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Going deeper: advanced guides

2-min read · For when you're past the basics: problem lists, codes, Magic Edit, templates and more

Written by Bryce Blackwell

Comfortable with the basics? These guides go further on the parts of Matic Care that save the most time once you know them well. Pick the ones that match how you work.

New to Matic? Start with Before your first visit: set up in 5 minutes first.

Before the visit

  • How Prep builds the patient brief, how to generate or refresh it, and how to add outside records like discharge summaries.

  • Decide what goes into today's note and the athena problem list using Matic's suggestions on Prep.

During the visit

After the visit

  • Edit your note · 3-min read

    Edit a section directly, change the whole note with Magic Edit, fill in missing doses, or regenerate the note.

  • Check the diagnosis and visit codes Matic suggests: remove codes you didn't address, add missing diagnoses, and handle codes that aren't on the claim.

  • Send your finished note and codes to athena, understand Sent and Partly sent, and fix sends that don't go through.

Templates & settings

  • Pick the note template for a visit, put favorites first, build your own template, and write Assessment & Plan instructions that give the A/P you want.

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