For independent practices
You chart at night. Nobody checks it before it's billed.
It drafts the note, reads the chart before the visit, and flags where a note says less than you did.
The gap
A practice your size can afford a biller. Not someone to check the chart.
Your biller knows what it takes to get a claim paid. Checking whether the chart shows how sick the patient really was is a different job, and in a small practice it usually falls to you, at night. The same gap shows up three ways.
Time
Notes get finished after hours, and nothing reviews them before they go out.
Money
A note that undersells the visit doesn't come back as a denial. The money is just gone.
Care
Nobody has time to read the whole chart before every visit.
A sample review
What it would tell you about one note
Medical Note
Follow-up visitChief complaint: Left leg pain and numbness, three weeks.
History: 62-year-old man with type 2 diabetes and hypertension. Three weeks of pain and numbness down the left leg, worse when bending forward. No bowel or bladder changes, no fever.
Medications: Metformin 500 mg twice daily. Lisinopril 10 mg daily.
Vitals: BP 132/84, HR 76, BMI 31.
Labs reviewed: A1c 8.1%.3
Exam: Positive straight-leg raise, left. Decreased sensation over the left lateral calf. Strength 5/5 in both legs.
Assessment: Hypertension, stable. Low back pain with radiculopathy.1
Plan: Increase metformin.2Start PT. Recheck A1c in 3 months.
Radiculopathy, no region
The exam points to the lumbar spine. Saying so makes the diagnosis specific enough to code.
Diabetes managed, but not in the assessment
You reviewed the A1c and changed the metformin dose. The assessment doesn't list diabetes, so the note doesn't show the work you did on it.
The trend, on request
Ask how the A1c has moved and you get it charted from the record, each result linked to its lab report.
What you get
One assistant for the whole visit, working from the chart you already have.
Intake that's ready before the visit
Sends the intake link, collects the pre-visit check-in and reads the records you bring in, so the chart is ready before the patient arrives.
The whole chart, one question away
Ask anything about the patient. Every answer links to the record it came from.
Trends on request
Ask how a lab or a vital has moved and get it charted from the record.
A scribe, or keep yours
Drafts the visit note with every line traced to the conversation, and works from your phone. Happy with your scribe? Keep it.
A second look before you bill
Ask it to review a note for documentation gaps before you bill.
Appeals and prior auths, drafted
Hand it a denial and it drafts the appeal from the chart that supports it, or a prior authorization before you need one.
What it won't do
You've bought software that promised time back and added clicks. Here's where the lines are.
Replace your EHR
It works alongside the system you run today. No migration.
Guess quietly
Every answer links to the words in the chart, so you can check it.
Getting started
Getting started, without a sales call
- 01
Sign up
Tell us your practice and who will use it. No sales call.
- 02
Sign the BAA online
On screen, before any patient record is read.
- 03
Bring your patients
Import your patients from your EHR.
- 04
Start with tomorrow
Your next day's patients, ready before the first one walks in.
I got everything done and I just gotta press approve and send!

Dr. Jacqueline Olivo, MD MBA
Primary Care
Questions owners ask
- Is this another EHR I have to move to?
- No. It works alongside the system you already use, and your records stay where they are.
- Which EHRs does it work with?
- You can bring your patient list in from Office Ally yourself.
- What about patient privacy?
- You sign a business associate agreement online as part of signup, before any patient record is read.
- Do I have to drop my scribe?
- No. Use ours or keep yours.
- Is it secure?
- Serelora is HIPAA-compliant, and its SOC 2 Type II audit is in progress.

