Med Marlo
EHR
{{ toast }}
{{ patients.length }}
Patients
{{ encounters.length }}
Encounters
{{ appointments.length }}
Appointments
{{ syncedCount }}
Billing Synced

Recent Encounters

PatientDateStatusBilling
{{ (e.patient && e.patient.full_name) || '—' }} {{ formatDate(e.encounter_date) }} {{ e.status }} {{ e.billing_sync_status || '—' }}

Task Notification Center

Add New Task

TaskPriorityDue DateStatusActions
{{ t.title }}

{{ t.description }}

 {{ t.priority }} {{ t.due_date ? formatDate(t.due_date) : 'No due date' }} {{ t.status }}

All caught up! No active tasks.

{{ activePatientSubTab().label }}

Clinical file: {{ selectedPatient.full_name }} · MRN {{ selectedPatient.mrn }}

Select a patient from to open this chart section.

NameMRNDOBPhoneActions
{{ p.full_name }} {{ p.mrn || '—' }} {{ p.date_of_birth }} {{ p.phone || '—' }}

Demographics: {{ selectedPatient.full_name }}

AI Patient Overview

Concise chart summary from recent visits, problems, meds, and vitals — review before the encounter.

{{ aiPatientOverview.summary }}

What you should know today
  • {{ item }}
Suggested diagnosis gaps

{{ aiSageAnswer }}

First Name:

{{ selectedPatient.first_name }}

Last Name:

{{ selectedPatient.last_name }}

Date of Birth:

{{ selectedPatient.date_of_birth }}

Medical Record Number (MRN):

{{ selectedPatient.mrn || 'N/A' }}

Email:

{{ selectedPatient.email }}

Phone:

{{ selectedPatient.phone || '—' }}

Recent Vitals

RecordedBPHRTempWeightSpO2
{{ formatDate(v.recorded_at) }} {{ v.bp_systolic && v.bp_diastolic ? v.bp_systolic + '/' + v.bp_diastolic : '—' }} {{ getVitalTrend('bp_systolic', idx) }} {{ v.heart_rate || '—' }} {{ getVitalTrend('heart_rate', idx) }} {{ v.temperature_f ? v.temperature_f + ' °F' : '—' }} {{ getVitalTrend('temperature_f', idx) }} {{ v.weight_lb ? v.weight_lb + ' lb' : '—' }} {{ getVitalTrend('weight_lb', idx) }} {{ v.spo2 ? v.spo2 + '%' : '—' }} {{ getVitalTrend('spo2', idx) }}

Chart Documents

TitleTypeFile
{{ d.title }} {{ d.document_type }} {{ d.file_name || '—' }}

No documents match the filter criteria.

Insurance & Eligibility: {{ selectedPatient.full_name }}

Loading insurance…

{{ ins.plan_type === 'primary' ? 'Primary' : ins.plan_type }} — {{ ins.payer_name }}

Member ID: {{ ins.member_id || '—' }}

Group #: {{ ins.group_number || '—' }}

{{ ins.coverage_status || 'unknown' }} Copay: ${{ ins.copay_amount }}

No insurance policies on file.

Care Team: {{ selectedPatient.full_name }}

NameRole / SpecialtyContact
{{ m.name }} {{ m.role }} — {{ m.specialty }} {{ m.contact || '—' }}
No care team members on file.

Clinical Problem List: {{ selectedPatient.full_name }}

ICD-10Problem DescriptionOnset DateStatus
{{ p.icd10_code }} {{ p.description }} {{ p.onset_date || '—' }} {{ p.status }}
No problems documented.

Active Medications: {{ selectedPatient.full_name }}

MedicationInstructionsPrescriberRefills Left
{{ rx.drug_name }} {{ rx.sig || '—' }} {{ rx.prescriber || '—' }} {{ rx.refills != null ? rx.refills + ' refills' : '—' }}
No medications on file.

