EHR

EHR software built around one coded patient chart

Ona's EHR (electronic health record) keeps one coded chart per patient: an AI-written summary, vitals with trends, and ICD-10, RxNorm and LOINC-coded diagnoses, medications, allergies and observations, beside every visit, note, file and message. Records Ona's AI reads from recordings, intake or referrals stay flagged until a clinician confirms them.

ICD-10, RxNorm & LOINC coding
AI records you confirm
Linked to visits, never copied
Cases & discharge letters

Ona's EHR is the electronic health record inside Ona, the AI-native practice management platform. Each patient has one chart: an AI-written summary, vitals, coded diagnoses, medications, allergies and observations, every visit and note, files, intake, messages and invoices, all reached from one sidebar. Records Ona's AI reads from recordings, intake or referrals stay flagged until a clinician confirms them.

It's built for practices that want a chart they can trust without retyping it: primary care keeping one clean problem list, behavioral health ending care on paper that holds up, physical therapy tracking episodes of care, and functional and integrative clinics charting supplements next to medications. Owners, admins, staff and clinicians each see the parts of the chart their role needs.

Charting → Overview: the AI summary, the vitals strip and coded records in one scroll.

01 · Why it matters

A chart is only as good as what you can trust in it.

Free-text lists drift, copies multiply, and AI that writes straight into the record makes it worse.

Most charts decay the same way. A diagnosis gets retyped at every visit until there are three versions with three statuses. A medication from an outside referral lives in a PDF nobody opened. Duplicate patients split one history in two. By the time someone needs the record, nobody is sure which line is current.

Ona keeps the record coded and single. Diagnoses, medications and allergies are picked from code sets, not typed. A visit links the records it addresses instead of copying them. And anything Ona's AI reads into the chart waits, marked, until a clinician says it belongs.

02 · What you get

Everything about the patient, coded once.

Codes picked, not typed

Diagnoses come from an ICD-10 browser that opens deeper codes column by column and marks every code billable or not, with SNOMED alongside. Medications start from the brand or generic name, then the strength. Allergies carry type, category, severity and criticality.

AI suggestions you confirm

Diagnoses, medications, allergies and supplements that Ona reads from a visit recording, an intake form, an interview or a linked fax referral arrive marked AI, with their source. Confirm keeps them. Dismiss removes them.

One problem list across visits

A visit links the chart records it addresses instead of copying them. Its Records page shows what's on the chart but not yet in this visit, so you carry one record forward or carry them all.

Vitals with trends

Blood pressure, heart rate, SpO₂, temperature, respiratory rate, pain, weight, height and BMI, which is calculated from weight and height. Choose US customary or metric units, switch off the vitals you don't take, and open Trends to chart any of them over time.

Files, shared on your terms

Every chart has its own media drive: folders, files up to 500 MB, photos straight from a phone camera, and inline preview for images, video and PDFs. Share a file or a whole folder to the patient portal. Everything else stays with the team.

A record you can keep clean

Review duplicate patients side by side and merge them. Archive and restore with the history intact, tag and filter the patient list, add guardians for dependents, and let admins see who opened or changed each chart in its Log.

An AI-suggested diagnosis shows where it came from and waits for Confirm or Dismiss.

03 · How it works

How a chart fills in, under your review.

Start with a name
Add a patient with a first and last name. Add an email to invite them to the portal at the same time, or share a setup link so they fill in their own details, insurance and pharmacies.
Intake and visits feed the chart
Forms, interviews, visit recordings, lab reports and linked fax referrals all land on the same chart. After an interview or a visit, the AI summary at the top of the Overview refreshes with a clinical narrative and next steps.
Review what Ona found
AI-found records appear with a sparkles marker and their source, such as “Visit · AI from recording” or “Intake form · AI”. Hover to inspect, edit if needed, then Confirm or Dismiss.
Chart the visit
On the visit's Records page, carry forward the chart records this visit addresses and add new ones from the same coded pickers. Notes open as tabs beside the chart, and the visit exports as an After Visit Summary PDF.
Close the episode, or the relationship
Discharge a case with its outcome, or write a discharge or termination letter from Export, sign it on screen and keep the PDF on the chart. Export the whole chart as a PDF whenever you need a copy.

