Run your first visit in SOLIS

1. Enter your Work email or NPI, your Password and your Organization code.
2. Choose where notes are processed with Process notes on this device. When it is on, audio and notes stay on the phone and SOLIS works offline. See Offline and on-device mode.
3. Tap Sign in.

Try the demo account

Tap Use demo account. One tap signs you straight in with fictional patients such as Margaret Vance and Robert Hayes, so you can explore safely.

New to SOLIS?

Tap Request access. Enter your full name and credentials, your NPI (SOLIS checks the NPI check digit as you type), your specialty, your health system or practice and your work email. You can also turn on Biometric sign-in (fingerprint or face unlock before notes open) and Encrypted cloud backup. Tap Send request. Your organization approves every account.

1. On the Patients screen, tap the three-dot menu, then Provider profile.
2. Under Clinician, type your Individual NPI and tap Look up. SOLIS checks the national NPI registry (NPPES) and fills in your name and details. If it says no provider was found, check the number.
3. Check Full name, Credentials and Specialty. The specialty list shows its taxonomy code, for example Family Medicine (207Q00000X).
4. Under Practice and billing, enter the practice name, Tax ID (EIN) in the form 12-3456789, the Group NPI (optional), street address, city, state, ZIP and phone.
5. Pick your Usual place of service, for example Office (11). You can still change it on any visit.
6. Add the insurers you accept with Add payer.
7. Decide on the two switches below, then tap Save profile. You will see "Provider profile saved. New claims use it."

1. On the Patients screen, tap Scan card.
2. Choose the card type at the top: Insurance, License or SSN.
3. Tap Scan. For an insurance card, scan the front, then the back: the back usually has the Rx BIN, PCN and payer ID. The scanner finds the card edges and straightens the image. To use pictures you already took, tap From photos.
4. Repeat for the driver's license (SOLIS reads the barcode on the back) and, if needed, the SSN card. Green tags such as Insurance card and Driver's license barcode show what has been read.
5. Check every field. First and last name are required. Set Sex (as on the insurance record) to match the insurance card, and the Patient relationship to subscriber (Self, Spouse, Child or Other).
6. Tap Create account.

Tap any patient in the list to open their chart. Search at the top of the list by name, account number or member ID.

Patient

Account number (SOL- followed by eight digits, with a check digit), date of birth with age, sex and address. Tap the copy icon to copy the account number.

Insurance

Payer and plan, member ID, group, payer ID, pharmacy BIN and PCN, and copays from the card. The eligibility line sits at the bottom of this card.

Visits

Every visit by number and date, with its place of service and status.

Tap the scan icon at the top to scan a new card for this patient, or the pencil to edit their details.

Visit status tags

1. In the patient's chart, tap Start today's visit. If a visit from today is still open, the button reads Continue visit with its number instead.
2. Check the Date of service and the Place of service. The place of service decides which visit codes are valid and how the claim pays, so pick where you actually see the patient: office, nursing facility, and so on.
3. Tap Start visit. If a clearinghouse is connected, SOLIS checks eligibility in the background while you work.

The Ready screen

You will see Ready to record: put the phone between you and the patient, then talk as you normally would. SOLIS writes the note when you finish.

The line under the patient's name shows the session at a glance: the engine (Cloud or On device), consent (No consent yet until the patient agrees) and location (Locating, then the address). Tap it to open Session details, where you can set:

Note engine

Cloud model, or on-device engine. The cloud model falls back to the device when offline.

Room noise filter

Suppresses monitor alarms, HVAC hum and hallway voices.

Language and accent

US English (all accents), Southern / regional US, Indian English, or bilingual Spanish and English.

Background capture

Turns on automatically while recording, so recording continues with the screen off.

Location

Refresh it if the address is wrong. If location is not allowed, the visit is saved without a location rather than a guessed one.

No recording today? Tap Type instead to type or paste the conversation. To practice, Sample conversation inserts a sample visit.

SOLIS asks before the first recording of every visit. Tap the microphone and the Ask for consent to record sheet opens.

1. Choose English or Espanol.
2. Read the script to the patient, or hand them the phone. In English it says: "This visit will be recorded to help your doctor write your note. The recording is not part of your medical record and is deleted after the note is written. You can ask to pause or stop at any time, and saying no does not change your care."
3. Record the answer:
   • Patient agreed, start recording for verbal consent. Recording starts right away.
   • Patient signs on screen for a signature. The patient, or a parent, legal guardian or authorized representative, types their name, picks the relationship and signs with a finger. Tap Save signature and start.
   • Patient declined. Nothing is recorded; you can type the note instead.