Allergies & Intolerances: {{ selectedPatient.full_name }}

AllergenReactionSeverityStatus
{{ a.allergen }} {{ a.reaction || '—' }} {{ a.severity }} {{ a.status }}

Visit History: {{ selectedPatient.full_name }}

DateProviderStatusBilling
{{ formatDate(v.encounter_date) }} {{ v.provider || '—' }} {{ v.status }} {{ v.billing_sync_status || '—' }}
No visits on file.

Encounters

PatientDateStatusBilling
{{ (e.patient && e.patient.full_name) || '—' }} {{ formatDate(e.encounter_date) }} {{ e.status }} {{ e.billing_sync_status || 'n/a' }}

Register Patient

Appointments

Telehealth Video Consult: {{ meetingAppointment ? meetingAppointment.patient.first_name + ' ' + meetingAppointment.patient.last_name : '' }}

{{ meetingTimer }} HD Quality

Remote participant

Waiting for portal join

Patient (Remote)

{{ meetingLocalStream ? 'Your camera is off' : 'Local preview unavailable' }}

You (Local)
Live Consult Chat
{{ msg.sender }} - {{ msg.time }}
{{ msg.text }}
office_visit telehealth requested
{{ formatCalendarHeader() }}
Providers
8:00 AM
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
5:00 PM
Dr. {{ pr.last_name }} {{ pr.specialty || 'Clinical Care' }}
Lunch Break
{{ appt.patient ? appt.patient.first_name + ' ' + appt.patient.last_name : 'Patient Encounter' }}
{{ appt.appointment_type }} {{ appt.status }}
PatientProviderWhenTypeStatusPortalEncounter
{{ a.patient ? (a.patient.first_name + ' ' + a.patient.last_name) : '—' }} {{ a.provider ? (a.provider.first_name + ' ' + a.provider.last_name) : '—' }} {{ formatDateTime(a.scheduled_at) }} {{ a.appointment_type }} {{ a.status }} {{ a.portal_sync_status || '—' }} —
PatientProviderWhenNotesActions
{{ a.patient ? (a.patient.first_name + ' ' + a.patient.last_name) : '—' }} {{ a.provider ? (a.provider.first_name + ' ' + a.provider.last_name) : '—' }} {{ formatDateTime(a.scheduled_at) }} {{ a.notes || '—' }}

No pending appointment requests.

Chart Encounter #{{ activeEncounter.id }}

Patient Health History: {{ activeEncounter.patient ? activeEncounter.patient.full_name : '' }}

  • {{ rx.drug_name }} ({{ rx.sig }}) - status: {{ rx.status }}

No clinical prescriptions history on file.

Patient Forms on Demand (Digital Signatures)

  • {{ f.form_name }} — {{ f.status }} portal: {{ f.delivery_status || 'pending' }} (Signed by: {{ f.signature_name }} at {{ formatDate(f.signed_at) }}) {{ f.last_delivery_error }}

No forms sent yet.

AI Multilingual Ambient Scribe

AthenaOne intelligent AI ambient notes capture in multiple languages.

{{ scribeProgress }}

Encounter Notes & Findings

Diagnoses

  • {{ d.icd10_code }}

Charges

  • {{ c.cpt_code }} ${{ c.charge_amount }}

E-Prescribing (Surescripts)

Prescriptions

PatientDrugSigStatus
{{ rx.patient ? rx.patient.first_name+' '+rx.patient.last_name : '—' }} {{ rx.drug_name }} {{ rx.sig }} {{ rx.status }}

Surescripts Enrollment

ProviderSPIDEAStatus
{{ e.provider ? e.provider.first_name+' '+e.provider.last_name : '—' }} {{ e.spi || '—' }} {{ e.dea_number || '—' }} {{ e.status }}

Lab Orders (HL7)

PatientTestVendorStatusResults
{{ o.patient ? o.patient.first_name+' '+o.patient.last_name : '—' }} {{ o.test_name }} ({{ o.test_code }}) {{ o.lab_vendor ? o.lab_vendor.name : '—' }} {{ o.status }} {{ o.results && o.results.length ? o.results.map(r=>r.value+' '+r.unit).join(', ') : '—' }}

Interoperability & ONC Compliance Hub

US Core v5.0.1 (FHIR R4)

