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Generate SOAP & Visit Summary Documents in EHR Notes (Summer 2025)

Save time and take advantage of AI technology to summarize the data captured in patient notes. Basic demographic and medical information are gathered along with the field data and field names from the EHR note. The AI enhanced visit summary produces a formatted SOAP note or visit summary document you can add to the patient note.

Clinicians spend less time summarizing clinical information and more time focusing on patient care. AdvancedMD delivers AI-powered documentation capabilities without requiring workflow changes. You can easily produce, review, edit, and approve consistent, shareable summaries with a single click. Our AI supports SOAP-style documentation and patient-friendly visit summaries. We have designed our AI with transparency and EHR-native design in mind. Your clinicians remain in control.

Provider Benefits

Save time on documentation. Reduce cognitive load when summarizing visits. Maintain structured clinical documentation in standardized SOAP formats. Improve consistency and clarity of documentation.

Patient Benefits

Receive visit summaries that can strengthen communication and engagement.

Organizational Benefits

Support billing with structured notes. Increase efficiency in care coordination and referrals. Differentiate your practice with modern, AI-enhanced tools.

How to Generate SOAP & Visit Summary Documents in EHR Notes

Input

  • Structured patient chart data (e.g., problem list, medications, allergies)
  • Free-text clinical note authored during the visit

AI Processing

  • Natural language understanding of the note
  • Integration of relevant chart elements
  • Structured SOAP or Visit Summary output generated in seconds

Output

  • Inline in the EHR note workflow
  • Review, edit, approve, and insert into narrative documentation
  • Shared with patients or referring providers as a summary

EHR AI Roadmap

Feature Description Expected Availability
Generate SOAP and Visit Summary Documents Save time with summarized data captured in patient notes. Q2 2025
AI Pre-appointment Summaries Provides a summary of the previous visit along with new results to review prior to the visit. Q4 2025
AI-powered Transcription* Ambient listening to transcribe the visit and produce AI-generated documents. Q4 2025 (Beta)
Q1 2026 (General Availability)
Intent Extraction AI recommends updates to patient chart based on transcription. Q3 2026

*Priced separately and coming soon

EHR & AI FAQs

Unable to find an answer you’re looking for? No problem. Chat with a live person and we’ll work to get your question answered.

No. Summaries are generated using the patient note data entered during the visit. Transcription service is planned for a future release. See EHR & AI Roadmap matrix for timing.

No. AI only assists in summarizing drafted documentation. Providers review, edit and approve all content before signing.

Yes. New bookmarks are being provided to include in your narrative documents to enable sharing the data as needed.

All AI processing is done securely in AdvancedMD EHR. No patient data is used for any model training.

Yes. Summaries can be edited, and we plan to offer additional document types in future versions

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