Clinical Documentation AI for Specialty Care

Designed for the complexities of specialty documentation.

  • AI summaries of prior notes, labs and imaging for pre-charting
  • Custom note templates built around how you document
  • Care gaps and clinical alerts surfaced during the visit
  • Notes with coding and medical necessity, written to your EHR
135+specialties & subspecialties
Two-wayEHR integration
MARVIX AI · INSIDE YOUR EHR Synced 10 min ago
PATIENTJohn Doe
DOB08/11/72
MRN17328u
Neurology · Follow-up
PATIENT RECAP BEFORE THE VISIT
Mar 2026 · Neurology

Parkinson's disease, tremor progression on carbidopa-levodopa.

Feb 2026 · Imaging

MRI brain — no acute intracranial abnormality.

Feb 2026 · Labs

CMP within range · TSH 2.1 · B12 402.

CARE GAP ALERT

Fall-risk screening due (MIPS 318).

CODED NOTE, READY TO FILE
99214-25 Moderate MDM

Chronic illness with progression requiring medication adjustment and prescription management.

G20Parkinson's disease
R25.1Tremor, unspecified
I10Essential hypertension
HCC 78 · Parkinson's RAF +0.62
Ready to push to athenahealth Awaiting sign-off

Specialty Documentation Requires More Than Ambient Scribing.

Other Scribes
What was said
Conversation from the room
One general template
Same structure across visits
OTHER SCRIBE NOTE MARVIX AI SPECIALTY NOTE
John Doe DOB 10/01/73 MRN 1738u Office Visit
HISTORY OF PRESENT ILLNESS
Patient is here for follow-up of her tremor. She says the tremor has gotten worse and that mornings are difficult. Her handwriting has become smaller. She is taking her medication as prescribed.
OBJECTIVE
Exam performed. Some stiffness noted on the left side. Walking was discussed. Severity scores, staging and care-team screening not documented.
ASSESSMENT
Parkinson disease, stable. A medication change was discussed with the patient.
PLAN
  1. Increase medication.
  2. Consider a referral.
  3. Follow up in a few months.
John Doe DOB 10/01/73 MRN 1738u Movement Disorders Follow-up
HISTORY OF PRESENT ILLNESS
62-year-old woman followed for Parkinson disease, progressive tremor since 2023. Reports morning off-periods of roughly 45 minutes and worsening micrographia. Levodopa 100/25 mg TID, last adjusted 03/2026 per prior note.
OBJECTIVE
Cogwheel rigidity in the left upper extremity; gait narrow-based, no retropulsion. MDS-UPDRS III 28. H&Y stage 2. Fall-risk screen negative (MA); medication reconciliation completed (RN).
ASSESSMENT
Parkinson disease, akinetic-rigid predominant. Chronic illness with progression requiring medication adjustment; meets LCD criteria for continued therapy.
PLAN
  1. Increase levodopa to 150/25 mg TID.
  2. Refer for DBS candidacy evaluation.
  3. Physical therapy for gait and balance, 8 visits.
  4. Return in 3 months, sooner if dyskinesia develops.
Staged by disease and severity, in your movement-disorders template and phrasing.
‹ ›
✦ Marvix AI
What was already known
Prior notes, labs, imaging
What the specialty requires
Scores, staging, protocols
What the payer requires
Coverage, necessity, coding
What the team contributed
MA, RN, NP inputs
Your documentation style
Macros, exam, ROS language, format

Specialty Documentation Requires More Than Ambient Scribing

One AI for Your Entire Speciality Documentation Workflow

Before the Visit

AI Pre-charting

Chronological summary from prior notes, labs, imaging, medications, and other records in the EHR.

Coverage & Eligibility Check

Chronological summary from prior notes, labs, imaging, medications, and other records in the EHR.

Team Collaboration

Pre-charting dictations and documents with attribution.

Import your EHR Dot Phrases

Bring your existing shortcuts into Marvix without rebuilding your workflow.

In the Room

Ambient Scribing

Captures the consult, including patient quotes.

Specialty Documentation

Disease, visit type, templates and clinical scores.

Physician-style Personalization

Your tone, structure, and phrasing.

Ask Marvix

Answers from the transcript, notes, and patient history.

Dynamic Macros

Orders, referrals, and instructions by voice.

AI Differential Diagnosis

Clinical possibilities informed by the patient's history and findings.

After the Visit

Composite Note

Consult + relevant history in one note.

Automatic Coding

E/M, CPT, ICD-10, HCCs & modifiers.

Medical Necessity

Coverage language, LCD criteria, and clinical scores.

Post-visit Documents

AVS, referral letters, PCP summaries, and more, in your format.

Marvix Live

Speech to text across your EHR and applications.

EHR Write-back

Completed notes pushed back section-by-section.

Alerts Across the Visit

Care Gaps & Quality Measures

MIPS and HEDIS gaps, surfaced before or during the visit.

Abnormal Findings

Results that need attention, surfaced during the visit.

Revenue Alerts

Coding and documentation gaps.

What Clinicians are Saying

When we looked for AI scribe vendors we went through a tedious process to find the right fit and we've found that in Marvix AI. Their software is customizable, integratable with EMR, specialist-friendly and is incredibly user friendly. They're responsive and willing to meet you where you are in today's ever changing AI landscape.

AM
Amanda McFayden
Director of Clinical Operations, DENT Neurologic Institute

Absolutely transformative! Marvix AI has literally changed my life by giving me back my most precious resource—time. I no longer spend weekends and evenings painstakingly finishing notes or writing long letters. With Marvix AI, I have my own personal scribe that seems to know me better than I know myself.

MC
Dr. Madeline Chadehumbe
CMO, Neurabilities

Marvix AI is amazing. It cuts the physician's cognitive effort by 50%. It captures details necessary for billing and documentation. I highly recommend it to all providers.

MQ
Dr. Mohammad Qasaymeh
Director of Pediatrics, DENT Neurologic Institute

Marvix AI has changed my work-life balance significantly! It's the single best advancement in charting — EVER!

TP
Tammy Pesaresi
AGPCNP-C, DENT Neurologic Institute

When we looked for AI scribe vendors we went through a tedious process to find the right fit and we've found that in Marvix AI. Their software is customizable, integratable with EMR, specialist-friendly and is incredibly user friendly. They're responsive and willing to meet you where you are in today's ever changing AI landscape.

AM

Amanda McFayden

Director of Clinical Operations, DENT Neurologic Institute

Absolutely transformative! Marvix AI has literally changed my life by giving me back my most precious resource—time. I no longer spend weekends and evenings painstakingly finishing notes or writing long letters. With Marvix AI, I have my own personal scribe that seems to know me better than I know myself.

MC

Dr. Madeline Chadehumbe

CMO, Neurabilities

Marvix AI is amazing. It cuts the physician's cognitive effort by 50%. It captures details necessary for billing and documentation. I highly recommend it to all providers.

MQ

Dr. Mohammad Qasaymeh

Director of Pediatrics, DENT Neurologic Institute

Marvix AI has changed my work-life balance significantly! It's the single best advancement in charting — EVER!

TP

Tammy Pesaresi

AGPCNP-C, DENT Neurologic Institute

What Marvix brings beyond the basic AI scribe.

Generic AI Medical Scribes
Marvix AI
Specialty Documentation
General-purpose templates
Built for 135+ specialties & subspecialties
Pre-visit Preparation
Review the chart manually
AI-generated patient recaps from your EHR
Personalized Notes
Standardized output
Learns your documentation style
Complex Visits
Primarily visit conversation
Built for detailed specialty visits
Clinical Scores
Manual entry
Captures and incorporates assessments
Billing & Coding
Limited or separate workflow
ICD-10, CPT & E/M coding with MDM rationale
Team Collaboration
Limited
Physicians, MAs, NPs & nurses contribute to one note
Clinical AI Assistant
Varies by platform
Ask questions across transcripts, notes & files
EHR Integration
Depends on platform
Two-way integration across major EHRs
Payer Requirements
Usually outside the scribe workflow
Medical necessity, LCD criteria, NCCI/modifier & prior-auth alignment

Real AI. Real Impact.

See how Marvix AI has changed documentation time, after-hours work, coding, and provider experience.

Instant Clinical Notes
Save 2 hrs / day
See 15% more patients
Earn up to $80K more per doctor/yr
Instant E&M Codes with MDM Rationale
Eliminate under-coding; reduce claim denial
Save up to $43K per doctor/yr
E&M Modifiers & Add-on Codes like G2211
Eliminate under-billing
Save up to $31K per doctor/yr
HCC Codes & RAF Scores
Build the patient profile from longitudinal EHR data
Earn up to $54K more per doctor/yr

Impact estimates vary by practice, workflow, and utilization.

Case study

MOHC, The US Oncology Network

Over three months, MOHC tracked documentation time, after-hours workload and note quality as Marvix AI moved into daily use — generating 3,853 clinical notes from more than 1,100 hours of recorded consultations.

7.8×
Return on investment
$48,592
Estimated productivity gains
245 hrs
Documentation time saved over 3 months
90%
Providers reporting reduced documentation-related burnout
Case study image

Real AI. Real Impact.

See how Marvix AI has changed documentation time, after-hours work, coding, and provider experience.

CAPACITY

2 hrs/day

Less documentation time

CODING

$43K

From coding accuracy

CAPACITY

15% more

Patient capacity recovered

CODING

$54K

From complete HCC capture

CAPACITY

$80K

Per provider, per year

CODING

$31K

Modifier & add-on billing

Impact estimates vary by practice, workflow, and utilization.

7.8×

ROI at MOHC, The US Oncology Network

Tap for the full case study

Notes built to survive an audit

Every Marvix AI note ties documentation to the codes it supports — so the level you bill is the level you can defend. If a claim is questioned, the proof is already in the note.

E/M level justified

MDM complexity, total time, and counseling are captured in the note — not bolted on after the fact.

ICD-10 to the right specificity

Seizure type, localization, and intractability are coded so claims aren't downcoded or denied.

