For independent clinics and therapy practices
The chart records the visit. SmugMe finishes the work it created.
An AI workflow layer for independent practices. Your EHR stays the system of record; SmugMe turns each call, visit and message into the notes, letters, referrals and follow-ups that come after it.
- Works alongside your EHR
- One platform, one BAA
- Every output is a draft the provider signs
- Clinical note draftedReady
- Patient education preparedReady
- School excuse letterReady
- Referral to allergy, with notesReady
- Message to the parentReady
- Follow-up in 2 weeksScheduled
- Front-desk tasksAssigned
- drafts from one visit
- 7Note, education, letter, referral, message, follow-up, tasks
- Business Associate Agreement
- 1Scribing, messaging, calls, referrals and forms under one BAA
- charts to migrate
- 0Your EHR stays the system of record
Why SmugMe?
SmugMe does the work. You take the credit.
The software isn’t smug. You are. Smug is what finished feels like: the parent asks for a school note and it is already printed, the specialist calls about a referral and the answer is “sent at 11:15, with the history,” and at 4:30 there is nothing left to remember.
SmugMe quietly prepares the work each visit creates and hands it to your team as drafts. A person always decides. That is the “me” in SmugMe. Read how we named it
What happens next
A practice's day is a list of answers to one question.
Most of those answers live in someone’s memory, a sticky note, or a task nobody wrote down. SmugMe writes them down and moves them forward.
8:40 a.m.
A parent calls about a cough
The call is captured, intake goes out, and the visit is prepared before anyone arrives.
10:42 a.m.
The visit ends
Seven drafts are waiting: the note, the letter, the referral, the message, the follow-up.
11:15 a.m.
The referral goes out
With the story behind it, and a message to the family about what happens next.
4:30 p.m.
Nothing is left in anyone's head
The follow-up is on the list, the forms are tracked, and the day closes clean.
Beyond the scribe
Most AI scribes stop at the note. SmugMe starts there.
A scribe's job ends when the note is written. That is the moment the practice's work begins. SmugMe treats the note as one output of understanding the visit, not the finish line.
Step 1: Conversation
A call, a visit or a message.
Step 2: Clinical understanding
What was decided in the room, and why.
Step 3: Documentation
The note, in the sections your chart uses.
Step 4: Actions
Letters, education, referrals and staff tasks.
Step 5: Communication
Messages to the family and to other clinicians.
Step 6: Follow-up
Rechecks and recalls tracked until they happen.
Record and work
Your EHR stores the record. SmugMe moves the work forward.
Nothing to migrate and nothing to replace. Your EHR keeps charts, orders, results and billing exactly as it does today.
SmugMe works alongside it on the part no chart was designed to do: it understands what each interaction created and carries that work to completion, so your staff stops being the connection between the chart and everything else.
After the visit
The work comes back organized.
Letters, referrals, messages and follow-ups arrive as drafts your team can check and send, instead of being rebuilt from memory at the end of the day.
Referrals this week
Mon to Fri- AllergySent with visit notesSent
- Speech therapyWaiting on the specialistWaiting
- DermatologyAppointment bookedScheduled
- CardiologySeen, letter receivedClosed
Every referral is visible from the visit that created it to the appointment that closes it.
Text thread · parent
11:20 a.m.- PracticeThe school letter from today’s visit is ready at the front desk, or we can email it.
- ParentEmail is great, thank you.
- PracticeSent. The allergy office will call you this week to book.
Texts from the practice number to families who have agreed to receive them, on the same timeline as the visit.
Smart letters · asthma follow-up
3:05 p.m.- Letter to the school nurseInhaler at school, requestedReady
- Medication form for schoolCompanionSuggested
- PE participation noteCompanionSuggested
- Action plan for the parentCompanionSuggested
Ask for one letter and the letters it implies are drafted beside it, marked as suggested.
One platform
One platform. One BAA.
A scribe sees the visit. A texting tool sees messages. A phone system sees calls. A referral product sees referrals. None of them see the patient, so none of them can answer what happens next.
One vendor, one agreement
Scribing, intake, messaging, calls, referrals, documents and follow-up in one place, covered by a single Business Associate Agreement. One vendor to evaluate, one contract to sign, one system for your staff to learn.
Built for healthcare security
Encryption in transit and at rest, role-based access, audit logging, subprocessor agreements and data separated per practice, from the start.
Understands the work, not just the words
A form builder collects text and a scribe produces a transcript. SmugMe understands what a visit means for the practice, which is what lets it move the work forward instead of only storing it.
Who it's for
Set up for how you practice.
SmugMe for clinics
For pediatric, family and specialty practices: school and work letters, patient education, referrals and recalls from every visit.
SmugMe for therapy practices
For therapy practices: recurring sessions, ongoing coordination with families and schools, and documentation that stays connected across months of care.
Trust
Built for healthcare security from the start.
A signed Business Associate Agreement with every healthcare customer. No upgrade tier required to handle PHI lawfully.
- Encryption at rest and in transit
- Role-based access and audit logging
- Per-practice data separation
- US-based data residency
- Subprocessor agreements with every service that handles PHI
- PHI is not sent to consumer AI services
Common questions
What practices ask first
What is SmugMe?
SmugMe is an AI workflow layer for independent clinics and therapy practices. Your EHR stays the system of record, and SmugMe connects patient communication, documentation, letters, referrals and follow-up into one workflow, so the work a visit creates actually gets done.
Does SmugMe replace my EHR?
No. Your EHR keeps the record exactly as it does today, and SmugMe works alongside it on the work that surrounds the chart. There is nothing to migrate and no new chart to learn.
What does SmugMe do after a visit?
A completed visit can produce a drafted clinical note, patient education, a school or work letter, a prepared referral, a message to the patient or family, the follow-up and staff tasks. Everything is a draft: the provider reviews, edits and signs.
Who is SmugMe built for?
Independent practices: solo and small offices, pediatrics, family medicine, multi-provider and specialty practices, and therapy and behavioral health practices. The fit is strongest where visits create work afterward, such as letters, education, referrals and follow-up.
Which EHRs does SmugMe work with?
SmugMe connects to supported EHRs to bring in your schedule and patients, and your EHR stays the system of record. More EHRs are in development. Tell us which one you use when you apply.
Is SmugMe just an AI scribe?
No. Ambient scribing is one part of SmugMe. Most scribes finish when the note is written; SmugMe uses its understanding of the visit to prepare what follows: action items, patient education, excuse letters, referrals, patient messages and follow-up.
Who signs what SmugMe produces?
The provider. Every note, letter and action is a draft that the provider reviews, edits and signs. SmugMe never charts on its own.
Is SmugMe built for HIPAA-regulated work?
SmugMe signs a Business Associate Agreement with every healthcare customer. PHI is encrypted in transit and at rest, access is logged, data is separated per practice and stored in US data centers.
SmugMe does the work. You take the credit.
We are working with a small group of independent practices before public launch. Founding practices get founder-level onboarding, a say in what we build next, and locked-in pricing. Bring us the workflow that costs your staff the most time.