Active HIE Network Connections

NetworkTypeStatusAgreementActions
{{ c.name }} {{ c.network_type }} {{ c.status }} {{ c.agreement_signed_at ? formatDate(c.agreement_signed_at) : 'Pending' }}

Recent FHIR & HIE Transactions

TimestampPatientDirectionResource TypeStatus
{{ formatDate(x.created_at) }} {{ x.patient ? x.patient.first_name + ' ' + x.patient.last_name : '—' }} {{ x.direction }} {{ x.resource_type }} {{ x.status }}

FHIR Resource Visualizer

Inspect live JSON representations of patients mapped to HL7 FHIR US Core profiles.

Live USCDI Core Profile Mapped 
{{ JSON.stringify(fhirPatientPreview, null, 2) }}

Loading FHIR resource preview...

Select a patient to preview resource

Electronic Health Information (EHI) Export

Generate complete, computable clinical datasets in zip/json packages conforming to ONC §170.315(b)(10).

Generated EHI Computable Packages

Generated AtPatientRequested ByFormatStatusActions
{{ formatDate(exp.completed_at || exp.created_at) }} {{ exp.patient ? exp.patient.first_name + ' ' + exp.patient.last_name : 'Bulk Export' }} {{ exp.requested_by }} JSON (USCDI v3) {{ exp.status }}
No EHI export packages generated yet.

Log patient or third-party app requests for clinical data access to comply with 21st Century Cures Act Information Blocking rules.

Log EHI / API Intake Access Request

Logged Date Requestor Type Method Patient Status Adjudication / Exception Notes
{{ formatDate(req.created_at) }} {{ req.requestor_name }} {{ req.requestor_type }} {{ req.access_method }} {{ req.patient ? req.patient.first_name + ' ' + req.patient.last_name : 'All Patients' }} {{ req.status }}
Exception: {{ req.exception_reason }}

{{ req.notes }}

{{ req.notes || 'Access provisioned successfully.' }}
No compliance access requests logged.

Clinical Decision Support Interventions (DSI)

ONC §170.315(b)(11) requires transparency regarding clinical rule sources, developers, and funding.

Rule: Severe Hypertension Warning

  • Condition: BP Systolic >= 160 or Diastolic >= 100
  • Developer: American College of Cardiology
  • Funding Source: Federal Grant ACC-30012
  • Evidence/Standard: 2017 ACC/AHA Guideline for Prevention, Detection, Evaluation and Management of High Blood Pressure.

Rule: Pediatric Asthma Care Action Plan

  • Condition: Age <= 12 and Diagnosis Asthma
  • Developer: National Heart, Lung, and Blood Institute (NHLBI)
  • Evidence/Standard: EPR-3 Guidelines for the Diagnosis and Management of Asthma.

Clinical Quality Measure (eCQM) Calculation Engine

Track practice compliance performance against CMS Quality Payment Program (MIPS/Quality) definitions.

Measure IDCMS Quality TitleStatusCalculation Framework
CMS122v11 Diabetes: Hemoglobin A1c Poor Control eCQM Compliant Denominator: patients 18-75 with Diabetes. Numerator: HbA1c > 9.0%.
CMS165v11 Controlling High Blood Pressure eCQM Compliant Denominator: patients 18-85 with Hypertension. Numerator: BP < 140/90 mmHg.
CMS138v11 Preventive Care & Screening: Tobacco Use Draft Calculation Screening and cessation intervention.

System Administration & Integrations

Operations & HIPAA Readiness

{{ opsStatus.queue.driver }}
Queue Driver
{{ opsStatus.database.connected ? 'OK' : '—' }}
Database
{{ opsStatus.mfa.enabled ? 'On' : 'Ready' }}
MFA
{{ opsStatus.hipaa_controls.rbac_enforced ? 'Yes' : '—' }}
RBAC Enforced

{{ opsStatus.backup_dr.recommendation }}

Staff Training Modules

ModuleAudienceDurationTopics
{{ mod.title }} {{ mod.audience }} {{ mod.duration_minutes }} min {{ mod.topics.join('; ') }}