CPT & procedure codes captured

EEG, EMG/NCS, and injection procedures are pulled from the encounter — nothing missed in the chair.

Audit-ready trail

Every code links back to the exact line in the note that supports it. If a claim is questioned, the proof is already there.

HCC recapture & modifiers

Chronic conditions are recaptured for accurate HCC risk scores, with modifiers applied so nothing gets underbilled.

Coding

Audit-ready

E/M 99214

Established patient · moderate complexity

SUPPORTED BY

Detailed interval history (HPI, ROS, PMH)

Focused neurological examination

Moderate-complexity medical decision-making

ICD-10

G40.209

· Focal epilepsy, not intractable

G93.81

· Mesial temporal sclerosis

CPT

95816

· Routine EEG, awake & drowsy

95711

· Ambulatory EEG monitoring

HCC

HCC 51

· Epilepsy, recaptured

MODIFIERS

-25

· Separate E/M on procedure day

$262B

in claims denied annually falls into the gap between what's written and what payers require.

(CAQH)

TRUST & COMPLIANCE

Your data stays yours.

HIPAA compliant

SOC 2 certified

BAA available

No model training on your data

US data residency

Configurable data retention

PHI retention you control

Auto-deletes after 30 days. Configurable down to 1.

No fine-tuning on customer data

Never used to train Marvix models. Enterprise plan.

Encryption end to end

TLS in transit, AES-256 at rest.

Role-based access & SSO

Permissions, authentication, and single sign-on.

Audit logging

Every view, edit, and change logged and exportable.

Clinician review before filing

Stays a draft until you review and accept it.

Security shield

Your data stays yours.

HIPAA · SOC 2 · BAA · US data residency

PHI retention you control.

Auto-deletes after 30 days, configurable to 1.

No training on your data.

Never used to fine-tune Marvix AI models.

Encrypted end to end.

TLS in transit, AES-256 at rest.

Role-based access & SSO.

Permissions, authentication, single sign-on.

Audit logging.

Every view, edit and change, exportable.

Clinician review first.

Stays a draft until you accept it.

Start 30-Day Free Trial

Try Marvix AI in your practice for 30 days for free

Full EHR integration included during the trial.

Connected to your EHR in 5 business days.

No middleware, no integration fee.

PRICING

Starting at $95

/provider/month

Transparent pricing, published upfront

Book a Demo

Bring a visit you document often. We'll build the note.

See Marvix AI pre-chart, document, and code a real specialty visit from your own practice.

What Neurology Teams Say
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check
quote
When we looked for AI scribe vendors we went through a tedious process to find the right fit and we've found that in Marvix AI. Their software is customizable, integratable with EMR, specialist-friendly and is incredibly user friendly. They're responsive and willing to meet you where you are in today's ever changing AI landscape.
AM
Amanda McFayden
Director of Clinical Operations, DENT Neurologic Institute
quote
Absolutely transformative! Marvix AI has literally changed my life by giving me back my most precious resource—time. I no longer spend weekends and evenings painstakingly finishing notes or writing long letters. With Marvix AI, I have my own personal scribe that seems to know me better than I know myself.
MC
Dr. Madeline Chadehumbe
CMO, Neurabilities
quote
Marvix AI is amazing. It cuts the physician's cognitive effort by 50%. It captures details necessary for billing and documentation. I highly recommend it to all providers.
MQ
Dr. Mohammad Qasaymeh
Director of Pediatrics, DENT Neurologic Institute
quote
Marvix AI has changed my work-life balance significantly! It's the single best advancement in charting — EVER!
TP
Tammy Pesaresi, AGPCNP-C
DENT Neurologic Institute

What Neurology Teams Say

What Neurology Teams Say

quote

When we looked for AI scribe vendors we went through a tedious process to find the right fit and we've found that in Marvix AI. Their software is customizable, integratable with EMR, specialist-friendly and is incredibly user friendly. They're responsive and willing to meet you where you are in today's ever changing AI landscape.

AM

Amanda McFayden

Director of Clinical Operations, DENT Neurologic Institute

quote

Absolutely transformative! Marvix AI has literally changed my life by giving me back my most precious resource—time. I no longer spend weekends and evenings painstakingly finishing notes or writing long letters. With Marvix AI, I have my own personal scribe that seems to know me better than I know myself.

MC

Dr. Madeline Chadehumbe

CMO, Neurabilities

quote

Marvix AI is amazing. It cuts the physician's cognitive effort by 50%. It captures details necessary for billing and documentation. I highly recommend it to all providers.

MQ

Dr. Mohammad Qasaymeh

Director of Pediatrics, DENT Neurologic Institute

Quotation mark icon

Marvix AI has changed my work-life balance significantly! It's the single best advancement in charting — EVER!

TP

Tammy Pesaresi, AGPCNP-C

DENT Neurologic Institute

Works Like It Was Built Into Your EHR

Marvix AI works with your EHR—pulling the right patient data before every visit and pushing structured documentation back into the correct sections automatically.
No manual copy-paste
No new workflows to learn
Supports FHIR, HL7, and API integrations
FROM YOUR EHR
Automatically Available
Appointments & Schedule
Prior Notes
Labs & Imaging
Medications
Intake Forms
Scanned Documents
Two-Way Sync
BACK TO YOUR EHR
Automatically Synced
Clinical Notes
ICD-10 & E/M Coding
Referral Letters
After Visit Summary (AVS)
Patient Instructions
Section-Mapped Documentation
No middleware required
Two-Way Sync
Real-Time Updates
No Integration Fee*
HIPAA Compliant
CONNECTS WITH YOUR EHR
eClinicalWorks (ECW)
DrChrono
Veradigm
Charm Health
Greenway
AdvancedMD
Epic
AthenaOne

Don't see your EHR?  We can build a custom integration for your practice.   Talk to us.

Frequently Asked Questions

What is an AI medical scribe for neurology?
An AI medical scribe for neurology uses artificial intelligence to listen to clinical conversations and turn them into structured medical documentation. Unlike general-purpose scribes, neurology-focused tools can capture detailed neurological histories, examination findings, medications, imaging, assessments, and disease-specific clinical information. Marvix AI is an example of an AI medical scribe built specifically for neurology workflows.
What is the best AI medical scribe for neurologists?
The best AI medical scribe for neurologists should handle complex consultations, detailed neurological examinations, longitudinal patient histories, specialty-specific documentation, and EHR workflows. It should also adapt to each provider's documentation style and support accurate coding without adding work to the clinical workflow. Marvix AI is designed around for requirements, with documentation workflows built for neurology and its subspecialties.
How does an AI medical scribe work for neurologists?
An AI medical scribe listens to the patient-provider conversation during the visit, identifies clinically relevant information, and organizes it into a structured note. Depending on the platform, it can also incorporate information from the patient's existing records, generate assessments and plans, and prepare documentation for review and sign-off.
Can AI scribes handle complex neurology visits?
Yes. Neurology visits can involve lengthy histories, detailed neurological examinations, imaging and laboratory results, medication changes, disease progression, and multiple active conditions. Neurology-focused AI scribes are designed to retain this clinical context and organize it into comprehensive documentation rather than reducing a complex consultation to a generic note. Marvix AI is designed for complex, long-form neurology consultations and supports documentation across 14 neurology subspecialties.
Can AI scribes document neurological exams?
Yes. AI scribes can capture and structure neurological examination findings such as mental status, cranial nerves, motor function, sensory findings, reflexes, coordination, gait, and other specialty-specific assessments. The clinician reviews and edits the generated documentation before finalizing the note.
What should neurologists look for in an AI medical scribe?
Neurologists should look for accurate capture of complex clinical conversations, support for detailed neurological examinations, longitudinal patient context, specialty-specific documentation, provider customization, EHR integration, and coding support. The scribe should fit into the existing clinical workflow rather than require providers to change how they document.
How much does an AI medical scribe cost for neurologists?
AI medical scribe pricing varies based on the level of documentation support, EHR integration, coding capabilities, usage, and practice size. Some vendors charge per provider per month, while others use usage-based or enterprise pricing. Practices should compare the total cost against the documentation time, administrative work, and workflow support the platform provides.
How is Marvix AI different from a general AI medical scribe?
While many AI scribes are designed for primary care or general documentation, Marvix AI is purpose-built for specialty practices. Beyond generating notes, it provides AI-powered patient summaries, longitudinal Patient Recaps, specialty-specific documentation templates, Ask Marvix for chart intelligence, semantic macros, and customizable workflows designed for neurologists.
Can AI Scribes integrate with my EHR?
Yes, but the integration depth differs. In the case of Marvix AI, it integrates with leading EHR platforms used by specialty practices, allowing neurologists to review, edit, and finalize documentation within their existing workflow. Marvix AI offers deep two-way EHR integration with major platforms including Epic, eClinicalWorks, AthenaOne, AdvancedMD, Veradigm, Greenway, DrChrono, Charm Health, and others. It supports FHIR, HL7, and API integrations to retrieve patient history before the visit and sync structured documentation back into the EHR.
Is Marvix AI HIPAA compliant?
Yes. Marvix AI is HIPAA compliant and SOC 2 certified, with security and privacy measures designed for healthcare environments. Providers retain full control over reviewing, editing, and signing every clinical note.

Our AI Models Specialize Across

135 Specialties

Built for your specialty, customised for your practice.

Oncology

Orthopedics

Nephrology

Epilepsy

Psychiatry

Pediatrics

Ketamine Therapy

Integrative Care

Cardiology

ENT / Otolaryngology

Primary Care

Podiatry

Rheumatology

Pulmonology

Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

Neurology Follow-up Note

Neurology

PATIENT: John Doe · 52 yrs · Epilepsy follow-up

Returns for routine epilepsy follow-up on levetiracetam 1000 mg BID. Reports two focal impaired-awareness seizures in the past three months, down from six.

Alert and fully oriented. Cranial nerves II–XII intact. Motor 5/5 throughout. Gait narrow-based and steady, no tremor at rest.

Increase levetiracetam to 1500 mg BID. Repeat routine EEG within six weeks. Return in three months.