04 · Episodes and endings

Cases for an episode. Letters for the end of care.

Cases

An episode of care, start to finish.

Reach for this when a run of visits works toward one outcome, like a rehab course or a treatment block.

Turn on Cases in Settings and every chart gets a Cases tab. Link a visit to its case when you book it or from the visit itself, and the patient's visit list groups by case.

Primary and secondary problems, ICD-10 coded or free text
Goals with baseline, target, target date, status and term
Planned, Active, On hold, Discharged or Cancelled, with a status history
Discharge reasons: Goals met, Plateau, Self-discharged, Referred out, Lost to follow-up

Discharge letters

Ending care, on paper that holds up.

Reach for this when care has concluded, or when the practice is ending the relationship.

Start from Export → Discharge letter… on the chart. Preview the PDF, then sign it. The final letter is stored on the chart, and you can download or fax it from there.

Discharge or Termination, with 19 standard reasons filtered by type
Effective date from your grace period, active prescriptions printed from the chart
Continuity-of-care resources and closing text set once in Settings
Signed on screen or generated unsigned for a pen signature, voided and replaced with the original kept

05 · In practice

What this looks like on a real day.

Primary care practice

A problem list that survives every visit.

Hypertension is charted once with its ICD-10 code. Each follow-up carries it forward instead of retyping it, the vitals strip shows whether the blood pressure is moving, and the medication list stays one list.

Behavioral health group

Ending care with the paperwork done right.

When a patient stops engaging, the clinician picks Termination, ticks the reasons that apply, signs the letter on screen and faxes it. The signed PDF stays on the chart if anyone asks later.

Physical therapy clinic

Every visit tied to its episode.

A knee rehab course is a case with a primary problem and measurable goals. Visits link to it as they're booked, and at the end it's discharged as Goals met or Plateau, with every status change on record.

Front desk and practice manager

One patient, one record.

Duplicate patients from old imports are reviewed side by side and merged, with visits, notes, invoices and files moved to the record you keep. Inactive patients stay bookable but stop getting automated messages.

FAQ

Common questions about Ona's EHR.

What is an EHR?

An EHR (electronic health record) is the digital chart a practice keeps for each patient: problems, medications, allergies, vitals, visits, notes and documents. In Ona the EHR is part of the same platform as scheduling, intake, messaging and billing, so all of it sits on one patient record.

Which code sets does Ona's EHR use?

Diagnoses are coded with ICD-10-CM and SNOMED CT, medications with RxNorm, observations and vitals with LOINC, and supplements with NIH DSLD labels or FDA UNII ingredients. When something isn't in the code set, you can chart it as a custom entry.

Does Ona's AI write to the chart without review?

No. AI-found diagnoses, medications, allergies and supplements are marked with a sparkles icon and an AI badge until a clinician confirms them, and Dismiss removes a suggestion. Each one shows where it came from: a visit recording, an intake form, an interview or a linked referral.

Can I choose which sections appear in the chart?

Yes. Owners and admins turn Vitals, Diagnoses, Observations, Allergies, Medications, Supplements, Recommendations and Notes on or off for the whole practice under Settings → Charting, pick US customary or metric units, and switch individual vitals off.

Can patients see their own chart?

Patients see a simplified view in the patient portal: record names and codes, lab reports, their visits, notes you choose to share, and the files or folders you share with them. They never see your notes on a record or whether AI suggested it.

How do I export a patient's chart?

Use Export at the bottom of the chart sidebar and choose Download as PDF: a clinical summary followed by appendices of visits, lab reports and clinical records. Each visit can also export a patient-facing After Visit Summary. Ona doesn't offer a FHIR API or C-CDA export today.

How does Ona handle duplicate and archived patients?

Owners, admins and staff review possible duplicates side by side and merge them. Visits, notes, invoices, claims, messages, forms and files move to the record you keep, and the others are archived. Archiving a patient also archives their visits, notes, forms and consents, and restoring brings them all back.

Can I bring charts over from my current EHR?

Ona has ready-made importers for Jane, IntakeQ/PracticeQ, AdvancedMD and Aster, and every import runs as a dry run before anything is written. Data from other systems is mapped by hand.

Ready when you are

See your patients in one chart.

Book a demo and we'll walk through a real chart: coded records, AI suggestions and the visit view.

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