This walkthrough takes one patient from your schedule to athena. Each step links to a detailed article if you want more.
Before you start: make sure you've logged in and allowed the microphone. See Before your first visit: set up in 5 minutes.
▶ Prefer to watch a real visit? Alex Sheppert, Matic co-founder and CTO, runs one full visit live, from schedule to Send to Athena. Watch a full visit in Matic Care (14 min, with chapters).
Step 1: Open the visit
On your schedule, click the patient's row. The visit opens on the Prep tab. Can't find them? See Why isn't my patient showing on my schedule?
Step 2: Review Prep
Read the Impression, Needs Your Attention (when it shows) and Summary of Last 3 Visits. If Prep is still updating, give it a minute: your MA's Done with Intake triggers the last read of the chart, and it is worth waiting for.
Reconcile the Problem list. Each tile has up to three buttons, and hovering one tells you exactly what it does: + puts the problem in today's note (and on the athena list if it is new), − keeps it on the athena list but out of today's note, and × dismisses a suggestion or, when Matic proposes a removal, takes the problem off the list. Problems already on the list show only + and −. For everything left, + Do as Matic suggests · chart + note accepts the rest. The full guide: Reconcile the problem list.
Check the Template in Visit settings.
Tip: This takes about a minute, and many providers do it just outside the exam room. Problems you mark + are added to athena's Assessment & Plan, so you can enter orders before you go in. Once that has happened, switching the tile to − leaves the entry in athena; if you change your mind, remove it there.
What Matic reads from athena, and when: a full refresh of the last 7 days at Done with Check-in, and a final check of medications, vitals and questionnaire screeners at Done with Intake. Anything entered after that is not read for this visit. Patient questionnaire answers are read but not yet shown in Matic; open the Chart menu and choose athenaNet to see them.
Step 3: Record the visit
Click Start recording. The red Recording timer means Matic is listening.
See the patient as usual. Say what you want in the note out loud: exam findings as you find them, and on wellness visits the screenings and scores (depression, memory, falls, advance care planning). Matic writes what it hears and what the chart held when intake ended, not what stayed in your head. Use Pause and Resume if you step out.
When the visit is over, click Finalize. Matic writes the note in about a minute, which is a good time to enter orders in athena.
Step 4: Review the note
Read each section. Click the pencil to change anything, or use Magic Edit to describe a change.
Fill in any amber *** doses.
Need the medication list or a phone number without scrolling? Click the patient's name at the top for the patient page. It is an early preview, so the phone number isn't there yet and the document list may be incomplete; use your browser's Back button to return to the visit.
Step 5: Check the codes
In the Assessment & plan, check each problem's diagnosis codes. Click a code to see why Matic chose it, replace it, or remove it from the claim.
In the bottom bar, click the visit code, such as 99214, to check the visit level. Then look at not on claim and, if it shows, Needs you.
Step 6: Send to athena
Click Send to Athena. If a review window opens, check it, then click Send to Athena again.
When you see Sent to Athena, open the encounter in athena, reload it, check the billing tab, and sign and close the note.
That's a complete visit. On your schedule, it now shows Uploaded.