Built for complex, longitudinal oncology.

Capture nuanced oncology encounters, bring prior treatment history into view, and document assessments, decisions, and follow-up clearly.

Oncology Follow-up Note

Oncology

PATIENT: Sample Patient · Treatment follow-up

Returns to review interval symptoms, treatment tolerance, and recent imaging. Fatigue is stable, with no new concerning symptoms reported.

Performance status, treatment effects, laboratory results, and imaging findings were reviewed with the patient.

Continue the documented treatment plan, monitor for adverse effects, and arrange follow-up after the next assessment.

Built for complex, longitudinal orthopedics.

Capture complex orthopedic visits, review years of patient history in seconds, and generate technical notes with medical necessity language across orthopedic subspecialties.

Orthopedic Follow-up Note

Orthopedics

PATIENT: Sample Patient · Knee pain follow-up

Returns to review persistent knee discomfort, activity limits, and response to the current rehabilitation plan.

Gait, range of motion, strength, and focal tenderness were assessed. Prior imaging was reviewed in the context of today's exam.

Findings and functional goals were discussed. The plan records rehabilitation steps, symptom monitoring, and follow-up.

Built for complex, longitudinal nephrology.

Capture complex nephrology visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every nephrology subspecialty.

Nephrology Follow-up Note

Nephrology

PATIENT: Sample Patient · Kidney care follow-up

Returns for longitudinal kidney care. Interval symptoms, medications, home measurements, and recent laboratory trends were reviewed.

Volume status, blood pressure, and relevant laboratory results were documented and compared with prior visits.

The assessment summarizes kidney function trends and the monitoring plan, with follow-up and care coordination documented.

Built for complex, longitudinal epilepsy care.

Capture complex epilepsy visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every epilepsy subspecialty.

Epilepsy Follow-up Note

Epilepsy

PATIENT: Sample Patient · Seizure follow-up

Seizure diary, event frequency, triggers, and treatment tolerance were reviewed since the previous visit.

Focused neurologic findings and available diagnostic results were documented for longitudinal comparison.

The plan captures seizure monitoring, safety counseling, and timing of the next neurology review.

Built for complex, longitudinal psychiatry.

Capture complex psychiatry visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every psychiatry subspecialty.

Psychiatry Progress Note

Psychiatry

PATIENT: Sample Patient · Behavioral health follow-up

Mood, sleep, daily function, and treatment response were reviewed in the patient's own words.

Mental status observations and relevant screening results were documented alongside the interval history.

The assessment records current goals, follow-up support, and the shared care plan.

Built for complex, longitudinal pediatrics.

Capture complex pediatric visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every pediatric subspecialty.

Pediatric Follow-up Note

Pediatrics

PATIENT: Sample Patient · Pediatric follow-up

The caregiver described interval symptoms, growth, school or home function, and response to prior guidance.

Age-appropriate exam findings and growth measurements were reviewed and documented.

The plan summarizes caregiver guidance, monitoring needs, and the next pediatric visit.

Built for complex, longitudinal ketamine therapy.

Capture complex ketamine therapy visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every protocol.

Ketamine Therapy Progress Note

Ketamine Therapy

PATIENT: Sample Patient · Therapy follow-up

The patient described symptom changes and functional response since the last monitored session.

The visit record includes interval screening, observed status, and treatment-tolerance notes.

The team documented response, safety review, and the next follow-up discussion.

Built for complex, longitudinal integrative care.

Capture complex integrative care visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every integrative subspecialty.

Integrative Care Follow-up Note

Integrative Care

PATIENT: Sample Patient · Integrative care follow-up

The patient reviewed symptoms, daily routines, and progress toward agreed wellness goals.

Relevant findings and patient-reported measures were documented for comparison with earlier visits.

The plan coordinates conventional care, self-management goals, and follow-up.

Built for complex, longitudinal cardiology.

Capture complex cardiology visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every cardiology subspecialty.

Cardiology Follow-up Note

Cardiology

PATIENT: Sample Patient · Cardiac follow-up

Reports interval exercise tolerance, symptoms, and home measurements since the prior visit.

Cardiac exam findings and available testing were reviewed against the patient's baseline.

The assessment captures symptom trends, monitoring, and the next cardiology review.

Built for complex, longitudinal ENT care.

Capture complex ENT & otolaryngology visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every subspecialty.

ENT Follow-up Note

ENT / Otolaryngology

PATIENT: Sample Patient · ENT follow-up

Returns to review upper-airway symptoms, treatment response, and effects on daily activities.

Focused ear, nose, and throat findings were documented with relevant prior test results.

The plan records symptom tracking, supportive care, and timing of follow-up.

Built for complex, longitudinal primary care.

Capture complex primary care visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every primary care need.

Primary Care Follow-up Note

Primary Care

PATIENT: Sample Patient · Primary care follow-up

The patient reviewed interval concerns, current medications, preventive care, and chronic-condition goals.

Vital signs and focused findings were documented with the relevant history and results.

The shared plan covers monitoring, referrals where needed, and the next primary-care visit.

Built for complex, longitudinal podiatry.

Capture complex podiatry visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every podiatric subspecialty.

Podiatry Follow-up Note

Podiatry

PATIENT: Sample Patient · Foot pain follow-up

Returns to review foot discomfort, footwear, activity limits, and response to prior care.

Skin, circulation, sensation, gait, and focal foot findings were documented as relevant.

The plan records symptom management, self-care guidance, and follow-up.

Built for complex, longitudinal rheumatology.

Capture complex rheumatology visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every rheumatology subspecialty.

Rheumatology Follow-up Note

Rheumatology

PATIENT: Sample Patient · Joint care follow-up

Reports interval joint symptoms, morning function, and treatment tolerance since the last visit.

Joint findings and available inflammatory markers were reviewed alongside prior assessments.

The assessment summarizes symptom trends, monitoring, and the agreed follow-up plan.

Built for complex, longitudinal pulmonology.

Capture complex pulmonology visits, review years of patient history in seconds, and generate technical notes with medical necessity language across every pulmonology subspecialty.

Pulmonology Follow-up Note

Pulmonology

PATIENT: Sample Patient · Respiratory follow-up

Returns to discuss breathing symptoms, activity tolerance, and response to the current care plan.

Focused respiratory findings and relevant testing were documented for comparison over time.

The plan captures symptom monitoring, patient guidance, and the next pulmonary review.

Our AI Models Specialize Across 135 Specialties

Built for your specialty, customised for your practice.

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Oncology

Built for multidisciplinary oncology.

Summarize every line of therapy in seconds and generate notes with biomarker detail and NCCN-aligned recommendations.

SPECIALTY CAPABILITIES

Records TNM staging and biomarker status

Builds Patient Recaps from prior charts

Summarizes every line of therapy

Trends tumor markers across visits

Captures ECOG and Karnofsky scores

Generates NCCN-based recommendations

Codes ICD-10 with MDM rationale

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Oncology Follow-Up Note

Synced to EHR

PATIENT: Sabrina Wentz · 56 yrs · Metastatic breast cancer restaging

Chief Complaint
Follow-up for metastatic hormone receptor-positive breast cancer with review of six-month restaging on second-line elacestrant.

History of Present Illness
Sabrina Wentz is a 56-year-old postmenopausal female with metastatic hormone receptor-positive, HER2-low breast cancer involving bone and liver, diagnosed in 2019 and treated with multiple lines of therapy. She presents to review restaging imaging after six months of second-line elacestrant, started in March 2026 after progression on fulvestrant and palbociclib.

She reports mild intermittent afternoon fatigue and occasional mid-back stiffness that does not limit activity. She continues to work full time. She states, "I feel like myself again, and I want to keep working as long as I can."

Past Medical History

  • Metastatic HR-positive, HER2-low breast cancer to bone and liver (initial diagnosis April 2019, metastatic recurrence August 2023, visceral progression February 2026)
  • Chemotherapy-induced peripheral neuropathy, grade 1 (since 2019)
  • Hypertension
  • Hyperlipidemia associated with elacestrant (June 2026)
  • Vasomotor symptoms related to endocrine therapy

Initial diagnosis (April 2019): invasive ductal carcinoma of the right breast, Nottingham grade 2, ER 95%, PR 80%, HER2 1+ by IHC, Ki-67 22%, pT2 pN1a M0, anatomic stage IIB

Adjuvant therapy (2019 to 2022): dose-dense doxorubicin and cyclophosphamide for four cycles followed by weekly paclitaxel for twelve weeks (June to October 2019), whole breast and regional nodal radiation to 50 Gy in 25 fractions with a 10 Gy tumor bed boost (November and December 2019), and leuprolide with exemestane starting January 2020 (leuprolide stopped in 2022 after biochemical confirmation of menopause)

First-line metastatic therapy (September 2023): fulvestrant with palbociclib and denosumab, plus palliative radiation to L2 at 20 Gy in 5 fractions, with disease stable for 29 months

Past Surgical History

  • Right lumpectomy with sentinel lymph node biopsy (May 2019)
  • Right chest port placement (June 2019) and removal (February 2020)
  • Image-guided biopsy of right iliac bone lesion (September 2023)
  • CT-guided biopsy of hepatic segment VI lesion (March 2026)

Past Imaging
CT Chest, Abdomen, and Pelvis with Contrast and Whole-Body Bone Scan (September 21, 2026):

  • Segment VI hepatic lesion decreased from 2.4 cm to 1.5 cm; two smaller hepatic lesions decreased from 1.1 cm and 0.8 cm to 0.6 cm and nearly resolved
  • Sclerotic osseous lesions at T6, T10, L2, right iliac bone, and left sixth rib, stable and consistent with treated disease
  • No new osseous or visceral metastases. No pleural effusion or ascites
  • Overall partial response by RECIST 1.1

    PET/CT Skull Base to Mid-Thigh (February 10, 2026):
  • Three new FDG-avid hepatic lesions, largest 2.4 cm in segment VI (SUVmax 8.4)
  • New FDG-avid T6 vertebral body lesion (SUVmax 5.1)
  • Previously treated T10, L2, right iliac, and left sixth rib lesions sclerotic without FDG avidity

