01
Visit Intelligence
Permitted context organized with source visibility
The CareMemory platform
One connected platform for every patient visit.
CareMemory unifies patient preparation, physician-reviewed AI documentation, approved follow-through, and longitudinal health records into one physician-controlled platform.
Four capability families share source-aware context while preserving explicit physician-review boundaries.
02
Documentation Support
Editable drafts with physician review required
03
Longitudinal Memory
Approved understanding carried forward deliberately
04
Source-aware Evidence
Origin, status, and review boundary stay legible
Interoperability
Designed to work alongside existing clinical systems.
CareMemory is being built for standards-based interoperability and source-aware clinical context while the EHR remains the system of record.
FHIR R4SMART on FHIROAuth 2.0Supported APIs
Clinical systems
Patient & outside context
CareMemory
01 · Before the visit
Pre-Visit Intelligence
See what changed, what the patient wants addressed, and the relevant context behind it before you enter the room.
- Guided patient preparation
- AI visit brief
- Timeline of clinical context
- Available records before the visit
Sofia Reyes · Follow-up · Today · 10:30 AM
What changed since last visit
Lisinopril increased 10 mg → 20 mg
8 days ago · Patient reports new morning lightheadedness since the change
Why the patient is here
Morning lightheadedness
Relevant prior context
Cardiology follow-up · Aug 21 · Outside ECG available · Recent potassium · 4.2 mmol/L
Patient priority
“Could this relate to when I take my medication?”
Visit brief
Medication dose changed 8 days ago. Patient reports new morning lightheadedness since the change. Outside cardiology note, ECG, and recent labs are available for review.
4 sources reviewed · 1 change identified · View sources →
Pre-Visit Intelligence
LiveSofia Reyes · Follow-up · Today · 10:30 AM
What changed since last visit
Lisinopril increased 10 mg → 20 mg
8 days ago · Patient reports new morning lightheadedness since the change
Sources: Prior encounter · Patient intake
Why the patient is here
Morning lightheadedness
Patient reports symptoms after a recent medication change
Relevant prior context
- Cardiology follow-up · Aug 21
- Outside ECG available
- Recent potassium · 4.2 mmol/L
Patient priority
“Could this relate to when I take my medication?”
Patient intake
Visit brief
Medication dose changed 8 days ago. Patient reports new morning lightheadedness since the change. Outside cardiology note, ECG, and recent labs are available for review.
4 sources reviewed · 1 change identifiedView sources →
02 · During and after
Physician-Reviewed AI Documentation
Move from a consented encounter to an editable clinical draft that requires physician review and approval.
- Consent-based encounter capture
- Editable physician draft
- Human review required
- Never automatically finalized
Clinical draft
Physician reviewSubjective
Patient reports morning lightheadedness beginning after a recent medication change. No syncope reported.
Objective
Seated BP 138/86; standing BP 116/72. Available outside ECG and recent labs are linked for review.
Assessment
Clinician assessment captured from the encounter for review.
Plan
Clinician-stated medications, tests, follow-up, and instructions captured for review.
SOAP draft
LiveEditable draft · nothing is finalized automatically
AI-assisted draft · Requires physician review
View sourcesS
Subjective
Patient reports morning lightheadedness beginning after a recent medication change. No syncope reported.
O
Objective
Seated BP 138/86; standing BP 116/72. Available outside ECG and recent labs are linked for review.
A
Assessment
Clinician assessment captured from the encounter for review.
P
Plan
Clinician-stated medications, tests, follow-up, and instructions captured for review.
Encounter evidence → AI-assisted draft → Physician review/edit → Approval
03 · Patient follow-through
Patient Follow-through
Deliver physician-approved visit summaries, care plans, medication updates, follow-up instructions, and educational resources in one secure patient experience.
- Physician-approved visit summary
- Personalized care instructions
- Secure patient access
- Shared only after physician approval
CareMemory Patient
Today’s Visit
Physician-approved synthetic example
Blood pressure follow-up
Monday, March 20 · A clear summary of what you discussed and decided together.
What We Discussed
Your morning lightheadedness may relate to lower blood pressure after your medication.
Care Plan
Hydrate well, rise slowly, and record symptoms with each reading.
Medication Changes
Continue lisinopril 20 mg and take it with breakfast.
Home Monitoring
Check blood pressure morning and evening for 14 days.
Follow-up Instructions
Return in 2 weeks. Message the care team sooner if symptoms worsen.
Warning Signs
Seek urgent care for fainting, chest pain, new weakness, or severe shortness of breath.
Educational Resources
Measuring blood pressure at home
A physician-reviewed guide selected for today's care plan.
04 · Long-term continuity
Health Vault
Patient-controlled longitudinal records that organize medical history across providers while giving patients controls over supported secure sharing.
- Organized longitudinal history
- Records across providers
- Patient-controlled access
- Secure sharing by choice
Patient controlled
Health Vault
Sophia Reyes
Your organized health record
EncryptedUpdated todayShare on request
Clinical history
View8 visits · 4 active medications
Visit SummariesMedicationsAllergies
Results & procedures
View12 results · 3 imaging studies
LabsImagingProcedures
Continuity
ViewUpdated today
TimelineCare PlansReferral Letters
Patient controlled
ViewSharing managed by Sophia
Shared RecordsVaccinations
You can manage supported sharing of selected records with authorized care teams and revoke future access when available.
Representative interfaces with fictional information. The Health Vault is not the legal medical record and does not replace an EHR.
One connected platform. Every patient visit.
Keep clinical context connected from preparation through physician review, patient follow-through, and long-term continuity.
Request a DemoBuilt for physicians. Controlled by patients. Reviewed by humans.
Read: AI pre-visit preparation vs. EHR chart summaries