SEO Content Specialist•23 February 2026•9 min read
Fact checked by Dr. Maxwell Beresford
What is Medical Record Keeping?
Medical record keeping is the systematic documentation of every clinical encounter in a patient's care journey. It entails essential patient information like their medical history, adhering to documentation standards and processes. Due to the sensitive nature of health data, medical records should be stored securely.
In this blog, we’ll talk about what defines quality record keeping in medical settings, and modern approaches to it.
What Defines High-Quality Record Keeping?
High-quality medical records share foundational characteristics that protect both clinicians and patients. They are also rooted in decades of clinical practice and reflect what works in care delivery.
On the ground, clinicians and practices experience this in a modernized way as follows:
Standardized Templates
Using standardized templates results in note consistency and lowers cognitive load on clinicians. They minimize omissions during documentation. Having structure also ensures that it is less likely to miss critical information and elements, and helps providers find needed information fast.
Error Prevention
Standardized formats ensure that errors can be prevented through built-in safeguards like medication reconciliation, allergy alerts, and dosage verification. If there are any errors, it becomes easier to spot them. And when they are spotted, they can trigger immediate review, leading to quick amendment.
Audit Readiness
Medical records should be well-organized and completely documented. It entails clear documentation of medical necessity as well as accurate billing and coding. On the other hand, incomplete documentation poses potential risks related to privacy and compliance, and may also affect billing.
Workflow Integration
Solutions for medical record keeping are interoperable with other systems for scheduling, billing, and other clinical platforms. They allow information to flow naturally without duplicate data entry or constant platform-switching. As a result, information can flow freely through different systems consistently and is easier for other departments to understand.
Modern Solutions for Medical Record Keeping
Fortunately, record-keeping now has many modern solutions. Larger medical practices can benefit from utilizing them since it helps make record-keeping much more manageable. In this section, information is derived from legitimate, publicly accessible sources and reflects the latest data available at the time this document was created.
Examples of leading solutions for medical record-keeping include:
1. Heidi AI
Heidi AI is an AI care partner, designed by and for clinicians. It converts consultations into structured medical notes in real-time, and various documentation styles.
The platform maintains SOC 2 Type 2 and ISO 27001 certification, so care teams can trust that patient data is handled under rigorously audited security controls and that the infrastructure protecting that data meets the same international standards demanded by enterprise health systems and hospital networks worldwide.
In addition, Heidi has shared template libraries that large practices can benefit from. Templates from the library can not only be utilized but also saved and customized.
Clinicians remain responsible for reviewing and finalizing all documentation. As the bulk of repetitive tasks is now delegated to AI, human oversight remains essential to ensure accuracy and reflect clinical judgment.
However, all data can be automatically deleted by Heidi. On the brighter side, deletion is configurable to 1, 3, 7, or 21 days, and is primarily handled by clinicians. This way, documentation consistently meets HIPAA, GDPR, APP, PIPEDA, and other regulatory standards.
Heidi provides a free tier with limited monthly usage, as well as paid plans for individuals, practices, and enterprise organizations. Pricing scales based on level of access and organizational needs.
“Heidi Health has helped me by reducing the time taken to do admin and saving so much time with report writing. Reports have a good amount of detail and only take a few minutes to generate,” shares Simone Alwar, Senior Clinical Audiologist at The Forbury Clinic.
In this video, Dr. Tom Kelly shares why Heidi Comms was built: to solve fragmented patient communication and extend AI support beyond documentation to every stage of care.
Edvak
Edvak is an all-in-one EHR with embedded AI scribing. It targets practices wanting to consolidate their technology stack. By embedding AI into the EHR, it eliminates copy-paste steps.
This tool excels in efficiency, lack of lags, and advanced AI logic. Conversely, its weaknesses are its high cost as it may require migration from Epic or Athena. Migrating from Epic or Athena requires transferring thousands of records, which is labor-intensive.
