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MedChartScan E/M
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Getting started

MedChartScan E/M reads a clinical visit note and returns the E/M office-visit code the documentation supports, with the lines from the note behind it. This page takes you from a new account to your first real note.

The path has four steps, and the Home page tracks them for you in the Set up your workspace checklist:

  1. Verify your email.
  2. Run a sample note.
  3. Sign the Business Associate Agreement (BAA).
  4. Invite your team.

Create your account

  1. Go to the sign-up page and enter your email address and a password of at least 12 characters.
  2. Open the verification email and click the link. The link expires after one hour. If it expired or didn't arrive, go back to the Check your inbox page and click Resend verification email.
  3. Sign in with your email and password.

When you sign in for the first time, MedChartScan creates an organization for you, named My organization, with you as its owner. You can rename it in Settings. Your organization starts with 50 free credits, and one credit analyzes one note.

Note:

If someone already invited you to their organization, you join that organization instead, and no new organization is created. For more information, see Team and roles.

Run a sample note

Your organization starts in testing mode. Until an owner signs the BAA, use synthetic notes only: never paste real patient data. The app shows Testing mode: don't paste real patient data. at the top of every page as a reminder.

  1. In the sidebar, click Analyze a note.
  2. In the Clinical note box, click Load a sample and choose one of the synthetic notes. The note and its codes fill in.
  3. Select the This is not real patient data checkbox.
  4. Click Analyze · 1 credit.

The analysis usually takes about a minute. When it's done, the result opens. For a walkthrough of the result, see Read a result.

Sign the BAA

Before you analyze real patient data, an owner of your organization signs the BAA in the app. Signing takes a few minutes and makes your organization live.

  • In Settings, in the Business Associate Agreement section, click Review and sign.

For the full steps, and for what testing mode means for your results, see Test mode and the BAA.

Invite your team

Owners and admins invite coders, physicians, and billing staff from the Team page, and choose a role for each person. For more information, see Team and roles.

Buy credits

Your 50 free credits don't expire. When you need more, an owner or a billing user buys a credit pack on the Credits & billing page. For prices and how charging works, see Credits and billing.

Next steps

Getting started · MedChartScan E/M