SUMMIT
Early access

The platform, in the order your patients experience it.

Four chapters of one timeline: before the clinic, before the visit, during the visit, and everything that lives on afterward. Present tense means live in clinics today. Anything else is tagged.

Chapter 1 · Before the clinic

From “can I book?” to checked in, without the clipboard.

The first module new clinics go live with. Patients schedule themselves, complete every form on their phone, and arrive already registered, while eligibility, payments, and reminders run on their own.

Registration doesn’t sync to your chart. It is the chart.

Chapter 2 · Before the visit

The visit starts before the visit.

Before the appointment, Summit’s pre-visit agent calls the patient, listens, and prepares the provider, so the first minutes of the visit are care, not questionnaire.

  • A real conversation, not a form.

    With the patient’s consent, Summit’s agent talks with them before the appointment (what’s going on, history, medications, concerns), adapting its questions the way a careful intake conversation does.

    Track pre-visit intakes

  • A briefing, waiting in the chart.

    The conversation becomes a structured briefing: reason for visit, relevant history, flags worth a clinician’s attention. Reviewed by your team, attached to the encounter, ready when the provider opens it.

    Review AI briefings

  • Judgment where it belongs.

    Anything urgent is escalated to your staff immediately. The agent gathers; your team decides.

    Start a visit from pre-visit

The phone calls and history-gathering your staff used to squeeze between patients, done before the patient arrives. The provider walks in prepared, every time.

AI prepares the work. Providers review and sign. The clinician is always the final authority.

Chapter 3 · During the visit

Be with the patient. The chart keeps up.

In person or on video, Summit listens, transcribes, and surfaces what matters while the provider stays face-to-face. When the visit ends, the documentation is already drafted.

AI prepares the work. Providers review and sign. The clinician is always the final authority.

Chapter 4 · Around every visit

A chart you can ask. A portal patients actually use.

Everything, in one view.

Problems, medications, allergies, immunizations, history, documents, visits, care plans, messages, billing: the whole story of the patient, in one place, connected to every visit that produced it.

Open a patient chart

  • Ask the chart.

    Instead of hunting through tabs, ask: “When did we last adjust this medication?” “What did the last visit say about her knee?” Summit answers from the patient’s own record, with the receipts to check it.

    Ask Summit

  • Their side of the record.

    Patients sign in to their own portal, with a one-time code instead of a password to forget, to see appointments, records, documents, messages, bills and memberships, and to complete paperwork before visits. Guardians can manage their family in one place.

    Signing in to the portal

One inbox for the whole clinic.

New intakes, arrivals, faxes, referrals, messages, reviews: every event that needs a human lands in one queue, instead of five systems and a sticky note.

Triage inbox items

Everything in the box.

Live
Roadmap
  • Full revenue cycle management
  • Lab integrations
  • Radiology management

Where the timeline goes next.

  1. Roadmap

    Full revenue cycle management.

    From today’s eligibility checks and point-of-care payments to claims, denials, and the financial back office: the same timeline, carried through to payment.

  2. Roadmap

    Lab integrations.

    Orders placed from the chart, results returning to it, closing the loop Summit already prepares for when it recommends workup.

  3. Roadmap

    Radiology management.

    Imaging ordered, tracked, and viewed inside the same record.

No dates on the public site. Clinics in the early-access cohort see the living roadmap and help order it.

Help shape the EHR clinicians actually want.

We onboard a limited cohort of outpatient clinics each month, working directly with our founding team. Founding-cohort terms are locked for early members when pricing publishes.

Request early access