Utilities

Data-integrity tools. The emergency contact is the spouse, so a chart whose patient first name equals its own emergency contact's is a swapped-couple record. Same-surname pairs can be fixed in one click; ambiguous ones are flagged for review.

Duplicate clients

Merge fragmented records (TA / intake) into the canonical chart.

Identity Review

vs TheraNest

Every chart compared to its TheraNest record (source of truth). Safe classes apply in one click; a Wrong TheraNest link means the chart may be tied to the wrong person — those are manual.

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Name mismatches

Scanning charts…