milestones, open recalls
Writes: Briefs, their sources and their cited claims
Never: It does not state a clinical fact without its source: a claim is a row whose foreign key points at one of the records this brief actually read, so an unlinkable claim cannot be stored at all — the ones the assistant wrote anyway are counted on screen and thrown away.
Access: Only people whose role includes it — the clinic owner decides who
Your data: Full PHI. Hosted in Boston, United States. On uninstall: Every record stays; only the workflow leaves.

How it works

Pick the patient and the windowWhose record? searches by name, MRN or phone, and How far back is 3 months, 1 year, 3 years or 10 years.
Build the briefBuild the brief reads the patient’s own rows — active problems, allergies, current medicines, recent results, recent visits and notes, overdue plan milestones and open recalls — and each becomes a numbered source carrying the excerpt it contributed.
Ask the assistant, or do notAsk the assistant to write it is a checkbox beside the button and appears only where the assistant is offered; with it off, What it read is the whole brief and the screen says the assistant was not asked.
Read each claim against its sourceEvery claim the assistant wrote is printed next to the numbered source it cites, resolved against the list the server supplied; a claim citing nothing in this brief cannot be stored and the count of the dropped ones is printed under them.
Keep the earlier briefsEarlier briefs lists every brief built for this patient with how many records it read, how many lines it produced and whether the assistant was used, refused or not asked; nothing here writes into the chart.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not state a clinical fact without its source: a claim is a row whose foreign key points at one of the records this brief actually read, so an unlinkable claim cannot be stored at all — the ones the assistant wrote anyway are counted on screen and thrown away.

It writes nothing into the chart.

AI in ChartBrief

AskQuestions about what is on screen — “What needs attention in ChartBrief today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

ChartBrief — Pre-visit Brief — Read the whole record before you walk in, with every line linked to its source — 01Pre-visit Brief — Read the whole record before you walk in, with every line linked to its sourceCaptured from the running demo clinic

01Pre-visit Brief — Read the whole record before you walk in, with every line linked to its sourceCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 5

CarePlans CaseNotes Patient Registry RecallWave RxCanvas

See the whole clinic →

Questions clinics ask

What does ChartBrief do?

The record before the visit, as claims that each cite the row they came from. A pre-visit digest assembled from the patient’s own rows — active problems, allergies, current medicines, recent results carrying the interpretation the lab recorded, recent visits and notes, and anything overdue on a care plan or a recall. Every row it read is kept as a source with the excerpt it contributed, and that list is the brief on its own. The assistant then writes short claims, each naming one of those numbered sources; the number is resolved against the list the server supplied, never against an identifier the model produced. With the assistant switched off, or refused, the screen says which and shows the sources.

What data does ChartBrief read and write?

ChartBrief reads the longitudinal record, care-plan milestones, open recalls and writes briefs, their sources and their cited claims. Its data class is Full PHI. Every app works on the same patient record — nothing is copied into a silo.

What does ChartBrief deliberately not do?

What happens to our data if we uninstall ChartBrief?

Every record stays; only the workflow leaves.

Is ChartBrief available today?

Yes — ChartBrief is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see ChartBrief running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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