{{ projectPlan.title }}

{{ projectPlan.metrics.functional_requirements }}
Functional Reqs
{{ projectPlan.metrics.technical_requirements }}
Technical Reqs
{{ projectPlan.metrics.compliance_controls }}
Compliance
{{ projectPlan.completion.functional }}%
MVP Functional
PhaseStart WeekStatus
{{ phase.name }} {{ phase.start_week }} {{ phase.status }}

Functional requirements

IDRequirementPriorityStatus
{{ req.id }} {{ req.name }} {{ req.priority }} {{ req.status }}
{{ integrationTest }}

{{ section.label }}

{{ section.ready ? 'Ready' : 'Needs setup' }}

{{ section.note }}

  • {{ item }}

Practice Payer List

Saved to organization settings (shared for all staff).

  • {{ payer }}

Document Types

Configure categorizations for uploaded charts files.

  • {{ type }}

User Roles & Permissions

Define job functions and operational titles.

  • {{ role }}

Appointment Visit Types

Manage available clinical encounter classifications.

  • {{ type }}

Clearinghouse — Claims, ERA & Remittance

Claims Tracking & Electronic Submissions

Availity EDI Gateway: CONNECTED
Patient CPT Code Charge Amt Scrubbing Status EDI Status Actions
{{ e.patient ? e.patient.full_name : '—' }} {{ encounterPrimaryCpt(e) }} {{ encounterChargeTotal(e) }} Scrubbing... {{ claimScrubResults[e.id] }} Ready to Scrub Transmitting... {{ claimStatuses[e.id] }} EDI Ready

Payment Posting Log

Loading from billing…

Post DatePatientMethodDescriptionPosted Amt
{{ p.post_date || '—' }} {{ p.patient }} {{ p.method }} {{ p.description }} ${{ Number(p.amount || 0).toFixed(2) }}
No patient payments posted yet.

Electronic Remittance Advice (ERA 835)

Live remittances from Med Marlo Clearinghouse. Open billing to import/post 835 files.

Check Date Payer EFT Check # Paid Amount Status Actions
{{ era.date || '—' }} {{ era.payer }} {{ era.check_number }} ${{ Number(era.amount || 0).toFixed(2) }} {{ era.status }} {{ era.status }} {{ era.status || 'pending' }}
No ERA remittances found for this organization.

Clinical Denial Management & Appeal

Open denials from billing adjudication. Generate and submit appeal notes.

Patient Carrier Denial Code Description Denied Amt Appeal Status Actions
{{ d.patient }} {{ d.payer }} {{ d.code }} {{ d.description }} ${{ Number(d.amount || 0).toFixed(2) }} Generating Appeal... Open Denial {{ d.appeal_status }}
No denials on file.

Generate Patient Statements

Outstanding patient balances from billing ({{ statements.length }}). Sync pushes balances to the patient portal.

PatientClaimBalance DueStatus
{{ s.patient }} {{ s.claim_number || s.id }} ${{ Number(s.balance_due || 0).toFixed(2) }} {{ s.status }}
No open patient balances.

Practice Fee Schedules

Aggregated from billed claim lines (or local encounter charges).

CPT CodeAvg FeeMinMaxVolume
{{ f.cpt_code }} ${{ Number(f.standard_fee || 0).toFixed(2) }} ${{ Number(f.min_fee || 0).toFixed(2) }} ${{ Number(f.max_fee || 0).toFixed(2) }} {{ f.claim_count }}
No fee history yet — add and sign encounters with charges.

Clinical Mailbox & Patient Messages

Secure messages synced with the patient portal

{{ mailboxUnreadCount }} unread
{{ mailboxInitials(selectedMailboxThread.patientName) }}

{{ selectedMailboxThread.subject }}

{{ selectedMailboxThread.patientName }} · Patient Portal

{{ msg.author }} {{ msg.role }}

{{ msg.body }}

Ctrl+Enter to send

Select a conversation from the inbox

Reports & Analytical Insights

{{ reportMetrics.patients }}
Patients
{{ reportMetrics.encounters }}
Encounters
{{ reportMetrics.billing_sync_rate }}%
Billing Sync Rate
{{ reportMetrics.audit_events_30d }}
Audit Events (30d)

Financial Performance Analytics & A/R Aging

Filters

A/R Aging (from Med Marlo Clearinghouse)

Outstanding claim balances by days since submission. Click a bucket to filter the detail table.

