Essential, Never Basic

Simple to start, powerful as you grow.

daVinci EHR’s foundational tools are built to support clinical excellence from day one.

daVinci EHR’s core features are everything a modern practice needs to run smoothly, right out of the box. Designed for speed, simplicity, and seamless care delivery, this essential package gives clinicians and staff the tools to document, communicate, and manage daily operations with ease.

A male doctor in a white coat sitting at a desk with a laptop in a medical office, with a stethoscope around his neck and arms crossed, looking at the screen.
  • Icon of a stack of papers or documents outlined in green

    Core Clinical Templates

    Streamline Documentation, Enhance Accuracy. 

    daVinci EHR’s Clinical Templates empower providers to document faster, more consistently, and with greater precision. Designed to mirror real-world workflows, these customizable templates reduce administrative burden and support best practices across specialties.

  • Healthcare clipboard with checklist and medical cross icon

    Encounter Notes

    Capture Every Detail with Ease and Accuracy. 

    daVinci EHR’s Encounter Notes feature is designed to help clinicians document patient visits quickly, comprehensively, and accurately - without interrupting the flow of care. Our flexible and intuitive note-taking tools support a variety of documentation styles, from structured templates to free-text entry, enabling providers to capture the full story behind every encounter.

  • Outline of a prescription pad with a pen

    ePrescribe

    Prescribe with Confidence, Deliver Care Faster.

    daVinci EHR’s ePrescribing feature makes medication management seamless, secure, and efficient, so you can focus on treating, not tracking. With real-time pharmacy connectivity, medication history, and automated safety checks, you get the tools you need to prescribe responsibly and confidently.

  • Computer screen with a user profile icon and a gear symbol representing settings or management.

    Patient Portal

    Empowering Patients, Enhancing Care. 

    Our intuitive Patient Portal puts healthcare in your patients’ hands – anytime, anywhere. By fostering transparency and active participation, daVinci's EHR Patient Portal improves patient satisfaction, enhances care coordination, and supports better health outcomes — all while streamlining practice workflows.

  • An icon of a medical or health-related webpage featuring a person, a plus sign, and text lines.

    Patient Profile

    A Complete Portrait at a Glance.

      The Patient Profile in daVinci EHR offers a unified, real-time view of each patient’s health journey, designed to streamline workflows and support smarter clinical decisions. This centralized profile is more than just a snapshot; it’s a dynamic, actionable hub that connects clinical, financial, and social data for comprehensive care planning. By reducing clicks and surfacing what matters most, daVinci EHR empowers providers to focus on delivering personalized, proactive care.

  • Line and bar graphs with pie chart representing data analysis and statistics.

    Core Reports

    Actionable Insights at Your Fingertips. 

    daVinci EHR’s Core Reports module empowers providers and practice managers with real-time, customizable insights that drive clinical excellence and operational efficiency. From patient outcomes to billing performance, our reporting engine turns your data into decisions. Whether you're measuring care outcomes, managing reimbursements, or preparing for audits, daVinci Core Reports deliver the clarity and confidence to lead with data.

Empowering Patients, Enhancing Care.

Our intuitive Patient Portal puts healthcare in your patients’ hands – anytime, anywhere. Designed to integrate with your EHR seamlessly, it offers a secure, easy-to-use online platform where patients can:

  • Access Medical Records: View lab results, visit summaries, medication lists, and immunization history at their convenience.

  • Schedule Appointments: Request or manage appointments without calling the office, reducing administrative burden.

  • Communicate Securely: Message providers directly with questions or concerns, improving engagement and timely care.

  • Pay Bills Online: Simplify payment processing with online billing and statements.

  • Receive Reminders & Notifications: Automated appointment reminders and health alerts keep patients informed and proactive.

    By fostering transparency and active participation, daVinci's EHR Patient Portal improves patient satisfaction, enhances care coordination, and supports better health outcomes — all while streamlining practice workflows.

By fostering transparency and active participation, daVinci's EHR Patient Portal improves patient satisfaction, enhances care coordination, and supports better health outcomes — all while streamlining practice workflows.

A Complete Health Portrait at a Glance.

The Patient Profile in daVinci EHR offers a unified, real-time view of each patient’s health journey, designed to streamline workflows and support smarter clinical decisions.