    PET/CT Skull Base to Mid-Thigh (August 2023):
  • FDG-avid osseous lesions at T10, L2, right iliac bone, and left sixth rib
  • No visceral or nodal metastases

    MRI Thoracolumbar Spine (August 2023):
  • Enhancing lesions at T10 and L2 without epidural extension, cord compression, or pathologic fracture

    Diagnostic Mammogram and Right Breast Ultrasound (April 2019):
  • 2.1 cm irregular mass at the right breast 10 o'clock position, BI-RADS 5

Past Labs
Circulating Tumor DNA, Guardant360 (February 2026):

  • ESR1 Y537S, variant allele frequency 4.2%
  • PIK3CA H1047R, variant allele frequency 6.8%

    Pathology, Liver Biopsy, Segment VI (March 2026):
  • Metastatic carcinoma consistent with breast primary. ER 85%, PR less than 1%, HER2 1+ by IHC (HER2-low)

    Pathology, Right Iliac Bone Biopsy (September 2023):
  • Metastatic carcinoma consistent with breast primary. ER 90%, PR 20%, HER2 0 by IHC

    Pathology, Right Lumpectomy and Sentinel Lymph Node Biopsy (May 2019):
  • Invasive ductal carcinoma, grade 2, 2.3 cm, margins negative, 2 of 3 sentinel nodes positive. pT2 pN1a

    Germline Genetic Testing (April 2019):
  • 84-gene hereditary cancer panel negative for pathogenic or likely pathogenic variants

    Tumor Marker Trend, CA 27.29 (U/mL):
  • September 2023: 186
  • June 2024: 41
  • October 2025: 38
  • February 2026: 112
  • June 2026: 81
  • September 2026: 64

    Complete Blood Count (September 21, 2026):
  • WBC 5.4 x 10^3/μL, Hemoglobin 12.6 g/dL, Platelets 232 x 10^3/μL

    Comprehensive Metabolic Panel (September 21, 2026):
  • Creatinine 0.82 mg/dL, AST 38 U/L, ALT 42 U/L, alkaline phosphatase 118 U/L, total bilirubin 0.7 mg/dL, albumin 4.0 g/dL, calcium 9.1 mg/dL

    Lipid Panel:
  • June 2026: Total cholesterol 248 mg/dL, LDL 152 mg/dL, triglycerides 210 mg/dL
  • September 2026: Total cholesterol 212 mg/dL, LDL 124 mg/dL, triglycerides 168 mg/dL

    Vitamin D, 25-Hydroxy (September 2026):
  • 34 ng/mL

Family History

  • Mother diagnosed with breast cancer at age 68
  • Father diagnosed with prostate cancer at age 72
  • No family history of ovarian or pancreatic cancer

Social History
Sabrina Wentz is married and lives with her husband. She has two adult children who live nearby. She works full time as a paralegal. She has never smoked, drinks one glass of wine on weekends, and denies illicit drug use. She walks 30 minutes daily. Her husband is her designated health care proxy, and she completed an advance directive in April 2026.

Current Medications

  • Elacestrant 345 mg orally once daily with food (since March 2026)
  • Denosumab 120 mg subcutaneous every 12 weeks (monthly from September 2023, de-escalated October 2025)
  • Calcium carbonate 600 mg with vitamin D3 800 IU orally twice daily
  • Atorvastatin 10 mg orally nightly (since June 2026)
  • Venlafaxine extended-release 75 mg orally daily for vasomotor symptoms
  • Lisinopril 10 mg orally daily
  • Ondansetron 4 mg orally every 8 hours as needed for nausea

Allergies
No known drug allergies

Review of Systems
General: Mild afternoon fatigue. Weight stable at 66 kg over six months. No fevers or night sweats.
Skin: No rash. Mild chronic hyperpigmentation of the right breast from prior radiation.
Eyes: No vision changes.
HENT: No jaw pain, dental pain, or oral lesions.
Respiratory: No cough or shortness of breath.
Cardiovascular: No chest pain, palpitations, or edema.
GI: Grade 1 nausea during the first month of elacestrant, now resolved. No abdominal pain, right upper quadrant discomfort, or change in bowel habits.
Neurological: Stable numbness in both feet since 2019. No new weakness, gait change, headache, or bowel or bladder dysfunction.
Musculoskeletal: Occasional mild mid-back stiffness without focal pain.
Psychiatric: Mild anxiety before restaging scans. No depressed mood.

Physical Exam
General: Well-appearing female in no acute distress.
Vital signs: BP 128/78 mmHg, HR 76 bpm, Temperature 98.2°F, SpO2 98% on room air, Height 163 cm, Weight 66 kg.

Skin: Mild post-radiation hyperpigmentation of the right breast. No rash.

Eyes: Sclerae anicteric.

HENT: Oral mucosa intact without exposed bone or gingival inflammation.

Breast: Well-healed right lumpectomy and axillary incisions. No palpable masses in either breast. No skin thickening or nipple changes.

Lymph Nodes: No cervical, supraclavicular, or axillary lymphadenopathy.

Respiratory: Lungs clear to auscultation bilaterally.

Cardiovascular: Regular rate and rhythm without murmurs. No peripheral edema.

GI: Soft, non-tender, non-distended. No hepatomegaly.

Neurological: Decreased vibration sensation at both great toes, unchanged from prior exams. Strength 5/5 throughout. Reflexes 2+ and symmetric. Gait normal.

Musculoskeletal: No point tenderness over the thoracic or lumbar spine, pelvis, or ribs. Full range of motion of the right shoulder without lymphedema.

Psychiatric: Alert and oriented with appropriate mood and affect.

Assessment and Plan

Metastatic HR-Positive, HER2-Low Breast Cancer to Bone and Liver, on Second-Line Elacestrant:
The patient has completed six months of elacestrant for ESR1-mutated disease following progression on fulvestrant and palbociclib after 29 months of disease control. Restaging CT demonstrates partial response, with the dominant segment VI hepatic lesion decreasing from 2.4 cm to 1.5 cm and two smaller lesions nearly resolving. Bone lesions are stable and sclerotic without new sites. CA 27.29 has declined from 112 to 64 U/mL. ECOG performance status is 0 and she continues to work full time. Findings support continuation of current therapy.

  • Continue elacestrant 345 mg daily
  • Repeat CBC, CMP, and CA 27.29 every 4 weeks
  • Restage with CT chest, abdomen, and pelvis with contrast and whole-body bone scan in December 2026
  • At future progression, consider capivasertib with fulvestrant or alpelisib with fulvestrant for PIK3CA H1047R, everolimus with exemestane, or trastuzumab deruxtecan for HER2-low disease
  • Repeat ctDNA testing at progression to reassess ESR1 and PIK3CA status and identify emerging resistance mechanisms

    Bone Metastases on Denosumab:
    Osseous disease remains stable and asymptomatic. Calcium is 9.1 mg/dL and vitamin D is 34 ng/mL. Oral exam shows no evidence of osteonecrosis of the jaw. Last dental evaluation was January 2026.

  • Administer denosumab 120 mg subcutaneous today
  • Continue every-12-week dosing
  • Continue calcium and vitamin D supplementation
  • Schedule annual dental evaluation in January 2027

    Elacestrant-Associated Hyperlipidemia:
    LDL has improved from 152 to 124 mg/dL and triglycerides from 210 to 168 mg/dL after three months of atorvastatin.

  • Continue atorvastatin 10 mg nightly
  • Repeat fasting lipid panel in December 2026 and titrate if LDL remains above 100 mg/dL

    Mild Transaminase Elevation, Grade 1:
    AST 38 U/L and ALT 42 U/L, likely multifactorial from hepatic metastases and elacestrant, with bilirubin and albumin normal.

  • Monitor liver function every 4 weeks
  • Hold elacestrant for grade 3 elevation per prescribing guidance

    Chemotherapy-Induced Peripheral Neuropathy, Grade 1:
    Residual sensory neuropathy from paclitaxel in 2019 remains stable without functional impairment.

  • Continue monitoring. This is relevant to future selection of neurotoxic agents

    Vasomotor Symptoms:
    Hot flashes are well controlled on venlafaxine.

  • Continue venlafaxine extended-release 75 mg daily

    Goals of Care:
    We discussed the treatment intent as non-curative with the goal of disease control while preserving quality of life. The patient prioritizes continuing work and remaining active with family. Her husband is her health care proxy and her advance directive is on file from April 2026.

  • Revisit goals of care at each restaging visit
  • Offer palliative care referral for symptom support when desired

    Hypertension:
    Blood pressure 128/78 mmHg on lisinopril.

  • Continue lisinopril 10 mg daily

    Follow Up:
    Return in 4 weeks for labs and toxicity review, and in 12 weeks for restaging review. The patient was instructed to call for new bone pain, jaw pain, yellowing of the skin or eyes, abdominal swelling, new weakness or numbness in the legs, or bowel or bladder changes.

Ordered

Medications: Elacestrant 345 mg daily, 30-day supply with 2 refills

Labs: CBC with differential, CMP, and CA 27.29 in 4 weeks. Fasting lipid panel in December 2026

Imaging: CT chest, abdomen, and pelvis with contrast and whole-body bone scan in December 2026

Procedures: Dental evaluation January 2027

Procedures Today: Denosumab 120 mg subcutaneous injection

ECOG Performance Status (Beta)
ECOG Score 0: The patient is fully active and able to carry on all pre-disease activities without restriction. She works full time as a paralegal and walks 30 minutes daily, with only mild afternoon fatigue that does not limit her activities.

Karnofsky Performance Status (Beta)
Karnofsky Score 90: The patient is able to carry on normal activity and work with minor signs or symptoms of disease, including mild fatigue and occasional back stiffness. She requires no assistance with personal care or daily activities.