Furthermore, it has limited language support (which can cause quality concerns), rigid summary structures that can feel too limiting. Its compact platform is also another concern. For example, if the AI scribe is not working in the platform, then it can also affect your entire practice management and billing system.
Reviews often comment on its language and technical nuance. Its limited language capability worries a practitioner, especially with the diversity of patients, since some are not English-speaking.
Pricing starts at $399 monthly for solo practitioners, decreasing to $299 per provider for larger teams.
JotPsych
JotPsych was designed for behavioral health documentation needs. Its highlighted features are automated billing and the ability to condense long sessions into concise and professional summaries.
It condenses therapy sessions into professional summaries without losing emotional context. However, it operates via copy-paste and lacks deep EHR integration, which can pose potential issues. Another concern is that the AI may occasionally misattribute dialogue.
Users report occasional upload failures resulting in lost notes. This may be problematic in the long run, as reconstructing therapeutic encounters from memory is difficult.
Psychiatry users report that while some competing platforms offer stronger, specialty-specific templates, the experience can be clunky and slow to learn. Others reported needing several weeks to properly configure features like session-linked patient memory.
Pricing begins at $150 monthly for solo clinicians. Practice plans are priced at $130 per user monthly while enterprise systems have custom quotes.
Particle Health
Particle Health is a universal API connecting practices to national health information exchanges. It provides access to 320+ million patient records from 70,000+ providers.
Additionally, it pulls histories instantly and provides real-time care alerts.
It is quite interoperable, with cleaned and structured data, and provides proactive alerts.
However, it is worth noting that its implementation requires significant technical resources and development teams. The system has faced legal disputes with major EHR vendors.
Pricing is enterprise-only with custom quotes. Larger systems need to note, pricing for Particle Health increases with scale, which can pose a potential problem.
Corti
Corti is a clinical AI co-pilot designed for high-stakes environments like emergency rooms, dispatch centers, and large-scale primary care. It provides real-time diagnostic support and automated documentation. It can also identify high-risk symptoms during conversations.
Its diagnostic alerts, and quality assurance are among its highlights. It is also interoperable with major telephony and EHR systems (including Epic and Cerner), making it a favorite for large hospital networks.
Potential issues include performance degradation due to WiFi lag, the risk of mental fatigue from constant alerts, the high cost of premium features, limited clinician autonomy, and the complexities of initial setup.
The need for significant clinician oversight to manage the limited autonomy and setup requirements can also be very labor- and mentally intensive. User sentiment indicates they worry about cost and the system’s dependence on connectivity and oversight.
Pricing starts at $50 with free credits. For teams that need more structured support, the tool offers Acceleration Packs. The Acceleration packs bundle API credits with direct access to developer experience experts for architecture validation, integration support, and production readiness guidance.
In addition, custom quotes are for larger practices at Enterprise tier with credit bundles.
Heidi: The Leading Platform for Automated Medical Record Keeping
Heidi is designed to fit naturally into the way you already work. It is intuitive, flexible, and easy to use, so it supports your clinical flow rather than disrupting it.
Built by developers and designers who have delivered care themselves, Heidi reflects the realities of practice. It understands the pace, the pressure, and the responsibility you carry.
Heidi helps you personalize your notes and documentation while reducing the time you spend on admin. More time with patients. More focus where it matters.
A hundred percent of clinicians are now more present with their patients, while 90% report lower levels of stress and burnout. Notably, 80% of notes have lesser edits and keep them to a minimum. Seventy percent also report their clinical records are clearer and more accurate.
“Using Heidi has elevated my practice as a family physician. Not having to focus on notetaking, I can engage more with my patients: listen to their concerns, ask thoughtful questions, and develop more personalized and effective care plans,” said Dr. Cameila Singh, Primary Care Lead.
Yes. When integrated with systems that support FHIR, Heidi can transmit structured clinical data in line with current healthcare interoperability standards. FHIR ensures clinical data moves seamlessly between systems and remains quality and consistent. With Heidi in practice, care is smoothly delivered, especially between handovers.