0 - 30 Days

{{ formatMoney(agingBucketAmount('0_30')) }}

Click for details
31 - 60 Days

{{ formatMoney(agingBucketAmount('31_60')) }}

Click for details
61 - 90 Days

{{ formatMoney(agingBucketAmount('61_90')) }}

Click for details
91+ Days

{{ formatMoney(agingBucketAmount('91_plus')) }}

Click for details

Detailed Aging Accounts Receivable Filtered bucket

Patient Claim Carrier Outstanding Status Bucket
{{ row.patient_name }} {{ row.claim_number }} {{ row.payer_name || '—' }} {{ formatMoney(row.outstanding_amount) }} {{ row.status }} {{ row.bucket }} ({{ row.days_outstanding }}d)
No outstanding claims in this filter. Open Med Marlo Clearinghouse for full A/R tools.

CQM Quality Dashboard

Measurement period {{ qualityMetrics.period.from }} → {{ qualityMetrics.period.to }}

{{ (qualityMetrics.measures.find(m => m.id==='CMS165') || {}).rate || 0 }}%
Hypertension Control Rate
MeasureNameRateNumeratorDenominator
{{ m.id }} {{ m.name }} {{ m.rate }}% {{ m.numerator }} {{ m.denominator }}

Loading quality measures…

Hypertension Control Rate — patient cohort

Age 18–85 with active hypertension. Controlled = latest BP <140/<90. Exclusions (age out of range): {{ (qualityMetrics.measures.find(m => m.id==='CMS165') || {}).exclusions || 0 }}

PatientMRNAgeLatest BPRecordedStatusGap
{{ row.patient_name }} {{ row.mrn || '—' }} {{ row.age }} {{ row.bp || '—' }} {{ row.bp_recorded_at ? formatDate(row.bp_recorded_at) : '—' }} {{ row.controlled ? 'Controlled' : 'Uncontrolled' }} {{ row.gap_reason || '—' }}
No hypertension cohort patients yet.

Provider Productivity & Charting Volume

ProviderSpecialtySigned EncountersTotal EncountersAppointmentsRx Written
{{ p.provider_name }} {{ p.specialty }} {{ p.encounters_signed }} {{ p.encounters_total }} {{ p.appointments_completed }} {{ p.prescriptions_written }}

Loading productivity data…

PHI Audit Log (recent activity)

WhenUserActionResourceIP
{{ formatDate(log.created_at) }} {{ log.user ? log.user.name : 'System' }} {{ log.event }} {{ log.auditable_type ? log.auditable_type.split('\\').pop() : '—' }} #{{ log.auditable_id || '—' }} {{ log.ip_address || '—' }}

No audit events recorded yet.

Appointment Settings

Patient: {{ selectedApptDetail.patient ? selectedApptDetail.patient.first_name + ' ' + selectedApptDetail.patient.last_name : '—' }}
DOB: {{ selectedApptDetail.patient ? selectedApptDetail.patient.date_of_birth : '—' }}
MRN: {{ selectedApptDetail.patient ? (selectedApptDetail.patient.mrn || 'N/A') : '—' }}
Sync Status: {{ selectedApptDetail.portal_sync_status || 'Synced' }}
Carrier Realtime Eligibility Check
Status: {{ eligibilityResult.status }}
Payer: {{ eligibilityResult.payer }}
Copay: {{ eligibilityResult.copay }}
Deductible: {{ eligibilityResult.deductible }}
Checked at: {{ eligibilityResult.verifiedAt }} via Med Marlo eligibility bridge

{{ claimFormPreview ? claimFormPreview.title : 'Generating claim form...' }}

{{ claimFormPreview.standard }}

Rendering official PDF template…

First load may take 10–15 seconds.

AI Ambient Appeal Letter