Recommendations as per NCCN Guidelines
For Recurrent or Stage IV HR-Positive, HER2-Negative Breast Cancer:

  1. Biomarker Testing:
  • Testing for PIK3CA, ESR1, AKT1, and PTEN alterations is recommended to guide therapy selection, with ESR1 testing preferably by ctDNA at each progression on endocrine therapy.
  • HER2 status should be reassessed on metastatic biopsy to identify HER2-low disease.
  1. Subsequent-Line Endocrine-Based Therapy:
  • Elacestrant is a preferred option for ESR1-mutated disease after progression on prior endocrine therapy with a CDK4/6 inhibitor.
  • Capivasertib with fulvestrant or alpelisib with fulvestrant are options for PIK3CA-mutated disease.
  • Everolimus with exemestane remains an option after progression on prior endocrine therapy.
  1. Antibody-Drug Conjugates:
  • Trastuzumab deruxtecan is a preferred option for HER2-low disease after progression on endocrine-based therapy.
  1. Bone-Modifying Therapy:
  • Denosumab or zoledronic acid is recommended for bone metastases, with calcium and vitamin D supplementation and dental evaluation prior to and during therapy.
  1. Monitoring:
  • Restaging imaging every 2 to 4 months during active therapy, with tumor markers used alongside imaging and clinical assessment.
  1. Supportive Care:
  • Palliative care, psychosocial support, and advance care planning should be integrated throughout treatment.

    Disclaimer: These recommendations are just indicative and are based on general guidelines as per NCCN for the patient's diagnosis. They do not represent the exact treatment plan that the patient should be put on

9. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • NCCN Recommendations
  • Patient Instructions

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Orthopedics

Built for imaging-driven Orthopedics.

Structure joint-specific exams with laterality carried through every section and turn imaging into technical summaries that support surgical necessity.

SPECIALTY CAPABILITIES

Carries laterality through every section

Structures joint-specific exams and special tests

Summarizes X-ray and MRI in radiologic language

Builds Patient Recaps of prior treatments

Captures KOOS JR and PROMIS scores

Inserts procedure and consent macros

Codes ICD-10 and CPT with MDM rationale

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Orthopedic Surgical Consultation Note

Synced to EHR

PATIENT: Andy Harris · 61 yrs · Right knee osteoarthritis

Chief Complaint (CC)
Worsening right knee pain, stiffness, and progressive functional decline despite more than six years of conservative treatment, presenting for surgical consultation.

History of Present Illness
Andy Harris is a 61-year-old right-hand-dominant male presenting for surgical consultation for end-stage osteoarthritis of the right knee, with symptoms since a skiing injury in 2015 and a partial medial meniscectomy in 2016. Pain is 8/10 with activity and 5/10 at rest despite more than six years of conservative care.

Pain is medial and worse with stairs, rising from a chair, and standing over 20 minutes, with night pain three to four nights weekly. He uses a cane for longer distances. He denies locking, giving way, trauma, fevers, or radiating pain. KOOS JR declined from 68.3 to 47.5. He states, "I've done every shot and brace there is, and now I just want my life back."

Other Histories
Past Medical History:

  • Primary osteoarthritis of the right knee, end-stage medial compartment
  • Mild osteoarthritis of the left knee
  • Type 2 diabetes mellitus
  • Hypertension
  • Hyperlipidemia
  • Obesity, class I

Conservative treatment of the right knee: meloxicam and a home exercise program; corticosteroid injections in April 2022 (about four months of relief), September 2023 (three months), February 2025 and August 2025 (about six weeks each); hyaluronic acid series in March 2023 with minimal benefit; 12 weeks of formal physical therapy from February through May 2024; medial unloader brace since June 2024

Past Surgical History:

  • Right knee arthroscopic partial medial meniscectomy (January 2016)
  • Laparoscopic cholecystectomy (2012)

Family History:

  • Father with bilateral knee osteoarthritis who underwent bilateral total knee arthroplasty in his late sixties
  • Mother with type 2 diabetes mellitus
  • No family history of bleeding disorders, venous thromboembolism, or anesthesia complications

Social History:
Works full time as a commercial electrician, a role that involves frequent kneeling, ladder climbing, and prolonged standing
Married and lives with his wife in a two-story home with 14 interior stairs and the primary bedroom on the second floor
Wife is retired and available to assist during postoperative recovery
Former smoker with a 15 pack-year history, quit in 2010
Drinks two beers per week. Denies illicit drug use
Goals are to return to work, walk his dog two miles daily, and resume golf

Labs and Imaging

  • Imaging Studies: Right Knee X-ray, Standing AP, Lateral, Merchant, and Rosenberg Views (September 22, 2026)
    Complete loss of the medial tibiofemoral joint space with bone-on-bone contact, subchondral sclerosis, and a 6 mm subchondral cyst in the medial tibial plateau. Large marginal osteophytes at the medial femoral condyle and medial tibial plateau. Mild narrowing of the lateral patellofemoral facet. Varus alignment of approximately 7 degrees. Findings consistent with Kellgren-Lawrence grade 4 osteoarthritis, progressed from grade 3 in January 2024.

  • Imaging Studies: Bilateral Long-Leg Standing Alignment Radiograph (September 22, 2026)
    Mechanical axis passes through the medial compartment of the right knee with a hip-knee-ankle angle of 173 degrees. Left mechanical axis neutral with mild medial joint space narrowing consistent with Kellgren-Lawrence grade 2 osteoarthritis.

  • Imaging Studies: Right Knee X-ray (January 2024)
    Medial joint space narrowed to 1.5 mm with moderate osteophyte formation. Kellgren-Lawrence grade 3.

  • Imaging Studies: Right Knee MRI (October 2022)
    Degenerative complex tear of the residual posterior horn of the medial meniscus with 4 mm extrusion. Full-thickness cartilage loss over the weight-bearing medial femoral condyle and grade 3 chondromalacia of the medial tibial plateau with subchondral bone marrow edema. ACL, PCL, and collateral ligaments intact. Small joint effusion and small Baker cyst.

  • Imaging Studies: Right Knee X-ray (March 2021)
    Medial joint space narrowed to 3 mm with small osteophytes. Kellgren-Lawrence grade 2.

  • Imaging Studies: Right Knee MRI (March 2015)
    Radial tear of the posterior horn of the medial meniscus. Articular cartilage preserved.

  • Laboratory Tests (August 2026)
    HbA1c 6.8%, improved from 7.4% in March 2026. CBC within normal limits with hemoglobin 14.6 g/dL. BMP with creatinine 0.98 mg/dL, glucose 132 mg/dL, and potassium 4.3 mmol/L. Albumin 4.2 g/dL. Vitamin D 31 ng/mL.

Allergies
No known drug allergies

Current Medications

  • Meloxicam 15 mg orally daily
  • Acetaminophen 1000 mg orally three times daily
  • Diclofenac 1% topical gel applied to the right knee four times daily
  • Metformin 1000 mg orally twice daily
  • Lisinopril 20 mg orally daily
  • Atorvastatin 20 mg orally nightly

Review of Systems (ROS)
General: No fevers, chills, or unintentional weight loss. Intentional 6 kg weight loss since March 2026.
Skin: No rashes, wounds, or skin breakdown around either knee.
Eyes: No vision changes.
HENT: No dental pain or active dental infection.
Respiratory: No cough or shortness of breath.
Cardiovascular: No chest pain, palpitations, or exertional dyspnea.
GI: No abdominal pain or GI bleeding with NSAID use.
Neurological: No numbness, tingling, or weakness in either lower extremity.
Psychiatric: Reports frustration with activity limitations. No depressed mood.
Musculoskeletal: Right knee pain rated 8/10 with activity and 5/10 at rest, 30 minutes of morning stiffness, intermittent swelling, and night pain. Mild intermittent left knee aching after prolonged activity. No hip or low back pain.

Vitals
BP: 134/82 mmHg
Pulse: 72 bpm
Temp: 98.3°F
Height: 1.78 m
Weight: 99 kg
BMI: 31.2

Physical Exam (PE)
General Appearance: Well-appearing male in no acute distress. Ambulates with an antalgic gait favoring the right lower extremity without an assistive device in clinic.

Skin: Intact skin over both knees. Well-healed right knee arthroscopic portal scars. No erythema or open wounds.

Eyes: Extraocular movements intact.

HENT: Normocephalic, atraumatic.

Respiratory: Lungs clear to auscultation bilaterally.

Cardiovascular: Regular rate and rhythm. Dorsalis pedis and posterior tibial pulses 2+ bilaterally with capillary refill under 2 seconds.

GI: Soft, non-tender.

Neurological: Sensation intact to light touch in the L3 through S1 dermatomes bilaterally. EHL, tibialis anterior, and gastrocnemius strength 5/5 bilaterally.

Psychiatric: Alert and oriented with appropriate mood and affect.

Musculoskeletal:
Right Knee: Varus alignment of approximately 7 degrees, partially correctable with valgus stress. Mild effusion without warmth or erythema. Tenderness along the medial joint line with no lateral joint line tenderness. Range of motion 3 to 105 degrees with a 3-degree flexion contracture and pain at terminal flexion. Palpable crepitus throughout range of motion. Lachman and anterior drawer negative. Posterior drawer negative. Stable to varus and valgus stress at 0 and 30 degrees. McMurray test reproduces medial joint line pain without a palpable click. Patellar grind test mildly positive. Quadriceps strength 4+/5 limited by pain.

Left Knee: Neutral alignment. No effusion. Mild medial joint line tenderness. Range of motion 0 to 130 degrees with mild crepitus. Ligamentously stable. Quadriceps strength 5/5.

Right Hip: Full, painless range of motion. Negative log roll and FADIR testing, excluding referred hip pain.

