Clinical notes that
learn how you write
AI-generated notes trained on each provider's actual documentation style. Pre-populated before patients arrive. 90% confidence match from day one.
Activate PMS Integration90% confidence from
30 days of notes
Connect your PMS and the system analyzes your providers' historical notes — matching each one to appointments and procedure codes to build provider-specific templates.
Five autonomous systems.
Zero manual effort.
From the moment you connect your PMS, five background processes work around the clock to learn, generate, monitor, and improve clinical notes.
Bootstrap: Learn Your History
Pulls up to 6 months of clinical notes and appointments from your PMS via Sikka. Joins each note to its procedure codes, then groups by provider and procedure combination. Claude AI extracts fluid templates — reusable note structures that capture each provider's exact writing patterns with 90% confidence.
Morning Generation: Notes Ready at Open
Reads today's schedule and generates notes for every appointment using a smart template cascade: exact match → similar procedure combo → cross-provider → cold start. Notes are pushed directly into your PMS before the first patient arrives.
Schedule Monitor: Catch Every Change
Compares schedule checksums to detect added, removed, or changed appointments in real time. When a patient is added mid-day, a note is generated and pushed within minutes. Cancelled appointments are flagged automatically.
End-of-Day Learner: Smarter Every Night
Scrapes finalized notes and diffs them against the morning AI-generated versions. Feeds the deltas to Claude for analysis — updating templates, writing styles, and signing preferences. Every edit your providers make teaches the system.
Weekly Recap: Insights in Your Inbox
Aggregates the week's diffs into a comprehensive report — accuracy scores, per-provider insights, and recommendations for improvement. Delivered as a formatted email so you always know how the system is performing.
A feedback loop that never stops
The system doesn't just generate notes — it watches how providers edit them and adapts. Accuracy improves every day.
Generate Notes
Morning pre-population from learned templates
Providers Edit
Doctors refine notes during the day
Diff Analysis
AI compares generated vs. final versions
Update Templates
Writing styles & templates refined nightly
Per-provider learning.
Not one-size-fits-all.
The system builds a unique writing profile for each provider — because Dr. Patel writes differently than Dr. Chen.
Dr. Patel
General Dentist · 612 notes learnedDr. Chen
Endodontist · 408 notes learnedEvery detail considered
Appointment-Level Notes
One note per appointment, not per procedure — matching how dentists actually document. Multiple procedures intelligently combined or separated based on provider preference.
Procedure Code Matching
Sorted CDT codes create a unique signature. D2740+D2391 always gets the right template for a given provider — even when codes are entered in different orders.
Timezone-Aware Scheduling
Every job reads your practice timezone and business hours. EST practices get notes at 6 AM Eastern. PST practices at 6 AM Pacific. Fully automatic.
Provider Review Required
Every generated note is a draft requiring provider sign-off. Nothing is finalized without review — keeping you compliant and in control of your clinical documentation.
Template Cascade
Smart fallback logic ensures every appointment gets a note: exact match → similar combo → cross-provider → intelligent cold start. No appointment left blank.
Direct PMS Push
Notes appear directly in your practice management system via the Sikka API. No copy-paste, no portal. They show up right where your providers expect them.
Performance reports, delivered
Every Sunday, get a breakdown of how the AI performed — accuracy scores, provider insights, and improvement recommendations.
Weekly AI Notes Recap
Week of Feb 10 – Feb 16, 2026Included with PMS Integration
AI临床笔记
Bundled with the Complete Front Office Automation plan at $499.99/mo
14-day free trial · Cancel anytime · 30-day money-back guarantee