OpOutpatient MedicalRolling out
The clinic, where a prescriber leads the visit.
One bundle for primary care, pediatrics and psychiatry. It carries the outpatient chart and everything around it: the calendar and front desk, claims and payments, and messaging. You choose the specialties you practice; the price does not change.
$199 per prescriber a month. Support staff free.
| Time | Patient | Status |
|---|---|---|
| 9:00 | Hallworth, Ines | Checked out |
| 9:20 | Rivera, Mia | Roomed |
| 9:40 | Okonkwo, Daniel | Roomed |
| 10:00 | Petrakis, Yanni | Checked in |
| 10:00 | Lachance, Odile | Arrived 9:52 |
| 10:20 | Ferro, Bruno | Confirmed |
| 10:40 | Amadi, Zuri | Unconfirmed |
| 11:00 | Strand, Heloise | No-show |
What the bundle carries
Four apps, set up for a medical clinic.
You do not assemble these. Choosing Outpatient Medical switches all of them on, already arranged the way a clinic with rooms and a front desk works.
- Op
Out-Pt
The outpatient chart: pre-exam, the exam and note, problems, medications, allergies, immunizations and preventive care.
Out-Pt in detail - Ro
Roster
The full front desk: a Day Sheet with rooms, arrive, check in, room and check out, with coverage and copay on the same page.
Roster in detail - Rc
Rev-Cy
A signed visit becomes a claim and goes out electronically. Card payments at the desk, invoices and estimates.
Rev-Cy in detail - Nb
N-box
Messages between staff and with patients, in shared inboxes. Co-sign requests arrive here.
N-box in detail
Also included: video visits, the Navia patient portal, Task Q for work that is waiting, Gist, the patient-at-a-glance panel beside every chart, and Novarra One, news and updates from Novarra, included with every subscription.
Specialties
Choose what you practice. One price covers all of it.
The specialties share one visit and one chart, and differ where patients do. A clinic that sees children and adults does not buy two products.
-
Primary care Rolling out
Family medicine, internal medicine and general practice.
- Rooming with vitals, and BMI worked out
- Medications, allergies and problems reviewed, with who and when
- Screeners answered on screen, including PHQ-9 and GAD-7
- A structured exam, normal by default, with the note written from it
- Assessment and plan per diagnosis
- A Briefing before the visit: the last plan, results back, orders still out, and what the patient did in Navia
- Preventive care and gaps to close, listed before the provider walks in
- Diagnoses and orders on one page, and a level of service suggested from the visit
- Follow-up order and an after-visit summary at close-out
-
Pediatrics Rolling out
Everything in primary care, with the tools a children's clinic needs and a look made for one.
- Growth on the WHO and CDC charts, with the percentile for every measurement
- A fall or a climb across the chart's lines, raised on the chart
- Milestone checklists by age, met or not yet
- The well-child schedule from birth to 21 years, with what each visit adds
- Vaccines due and past due, with the first day a child who is behind can have each
- Immunization record with lot number, manufacturer and expiry
- Head circumference and age-appropriate vitals
- Its own colors and rounder controls, on the same screens
-
Psychiatry Rolling out
Medication management, with the monitoring that has to go with it.
- Medication trials: dose, how long, how it went and why it stopped
- Adequate trials that did not work, counted by class
- Monitoring checks put on when a medication is started: lithium, clozapine, antipsychotics, valproate and more
- The next check comes due when one is done
- Long-acting injections, with the window, the site and the lot number
- An injection clinic list, latest first
- Consults asked of psychiatry, with how soon
- A mental status exam, normal by default, and time with psychotherapy minutes
Pediatrics
A children's clinic, in a look made for one.
Pediatrics is the same chart as primary care with a child's tools added, and its own colors and rounder controls on the same screens.
Growth, against the percentiles Rolling out
Weight, height and BMI are plotted on the percentile band as they are measured, with the history underneath.
- Growth history with weight, height and BMI percentiles
- Head circumference and age-appropriate vitals
- Well-child visits on the chart
Weight for age
| Measured | Weight | Height |
|---|---|---|
| Oct 6, 2026 | 37.0 lb · 62nd | 40.7 in · 58th |
| Aug 14, 2025 | 32.2 lb · 60th | 37.8 in · 57th |
| Aug 20, 2024 | 27.3 lb · 59th | 34.3 in · 55th |
The well-child schedule, and what the chart is raising Rolling out
Every well visit from birth to 21 years, with what each one adds. Above it, what needs a look today: a weight that has crossed two of the chart's lines, doses past due, a visit that is due.