With a clean, customizable layout, clinicians can instantly access:

  • Demographics & Contact Info

  • Insurance & Payer Details

  • Problem List & Diagnoses

  • Medications, Allergies & Immunizations

  • Care Team & Communication History

  • Social Determinants of Health

  • Patient-Entered Data & Portal Activity

This centralized profile is more than just a snapshot; it’s a dynamic, actionable hub that connects clinical, financial, and social data for comprehensive care planning. By reducing clicks and surfacing what matters most, daVinci EHR empowers providers to focus on delivering personalized, proactive care.

  • Icon of a computer monitor displaying data charts including a pie chart and a bar graph.

    Real-Time Dashboard & Tasks

    Stay Ahead Without Falling Behind. 

    Our interactive dashboards deliver up-to-the-minute insights across your practice from patient flow and documentation status to financial performance and quality metrics. Whether you're tracking outstanding labs or monitoring population health trends, the data you need is always live, actionable, and accessible. Together, dashboards and automation keep your team focused on what matters: delivering better, faster, more coordinated care.

  • Calendar and clock icon representing scheduling or time management

    Scheduler

    Simplify  Appointments, Maximize Productivity. 

    The daVinci EHR Scheduler is your practice’s command center for managing appointments efficiently and effortlessly. Designed to reduce no-shows, optimize provider time, and enhance patient satisfaction, our scheduler streamlines the entire scheduling process, from booking to reminders.

  • Icon of a prescription form with a pen.

    eFax

    Faxing Made Frictionless

    daVinci EHR’s e-Fax feature brings outdated faxing into the modern age with fully integrated, HIPAA-compliant electronic faxing. Send and receive faxes directly within the EHR: no paper, no extra machines, and no disconnected workflows. daVinci e-Fax turns a legacy burden into a streamlined, digital tool that enhances clinical communication and reduces administrative headaches.

  • Outline icon of an envelope with a medical cross and lines indicating text inside

    Referral Manager

    Simplify Care Coordination, Improve Patient Outcomes. 

    daVinci EHR’s Referral Manager is designed to streamline the entire referral process, ensuring patients get timely, coordinated care across specialists and providers. With automated tracking, real-time status updates, and integrated communication tools, your team can manage referrals efficiently while enhancing patient satisfaction. By simplifying referral workflows, daVinci Referral Manager helps your practice deliver seamless, patient-centered care while reducing administrative burdens.

  • Icon representing an online medical profile or health record, featuring a person, a plus sign, and lines of text.

    Patient Payment Tracker

    Simplify Billing, Accelerate Revenue. 

    daVinci EHR’s Patient Payment Tracker gives your practice clear, real-time visibility into patient balances, payments, and outstanding accounts, empowering your team to manage collections smoothly while enhancing patient satisfaction. With daVinci Patient Payment Tracker, your practice benefits from greater financial clarity, reduced administrative workload, and improved cash flow.

Stay Ahead Without Falling Behind.

Stay Ahead Without Falling Behind.  Our interactive dashboards deliver up-to-the-minute insights across your practice from patient flow and documentation status to financial performance and quality metrics. Whether you're tracking outstanding labs or monitoring population health trends, the data you need is always live, actionable, and accessible.

  • Visualize KPIs, HEDIS measures, and productivity at a glance

  • Filter by provider, location, payer, or custom tags

  • Identify bottlenecks and take immediate action

  • Stay survey- and audit-ready with compliance reporting built in

 Automated Tasks

  • Simplify follow-ups, reduce missed steps, and empower your team with rule-based automation.

  • Auto-generate tasks for labs, imaging, refills, and follow-ups

  • Trigger care coordination or outreach based on clinical rules

  • Assign tasks by role, priority, or condition - automatically

  • Integrate seamlessly with scheduling and documentation workflows

 Together, dashboards and automation keep your team focused on what matters: delivering better, faster, more coordinated care.

A Complete Health Portrait at a Glance.

The Patient Profile in daVinci EHR offers a unified, real-time view of each patient’s health journey, designed to streamline workflows and support smarter clinical decisions.

With a clean, customizable layout, clinicians can instantly access:

  • Demographics & Contact Info

  • Insurance & Payer Details

  • Problem List & Diagnoses

  • Medications, Allergies & Immunizations

  • Care Team & Communication History

  • Social Determinants of Health

  • Patient-Entered Data & Portal Activity

This centralized profile is more than just a snapshot; it’s a dynamic, actionable hub that connects clinical, financial, and social data for comprehensive care planning. By reducing clicks and surfacing what matters most, daVinci EHR empowers providers to focus on delivering personalized, proactive care.