Feature · Documents
Patient document digitization
Scan paper packets, cards, and consents into the chart — searchable before the patient sits down.
Insurance cards and consents live on the visit thread, not a drawer of manila folders or a Drive folder named FINAL-v3.
Missing cards show up early so chair time is not spent hunting attachments.
01 · Deep dive
What this feature actually is
Patient document digitization is a first-class surface in the HeyMed practice OS — the same place your calendar, CRM, messages, money desk, and agents live.
Scan paper packets, cards, and consents into the chart — searchable before the patient sits down.
Clinics adopt it to retire bolt-on tools that force staff to copy context between tabs. Every screenshot on this page uses fictional Lumen SAMPLE data — no real patient information on marketing surfaces.
HeyMed keeps brand and product language simple: agent, robot, or AI — never third-party model names in owner-facing UI.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · CapturePhone or scanner into the visit packet.
- 02 · AttachDocuments land on the patient / visit thread.
- 03 · Find laterSearchable attachments — not a drawer of manila folders.
03 · In the clinic
A day with Patient document digitization
How front desk, clinicians, and agents touch the same truth.
- 01Capture
Phone or scanner into the visit packet.
- 02Attach
Documents land on the patient / visit thread.
- 03Find later
Searchable attachments — not a drawer of manila folders.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- Lives in the same practice OS shell as schedule, CRM, and messaging
- Peach clinical UI with a robot helper on the detail page
- SAMPLE-safe demos with fictional Lumen data only
- Designed for multi-specialty medical practices — not a dental-only sidecar
- Works with waitlist → office onboarding when your clinic is ready
06 · Why clinics care
Robust, reliable, and in the same OS
- Ready before chair timeMissing cards show up early.
- Pairs with CRMNo orphan Drive folders named FINAL-v3.
- Privacy-minded demosMarketing uses fictional Lumen only.
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