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AI Charting

Automated charting: notes that write themselves

Automated charting in Ona is AI charting built into the EHR: you define your note templates once, then the system drafts a structured SOAP note from an ambient recording, intake answers, or dictation. You review and sign, so nothing leaves the chart until you approve it.

  • SOAP, DAP, BIRP + custom
  • [placeholder] fields
  • Recording, intake or dictation
  • Edit-before-sign

Automated charting is Ona's note-drafting engine inside the EHR. You build the templates your practice runs on — SOAP, DAP, BIRP, a functional-medicine timeline, or freeform — with [placeholder] fields that pull patient and visit data into the right slots. Ona drafts the structured note; you review and sign, so nothing leaves the chart until you explicitly approve it.

It's built for clinicians who lose hours to documentation — primary care, behavioral health, physical therapy, functional and integrative medicine, and nutrition — and any solo-to-multi-provider practice that runs on structured notes. If your day is 10–20 notes across SOAP, DAP, or BIRP formats, automated charting is built for you.

Ambient transcription on the left, the structured SOAP draft on the right — in the same window.

01 · Why it matters

Charting is the tax nobody signed up for.

Clinicians routinely spend more time writing about visits than having them. Ambient AI changes what that trade-off looks like.

Every minute spent charting is a minute not spent with a patient, a family member, a cup of tea. A busy clinician writes 10–20 notes a day; at five minutes each that's most of a shift per week.

The problem isn't the typing. It's the context-switch — zoom out of the conversation, recall what was said, re-structure it in your head, translate it into clinical prose. Ona takes the structuring off your plate. You only review what's already there.

02 · Why Ona

Charting tuned to your templates.

Charting lives inside the EHR

Not a separate app — the draft appears in the chart already mapped to your template, so there is nothing to copy and paste.

One patient record

The same note can be drafted from an ambient recording, from intake answers, or from dictation — all tied to the same chart.

AI-native, clinician-signed

Every draft requires your review and your signature. Ona drafts, you decide — nothing leaves the chart until you explicitly sign.

Your data stays yours

Personalization learns your preferred phrasings on your practice only, never pooled across customers. Ona never trains models on your recordings.

Your templates, not ours

SOAP, DAP, BIRP, functional-medicine timeline, custom, freeform — pick one or build your own. [placeholder] fields pull medications, allergies, vitals, and history into the right slots.

Patient language, clinical prose

Ona separates the conversation from the record. What your patient says stays in their voice in the transcript; what you sign reads like a clinical note.

03 · In the room

How a visit becomes a signed note.

  1. Start the visit

    Open the chart and start recording with ⌘ R or the record button. A per-visit consent banner shows on screen and the patient can pause it.
  2. Speakers stay separate

    Multi-speaker diarization keeps clinician and patient turns separate in the transcript. Ambient noise, interruptions, side-conversations — Ona's model was built around messy real rooms, not podcast studios.
  3. A structured draft, in your template

    Ona drafts against your chosen template — SOAP, DAP, BIRP, functional-medicine timeline, custom, or freeform — with [placeholder] fields that pull medications, allergies, vitals, and history into the right fields.
  4. Or draft before the visit even starts

    Drafts can also be generated from intake answers or from dictation, not only from a recording — useful for automated chart prep ahead of the appointment.
  5. Review, adjust, sign

    Every draft lands in a review state: accept it, edit inline, or diff against the transcript, then sign. Nothing is finalized until you do.

I used to stay late to finish notes. Now I finish them in the patient's chair while they pay — and I haven't missed a single line item in weeks.

Dr. Amara OkonkwoOB/GYN · Riverside Women's Health

04 · In practice

What this looks like on a real day.

Solo functional-medicine MD

A 90-minute first visit becomes a 3-minute review.

Lifestyle, timeline, and symptoms get diarised cleanly. Ona drafts the functional-medicine timeline template and surfaces the five threads you'll want to follow up on.

Multi-clinician practice

Templates stay consistent across providers.

Everyone signs a SOAP note that reads the same. The practice manager can audit that no required section is ever blank — across hundreds of visits a week.

Telehealth-first therapist

DAP notes write themselves post-session.

Ambient audio from the video call is diarised in place. The DAP draft is ready the moment the call ends; no re-listening required.

Registered dietitian

Food recalls captured cleanly, automatically.

Spoken 24-hour food recalls get structured into macros, meal timings and symptoms — ready to chart against the plan you set last visit.

FAQ

Common questions from clinicians.

What is AI charting?
AI charting is software that drafts a clinical note for you from a recording, intake answers, or dictation, then hands it back for review and signature. In Ona it runs inside the EHR and drafts against the note templates your practice already uses.
How does automated charting work?
You start a visit and record it (or upload audio, or dictate). Ona separates the speakers, drafts a structured note against your template with patient data pulled into [placeholder] fields, and puts it in the chart in a review state for you to edit and sign.
Can Ona automate SOAP notes?
Yes. SOAP is a built-in format, alongside DAP, BIRP, a functional-medicine timeline, custom, and freeform templates. Ona drafts the SOAP note in your structure; you review, adjust, and sign.
How does automated chart prep work before a visit?
Ona can draft from a patient's completed intake answers, so a structured note is waiting in the chart before the appointment starts. You refine it during or after the visit, then sign.
Does automated charting replace clinician review?
No. Every draft lands in a review state and nothing leaves the chart until you sign. You can accept the draft, edit inline, or diff it against the transcript first.
What happens if the patient speaks another language?
Transcription handles the major languages you're likely to see in a multilingual practice, and the note can be generated in a different language from the conversation — useful if you consult in Spanish and chart in English.
Ready when you are

Stop writing notes after hours.

See how Ona drafts notes against your templates in a 15-minute demo — we'll use one of your real visit formats.