Pre-visit chart prep
A clinician pulls the salient history before the visit, citations included.

Clinicians and record reviewers lose time hunting through long charts. Agnotic Technologies builds AI medical record summarization that summarizes and answers from the patient's own records, with a citation for every statement.
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AI medical record summarization is software that reads a patient's chart, including FHIR resources, notes and scanned documents, and produces a short summary or answer where every statement links to its source passage. Agnotic Technologies builds it for clinical operations, care teams and record review teams, with PHI access scoping and audit trails.
A single patient can carry hundreds of encounters, PDFs, summaries and labs. Finding one fact, such as the last echo or whether a statin was tolerated, means minutes of scrolling mid-visit.
The software makes the chart queryable. It retrieves over FHIR R4 resources and documents, grounds every statement in its source, and states nothing the chart does not support.
FHIR resources and documents are chunked, embedded and retrieved under PHI scoping, then summarized with citations a reviewer can check.

Patient chart summary AI built for the clinical record: grounded, scoped and auditable, not a chatbot pointed at PHI.
Every response links to the exact FHIR resource or document chunk (Observation, Condition, MedicationRequest) for one-click verification.
Indexes FHIR R4 resources alongside notes and scanned PDFs, so 'last HbA1c trend' returns the Observation series.
When retrieval finds nothing relevant, the agent says so; a grounding check rejects any unsupported claim.
Launches inside the chart via SMART on FHIR and reasons over the encounter timeline for longitudinal questions.
Who runs it
A clinician pulls the salient history before the visit, citations included.
A specialist queries the referral reason and prior workup fast.
Nurses confirm the latest medication list without paging the provider.
A read-only version answers patients' questions about their own results.
Design rules, not guarantees: results depend on chart quality and index coverage.
Health Insurance Portability and Accountability Act
Protect PHI with privacy-first architecture, encrypted storage and transmission, strict access controls, and traceable audit logs.
General Data Protection Regulation
Implement lawful consent flows, data minimization, retention controls, and secure processing for sensitive health data.
Fast Healthcare Interoperability Resources
Enable standardized health data exchange across apps, care teams, and systems through standards-based FHIR APIs.
Health Level Seven International
Support enterprise-grade interoperability with HL7-based integrations for records, events, and clinical messaging workflows.
Health Information Trust Alliance
Align security programs to healthcare-specific control and risk management practices trusted by providers and ecosystem partners.
Health Information Technology for Economic and Clinical Health Act
Design with breach notification readiness, digital record safeguards, and operational controls that support regulated care programs.
FDA Software as a Medical Device
Plan software quality, traceability, and documentation pathways for products that may require SaMD review and submission.
Medical Device Regulation (European Union)
Prepare EU market-ready processes for risk classification, evidence tracking, and lifecycle governance under MDR expectations.
Substance Abuse and Mental Health Services Administration
Apply confidentiality controls and consent-aware sharing models for behavioral and mental health data experiences.
Standards we build against
Capture, retrieve under guardrails, answer, and log the trail: every step auditable.
The clinician asks in plain language inside the chart; patient, role, and consent scope the query.
Hybrid retrieval pulls the relevant FHIR resources and document chunks for that patient only, gated by a relevance threshold.
The model answers from retrieved passages only, one citation per claim; unsupported statements are stripped.
Question, retrieved resources, answer, and citations write to an immutable access log.
Short facts we build record summarization around, each linked to its primary source.
A HIPAA covered entity may share protected health information with a business associate, such as a software vendor, only under a business associate agreement that commits the vendor to safeguard it.
Source: 45 CFR 164.502(e) and 164.504(e) (eCFR)In HL7 FHIR R4, a DocumentReference indexes a document, clinical note or other binary object, such as a scanned paper record, to make it available to a healthcare system.
Source: HL7 FHIR R4, DocumentReferenceThe SMART App Launch implementation guide uses OAuth 2.0 and OpenID Connect so that apps can launch from an EHR with the user's and patient's context and only the access scopes they were granted.
Source: HL7 International (SMART App Launch)In July 2024, NIST released the Generative AI Profile (NIST AI 600-1), a companion to the AI RMF that helps organizations identify risks specific to generative AI and proposes actions to manage them.
Source: NIST AI 600-1Related proof of compliant delivery, not this exact agent. For Lera Health we built a privacy-first data layer and AI-assisted insights over sensitive health data, the same foundations this agent depends on.

Chart-facing software earns trust by controlling who sees what and proving where each statement came from.
Retrieval is scoped by patient, role, and consent; PHI never leaves the boundary.
The agent informs, not decides; no-match or low-confidence queries defer rather than guess.
Every claim cites its source FHIR resource or document, confirmable in one click.
Every query, retrieval set, and answer writes to an immutable log.