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Platform Overview

Every feature your practice needs.

Bright Health Platform was designed by patient advocates, for patient advocates. Every module addresses a real workflow challenge - from first intake to ongoing care coordination to compliance documentation - so you can spend less time on paperwork and more time with patients.

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AI Tools

AI-Powered Intake

From clinical note to complete record in seconds.

The AI Transcript Parser is one of Bright Health Platform's most powerful features. Upload, paste, or speak any clinical note, discharge summary, or consultation transcript, and the AI extracts structured data - diagnoses, medications, appointments, care team members, allergies, lab results, and action items - ready for your review and one-click import. You can also upload clinical documents — lab reports, discharge summaries, scanned prescriptions — and our OCR engine extracts the data automatically. New patient onboarding that used to take two hours now takes minutes. For organizations, this means every advocate on the team onboards patients faster - multiplying capacity across your entire firm.

  • Supports any clinical note format - typed, dictated, or transcribed
  • Upload documents (PDFs, images) — OCR extracts structured data automatically
  • Extracts 20+ data categories simultaneously
  • Review and edit before importing - you're always in control
  • Full transcript history stored for reference
AI-Powered Intake
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Patient Management

Patient Dashboard

Everything your patient needs to know, at a glance.

The patient dashboard is the command center for each patient. An AI-generated summary surfaces the most important clinical context. Priority action items with due dates ensure nothing falls through the cracks. Quick-access cards for medications, diagnoses, upcoming appointments, and care team give you instant access to every dimension of the patient's care.

  • AI-generated patient summary updated in real time
  • Priority-ranked action items with due dates
  • Quick-access cards for all clinical domains
  • Integrated Add/Change/Delete requests for advocate communication
Patient Dashboard
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Clinical Records

Medication Management

Every medication. Every detail. Always current.

Bright Health Platform's medication module tracks the complete medication picture for each patient - drug name, dosage, frequency, route of administration, prescribing physician, clinical indication, and important notes. Attach prescription documents, track start dates, and manage medication status (active, discontinued, on hold). Upload a photo or scan of a prescription and OCR extracts the details for you. For complex patients with three or more medications, this module alone is worth the subscription.

  • Full medication details including dosage, frequency, and route
  • Prescriber attribution for every medication
  • Clinical indication and important notes fields
  • Document attachment for prescription records
  • OCR extraction from uploaded prescription images and PDFs
Medication Management
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Clinical Records

Labs & Vitals Tracking

Longitudinal data that tells the full story.

Track laboratory results and vital signs over time to identify trends before they become crises. Log results from any provider, with reference ranges and clinical context. Upload PDF lab reports and our OCR engine extracts values, dates, and reference ranges automatically. The longitudinal view helps advocates spot patterns that individual providers - who only see their own data - might miss. Share relevant lab history with new specialists instantly.

  • Log results from any provider or lab
  • Reference ranges and clinical context for each result
  • Longitudinal trend view across time
  • Filterable by test type, date range, and provider
  • OCR extraction from uploaded lab report PDFs
Labs & Vitals Tracking
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Scheduling

Appointment Coordination & Prep

Never miss an appointment. Never walk in unprepared.

The appointments module keeps every scheduled visit, follow-up, and procedure organized and visible. Upcoming appointments are surfaced on the dashboard alongside next steps and action items. Past appointments are archived for reference. But coordination is only half the story - with one click, the AI-powered Appointment Preparation tool compiles the patient's medications, diagnoses, vitals, labs, allergies, and key concerns into a comprehensive preparation document you can review, edit, and download as a PDF to share with the provider. Preparation documents also incorporate data extracted from uploaded source documents via OCR, so nothing gets left behind. For patients with complex care plans involving multiple specialists, this module is the connective tissue that keeps everything moving - and ensures every appointment starts with the full picture.

  • Upcoming and past appointments in one view with status tracking
  • Provider, location, specialty, and appointment type tracking
  • AI-generated preparation documents with full patient context
  • Prep documents pull from OCR-extracted source data
  • Edit, regenerate, and download preparation docs as PDF
  • Surfaced on the dashboard for immediate visibility
Appointment Coordination & Prep
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Care Coordination

Care Team Management

Every provider, in one place.

Maintain a living directory of every physician, specialist, therapist, social worker, and provider involved in your patient's care. Phone numbers, specialties, roles, and relationships - always current, always accessible. When a new specialist needs to know who else is on the team, you have the answer in seconds.

  • Complete provider directory with contact information
  • Specialty and role classification
  • Relationship to patient (primary, specialist, support)
  • Instantly shareable with new providers
Care Team Management
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Privacy & Security

Trusted Contacts & Consent

Consent-gated access control for family and caregivers.

One of the most legally sensitive aspects of patient advocacy is managing who can access patient information. Bright Health Platform's trusted contacts system provides a privacy-first framework for granting and revoking access to family members, caregivers, and other trusted individuals. Every access grant is documented. Every consent is collected. Every action is logged in the immutable audit trail.

  • Consent-gated access for family members and caregivers
  • Every consent action logged with timestamp and user
  • Consent can be revoked at any time
Trusted Contacts & Consent
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Administration

Organization & Team Management

Built for advocacy firms and multi-advocate practices.

For advocacy organizations with multiple advocates, Bright Health Platform provides organizational oversight without compromising patient privacy. Administrators can manage advocate accounts, assign patients, and maintain organizational settings - while individual advocates retain their own secure, scoped access to their patient panels. The result: every advocate in your organization works more efficiently, enabling your firm to take on more patients without adding headcount.

  • Add and manage advocate accounts
  • Patient assignment and access control
  • Organizational settings and branding
  • Audit trail at both advocate and organization level
Organization & Team Management
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Ready to see it with your own patients?

Start with one patient. Add more as you grow. No contracts, no minimums.

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