Assessment and Plan

  1. Primary Osteoarthritis of the Right Knee, End-Stage Medial Compartment, Kellgren-Lawrence Grade 4 with Varus Deformity
    I evaluated the patient's right knee, which has progressed from Kellgren-Lawrence grade 2 in March 2021 to grade 4 on today's radiographs, with bone-on-bone medial contact, subchondral cyst formation, and 7 degrees of varus deformity. Examination demonstrates a flexion contracture, reduced flexion to 105 degrees, medial joint line tenderness, and crepitus with ligamentous stability preserved. He has failed more than six years of documented conservative management, including NSAIDs, acetaminophen, topical diclofenac, 12 weeks of formal physical therapy, a medial unloader brace, a hyaluronic acid series, intentional weight loss, and four corticosteroid injections with diminishing duration of relief. His KOOS JR score has declined to 47.5, and pain now limits ambulation to less than four blocks, disrupts sleep, and impairs his ability to work. Findings meet criteria for medical necessity for total knee arthroplasty.

  • Proceed with right cemented posterior-stabilized total knee arthroplasty, scheduled for November 18, 2026
  • Plan spinal anesthesia with adductor canal block and intravenous tranexamic acid
  • Obtain preoperative medical clearance from primary care
  • Order preoperative labs, EKG, and nasal MRSA screening with chlorhexidine skin preparation instructions
  • Refer to preoperative joint replacement education class and prehabilitation physical therapy
  • Hold meloxicam 7 days before surgery
  • Plan postoperative aspirin 81 mg twice daily for 35 days for venous thromboembolism prophylaxis, physical therapy beginning on postoperative day 0, and discharge home with a rolling walker
  • Defer additional corticosteroid injection given scheduled arthroplasty within three months

  1. Status Post Right Knee Arthroscopic Partial Medial Meniscectomy (January 2016)
    Loss of medial meniscal coverage has contributed to accelerated medial compartment degeneration.
  • No additional intervention. Prior arthroscopic portals are well healed and will not affect the surgical approach
  1. Type 2 Diabetes Mellitus
    HbA1c has improved from 7.4% to 6.8%, meeting the preoperative threshold for elective arthroplasty.
  • Continue metformin and hold on the day of surgery
  • Perioperative blood glucose monitoring with a target below 180 mg/dL
  1. Obesity, BMI 31.2
    BMI is within an acceptable range for elective arthroplasty.
  • Encourage continued weight loss to reduce mechanical load on both knees
  1. Hypertension
    Blood pressure today is 134/82 mmHg on lisinopril.
  • Continue current regimen and hold lisinopril on the morning of surgery

  1. Mild Osteoarthritis of the Left Knee, Kellgren-Lawrence Grade 2
    Mild symptoms without functional limitation.
  • Continue topical diclofenac as needed and home exercise program
  • Reassess after recovery from right knee arthroplasty

Recommendations

  • Right cemented posterior-stabilized total knee arthroplasty scheduled for November 18, 2026
  • Preoperative medical clearance, labs, EKG, and nasal MRSA screening
  • Preoperative joint replacement education class and prehabilitation physical therapy
  • Hold meloxicam 7 days before surgery
  • Hold metformin and lisinopril on the day of surgery
  • Postoperative aspirin 81 mg twice daily for 35 days
  • Physical therapy beginning on the day of surgery, then outpatient therapy for 8 to 12 weeks
  • Arrange a first-floor recovery space or stair training before discharge
  • Expected return to light-duty work at 8 to 12 weeks and full electrical work at approximately 12 weeks
  • Follow-up 2 weeks after surgery for wound check and staple removal

Discussion Notes
Andy Harris has a seven-year history of right knee symptoms dating to a skiing injury in 2015 and arthroscopic partial medial meniscectomy in 2016. We reviewed his radiographs from March 2021, January 2024, and today side by side, demonstrating progression from early medial narrowing to complete loss of the medial joint space with varus deformity.

We reviewed each conservative treatment he has completed, including medications, formal physical therapy, an unloader brace, a hyaluronic acid series, and four corticosteroid injections, with relief decreasing from four months after the first injection to six weeks after the most recent. I explained that additional injections are unlikely to provide durable benefit and that an injection within three months of surgery would increase his risk of periprosthetic infection.

We discussed total knee arthroplasty in detail, including the procedure, implant type, anesthesia plan, and expected hospital course with same-day or next-day discharge. We reviewed the risks of surgery, including infection, blood clots, stiffness, persistent pain, injury to nerves or blood vessels, periprosthetic fracture, implant loosening, and the potential need for revision surgery. We discussed that most patients experience substantial pain relief and functional improvement, with recovery continuing for up to one year.

We discussed the demands of his work as an electrician. I explained that kneeling may remain uncomfortable after arthroplasty and that we would plan a graded return to duty with his employer. Given the 14 stairs to his bedroom, we discussed arranging a first-floor recovery space for the first two weeks.

The patient's questions were answered and he expressed understanding of the risks, benefits, and alternatives. He elected to proceed with right total knee arthroplasty, and informed consent was obtained and documented.

Ordered

Medications: Continue meloxicam 15 mg daily until 7 days before surgery

Labs: CBC, BMP, PT/INR, type and screen, urinalysis, nasal MRSA screen

Imaging: No additional imaging required. Current standing and long-leg alignment radiographs to be used for surgical templating

Procedures: Right total knee arthroplasty on November 18, 2026. Referrals to primary care for preoperative clearance and to physical therapy for prehabilitation

Procedures Today: Informed consent obtained for right total knee arthroplasty

9. Outputs Chips

  • Clinical Note
  • ICD-10 & CPT Coding
  • Pre-Op Clearance Letter
  • Patient Instructions

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Nephrology

Built for long-term kidney care.

Track CKD progression across years of labs and generate problem-based notes ready for dialysis and transplant planning.

SPECIALTY CAPABILITIES

Stages CKD from eGFR and UACR trends

Auto-tags CKD etiology across visits

Builds Patient Recaps from prior labs

Tracks anemia and CKD-MBD markers

Captures dialysis access and session details

Structures plans by nephrologic problem

Codes ICD-10 with MDM rationale

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

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Nephrology Follow-Up Note

Synced to EHR

PATIENT: Joe Hurley · 64 yrs · CKD stage 4 follow-up

Chief Complaint (CC)
Follow-up for progressive chronic kidney disease stage G4 A3 due to diabetic kidney disease, with review of kidney replacement therapy planning and transplant evaluation.

History of Present Illness
Joe Hurley is a 64-year-old male with type 2 diabetes since 2004 and hypertension since 2006 who returns for follow-up of chronic kidney disease, now stage G4 A3 and approaching kidney failure. He chose preemptive kidney transplantation after kidney replacement therapy education, with hemodialysis as a bridge if needed.

He reports decreased appetite with early satiety, mild afternoon fatigue, intermittent itching of the forearms and back, mild ankle swelling, and a 2 kg weight gain. Home blood pressure averages 138/82 mmHg. He denies nausea, vomiting, confusion, chest pain, dyspnea, or decreased urine output. He is adherent but struggles to limit potassium-rich foods. He states, "I want to get the transplant before I ever need dialysis."

Past Medical History

  • Chronic kidney disease stage G4 A3 due to diabetic kidney disease (identified 2017)
  • Type 2 diabetes mellitus (diagnosed 2004)
  • Proliferative diabetic retinopathy, status post bilateral panretinal photocoagulation
  • Hypertension (diagnosed 2006)
  • Anemia of chronic kidney disease
  • CKD-mineral and bone disorder with secondary hyperparathyroidism
  • Hyperkalemia
  • Metabolic acidosis
  • Hyperlipidemia
  • Diabetic peripheral neuropathy

Hyperkalemia to 5.6 mmol/L and metabolic acidosis with serum bicarbonate of 19 mmol/L (2024), managed with patiromer and sodium bicarbonate

Iron deficiency with anemia of CKD (first noted 2023), treated with intravenous ferric carboxymaltose; darbepoetin started August 2025

Medication changes: empagliflozin added in 2021, finerenone added in 2022 for persistent albuminuria of 960 mg/g with UACR decreasing to 610 mg/g within six months, semaglutide started in 2023, and metformin discontinued in 2024 when eGFR fell below 30 mL/min/1.73 m²

Current Medications
Lisinopril 40 mg daily
Amlodipine 10 mg daily
Furosemide 40 mg twice daily
Empagliflozin 10 mg daily
Finerenone 10 mg daily
Semaglutide 1 mg subcutaneous weekly
Insulin glargine 18 units nightly
Patiromer 8.4 g daily
Sodium bicarbonate 650 mg three times daily
Darbepoetin alfa 40 mcg subcutaneous every 2 weeks
Ergocalciferol 50,000 IU weekly
Atorvastatin 40 mg nightly
Aspirin 81 mg daily

Past Surgical History

  • Left radiocephalic arteriovenous fistula creation (March 2026)
  • Left upper extremity vein mapping (January 2026)
  • Bilateral panretinal photocoagulation (2018)
  • Right inguinal hernia repair (2010)

Family History

  • Mother with type 2 diabetes mellitus and end-stage kidney disease on hemodialysis in her seventies
  • Father with hypertension and coronary artery disease
  • No family history of polycystic kidney disease or glomerulonephritis

Social History
Joe Hurley is married and lives with his wife. He retired in 2025 after 30 years as a postal carrier. He quit smoking in 2008 after a 20 pack-year history. He does not drink alcohol and denies illicit drug use. He walks 20 minutes most days. His wife is undergoing evaluation as a potential living kidney donor.

Functional Status
Activities of Daily Living (ADLs):
Independent with all basic self-care activities
Instrumental Activities of Daily Living (IADLs):
Independent with finances, driving, and medication management
Uses a weekly pill organizer and tracks home blood pressure and blood glucose readings
Reduced stamina for yard work over the past six months

Review of Systems (ROS)
General: Mild afternoon fatigue. Decreased appetite with early satiety. Weight up 2 kg over three months.
Skin: Intermittent pruritus of the forearms and back.
Eyes: Stable vision since panretinal photocoagulation.
Respiratory: No shortness of breath, cough, or orthopnea.
Cardiovascular: Mild bilateral ankle swelling by end of day. No chest pain or palpitations.
GI: No nausea, vomiting, dysgeusia, or change in bowel habits.
GU: No decrease in urine output, hematuria, or foamy urine beyond baseline.
Musculoskeletal: No bone pain or muscle cramps.
Neurological: Stable numbness in both feet. No confusion, tremor, or restless legs.
Psychiatric: Mild anxiety regarding transplant timing. No depressed mood.

