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6 Core Objects, Fully Relational

The template’s data model centers on the Appointments object, connecting each visit to a Patient, a Provider, Encounter Notes, Messages, and Documents — keeping all clinical and administrative data linked, searchable, and audit-ready in one place.

Icon Patient Profile
Patient Profiles

Store patient demographic, insurance, and emergency contact information in one easily accessible place.

Icon Care Provider
Providers

Manage provider specialties, credentials, and virtual meeting links to ensure accurate records and seamless telehealth visits.

Icon Appointment
Appointments

Schedule and track appointment dates, times, statuses, visit types, and chief complaints for streamlined care coordination.

Icon Patient Care Notes
Encounter Notes

Document patient visits using SOAP-formatted notes, including diagnoses, treatment plans, and prescriptions.

Icon Messages
Secure Messages

Enable secure, asynchronous communication between patients and providers to support continuous and convenient care.

Icon Healthcare Compliance
Documents

Upload and organize insurance cards, lab results, consent forms, and other essential medical records in a centralized repository.

Built for Virtual Care

Icon Patient Profile
Virtual Meeting Links

Provider and appointment records include a dedicated URL field for video conferencing — surfaced prominently at visit time so patients and providers can join in one click.

Icon Care Provider
HIPAA-Ready Infrastructure

Role-based access, data encryption at rest and in transit, audit logs, and HIPAA-compliant hosting with a Business Associate Agreement (BAA) — built into every Knack app.

Icon Appointment
Asynchronous Care

Secure messaging and document sharing enable meaningful follow-up between visits, reducing the need for synchronous appointments and keeping patients engaged in their care.

Icon Patient Care Notes
Admin Analytics

Charts and pivot tables track appointment volume, cancellation rates, and provider utilization, giving practice administrators the visibility they need to run an efficient operation.

Icon Patient Profile
Customizable Patient Portals

Empower patients with secure, self-service portals where they can schedule appointments, complete intake forms, access health records, upload documents, and communicate with providers in one convenient location.

Icon AI Automation
AI-Powered Workflows

Automate routine tasks with AI-driven workflows that streamline appointment scheduling, patient intake, reminders, follow-ups, and documentation. Reduce administrative burden while improving operational efficiency.

Telehealth App FAQs

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