OpenCharts for Healthcare

Clinic operations, out of the binder.

Protocols, intake flows, patient handouts and the knowledge behind them, built with Theo and governed by role, so every site runs the same way and every answer is in reach.

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Clinics, medical centers and health systems

A week on OpenCharts

The jobs it does on day one.

Every one of these is a shipped product with its own page. Theo does the work; your team reviews and ships.

01Flowcharts

Map the intake flow

Drop the paper intake packet or the old policy PDF on Theo and get a flowchart of the real process, ready to correct, share and print at every site.

See Flowcharts
Flowcharts in OpenChartsFlowcharts
02Notes

Write the protocol once, keep it current

Clinical operations playbooks drafted with Theo, edited by the team in real time, with version history for every review.

See Notes
Notes in OpenChartsNotes
03Theo AI

Patient materials, bilingual by default

Handouts, after-visit summaries and program flyers in the brand, in English and Spanish, from one brief.

See Theo AI
Theo AI in OpenChartsTheo AI
04Wiki

One wiki for the whole network

Policies, phone trees and how-tos in a living knowledge base the care team can search and Theo can answer from.

See Wiki
Wiki

One wiki for the whole network

05Theo Care

Grounded health answers for staff

Theo Care checks live medical sources and answers with citations. Informational and honest, never a diagnosis.

See Theo Care
Theo Care in OpenChartsTheo Care
06Meetings

Huddles that write themselves up

Theo joins the meeting, takes the notes and answers questions about what was said, so the next shift starts informed.

See Meetings
Meetings

Huddles that write themselves up

Ships from your workspace
Ops playbooksIntake flowsPatient handoutsProgram docsStaff wikiHuddle notes
Governed by default
  • SSO / SAML
  • Role-based access
  • Audit logs on everything
  • Zero training on your data
OpenCharts for Enterprise
Proof

In their own words.

Teams on OpenCharts, alongside the carriers and networks their work touches every day.

Used by teams at
  • CVS Health logo
  • Estrella Medical Centers logo
  • Pediatrica Clinics logoClinics
  • New Health Medical emblemNew Health Medical
  • Key Health
  • nirvanaHealth logo
New Health Medical emblemNew Health MedicalMulti-site medical centers
Clinic operations used to live in binders. Now every protocol, intake flow, and patient handout is a governed canvas the whole care team can find in seconds.
Chief Operating Officer · New Health Medical
How they run OpenCharts
  • Clinical operations playbooks standardized across locations
  • Patient-facing materials produced bilingual by default
  • Role-based access separates clinical and admin content
Ships from their workspace
Ops playbooksIntake flowsPatient handouts
FAQ

Questions from healthcare teams.

Is OpenCharts a clinical system or an EHR?
No. OpenCharts is the operating system for the work around care: operations playbooks, intake flows, patient materials, the staff wiki and the meetings between them. It sits beside your EHR rather than replacing it.
Can clinical and administrative content be kept apart?
Yes. Role-based access separates who can see and edit what, audit logs record every change, and version history keeps the trail a compliance review asks for.
Does Theo give medical advice?
Theo Care answers health questions from live medical sources with citations, for staff and caregivers. It is informational and always frames the answer as something to confirm with a clinician, never a diagnosis.
Is our data used to train AI models?
No. OpenCharts never trains on customer data. Data is encrypted at rest and in transit, and enterprise agreements add SSO, audit log exports and a 99.99% uptime SLA.
Soft clouds drifting across a bright sky

Bring your healthcare team
on board.

One workspace, Theo inside, and the jobs above on day one. Start on your own, or ask for a demo and we will map it to your week.

Get startedGet a demo

Clinics, medical centers and health systems