Client Portal

PreScribe AI · Powered by Charlie AI

Chart prep before you ever open the note.

PreScribe AI handles the pre-visit chart prep that usually eats into your evenings—loading prior medications, past medical and surgical history, social history, and templates so you and your team can focus on the parts of the visit that actually require a human brain.

Charlie AI is the workflow brain inside PreScribe AI, keeping every chart consistent while your team stays in control of the final note.

✅ Supports ECW & Athena workflows✅ Built for MAs & chart-prep staff✅ Augments, never replaces clinicians✅ Charlie AI keeps templates consistent

Sample workflow

New patient surgical consult

5–7 min saved / chart
Prior medications
Synthesizes the medication list from prior notes and intake, grouped by indication and flagged for reconciliation at the visit.
PMH / PSH
Past medical and surgical history pre-loaded into your preferred sections using your own templates and language.
Social history
Smoking status, alcohol use, occupation, and other relevant details summarized so you can confirm and move on.
Templates
Your consult, follow-up, or post-op templates are applied so every note opens in a familiar structure—just edit, update, and sign.

PreScribe AI, powered by Charlie AI, does not sign notes, place orders, or make clinical decisions. Charlie AI prepares the draft so your team spends less time clicking and more time thinking.

Charlie AI loads the history that actually matters

  • Pulls forward prior medications so you’re not rebuilding lists from scratch.
  • Surfaces past medical and surgical history in a structured, easy-to-skim format.
  • Captures social history and other relevant background to frame the visit.
  • Applies your preferred templates so every chart starts consistent and readable.

Designed for MAs & chart-prep staff

  • Charlie AI takes the repetitive pre-visit work off your MA or chart prepper’s plate.
  • Standardizes what gets pulled into a chart so every patient is prepped the same way.
  • Reduces last-minute scrambling when the schedule is overbooked.
  • Makes it easier for new staff to hit the same documentation standard as veterans.

Built to augment, not replace clinicians

  • Provides a structured starting point—final edits always stay with the clinician.
  • No autonomous ordering, prescribing, or billing decisions.
  • Keeps a clear audit trail of what Charlie AI suggested versus what the clinician finalized.
  • Supports your documentation habits instead of forcing a new note style.

How PreScribe AI fits into your clinic day

No new portals, no extra logins for your patients. PreScribe AI slots into your intake and prep workflows so charts are ready before you ever walk into the room.

Step 01

Intake & referral capture

Charlie AI ingests referral notes, prior documentation, and your intake questions so it understands why the patient is being seen and what context matters.

Step 02

Chart prep before the visit

PreScribe AI (powered by Charlie AI) assembles prior meds, PMH, PSH, and social history into your templates, producing a clean, structured starting point for the visit note.

Step 03

Clinician review & finalize

You (or your fellow/PA) quickly review, edit, and sign. Charlie AI accelerates the boring parts—clinical judgment stays in the provider’s hands.

Compliance guardrails built in from day one

  • Designed to operate within a HIPAA-aligned environment with clear data flows and access controls.
  • No autonomous orders, prescriptions, or treatment decisions— output is always a draft for clinician review.
  • Fits into existing patient creation workflows for ECW and Athena, with messaging currently done outside the EMR.
  • Built to expand into deeper integrations over time without sacrificing clinician control.

Want Charlie AI to handle tomorrow’s chart prep?

On a short call, we'll review your current chart-prep workflow and show you how PreScribe AI (powered by Charlie AI) could remove 1–2 hours of repetitive work from each clinic day.

AI product hub

Explore the full AI product hub

Every AI product page links back to the AI product hub, keeping the topic network tightly connected for visitors and search engines.