Skip to content
OptimIQ Health
VisitIQ
Visit Intelligence

Walk in already knowing the patient.

The record usually holds what the visit needs. Nobody has twenty minutes to go find it. VisitIQ reads it first and hands back one page: what is going on, what is missing, and what is supportable — with the sentence behind every line. After the visit, it writes the documentation and the codes.

What it does

Inside VisitIQ

Every capability below exists because a practice asked for it. Nothing here is a roadmap item.

The record in one page

Twelve months of notes, labs, vitals, imaging, and claims condensed into a summary a physician reads in a minute — with every line linked to its source.

Diagnosis gaps, made visible

Conditions the record clearly supports but the assessment never names. Raised as a question with the evidence attached. Nothing is coded on its own.

Service gaps, made visible

Care already delivered and care now due: advance care planning, tobacco cessation, obesity counseling, depression screening, wellness visit components.

Documentation written in

Agree with a finding and the required language appears in the encounter note. No second portal. No extra clicks.

Coding at signature

CPT, ICD-10, modifiers, and diagnosis pairing derived from the signed note. Necessity and payer edits run first; anything unclear goes to a coder.

Evidence on every line

Sentence, page, and date behind every gap and every code — the same packet an auditor would ask for.

In context

Tomorrow’s schedule, already read

Each morning the panel lists the day’s patients with the gaps found and the services the record supports. The rule is simple: if the chart cannot prove it, it is not shown.

Pre-visit page · Dr. Reyes
Send to chart
Records read
18 / 18
Diagnosis gaps
6
Service gaps
11
TimePatientGap foundCodeEvidence
08:20M. TorresAdvance care planning discussed, never documented994973 chart facts
09:00R. ChenKidney disease staged in labs, absent from assessmentN18.313 eGFR draws
09:40A. GomezObesity counseling delivered, not capturedG0447BMI 34.1
10:20D. KapoorDepression screening overdue 14 monthsG0444Last done 14 mo
11:00P. ShahWellness visit components split across three visitsG0439Provider input
Drafted language · drops into the encounter note

“Advance care planning discussion, 18 minutes, with patient and daughter present. Reviewed goals of care, surrogate decision-maker, and completion of healthcare proxy form...”

Illustrative example · not real patient data

Chart summary · M. Torres
Open source
Active problems

Type 2 diabetes with CKD (E11.22) · Chronic diastolic HF (I50.32) · CKD stage 3a (N18.31) · Hypertension (I10).

Screening history

Colonoscopy 2019 (due 2029) · Mammogram overdue by 7 months · Diabetic eye exam overdue · Pneumococcal complete.

Question raised for the physician

eGFR has been under 60 on three draws across 9 months. Does the record support a documented CKD stage this visit? Agree · Disagree · Need more information.

Lab trends
A1c risingeGFR decliningTrend reviewed 03/14
How it works

From the schedule to the signed record

First

Schedule syncs

Tomorrow’s appointments arrive overnight with each patient’s record identifiers.

Then

Record is read

Notes, labs, vitals, imaging, and prior claims are reviewed for every scheduled patient.

Then

Gaps surface

Diagnosis, service, and care gaps appear together, each with the evidence behind it.

Finally

Documented and coded

The provider agrees, the language lands in the note, and the visit codes itself.

By design

Facts, not promises.

These are properties of how VisitIQ is built — not projected savings. Results in your practice depend on your payers, your panel, and your documentation.

0 mo
Record reviewed

Notes, labs, vitals, imaging, and claims for every patient on the schedule

0 page
Per patient

The whole record condensed into a single readable summary

0%
Findings with evidence

Every gap and every code traceable to the sentence that supports it

Who it is for

A good fit when…

  • Physicians who finish charting after dinner
  • Organizations where care is delivered and never captured
  • Care teams that have switched off every alert tool they have tried

See VisitIQ on your own workflow.

Tell us what your organization is fighting — open care gaps, documentation, denials, coverage — and we will walk you through the part of the platform that closes it.