The consent, its method and its time and location are saved with the visit, and the status line changes to Consent.

While recording, the screen shows a red Recording tag, a timer and the live transcript.

1. Talk with the patient as you normally would. You do not need to dictate or use special phrases.
2. To stop for a sensitive topic, or when you step out, tap the pause button on the left. The screen says "Paused. Nothing is being captured." Tap it again to resume.
3. When the visit is done, tap Finish and write note. SOLIS shows Writing the note and then opens the review.

Discard recording is for a recording started by accident, or one that captured a conversation that is not about care. It asks before deleting.

Forgot something? After the note is written, tap Add at the bottom to record more of the same visit.

The review has four tabs: Note, Talk, Orders and Claim. It opens on the note, marked Draft for your review.

1. Check the Vitals card. Only vitals that were said out loud appear. An abnormal value carries a warning icon next to it, never color alone.
2. Read each section: Subjective, Objective, Assessment and the plan. Nothing is invented: no exam findings that were not said.
3. Tap Sources on any section to see what was said in the room that supports it.
4. Tap the pencil to edit a section. Save your edits before signing.
5. Tap Sign note. Read the attestation, which begins "I personally performed this encounter and reviewed this note for accuracy", and confirm.
6. The button changes to Signed. Copy note. Tap it to copy the formatted note and paste it into your EHR.

The Talk tab is the conversation, split by speaker: each turn is labeled Doctor or Patient with its time from the start of the recording.

• The count at the top shows how many turns were captured.
• Hide small talk folds away the greetings and chat that are not about care, so you can read the clinical part quickly.
• Open full transcript shows the unedited capture that is archived with the note.

Use it to check a detail before you sign, or when a code's quote on the Claim tab needs more context.

Orders, prescriptions and referrals mentioned in the visit appear here, grouped under Labs and imaging, Prescriptions, Referrals and Prior authorization. Urgent items carry a STAT tag with an icon.

1. Read each order and its details, such as dose, sig and quantity for a prescription.
2. Check the orders you want. Uncheck anything that does not apply.
3. Tap Send with the count, for example Send 6 orders, then confirm the list. SOLIS marks them as sent on the visit, and the button changes to All orders sent.

If nothing was ordered, the tab says so. Nothing is ever added that was not said.

Read it top to bottom

1. The banner. "1 issue to fix before billing" means something would get the claim rejected or denied. The details are in Checks, at the bottom.
2. Visit. Date of service, place of service (tap Change if it is wrong), patient, payer and member ID, and the rendering NPI from your profile.
3. Diagnoses (ICD-10-CM). Lettered A, B, C and so on. Each shows the code, its description, where it came from (Patient reported or Physician), a Primary tag on the first-listed diagnosis, and the patient's or your own words in quotes.
4. Services (CPT / HCPCS). Each service shows which diagnosis letters support it, the units and the charge, then the total charge.
5. Checks. Every finding, with the reason in plain words.

When a diagnosis was said with uncertain wording, such as "sounds like" or "probably", it appears under Waiting for your confirmation. Until you confirm it, the official outpatient rule (section IV.H) codes the symptoms instead. A patient who says "my feet burn at night" gets a symptom code, not a diagnosis.

1. Read the quote under the suggested code.
2. If the diagnosis is established, tap Confirm diagnosis. It moves into the diagnosis list.
3. If not, leave it. The visit stays coded to symptoms, which is correct.

Once a diagnosis is confirmed, symptoms that are part of it move to Not coded separately, so they are not billed twice. Tap that row to see them.

Each check has an icon and a plain sentence, so you never have to rely on color.

Error (circle with !)

Must be fixed before billing. Example: Note not signed. Sign the note before the claim can be sent.

Information (circle with i)

Worth a look, does not block. Example: Primary diagnosis is a symptom. Confirm it if it is established, or the visit is coded to symptoms.

The checks use the official code sets for the date of service. Typical findings: sex or age conflicts, codes that cannot be billed together, a missing 7th character, an external-cause code listed first, modifier 25 needed, an add-on code without its primary, or units over the daily limit.

When there are no errors, the Checks card says "No coding conflicts found. Mark it ready to bill."

Each patient has one account and as many visits as you need. Every visit has its own number, date of service and place of service, so a nursing-home visit and an office visit for the same patient each get the right codes.

• The Patients list shows each patient's latest visit and its date, or No visits.
• Open the chart to see every visit, newest first, with its status.
• Tap an earlier visit to reopen its note, talk, orders and claim.

To remove a visit created by mistake, open it and tap the delete icon at the top. SOLIS asks before it discards the visit.