- Visit
- Same-day visit booked, 11:00 am
- Check-in
- Calls on days 2 and 4 after the visit
- Prior auth
- Patient call booked for 3:00 pm to collect answers
- Test
- Outstanding CT confirmed for Friday
Illustrative example with a synthetic patient.
Solutions
The note is drafted. The follow-up is a few clicks away.
After every call or check-in, your team edits and signs a drafted note, then sends follow-up from it.
What it covers
Drafted notes
SBAR and pre-visit notes, every line sourced.
Follow-up tasks
Visits, check-in calls and tests, sent from the note.
Prior authorization questions
Patient texted from your number, call booked, answers collected.
Outside records and referrals
Sorted by urgency before the visit. Gaps listed.
How it works
- Inside your EHRIn your chart and worklists.
- Drafted, not decidedCitrus prepares. Your staff review, edit and sign.
- Works with your toolsFits with your other prior authorization or documentation tools.
- A record of every stepWhat Citrus did, and when, is logged.
Clinical judgment stays with your care team.
- Citrus collects, records and routes. It never advises, diagnoses or reassures.
- Every severe symptom reaches a person, every time.
- Every conversation opens by saying it is a virtual agent.
- SOC 2 Type II audited and HIPAA compliant. Security details
Start with a co-development pilot.One clinic, one workflow, measured together. Start with a clinician login and connect Epic when you are ready.
Contact our team