For providers and clinicians

Your chart, calls and notes, in one place

Providers use My Medical Records through mmrCRM — the EHR, phone system and inbox your practice runs on. Open a chart and the whole story is there: every call, text, email and portal message, visit transcripts, screener scores, documents, and the records your patient shares from their My Medical Records app.

HIPAA compliantBAA includedWeb and iPhone
Line illustration of three clinicians
How providers use My Medical Records

To work with My Medical Records, your practice runs mmrCRM

There's no separate provider app to sign up for. Providers use My Medical Records inside mmrCRM — the EHR, the phone system and the unified inbox, in one login. It runs two ways: on its own as your practice's EHR, or as an add-on to Charm EHR with two-way sync, where you keep charting in Charm. Your practice adds you as a user, and your patients connect from their My Medical Records app. E-prescribing and claims are coming soon.

See everything mmrCRM does for your practice →

Patient reaches out
Visit booked
Video visit
Note drafted
You review
Your day in mmrCRM

Everything you need to see patients

Patient timeline
NotePinned notePrefers a text after 5 PMPinned
CallInbound call · 6 minRecording and transcript on fileToday
TextText messageConfirmed for Tuesday at 10:00Yesterday
PortalIntake forms receivedCompleted online before the visitMon
FaxLab resultsFiled to this chartMon

The whole patient story in one chart

Every call, text, email, portal message, fax and note lands on the patient's timeline, next to their documents, intake answers and appointments. Pinned notes open first, and you can @mention a colleague right on the chart.

Athena · AI assistant
What has changed since the last visit?
Sleep is better since the dose change, and the GAD-7 fell from 14 to 9. At the last visit the patient asked about tapering — worth raising today.
Visit transcriptsFlowsheetsDocumentsTimeline

Athena, an AI assistant on every chart

Ask Athena about a patient in plain language — it reads the sources you choose: visit transcripts, documents, the timeline, clinical tabs and the records the patient shares. Note templates draft each section from the chart for you to review and edit, then send the finished note or letter as a PDF by email, fax or the patient portal.

Video visit · Google Meet
VisitFollow-up visit50 min · ended 10:50 AM
Transcript filed to the chartDone
Visit summaryReady
Ready for Athena and your noteAvailable

Video visits that document themselves

Video visits run on Google Meet, with the join link in the patient's reminder. Minutes after the visit ends, the transcript is filed to the chart on its own, with a summary — ready for Athena and your note.

Flowsheet
JulAugOct
PHQ-916128
GAD-714119
PCL-5413528
Weight (lb)182180178
Trends view beside the chartImproving

Flowsheets for measurement-based care

Screener scores from intake and visits, and the vitals your team records, line up on one flowsheet with a Trends view beside the chart — so you can see whether treatment is working at a glance.

Your inbox
CallIncoming callAnswer here or on your iPhoneNow
PortalMessage for youQuestion about my next visit5m
TextText messageCan I move my visit to Thursday?12m
TeamStaff chatFront desk mentioned you1h

One inbox, on the web and your iPhone

Calls, texts, email, voicemail and portal messages from patients land in one unified inbox, and a portal message addressed to you goes to your own inbox. Staff chat and @mentions keep the team in step. Answer calls, reply to messages and open charts from the mmrCRM iPhone app.

Your availability
Mon · 9:00 – 12:00Video visitsFollow-ups
Tue · 1:00 – 5:00Video visitsNew patients
Thu · 9:00 – 3:00In officeAll patients
BookedBooked on your booking pageReminders by text and email · join link included

Scheduling and a booking page patients use

Set your availability and choose which blocks are open to new patients and which to follow-ups. Patients book on your booking page, get text and email reminders, and join their video visit from the same link.

Shared from My Medical Records
MedicationsShared
Lab resultsShared
AllergiesShared
ImagingNot shared
The patient chooses what your practice sees.

Connected to your patient's My Medical Records app

Invite a patient to the My Medical Records app from their chart. They choose which records to share with your practice, and what they share appears in the chart's MMR tab — alongside their portal messages and the documents you share back.

HIPAA

HIPAA compliant

Encrypted infrastructure built for Protected Health Information.

BAA

BAA included

Every practice gets a signed BAA — no negotiation.

Security

Role-based access & audit log

Every role sees only what it needs, and every record view and change is written to an audit log you can review.

Getting started

Three steps to working in mmrCRM

1

Your practice gets mmrCRM

Run it on its own as your EHR, or as an add-on to Charm EHR with two-way sync. Setup takes about a day.

2

You're added as a provider

Your practice adds you as a user and sets what your role can see. Sign in on the web and on the iPhone app.

3

Your patients connect

Invite patients to the My Medical Records app from their chart, and the records they choose to share appear in that chart.

Questions

Frequently asked questions

My practice is on Charm EHR. Does mmrCRM replace it?

No. Keep Charm as the chart and add mmrCRM for the inbox, phones, automations and billing follow-up, with two-way sync. Details are on the Charm add-on page; the practice-wide view is on the organizations page.

Is there a separate app for providers?

No. Providers use My Medical Records through mmrCRM, the system your practice runs on — there's nothing separate to sign up for. If your practice isn't on mmrCRM yet, request a demo or see what mmrCRM does for practices.

How do I get access?

Your practice adds you as a user in mmrCRM and sets what your role can see. You then sign in on the web — at care.mymedicalrecords.ai, or your practice's own mmrCRM address — and on the mmrCRM iPhone app.

Do I have to replace our EHR?

Only if you want to. mmrCRM runs on its own as your EHR, or as an add-on to Charm EHR with two-way sync — appointments, no-shows and patient status flow between the two while you keep charting in Charm. E-prescribing and claims are coming soon; until then, you keep those two where they are.

Does the AI write my notes?

It drafts; you decide. Athena and your note templates draft from the chart and the visit transcript, and nothing goes out until you've reviewed and edited it.

Do my patients need the My Medical Records app?

No. Patients book, get reminders, complete intake and join video visits without it. The app adds a way for them to share their records with your practice, message you and see what you share back — and it's free for patients.

Is it HIPAA compliant?

Yes. mmrCRM is HIPAA compliant, with a signed BAA for every practice, encryption at rest and in transit, role-based access, and full audit logging.

Get started

Bring mmrCRM to your practice.

See how providers work in mmrCRM in a 20-minute demo.

HIPAA compliant · BAA included · Live in 1 day