Matic

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

Going deeper: advanced guides

What Matic Care does for physicians, how to get started, and where to find each guide.

About Matic Care

Bryce Blackwell

Getting started with the Matic Care platform

Matic Care

2-min read · The sparkles button in the top bar answers questions about the open patient or about Matic in general; here's how to use it well.

Ask Matic: what it can answer and what it can't

▶ 11-min video · Alex Sheppert, Matic co-founder and CTO, runs one complete visit from login to Send to Athena, with chapters so you can jump to the part you…

Watch a full visit in Matic Care

2-min read · A guided tour of the visit page: the Prep tab (brief, problem list, recording) and the Note tab (sections, codes and the bottom bar).

Inside a visit: the Prep and Note tabs

3-min read · Check the day and your filters, wait for a new booking to sync, or add the visit yourself with Add new.

Why isn't my patient showing on my schedule?

2-min read · What each button in the top bar does: Schedule, Search patients, Charts not sent, Recent activity, Notifications, Support, Ask Matic and Settings.

A tour of the top bar

2-min read · How to read your schedule: day, week and month views, what each patient row shows, and what the status badges and problem-list tags mean.

Your schedule, explained

2-min read · A step-by-step walkthrough of one visit: open the patient, review Prep, record, review the note and codes, and send to athena.

Your first visit, start to finish

Things clinicians have learned by using Matic day to day

Tips from other clinicians

Set up your account and run your first visit

Getting started

About 20 min · Set up, watch the intro, do the tutorial in Matic, know how to get help

Start here: the 4 steps at a glance

2-min read · Log in, check your profile and athena connection, allow the microphone, and pick your usual template.

Step 1 · Set up your account (5 min)

▶ 1-min video · 2-min read · What Matic Care does for you, and the five steps of every visit: schedule, Prep, record, note and send.

Step 2 · Watch the 1-minute intro

About 20 min · Training mode: Dr. Matic walks you through one sample visit on the real screens, then you run two on your own.

Step 3 · Do the tutorial in Matic

2-min read · Support opens a chat with Mat, who answers from the guides and files a ticket when one is needed; where your tickets live.

Step 4 · Know how to get help

About 20 min, in order: set up, the intro, the tutorial in Matic, where to get help.

Start here: your first 4 steps

3-min read · How Prep builds the patient brief, how to generate or refresh it, and how to add outside records like discharge summaries.

Get your patient brief

3-min read · Where the brief's data comes from, why something in athena might not show yet, the nightly and check-in refreshes, and how to regenerate.

What Prep pulls from athena, when it refreshes, and how to refresh it

3-min read · What + − × do to each problem, in the words of the buttons themselves, and how to decide the rest at once.

Reconcile the problem list

Your schedule, patient brief and problem list

Before the visit

3-min read · Start, pause and finish a recording on the Prep tab, capture telehealth call audio, and fix microphone problems.

Record a visit

3-min read · Supported browsers, allowing the microphone, capturing telehealth call audio, what happens if the connection drops, and one recording at a time.

Browsers, microphones and connection: what Matic needs to record

2-min read · Create a note from an audio file or an existing transcript when you couldn't record live, and how offline recording works.

Upload a recording or paste a transcript

During the visit

3-min read · Edit a section directly, change the whole note with Magic Edit, fill in missing doses, or regenerate the note.

Edit your note

3-min read · What the chips in the bottom bar mean, how to put a suggested diagnosis on today's claim, and what to do when Matic says it needs you.

Get a diagnosis onto the claim: "Not on claim", "Needs you" and "Needs review"

2-min read · What Sent, Partly sent, Held and Not sent mean, how to use Review &amp; retry and Check again, and what to check in athena afterward.

When Send to athena fails or only partly sends

4-min read · 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.

Review and fix codes before you send

3-min read · Send your finished note and codes to athena, understand Sent and Partly sent, and fix sends that don't go through.

Send your note to athena

Edit your note, review codes and send to athena

After the visit

Create a custom design with text, images, and links

Start here

About Matic

Trust Center

How to get help

News & Media

Legal & Privacy Policy

Log in to Matic

Careers

Contact

Products

Get help

Company

Trust & legal

Sign in to view tickets

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Matic Care

Articles

Collections