Root to Summit logoroot2Summit

Features

Everything you need, nothing you don't

Built by a psychiatrist who got tired of fighting generic EMRs. Every feature exists because the clinical workflow demanded it.

Clinical Documentation

3-Panel Encounter Workspace

Panel 1: E/M coding, medications, and supplements. Panel 2: psychiatry notes, therapy, handouts. Panel 3: longitudinal labs, history, and diagnosis timeline. Everything visible in one view.

Problem-Centric Assessment & Plan

Assessment and plan rows organized by clinical problem — not free-text blobs. Tracks the way you actually think through a case.

Structured Mental Status Exam

15 discrete fields for appearance, behavior, mood, cognition, and safety. Structured data that carries forward, not a textarea you retype every visit.

Free-Write to Structured Workflow

Write your working draft during the encounter. After the visit, transcript comparison proposes structure. You verify before anything becomes a billing note.

Transcript & Voice

Audio/Video to Clinical Note

Automatic transcription with structured note draft generation. Encounter audio becomes a clinician-reviewable starting point, not a wall of text.

Chronology-First Parsing

Transcripts are parsed into structured timelines — episodes, treatments, life events, relationships. Not just summary extraction, but temporal understanding.

Mobile Clinical Capture

Phone-optimized PWA with patient picker, text input, and browser microphone. Capture voice notes or text between sessions and route them to the right chart.

Review Queue

All captures land in a review queue with filters for unassigned, needs-review, and ready. Assign patients, dismiss, or send to encounter scratchpad. Nothing writes to the chart unreviewed.

Patient Experience

Patient Dashboard

Health logging for sleep, meds, symptoms, and cycle tracking. Unread messages, visit summaries, and medication lists — all in one place for your patients.

Health Tracking Hub

Sleep, medication adherence, symptoms, reproductive cycle, and follow-up logging. Data flows back to you with clinician-side integration.

Lab Upload & Results

Drag-and-drop upload with OCR feedback. Auto-polling for processing status so patients always know where their results stand.

Structured Messaging

Thread-based messaging with templates for general, sleep, medication, diet, and OCD-specific follow-ups. Not a generic inbox — structured for clinical value.

Billing & Compliance

E/M Coding Support

MDM level calculation, problem severity counts, and suggested billing codes auto-generated from your documentation.

Claim.MD Integration

Encrypted claim submission, claims review UI, payer capability warnings, and archive/appeal workflows.

Full Audit Trail

Every PHI read, write, and export logged with user, org, action, and timestamp. Append-only corrections — no destructive rewrites. Built for HIPAA and SOC 2 readiness.

Integrations

Fullscript

Supplement catalog sync, deterministic variant matching, treatment plan sync, order tracking, and patient purchase links.

Labcorp

Lab requisition PDF generation with verified catalog. Fax-based result intake with AI-assisted parsing and manual review fallback.

Telnyx

Inbound SMS intake with thread routing, webhook verification, and org resolution via phone bindings. Fax receipt for lab results.

Google Workspace SSO

Seamless single sign-on for clinicians. Staff MFA with TOTP, recovery codes, lockout, and session timeout for non-SSO users.

See it in action

The best way to understand root₂SUMMIT is to use it.