Vitals
BP: 142/84 mmHg
Pulse: 74 bpm
Temp: 98.0°F
Height: 180 cm
Weight: 94 kg (92 kg three months ago)
BMI: 29.0 kg/m²

Examination
General:
Well-appearing male in no acute distress.

HEENT:
Conjunctivae mildly pale. Oral mucosa moist.

Neck:
Jugular venous pressure approximately 7 cm H2O.

Cardiovascular:
Regular rate and rhythm. No murmurs, rubs, or gallops. No pericardial friction rub.

Respiratory:
Lungs clear to auscultation bilaterally without crackles.

Abdomen:
Soft, non-tender, non-distended. No bruits.

Extremities:
1+ bilateral pitting edema to the mid-shin.

Vascular Access:
Left radiocephalic arteriovenous fistula with strong palpable thrill and continuous bruit along the forearm. Vein palpable and straight for approximately 10 cm with no aneurysmal segments, erythema, or tenderness. Hand warm with intact radial pulse distal to the anastomosis.

Skin:
Mild excoriations on the dorsal forearms. No rash or calciphylaxis lesions.

Neurological:
Alert and oriented. No asterixis. Decreased monofilament sensation at both feet, unchanged.

Labs and Imaging
eGFR and Albuminuria Trend (CKD-EPI 2021):
2017: Creatinine 1.48 mg/dL, eGFR 54 mL/min/1.73 m², UACR 180 mg/g (G3a A2)
2019: Creatinine 1.70 mg/dL, eGFR 46 mL/min/1.73 m², UACR 420 mg/g (G3a A3)
2021: Creatinine 2.00 mg/dL, eGFR 38 mL/min/1.73 m², UACR 880 mg/g (G3b A3)
2022: Creatinine 2.18 mg/dL, eGFR 34 mL/min/1.73 m², UACR 960 mg/g (G3b A3)
2023: Creatinine 2.36 mg/dL, eGFR 31 mL/min/1.73 m², UACR 610 mg/g (G3b A3)
2024: Creatinine 2.62 mg/dL, eGFR 27 mL/min/1.73 m², UACR 540 mg/g (G4 A3)
2025: Creatinine 2.98 mg/dL, eGFR 23 mL/min/1.73 m², UACR 590 mg/g (G4 A3)
March 2026: Creatinine 3.22 mg/dL, eGFR 21 mL/min/1.73 m², UACR 650 mg/g (G4 A3)
September 2026: Creatinine 3.52 mg/dL, eGFR 19 mL/min/1.73 m², UACR 710 mg/g (G4 A3)
Average eGFR decline of approximately 4 mL/min/1.73 m² per year. Kidney Failure Risk Equation estimates 2-year risk of kidney failure at 34% and 5-year risk at 74%.

Laboratory Tests (September 2026):
Sodium 138 mmol/L, potassium 5.2 mmol/L, chloride 106 mmol/L, bicarbonate 21 mmol/L, BUN 58 mg/dL, glucose 128 mg/dL, calcium 8.9 mg/dL, phosphorus 5.1 mg/dL, magnesium 2.1 mg/dL, albumin 3.8 g/dL, uric acid 8.1 mg/dL.

CKD-MBD (September 2026): Intact PTH 212 pg/mL (148 pg/mL in 2024), 25-hydroxyvitamin D 28 ng/mL.

Anemia Panel (September 2026): Hemoglobin 10.6 g/dL (9.6 g/dL in August 2025 before darbepoetin), ferritin 312 ng/mL, transferrin saturation 24%.

Diabetes and Lipids (September 2026): HbA1c 6.9%, interpreted with caution given ESA therapy and reduced kidney function. LDL 68 mg/dL.

Hepatitis B Immunity (2025): Anti-HBs 42 mIU/mL following completed vaccination series.

Serologic Evaluation (2019): ANA, ANCA, complement levels, hepatitis B and C serologies, SPEP, and serum free light chains unremarkable. Kidney biopsy was not pursued given longstanding diabetes with proliferative diabetic retinopathy and progressive albuminuria

Arteriovenous Fistula Duplex Ultrasound (July 2026):
Left radiocephalic fistula with flow volume of 620 mL/min, outflow vein diameter of 5.8 mm, and depth of 4 mm from skin. No stenosis or thrombus. Findings consistent with a maturing fistula approaching readiness for cannulation.

Renal Ultrasound (February 2026):
Right kidney 9.4 cm and left kidney 9.2 cm with increased cortical echogenicity and mild cortical thinning, decreased from 10.2 cm and 10.0 cm in 2019. No hydronephrosis, stones, or masses.

Transthoracic Echocardiogram (November 2025):
LVEF 55% with mild concentric left ventricular hypertrophy. No significant valvular disease.

Assessment
Chronic kidney disease stage G4 A3 due to diabetic kidney disease, progressive, approaching kidney failure
Hyperkalemia, controlled on potassium binder
Metabolic acidosis of CKD
Anemia of chronic kidney disease
CKD-mineral and bone disorder with secondary hyperparathyroidism and hyperphosphatemia
Volume overload, mild
Hypertension, above goal
Kidney replacement therapy planning with preemptive transplant evaluation
Type 2 diabetes mellitus, controlled

Plan

  1. Chronic Kidney Disease Stage G4 A3 Due to Diabetic Kidney Disease
    The patient's eGFR has declined steadily from 54 mL/min/1.73 m² in 2017 to 19 mL/min/1.73 m² today at an average rate of approximately 4 mL/min/1.73 m² per year, with persistent severely increased albuminuria despite maximal RAAS blockade, SGLT2 inhibition, and a nonsteroidal mineralocorticoid receptor antagonist. Etiology is consistent with diabetic kidney disease based on longstanding diabetes, proliferative retinopathy, progressive albuminuria, and negative serologic evaluation. He currently has mild uremic symptoms, including decreased appetite, fatigue, and pruritus, without indications for urgent dialysis initiation. Kidney Failure Risk Equation estimates a 34% 2-year risk of kidney failure.


    • Continue lisinopril 40 mg daily, empagliflozin 10 mg daily, and finerenone 10 mg daily
    • Continue semaglutide 1 mg weekly
    • Repeat BMP, CBC, and phosphorus monthly
    • Avoid nephrotoxic agents, including NSAIDs and iodinated contrast when possible
    • Renal dietitian referral for individualized potassium, phosphorus, and protein intake of 0.8 g/kg/day

  2. Kidney Transplant and Dialysis Planning
    With eGFR now below 20 mL/min/1.73 m², the patient qualifies for deceased donor waitlist time accrual. Transplant evaluation was completed in August 2026, and his wife's living donor evaluation is in progress. His left radiocephalic arteriovenous fistula is maturing with flow of 620 mL/min and diameter of 5.8 mm on July 2026 duplex.


    • Communicate current eGFR to the transplant center to support waitlist activation
    • Coordinate with the transplant center regarding living donor evaluation timeline
    • Repeat fistula duplex ultrasound to confirm maturation for cannulation readiness
    • Continue to protect the left arm from blood draws, IV lines, and blood pressure measurements
    • Review indications for dialysis initiation, including refractory hyperkalemia, volume overload, worsening uremic symptoms, and malnutrition

  3. Hyperkalemia
    Potassium is 5.2 mmol/L on patiromer with continued RAAS blockade and finerenone.


    • Continue patiromer 8.4 g daily
    • Hold finerenone if potassium exceeds 5.5 mmol/L
    • Reinforce low-potassium diet with dietitian

  4. Metabolic Acidosis
    Serum bicarbonate is 21 mmol/L on oral sodium bicarbonate.


    • Continue sodium bicarbonate 650 mg three times daily with a target bicarbonate of 22 mmol/L or higher

  5. Anemia of Chronic Kidney Disease
    Hemoglobin has improved from 9.6 to 10.6 g/dL on darbepoetin with adequate iron stores, with ferritin 312 ng/mL and transferrin saturation 24%.


    • Continue darbepoetin alfa 40 mcg every 2 weeks with a hemoglobin target of 10 to 11.5 g/dL
    • Monitor CBC monthly and iron studies every 3 months

  6. CKD-Mineral and Bone Disorder
    Phosphorus has risen to 5.1 mg/dL and intact PTH has increased from 148 to 212 pg/mL, consistent with progressive secondary hyperparathyroidism. Vitamin D is 28 ng/mL on ergocalciferol.


    • Start sevelamer carbonate 800 mg three times daily with meals
    • Continue ergocalciferol 50,000 IU weekly
    • Repeat calcium, phosphorus, and PTH in 3 months and consider calcitriol if PTH continues to rise

  7. Volume Overload and Hypertension
    The patient has gained 2 kg with 1+ bilateral lower extremity edema and elevated jugular venous pressure. Clinic blood pressure is 142/84 mmHg, above the target of less than 130/80 mmHg.


    • Increase furosemide to 80 mg in the morning and 40 mg in the afternoon
    • Continue amlodipine 10 mg daily
    • Continue 2-gram sodium diet and daily home weights, calling for gain of more than 1 kg in a day or 2 kg in a week

  8. Type 2 Diabetes Mellitus
    HbA1c is 6.9%, although reliability is limited by ESA therapy and reduced kidney function.


    • Continue insulin glargine 18 units nightly and semaglutide 1 mg weekly
    • Recommend continuous glucose monitoring for more accurate glycemic assessment

Ordered

Medications:
Sevelamer carbonate 800 mg three times daily with meals
Furosemide increased to 80 mg every morning and 40 mg every afternoon

Labs:
BMP, CBC, and phosphorus monthly
Iron studies, calcium, phosphorus, and intact PTH in 3 months

Imaging:
Arteriovenous fistula duplex ultrasound

Referrals:
Renal dietitian
Transplant center update for waitlist activation

Procedures Today:
Arteriovenous fistula assessment

Follow Up
Follow-up is scheduled in 6 weeks to reassess volume status, potassium, and uremic symptoms after the diuretic adjustment, with labs drawn one week prior. The patient was advised to seek immediate care for shortness of breath, chest pain, confusion, persistent nausea or vomiting, marked decrease in urine output, or loss of thrill in his fistula.

9. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter

Selected Specialty · Neurology

Built for complex, longitudinal neurology.

Capture complex neurological visits, review years of patient history in seconds, and generate technical notes with medical necessity language across 14 neurology subspecialties.

SPECIALTY CAPABILITIES

Captures seizure semiology and cranial nerve exams

Builds Patient Recaps from prior charts

Captures PHQ-9, PDQ-39 and ASRS scores

Codes ICD-10 with MDM rationale

Supports 90 to 120 minute consults

RECOGNIZED PARTNER

Marvix AI is a partner in the AAN Practice Success Network.

Explore specialty templates

→

NEUROLOGY FOLLOW-UP NOTE

Synced to EHR

PATIENT: Martin Summit · 74 yrs · Cognitive evaluation
‍
Chief Complaint (CC)
‍
Progressive memory loss over the past three years with increasing forgetfulness, difficulty managing daily tasks, word-finding difficulty, and concern for dementia.

History of Present Illness
Martin Summit is a 74-year-old right-handed male presenting for evaluation of progressive cognitive decline over approximately three years. His wife reports forgetfulness, repetitive questioning, and misplaced items that have gradually worsened. Over the past year he has had greater difficulty managing finances and medications, following multistep tasks, and keeping track of dates, though he remains familiar with close family and his home.

He reports occasional word-finding difficulty and slower processing speed. His wife notes mild apathy but no personality change, aggression, or visual hallucinations. Sleep is fragmented with occasional daytime naps, and he removes his CPAP mask partway through most nights. There is no history of stroke, seizure, head trauma, loss of consciousness, or rapidly progressive neurological decline.

Past Medical History

  • Mild cognitive impairment (diagnosed March 2024)
  • Hypertension
  • Type 2 diabetes mellitus
  • Hyperlipidemia
  • Obstructive sleep apnea on CPAP

Current Medications
Amlodipine 5 mg daily
Metformin 1000 mg twice daily
Atorvastatin 20 mg nightly
Aspirin 81 mg daily
Vitamin D3 1000 IU daily

Past Surgical History

  • Right total knee arthroplasty (2018)
  • Cataract extraction, bilateral (2020)

Family History

  • Mother diagnosed with Alzheimer's disease in her late seventies
  • Father with coronary artery disease
  • No family history of Parkinson disease, Huntington disease, or amyotrophic lateral sclerosis

Social History
Martin Summit is a retired accountant who lives with his wife. He has never smoked and drinks alcohol occasionally. He denies illicit drug use. He remains physically active with daily walks but has reduced participation in community activities because of memory concerns.

Functional Status
Activities of Daily Living (ADLs):
Independent with dressing, bathing, toileting, and feeding
Occasionally requires reminders for personal hygiene

Instrumental Activities of Daily Living (IADLs):
Requires assistance with finances
Wife manages medications
Has difficulty organizing appointments
Continues to drive locally but avoids unfamiliar routes
Reduced confidence with shopping independently
Functional Activities Questionnaire (FAQ) score 11/30 based on his wife's report

Review of Systems (ROS)
General: Mild fatigue. No fever or unintentional weight loss.
Respiratory: No cough or dyspnea.
Cardiovascular: No chest pain or palpitations.
GI: No nausea, vomiting, abdominal pain, or change in bowel habits.
Psychiatric: Mild apathy and decreased motivation. No depression, hallucinations, or suicidal ideation. PHQ-9 score 4, consistent with minimal depressive symptoms.
Musculoskeletal: Mild chronic bilateral knee discomfort.
Neurological: Progressive short-term memory impairment, word-finding difficulty, slowed processing speed, and occasional disorientation in unfamiliar environments. No focal weakness, numbness, tremor, seizures, gait instability, or loss of consciousness.

Vitals
BP: 132/76 mmHg
Pulse: 68 bpm
Temp: 98.1°F
Height: 175 cm
Weight: 80 kg
BMI: 26.1 kg/m²

Examination
General:
Pleasant elderly male in no acute distress.

Mental Status Exam:
Appearance: Well groomed
Behavior: Cooperative and attentive
Mood: Euthymic
Affect: Appropriate with full range
Thought Process: Logical but slowed
Interactions: Appropriate with preserved social awareness

Neurological:
Mental Status: Alert and oriented to person and place but incorrectly identified the date. Speech fluent with occasional word-finding pauses. Immediate registration intact. Delayed recall impaired with recall of 1 out of 3 objects after five minutes, improving to 2 out of 3 with category cues. Mild impairment in attention during serial sevens. Clock drawing demonstrated mild visuospatial disorganization. Estimated MoCA score 22/30, declined from 25/30 in March 2024.

Cranial Nerves: Cranial nerves II-XII intact. Pupils equal and reactive to light. Extraocular movements full. Facial strength and sensation symmetric. Hearing mildly reduced bilaterally to conversational voice.

Motor: Normal bulk and tone. Strength 5/5 throughout. No rigidity, bradykinesia, tremor, or pronator drift.

Reflexes: 2+ and symmetric throughout.

Coordination: Finger-to-nose and rapid alternating movements intact bilaterally.

Sensory: Intact to light touch, vibration, and proprioception.

Gait and Station: Mildly slowed gait with preserved arm swing. Able to perform tandem gait with minimal difficulty. Negative Romberg.

Labs and Imaging
Laboratory Tests (June 2026):
CBC and comprehensive metabolic panel within normal limits. Sodium 138 mmol/L, Creatinine 0.96 mg/dL (eGFR 82 mL/min/1.73 m²), HbA1c 7.0%, Vitamin B12 462 pg/mL, Folate 12.4 ng/mL, TSH 2.18 uIU/mL. No reversible metabolic cause for cognitive impairment identified.

MRI Brain (July 2026):
Mild bilateral hippocampal volume loss with mild generalized cerebral atrophy, slightly greater than expected for age. Mild chronic microvascular white matter changes (Fazekas Grade 1). No acute infarction, hemorrhage, hydrocephalus, or intracranial mass. Interval development of hippocampal volume loss compared with March 2024.

MRI Brain (March 2024):
Age-appropriate cerebral volume without hippocampal atrophy. Scattered punctate white matter hyperintensities. No acute intracranial abnormality.

Assessment
Progressive cognitive impairment concerning for early Alzheimer's disease
Mild cognitive impairment affecting instrumental activities of daily living
Mild chronic cerebral small vessel ischemic disease
Obstructive sleep apnea with suboptimal CPAP adherence, possible contributor to cognitive symptoms
Hypertension and type 2 diabetes mellitus, stable

Plan

  1. Progressive Cognitive Impairment
    The patient demonstrates a gradual decline in short-term memory, executive functioning, and instrumental activities of daily living over approximately three years. Cognitive examination reveals impaired delayed recall, mild executive dysfunction, and visuospatial deficits, with MoCA declining from 25/30 in March 2024 to 22/30 today. MRI demonstrates bilateral hippocampal atrophy that was absent on imaging in March 2024, without evidence of an alternative structural etiology. The overall presentation is most consistent with early Alzheimer's disease, although formal neuropsychological testing is warranted to better characterize the pattern and severity of cognitive impairment.

    • Refer for comprehensive neuropsychological evaluation
    • Obtain baseline cognitive testing for longitudinal monitoring
    • Order laboratory evaluation including CBC, CMP, TSH, vitamin B12, and folate if not recently repeated
    • Order plasma p-tau217 biomarker testing to assess for underlying Alzheimer's pathology and future eligibility for anti-amyloid therapy
    • Discuss potential initiation of cholinesterase inhibitor therapy following completion of diagnostic evaluation
    • Encourage regular physical activity, cognitive stimulation, and adherence to a Mediterranean-style diet

  2. Functional Decline
    The patient remains independent with basic self-care but demonstrates increasing difficulty with complex daily tasks.

    • Recommend continued supervision of finances and medication management
    • Discuss driving safety and recommend periodic reassessment
    • Encourage use of calendars, reminder applications, and medication organizers

  3. Cerebral Small Vessel Disease
    MRI demonstrates mild chronic microvascular ischemic changes that may contribute to cognitive dysfunction.

    • Continue aggressive management of vascular risk factors
    • Maintain optimal blood pressure, lipid, and diabetes control

  4. Obstructive Sleep Apnea
    Fragmented sleep and inconsistent CPAP use may be worsening daytime cognition and attention. Optimizing sleep apnea treatment is a modifiable factor in cognitive decline.

    • Obtain CPAP compliance download prior to next visit
    • Reinforce nightly CPAP use for the full sleep period
    • Refer back to sleep medicine for mask refitting if adherence remains below 4 hours per night

  5. Caregiver Education
    The patient's wife is providing increasing assistance with daily activities.

    • Discuss the progressive nature of neurodegenerative disease
    • Provide education regarding community resources and caregiver support
    • Encourage advance care planning while decision-making capacity remains intact

Ordered

Medications:
No medication changes pending diagnostic evaluation

Labs:
Plasma p-tau217

Procedures:
Comprehensive neuropsychological testing
CPAP compliance download

Follow Up
Follow-up is scheduled in six weeks after completion of neuropsychological testing to review results, establish a definitive diagnosis, discuss treatment options, and determine the need for pharmacologic therapy and additional safety planning. His wife was advised to call sooner for any sudden change in cognition, new focal weakness or speech difficulty, falls, or new behavioral symptoms such as hallucinations or agitation.

10. Outputs Chips

  • Clinical Note
  • ICD-10 & E/M Coding
  • Patient Instructions
  • Referral Letter

OUTPUTS FROM ONE ENCOUNTER

Clinical Note

ICD-10 & E/M Coding

Patient Instructions

Referral Letter