Services / Clinical Documentation

Clinical Documentation

Physician-Led Overnight EHR Support for US Practices

Your charts are done before you walk in the door

We handle your EHR notes, prior authorizations, and clinical paperwork overnight. You show up in the morning and everything is signed and ready.

No contract. No new software. Works with Epic, Athena, and Cerner. HIPAA-compliant.

No contractNo new softwareEpic, Athena & CernerHIPAA-compliant
Clinical documentation support
The reality for physicians

Nobody became a doctor to spend their evenings doing paperwork

The average US physician spends 36 minutes documenting for every 30-minute patient visit. For house call doctors and palliative care physicians it is worse—the whole day is with patients and the whole evening is at the keyboard.

Prior authorizations take another 16 hours a week on average. Two full working days spent writing insurance justifications, waiting on hold, and appealing denials—two days that used to be patient care.

Physicians are leaving the profession over this. The ones who stay are burning out. The paperwork does not slow down either way.

Clinical documentation services
What we do

Physician-led documentation

Sozo is a clinical documentation firm. Our team are physicians—not transcriptionists, not virtual assistants, not software. Physicians who read your notes, understand the clinical picture, and produce documentation that is accurate, complete, and ready for billing. After your last patient we take over. By morning, every chart is done.

EHR Chart Documentation

You record a voice memo after each visit. Two minutes, spoken naturally, no special format needed. We turn that into a complete clinical note inside your EHR. Assessment, plan, medications, follow-up. Ready for your signature every morning.

Prior Authorization Management

We handle the full prior auth process from submission through to appeal. We write using the clinical necessity language that gets results. Specific diagnosis codes, referenced treatment guidelines, the arguments that insurers actually respond to.

Goals-of-Care and Palliative Care Notes

We document goals-of-care conversations as full clinical narratives—who was in the room, what was said, what the patient and family decided, and what that means for the care plan. Notes that hold up legally and support hospice eligibility.

EHR Inbox Management

Lab results, nurse messages, patient portal questions, prescription refills. We work through your inbox overnight using a protocol we build with you. Normal results acknowledged. Abnormal results flagged. Draft responses ready for your approval.

Patient Record Auditing

We go through existing charts, close documentation gaps, standardise note formatting, and match diagnosis codes to clinical content. Cleaner records mean stronger billing and less audit exposure.

Referral Coordination Notes

Every referral, hospice handoff, and home health communication entered in the chart. We track what is pending and flag when a response has not come back when it should. Nothing falls through.

How it works

Two minutes from you. The rest is on us

1

After your last patient

Record a short voice memo for each visit. Speak the way you normally would talking to a colleague. Most physicians take about two minutes per patient. Send it through your EHR or a secure folder we set up at onboarding.

2

While you sleep

Our clinical team logs into your EHR through an encrypted VPN connection. Every note gets written. Prior auth submissions go out. Your inbox gets cleared. Referral notes go into the chart—all directly on your server. Nothing is copied or stored outside your system.

3

When you arrive

Every chart is complete and waiting for your signature. Your inbox is cleared. Anything that needs your clinical sign-off is clearly flagged so you can deal with it in minutes. Then you see your first patient.

We never make clinical decisions on your behalf. Everything we produce goes to you for review. You sign off. You stay in full control.

Who we serve

Physicians with the heaviest paperwork load

House call doctors. Palliative care and hospice physicians. Oncologists. Urologists. Independent family medicine practices without admin staff. If you are charting after hours, this service is for you.

House Call and Home-Based Primary Care

You drive all day—homes, assisted living, nursing facilities. Charting happens at the kitchen table or after the kids are asleep. We take that away entirely. Every post-visit note is in your EHR before your first visit the next morning.

Palliative Care and Hospice

Goals-of-care conversations are legal documents, care plans, and human records all at once. We produce full clinical narratives—not templates or checkboxes. We write it like the conversation you had with that family at 3 PM matters.

Oncology

Prior authorization is a daily reality in oncology. We handle submissions the same day. Denials get a clinical appeal written and submitted immediately. Your team stops spending days on hold.

Urology

Operative notes, post-procedure summaries, surgical pre-authorizations—detailed and time-consuming. We handle the documentation overnight so it does not follow you home.

Independent Family Medicine

Running an independent practice means you are the physician, administrator, and billing team. We become the person you hand documentation off to. One conversation is enough to understand your specific practice.

Let us know what your practice looks like and we will tell you exactly how we can help.

HIPAA-compliant data security
Security & compliance

Your patient data never leaves your system

We work directly inside your EHR through an encrypted VPN connection. We log in, do the work, and log out. Nothing is downloaded to an outside device. Nothing is stored outside your server.

We have never had a HIPAA breach.

How we protect your practice

  • Encrypted VPN access—nothing downloaded to outside devices

  • Signed Business Associate Agreement before any system access

  • HIPAA-trained clinical staff with minimum necessary EHR permissions

  • Access logs available to you at any time

  • No patient data used to train models or aggregated across clients

Clinician-led team
Our approach

Built by clinicians. Run by clinicians

Sozo is a clinical consulting firm. Our documentation team are trained physicians. We handle EHR charting, prior authorization, and clinical administration for US practices.

We work on a zero-footprint model. Everything happens inside your existing EHR. We do not manage your billing department or make clinical decisions. We produce accurate clinical documentation and deliver it overnight.

Zero-footprint EHR access
Overnight delivery
Prior auth expertise
FAQ

Questions we get asked

A trained professional who handles your clinical documentation remotely. They process your visit notes, enter them into the EHR, and take care of work like prior authorization. What separates a good scribe from a bad one is clinical background. Someone who understands what they are reading produces documentation that is accurate and defensible. Someone who is just typing produces transcripts.

Book a consultation

Let us show you what a finished inbox feels like

Book a 15-minute call and we will walk through exactly how Sozo works for your practice. No sales pitch—just a straight conversation about what you are dealing with and whether we can help.

If we are a good fit we will set up a trial week at no cost so you can see the quality of the work before committing to anything.

HIPAA-Compliant · BAA Signed Before Access · Epic, Athena and Cerner · Free Trial Available · No Contract Required