Built for chart prep
Chart prep software that has the outside record ready before the visit.
Tomorrow has forty patients. A dozen have seen an outside specialist or been in a hospital since their last visit, and someone has to find out what happened before the physician walks in.
The decision
A visit is about to happen.
Specialty and primary care practices: the practice managers, clinical operations leads, nurses and medical assistants who prepare charts for tomorrow's schedule.
Chart prep is where the outside record costs a practice the most hours and the most quietly. The manual way is a request, a wait and a fax, repeated for every patient who has been anywhere else since their last visit, and finished by someone reading pages to find the two that matter.
Vivlio’s cloud-based chart prep software retrieves and organizes external medical records automatically, delivering usable information before the visit. Practices using it report a 50% reduction in chart prep and documentation time and a 20% increase in record completeness at the time of the visit.
Before the decision
What the chart prep record has to contain.
Not a generic records list. What has to be on the table before this decision can be made well.
Outside consult notes
What the specialist found and recommended, so the visit builds on the consult instead of asking the patient to recount it.
Discharge summaries since the last visit
Every admission and emergency visit in between, with the discharge medications beside the ones the practice has on file.
Medications, with sig and dose
The active list from every prescriber, so the reconciliation does not start from scratch in the exam room.
Allergies, with reactions
Recorded anywhere the patient has been seen, not only here.
Results since last seen
Labs and imaging reports ordered elsewhere, grouped and dated, with abnormal values flagged on arrival.
What arrives
Organized for this decision, not just retrieved.
Retrieval is the commodity. What arrives has already been sorted for the decision above, and each line says where it came from.
- One record per event
- A discharge summary that four networks each released arrives once, with every source named.
- Only what changed since the last visit
- New results and new encounters are marked as such, so chart prep reads what is new rather than re-reading the chart.
- The abnormal value surfaced
- Out-of-range results are flagged on arrival rather than found on page 214.
- A source and a date on every line
- Each line carries which organization it came from and when it arrived, so a clinical decision knows who said it.
The record
This is what arrives.
The portal itself, rendered from the product's own source over a synthetic patient. Every line carries the organization that released it and the date it arrived.
Vivlio portal, release 5.30.0, rendered from source · Synthetic patient, no PHI
Rivera, Elena
Showing 1–10 of 27 records
| Date of Service | Record Title | Facility | Department/Location | Provider | Transaction Date | |
|---|---|---|---|---|---|---|
| 08/27/2026 | Progress Note | Northside Regional Medical Center | Internal Medicine | Priya Natarajan, MD | 09/02/2026 | |
| 08/14/2026 | Consult Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 07/30/2026 | Admission Discharge | Northside Regional Medical Center | Inpatient | Hannah Okafor, DO | 09/02/2026 | |
| 07/22/2026 | Clinical Document | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 06/09/2026 | Image Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 05/12/2026 | Operative Note | Northside Regional Medical Center | Surgery | Grace Lindqvist, MD | 09/02/2026 | |
| 03/03/2026 | Patient History | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 01/15/2026 | Progress Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 12/02/2025 | Clinical Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 10/21/2025 | Consult Note | Northside Regional Medical Center | Endocrinology | Rina Adeyemi, MD | 09/02/2026 |
Demographics
Decatur, GA 30030
Data Summary
Encounters
Vitals
Allergies
Immunizations
Problem List
Care Team
Questions
Questions chart prep teams ask first.
Answered here in the same words as the structured data behind the page, so what a search engine shows is what a reader gets.
- How fast do outside records arrive?
- In minutes, once the request is made. That is the difference between preparing tomorrow's charts tonight and preparing them next week, and it is why practices using Vivlio report a 50% reduction in chart prep and documentation time.
- Does this replace the staff who do chart prep?
- It removes the request, the wait and the fax from their day. Practices report a 60% reduction in manual record-chasing tasks; the people doing that work review what arrives instead of chasing it, and the hours go back to patients.
- Which sources does it retrieve from?
- Providers, hospitals and health systems, through the national document-exchange networks. What arrives is organized into one record per patient, with the source and date on every line.
Also built for
The same job, a different decision.
Every branch does the same work on the outside record. What changes is who is deciding, and what.
Home health
The face-to-face note, orders, discharge summary and medications, assembled before the first visit.
PACE
The intake checklist, from twelve months of progress notes to the medication list, assembled before the team meets.
Structured family caregiving
Diagnosis documentation, the H&P, medications and the functional evidence, assembled before the nurse's first home visit.
Care coordination
The intake checklist, from progress notes to medications, assembled before the care plan meeting.
Talk to us
Walk tomorrow's schedule through the view
Thirty minutes over a synthetic pre-visit chart: outside notes, discharge summaries, medications and results since last seen, organized the way they would arrive the night before. Send your details and the calendar opens here.
- Send your detailsTwo minutes. Your organization, name, email and phone, and the time records cost you; the rest is optional and helps us reply with something specific.
- Pick a timeThirty minutes, live, over synthetic records in the shape your team works in. No slides, and no discovery call before the demo.
Who this is for, and who it is not
- Coverage comes firstVivlio retrieves from providers, hospitals and health systems it can reach through national exchange networks and direct connections. Name the facilities your patients come from on the form and we check coverage before anyone spends thirty minutes on a demo.
- You can say what the chasing costsThe form asks how many hours a week your team loses to chasing records. If nobody can put a number near it, the case for Vivlio is not there yet, and we would rather say so than sell you a demo.
- Patients and files at volumeThis is built for intake that runs every day. For one record, once, your patient can request it from the provider directly, and that will be faster than going through us.
- Treatment, with the paperwork doneProduction access needs an NPI, a declared purpose of use and a signed BAA. Nobody swipes a card onto live PHI.
If none of those describe you, say so in the last field and we will come back in writing instead of booking a call.
Or call sales directly at 404-777-5772
Step 1 of 2
Send us your details
Step 2 of 2
Book a 1:1 call
Thanks. Pick a time below and the invitation comes straight to your inbox.
Step 2 of 2
We will come back in writing
Thanks - that is a useful answer. Before either of us spends thirty minutes, we will come back by email with the two or three questions that size what record chasing is actually costing your team, and what we can reach for the facilities you named. If the numbers are there, we will send a time then.
If you would rather just talk, the sales line below reaches the same people.