Care moves in small steps.Raport knows every one.

Coordinate your team. Let AI help with the chart work. Keep every next step visible.

See how it works
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Pending clearances321
James Okafor
Mar 4, 19541 To-DoReady
Cardiology clearanceDana M.DM
Checked 3 days ago — not in chartRaport is digging through the chart…Found Cardiology clearance.pdf
Erik Lindqvist1
Oct 26, 19492 To-Dos
Patricia Marsh
May 19, 19621 To-Do
Ready to schedule233
James Okafor
Mar 4, 19543 To-Dos
Pre-op instructionsDana M.DMReading cardiology consult…Pulling med list & allergies…Putting it together…Ready for Dana
Schedule surgery dateTara W.TWChecking OR availability…Reading surgeon’s calendar…Putting it together…Ready for Tara
Reserve OR blockSofia R.SRReading procedure details…Checking block schedules…Putting it together…Ready for Sofia
Angela Brooks
Nov 17, 19642 To-Dos
William Hayes
Jun 2, 19511 To-Do
Scheduled31
Teresa Romano
Dec 14, 1966 · Jun 24
Susan Park1
Mar 28, 1959 · Jun 26
Margaret Holt
Sep 2, 1952 · Jul 1
Ready for procedure21
Lucia Vega
Aug 18, 1965 · Jun 20
Raj Singh
May 12, 1958 · Jun 21
One open to-do — the clearance never came in
Raport digs through the chart so you don’t have to
It’s in. Check it off.
Next steps, assigned to the right people
Raport gathers what each person needs. They just do the task.

Two beliefs behind Raport

How Raport works

Make the care journey explicit, then let work move through it.

Raport models the relationship between patient status, required work, chart evidence, and completion history. The result is a workflow loop your team can actually see.

01

Define the statuses that matter to your clinic.

Start with the patient journey your team already uses. For each status, Raport makes the implied work explicit: what needs to be done, who owns it, and what evidence should prove it happened.

Care journey model
Spine fusion pathwayStatuses drive work
Referral
Consult
Scheduled
Pre-op
Surgery
Tracking every step to surgery
Ready for surgery
Status, work, and proof line up.
02

When status changes, the right to-dos appear for the right people.

The work does not have to be remembered. Moving a patient into a status creates the relevant tasks and routes them to the team that owns the next step.

Scheduling dashboard4 new to-dos
James OkaforPending approval → Ready to schedule
Schedule surgery dateScheduling team · due Jun 12To-do
Reserve OR time with facilityScheduling teamTo-do
Schedule pre-op visitPre-op nursingTo-do
Send arrival instructionsScheduling teamTo-do
03

Use AI tools where chart review is the bottleneck.

Raport is connected to your EHR. A to-do can start as a plain-language request, become a patient-scoped agent run, then produce a drafted work product or a batch workflow.

An AI assistant reads the chart for you — so staff aren't clicking through notes, labs, and documents in the EHR to find what they need.

Ask RaportCreate a clinical workflow from a request
Review James Okafor for pre-op cardiology clearance and draft the request if needed.
I'll use the clearance request task, search the patient's chart for cardiac history, medications, recent testing, and cite the source evidence.
Patient-scoped chart reviewDraft output for reviewOptional Outlook connector
Raport AI workbenchPatient scoped
Saved taskCardiology clearance request

Review risk factors, cardiology notes, medication holds, and recent testing before drafting.

From to-doJames Okafor · L4-L5 fusion
Agent runReviewing chart context
Search patient recordCAD history · stress test · cardiology consult
Read source documentsStress test, medication list, pre-op note
Synthesize clearance rationaleFlag what cardiology must confirm
Stress test · D1Cardiology consult · D2Medication list · D3Pre-op note · D4
Draft outputClearance request ready

CAD history noted. 2024 stress test shows no inducible ischemia. Continue metoprolol and ask cardiology to confirm clearance before surgery.

D1 Stress testD2 Cardiology noteD3 Med list
Attach evidenceDraft in Outlook
Drafting cardiology clearance email
The agent turns chart evidence into a work product that stops for review.
James OkaforL4-L5 lumbar fusion
Request cardiology clearance email draft
CAD history, continued metoprolol, and stress test without inducible ischemia were included in the clearance rationale.
Ready00:18
Toclearance@austinheartcardiology.com
SubjectCardiology clearance request - James Okafor
Please advise whether James is cleared from a cardiology standpoint before his L4-L5 lumbar fusion...
Running preoperative checklist
The same task can run across patients while preserving patient-specific evidence.
10 running
Teresa RomanoTLIF L4-L5Complete
James OkaforL4-L5 fusionReading chart
Margaret HoltTLIF L3-L4Queued
Priya NatarajanPLIF L3-L4Queued
James OkaforPre-op checklist
Anesthesia reviewNo active cardiopulmonary symptoms
Recent labsCBC, renal function, INR in range
Medication planNSAID hold documented
[1] Anesthesia note[2] Lab panel[3] Med list
04

Trace every answer back to the source.

AI output is only useful if the reviewer can verify it quickly. Raport keeps citations next to the answer and opens the supporting note, lab, or document in context.

Checklist resultPreoperative safety checklist

No active cardiopulmonary symptoms. Functional capacity remains acceptable .

Pre-op labs are within thresholds for surgery .

Medication reconciliation is complete with NSAID hold documented .

[1] Anesthesia review[2] Pre-operative panel[3] Medication reconciliation
Anesthesia review · Jun 18
Highlighted sourceNo chest pain, dyspnea, syncope, or heart failure symptoms.
05

Complete the to-do with evidence attached.

The finished work becomes part of the patient's operational history. The team can see what was done, who completed it, and which source evidence supported the decision.

Cardiology clearance request completedCompleted by Lindsay · 10:42 AM
Evidence attached
Stress testMedication listCardiology note
Pending approvalReady to schedule

Every patient. Every status. One view.

After the loop runs patient by patient, the whole operation becomes visible: where each person is, what is still open, and which team owns the next step.

New Status5
Intake team
Alvarez, Maria
Feb 11, 19615 to-dos
Chen, Robert
Sep 30, 19584 to-dos
Walsh, Dana
Jul 22, 19693 to-dos
Nguyen, Peter
Jan 8, 19552 to-dos
Castillo, Rosa
Apr 3, 19721 to-do
Pending Approval3
Care coordination
Lindqvist, Erik
Oct 26, 19492 to-dos
Marsh, Patricia
May 19, 19621 to-do
Delgado, Luis
Aug 7, 19571 to-do
Ready to Schedule4
Scheduling team
Brooks, Angela
Nov 17, 19643 to-dos
Hayes, William
Jun 2, 19512 to-dos
Okafor, James
Mar 4, 19541 to-do
Tran, Kim
Jul 1, 19631 to-do
Scheduled6
Pre-op nursing
Romano, Teresa
Dec 14, 19661 to-do
Park, Susan
Mar 28, 1959H&P expired
Holt, Margaret
Sep 2, 19521 to-do
Reyes, Daniel
Jan 30, 1957No H&P
Abdi, Hassan
Sep 9, 19681 to-do
Natarajan, Priya
Jul 16, 19711 to-do
Ready for Procedure2
Pre-op nursing
Vega, Lucia
Aug 18, 19652 to-dos
Singh, Raj
May 12, 19581 to-do
Post-Op Follow-Up3
Post-op nursing
O'Connor, Sean
Jan 25, 19533 to-dos
Murphy, Diane
Nov 5, 19502 to-dos
Thompson, Earl
Jun 27, 19441 to-do
Raport

See Raport in action.

Schedule a demo to see how Raport fits your clinical workflows.

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