- Done, due, missed and ahead, visit by visit
- Screenings each visit asks for
- The same flags appear in the visit's Briefing
Raised on this chart
- Weight has fallen from the 58th percentile to the 14thAcross two of the chart's lines since birthLook
- 2 vaccine doses are past dueDTaP and pneumococcal, third doses · both can be given todayLook
- The 9-month well visit is dueDevelopmental screening at this oneDue
The schedule
| Visit | Done | |
|---|---|---|
| 2 months | Feb 26 | Done |
| 4 months | Apr 29 | Done |
| 6 months | Jun 30 | Done |
| 9 months | Today | Due |
| 12 months | Ahead |
Due now
- DTaP · dose 5Due between 4 and 6 yearsDue now
- Polio (IPV) · dose 4Due between 4 and 6 yearsDue now
On record
| Vaccine | Given | Lot |
|---|---|---|
| Influenza | Oct 14, 2025 | FL5-2291 |
| Hepatitis A · dose 2 | Feb 20, 2024 | HA-70413 |
| DTaP · dose 4 | Nov 16, 2023 | DT-55208 |
| MMR · dose 1 | Aug 22, 2023 | MR-31876 |
| Varicella · dose 1 | Aug 22, 2023 | VZ-90142 |
The immunization record
What is due now sits above what is on record. Each dose keeps its lot number, manufacturer and expiry, and the record prints for school.
Sample data; the manufacturers are made up.Milestones at 4 years
- Hops on one footMet
- Tells a storyMet
- Names four colorsMet
- Draws a personWatch
Screens
- Developmental screenOct 6, 2026Passed
- Autism screenAug 20, 2024Low risk
Well-child visits
- 4-year visitTodayIn progress
- 3-year visitAug 14, 2025Done
Milestones and screens
Developmental milestones, met or to watch, beside the developmental and autism screens and the well-child visits.
Sample data.Primary care
The same visit, for the adult in the room.
The provider opens the visit knowing what happened last time and what has changed since. The medical assistant has the room ready before that.
Last visit · July 9 · H. Sorensen, MD
- I10
Above goal at 148/92 on lisinopril 10 mg. Increase to 20 mg.
Hypertension - E78.5
On atorvastatin 20 mg. Recheck lipids.
Lipids
The plan was: Lisinopril up to 20 mg daily. Metabolic panel in two weeks. Lipid panel before the next visit. Back in three months.
Results and orders
- Lipid panelBack Oct 2 · LDL 118, HDL 44Not seen yet
- Basic metabolic panelBack Jul 26 · potassium 4.4Seen
- EchocardiogramOrdered Jul 9 · 91 days outStill out
Since then
- Phone callSep 12 · dizzy on standing after the dose went up
Before coming in
- Getting ready in NaviaInsurance changed: new plan since SeptemberBegun
Care due
- Colorectal cancer screeningDue since MarchOverdue
- Flu vaccineDue this seasonDue
Screeners
- PHQ-9Today · was 4 in July3
The Briefing
What the last visit decided, what has come back since, what is still out, who called and what is due. A result that comes back is a task for whoever ordered it, closed from here once it has been looked at.
Sample data.Reason for visit. Blood pressure follow-up. Right knee pain for two weeks.
Reviewed
- MedicationsJ. Torres, MA · 9:44 amReviewed
- AllergiesJ. Torres, MA · 9:44 amReviewed
- ProblemsJ. Torres, MA · 9:45 amReviewed
Screeners
- PHQ-9Answered on screen3
- Tobacco and alcoholAsked todayDone
- Fall riskAsked todayDone
Preventive care and gaps to close
- Colorectal cancer screeningDue since MarchOpen
- Flu vaccineDue this seasonIn progress
- Blood pressure follow-upRecheck within 4 weeksOpen
- Tetanus boosterGiven 2023Closed
Pre-exam
Rooming and vitals, what was reviewed and by whom, screeners answered on screen, and preventive care with open gaps listed before the provider walks in.
Sample data.Today's diagnoses · the first is the main one
- I10
Essential hypertension
Main - M25.561
Pain in right knee
2 - E78.5
Hyperlipidemia
3 - Z23
Encounter for immunization
4
Orders · each one is for a diagnosis
| Order | For | When |
|---|---|---|
| Basic metabolic panel | I10 | In 2 weeks |
| X-ray, right knee, 2 views | M25.561 | Today |
| Physical therapy | M25.561 | Now |
| Influenza vaccine | Z23 | Today |
| Lipid panel | E78.5 | Every 6 months |
Diagnose and order
Today's diagnoses, and under them the orders: labs, imaging, referrals, vaccines and in-office procedures, each one for a diagnosis.
