Clinical Workflows for Medical Practices

Clinical Tools Built for
Every Specialty

Structured documentation, interactive body diagrams, biopsy and pathology tracking, clinical photography, and coordinated follow-up in one configurable platform.

Specialty-ready workflows

Detailed specialty workflows.

OAK EMR combines configurable documentation, photography, condition tracking, procedures, pathology, recalls, and revenue workflows. For example, dermatology teams can tailor lesion and dermoscopy workflows, while primary care and other specialties configure the tools around their own visit patterns.

Clear planning

Pricing tailored to your practice.

Ambient AI Scribe

Stay in the conversation.
Start with a structured draft.

With patient consent, OAK EMR listens during the appointment, transcribes the conversation, and prepares a structured note with suggested diagnoses, tests, follow-up tasks, and coding details. The clinician keeps review, editing, and approval control.

1

Confirm Consent & Start

Begin the ambient recording only after the patient consent workflow is completed.

2

Capture & Transcribe

The visit conversation becomes a working transcript linked to the appointment.

3

Generate the Draft

Structured SOAP content, summary, care suggestions, and coding support are organized for review.

4

Review, Approve & Apply

The clinician edits and approves the note before chart details and billing-review items move forward.

Listen With consent
Draft Structured output
Approve Clinician controlled
Explore the Complete AI Scribe Workflow
AI-Generated SOAP Draft Review Required · Illustrative
Subjective / HPI
Patient is a 42-year-old female presenting with a 3-month history of a changing lesion on her left upper back. She reports the lesion has grown approximately 3mm and developed asymmetric borders. Denies pain or bleeding. Family history of melanoma (mother).
Assessment
1. Atypical skin finding, left upper back — irregular borders, diameter ~7mm. ABCDE criteria: asymmetry, border irregularity present. Focused exam performed.
2. Rule out melanoma — biopsy indicated.
Plan
1. Excisional biopsy left upper back today — CPT 11102.
2. Pathology to partner lab — H&E and special staining.
3. Follow up in 10 days for results review.
4. Patient counseled on care instructions and self-exam.
Documentation

SOAP Notes & Documentation

Specialty-ready templates for every visit type — from routine exams to procedures. Spend less time typing and more time treating.

Specialty Templates

Pre-built and configurable templates for every visit type.

Body Diagram

Mark lesion locations directly on anatomical diagrams.

Lesion Documentation

Size, color, morphology, and ABCDE criteria tracking.

MOHS Procedure Notes

Stage tracking, margin documentation, and repair notes.

Cosmetic Documentation

Botox, filler, and laser treatment records with photos.

Biopsy Workflow

Site marking, consent, specimen labeling, and pathology tracking.

Treatment Response Tracking

Compare before/after measurements and photo series over time.

Photo Comparison Notes

Side-by-side visit photos linked directly to chart notes.

ICD-10 Code Lookup

Search diagnosis codes and attach the selected code to the visit.

Custom Macros

One-tap text expansion for your most-used phrases and orders.

One-Tap Charge Capture

CPT codes suggested from note content, ready to sign off.

iPad Kiosk Mode

Touch-optimized interface for tablet charting at the point of care.

Body Diagram

Interactive Body Diagram &
Lesion Lifecycle Tracking

Tap any body location to add, track, and manage lesions across every visit. Complete lifecycle from identification to resolution.

Identified
Monitored
Biopsied
Pathology
Resolved

BCC

Basal Cell Carcinoma — tracked with margin status and treatment type.

SCC

Squamous Cell Carcinoma — depth, differentiation, and perineural status.

Melanoma

Breslow depth, Clark level, sentinel node, and staging tracked.

Benign

Seborrheic keratosis, nevi, angiomas — monitored with photos.

Tap any body location to add lesion Photo attachment per site Pathology record linking Side-by-side visit comparison Full lesion history timeline
Medication Workflow

Medication Records &
Refill Coordination

Keep medication history, directions, refill activity, related documentation, and prior-authorization status connected to the patient chart.

  • Medication list and history review
  • Refill request work queue
  • Directions and clinician notes
  • Prior-authorization status tracking
  • Specialty medication documentation
  • Chart-linked follow-up tasks
Medication Review — Illustrative
Patient Demonstration Patient
Medication
Specialty medication record
Directions recorded in chart
Sig Clinician-reviewed directions
Refill Status Ready for review
Documentation Supporting note requested
Assigned To Clinical Team
Next Step Provider Review
Results & Follow-Up

Lab & Pathology
Result Tracking

Keep orders, received results, provider review, patient notification, and follow-up tasks connected to the chart. Connection requirements are scoped during implementation.

  • Specialty-configured order lists
  • Result status and due-date tracking
  • Provider review queues
  • Patient notification documentation
  • Follow-up and recall tasks
  • Serial result views for clinician review

Pathology Order

Specimen, site, order status, result status, and clinician review.

Pathology

Treatment Monitoring

Recurring order schedule, results received, and next review date.

Monitoring

Recurring Lab Panel

Configurable test list, due date, completion status, and follow-up.

Scheduled

Diagnostic Workup

Related orders grouped together with a shared review task.

Autoimmune

Patch Testing

Panel selection, application dates, readings, and documented results.

Allergy
Clinical Photography

Clinical Photography

Standardized photo protocols, specialty images, and visit-to-visit comparison attached directly to the patient chart and finding record.

Standard Clinical Photos

Consistent positioning protocols with anatomical reference guides.

Specialty Imaging

Clinical images linked to finding records with metadata.

Before & After Series

Multi-visit comparison series with overlaid measurement tools.

Baseline Documentation

Full-body baseline photography for high-risk patients, stored securely.

  Visit-to-Visit Comparison — review photographs side by side with dates, lesion references, and documented measurements.

Ready When You Are

Ready to See It in Action?

See how OAK EMR's clinical tools transform the daily workflow in your medical practice. Book a 30-minute demo.