How it works
What a member logs, a practitioner sees.
Ana logs against her plan and her watch and lab panels arrive on their own. Every entry lands in her chart as it happens, with the trends beside it. No export, no second copy.
Ana · member app on her phone
Dr. Mary Pines · practitioner chart
TodaySun Sep 21 · 7:42 pm
Evening routineHabit · from your plan
Sleep quality · PoorSymptom · weekly
Sleep 6 h 12 mWearable · synced
New lab resultsPanel · Sep 22 · 14 markers
Send check-in
Ana R.Member since Sep 2 · 12-week plan · viewing as Dr. Pines
ActivityPlanLabsNotes
7:42 pmHabitEvening routine · done
7:42 pmSymptomSleep quality · Poor · 3rd week running
7:43 pmWearableSleep 6 h 12 m · synced from watch
Sep 22LabsPanel received · 14 markers · 4th panel on file
Vitamin D4 panels · Jan → Sep 22
JanMarJunAug 30Sep 22
Brought to your attention · sleep quality lower on 3 consecutive check-insReview
Illustration of the workflow · click to replay
Sep 2 · A plan is agreedAna, 52, is an illustrative member, not a real patient.
Around the visit
The AI drafts. A practitioner signs.
The work around a visit, in order. Nothing reaches a member unapproved.
Before the next visit · Ana's follow-up
Before · Caught up on Ana
Before the visitWalk in already caught up
The Sep 24 adjustment, the check-ins since, adherence, anything still open.
During
During the visitA scribe that knows the history
Drafts the note from the conversation with Ana’s record in view.
After · Signed by the practitioner
After the visitThe AI drafts, a person signs
The practitioner edits and signs. The updated plan is what Ana checks in against.
Ana R. · visit prep · Tue Oct 14Dr. Mary Pines · signing practitioner
Summary · assembled from Ana's record
Since last visit (Sep 24) one plan adjustment: evening routine timing.
Sleep quality on check-ins since: Poor → Fair → Fair.
Adherence 6 of 7 for two weeks. Sep 22 panel on file; Vitamin D trend in view.
Still open: Ana asked about morning energy on Oct 5.
Drawn from: plan · 4 check-ins · Sep 22 panel · clinic protocol
Visit note · drafted from the conversation
S Ana reports evenings easier since the timing change; energy still low mid-morning.
A Sleep has normalised since the adjustment.Sleep quality Fair on the last two check-ins; not yet back to her baseline.
P Continue adjusted routine; review sleep and Vitamin D at next visit.
Member summary · not yet publishedMember summary · published to AnaSignSigned · Dr. Pines · 10:32
The question that arrives with any AI workflow
Where does my patient data go, and can I trust what this thing tells me?
- Where the data goes
- Your members' records live in Pathmarker and stay there. The AI that drafts for your practitioners is given only what a draft needs. It does not learn from your data, and nothing is kept, shared with other clinics, or seen outside Pathmarker.
- What the AI draws on
- Drafts are grounded in an approved corpus the clinic can see: your protocols and the sources you accept. Each draft shows what it drew on, so the practitioner can check the reasoning, not just the conclusion.
- Who decides
- Plan adjustments and clinical notes are drafted for a practitioner and approved by one before they reach a member. The AI prepares; the practitioner decides what goes out.
Bring one real between-visit stretch from your practice and we'll walk through where Pathmarker sits in it.
Book a workflow review