The full picture, before the patient walks in.

Name: Pre-Visit Summary | Concurrence
Brand: Concurrence

Receive a complete summary of the patient's history, relevant context, and key considerations ahead of every visit.

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Concurrence pulling a patient's chart from the EHR into a structured pre-visit summary, then delivering the finished briefing to Dr. Green

Outcomes

Save provider time on chart review before appointments

Improve patient outcomes with better-prepared providers

Surface relevant history that might otherwise be missed

Shorten visit times by eliminating in-room chart review

How it works

Concurrence pulling a patient's chief complaint, visit type, medications, labs, overdue items, and care gaps from the EHR into a structured summary

Pull the patient's full history

Aggregate clinical data, prior interactions, medications, labs, and relevant context from the EHR.

Features

A complete patient summary compiled automatically and shown in a clean briefing view

Automated chart synthesis

Compile a complete patient summary without manual chart review.

A patient record with the section most relevant to this visit surfaced and flagged

Intelligent prioritization

Surface different information for a chronic care follow-up than for a new patient consultation.

A patient flagged with a care gap for an overdue mammogram

Care gap flagging

Highlight overdue screenings, lapsed referrals, or adherence concerns the provider should address during the visit.

Context carried over from prior patient interactions

Prior interaction context

Include context from the patient's interactions with other Concurrence solutions (intake, outreach, between-visit support).

A detail in the summary traced back to its source record in the chart

Source-linked insights

Trace every detail in the summary back to its origin in the chart so the provider can verify in one click.

Concurrence at the center of outside sources, from a records database and health information exchange to faxed documents, aggregated into one record

Outside records aggregation

Incorporate records from prior providers, health information exchanges, and faxed documents that live beyond your own EHR.

A reported metric trending down over 14 visits, flagged as improving

Longitudinal trends

Show how labs, vitals, and key metrics have moved across recent visits to reveal trajectory at a glance.

Briefing delivered within the provider's existing EHR workflow

EHR integration

Pull data directly from the patient's chart and deliver the briefing within the provider's existing workflow.

Effortless integration across your systems.

Concurrence natively integrates with all major EHRs and clinical systems.

Pairs with the rest of your
AI workforce

Each Concurrence solution shares the same patient context and clinical guardrails,
so the value compounds as you add more workflows.

Security for critical operations.

SOC 2 Type II

Audit completed

HIPAA

Compliance attested

PIPEDA & PHIPA

Compliance self-attested

GDPR

Actively maintained

In progress

HITRUST e1
ISO/IEC 27001
ISO/IEC 42001

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