Sample data.As the record shows
- ProblemsA chronic illness not at goal, and a new problemModerate
- DataA result reviewed, a test orderedLimited
- RiskA prescription medication changedModerate
Modifiers to add
- 25 on 99214Billed with vaccine administration the same dayAdd it
Charges from this visit's orders and vaccines
- 90471Immunization administration, first injectionAdd it
- 90686Influenza vaccine, from the dose recordedAdd it
Before signing
- Orders signedAll fiveFine
- A diagnosis on the visitFour, with a main oneFine
Coding
The level of service the visit as recorded supports, the preventive code for the patient's age at a well visit, each vaccine's own code from the dose recorded, modifiers the charges need, and what to look at before signing. The provider chooses the code.
Sample data.Psychiatry
Medication management, with the monitoring that has to go with it.
What was tried, how it went, and what has to be checked while it is taken. Starting a medication puts its checks on the chart, and doing one brings the next.
Trials, and what they come to Rolling out
Every medication tried, here or elsewhere: the dose reached, how long it ran, how it went and why it stopped. Adequate trials that did not work are counted by class, which is what a payer asks to see before the next step.
- Checks from the practice's own protocols: levels, kidney and thyroid function, blood counts, weight, glucose and lipids, abnormal movements
- Overdue checks raised on the chart and in the Briefing
- A check waived says why, and the next one still comes due
| Medication | How it went | Adequate |
|---|---|---|
| Lithium 900 mg Mood stabilizer · added in July | Partial response | Not said yet |
| Escitalopram 20 mg SSRI | Stopped: side effects | Yes |
| Sertraline 200 mg SSRI · outside records | No response | Yes |
Adequate trials that did not work, by class
- SSRISertraline and escitalopram, each at a full dose for eight weeks or more2 of 2
Monitoring for lithium
- Lithium levelDue Aug 6 · never drawnOverdue
- Creatinine and eGFRJul 30 · creatinine 0.9 · next in JanuaryDone
- TSHJul 30 · 2.1 · next in JanuaryDone
| Client | Medication | Due |
|---|---|---|
| Young, Reid Last Aug 29 · left deltoid | Paliperidone 156 mg Every 28 days | 12 days late |
| Abara, Chidi Last Sep 10 · right gluteal | Aripiprazole 400 mg Every 28 days | Due today |
| Lindqvist, Tomas Last Sep 12 · left gluteal | Naltrexone 380 mg Every 28 days · gluteal only | Due Oct 10 |
| Bennett, Talia Last Sep 22 · left gluteal | Aripiprazole 400 mg Every 28 days | Oct 20 |
The injection clinic
Every long-acting injection the practice gives, latest first: when it is due, the window either side, where the last one went and where the next goes. Given, refused or missed is recorded with the lot number.
Sample data.Mental status exam · normal by default
- Appearance
Well groomed
Normal - Behavior
Cooperative
Normal - Speech
Normal rate
Normal - Mood
"Tired, flat"
Finding - Affect
Constricted
Finding - Thought
Linear, goal directed
Normal - Insight
Good
Normal
Checks
- Prescription databaseH. Sorensen, MD · 2:02 pmChecked
- Monitoring labsH. Sorensen, MD · 2:03 pmChecked
Asked every visit
- Side effectsNone reported
- SleepAbout 6 hours
- AppetiteUnchanged
Risk
- Thoughts of suicideDenied
- Overall riskLow
Time
- Total30 min
- Psychotherapy18 min
Its own exam form
A mental status exam that is normal by default, what is asked every visit, risk, and time recorded with psychotherapy minutes.
Sample data.The visit
In the order it happens.
The medical assistant and the provider work the same page in turn. Each step says where it stands today.
Briefing
The last visit's plan, results back since, orders still out, calls and care due.
BuiltPre-exam
Room, reason for visit, vitals, reviews and screeners, then "ready for the provider".
BuiltExam and note
The story of each reason, a symptom check by system, the physical exam, and the note assembled from all of it.
BuiltDiagnose and order
Today's diagnoses, each with its orders: labs, imaging, referrals, immunizations and in-office procedures.
BuiltMedications
Renew, change, stop and prescribe. Prescriptions are printed or phoned in today.
BuiltCoding
A level of service suggested from the visit, with procedures and each vaccine given, product and administration, as charges, and checks before signing.
BuiltClose out
Follow-up order, after-visit summary, then sign, with a co-signer when one is needed.
Built
Sending prescriptions electronically will be a paid add-on per prescriber once our pharmacy network connection is live. Until then nothing is ever marked as sent that was not.
One price per prescriber.
Your nurses, medical assistants, front desk and billers sign in free. Choose your specialties and see the total before you give us an email address.
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