Sesame’s integrated Electronic Health Record (EHR) system serves as the central hub for all patient information and documentation. Each patient has a Sesame chart that includes intake forms, program-specific questionnaires, visit history, clinical notes from other Sesame providers, medication history, and diagnoses—all within one secure platform.
All care provided to Sesame patients must be documented in the Sesame EHR to maintain continuity of care and meet medical record standards.
While Sesame’s EHR does not integrate with external systems, providers may copy and paste their documentation into another record system for their own use.
You can access a patient’s chart from your Dashboard by searching the patient’s name or Encounter ID, or from the Messaging window by clicking on the patient’s name in any message thread. Patient charts become available as soon as they book with you.
When you open a chart, you’ll see the patient’s name, sex, date of birth, height, and email address displayed at the top. From there, you can review their full visit history, medications, intake forms, and summaries of prior care. In the upper-right corner, you can also order a prescription or open messaging to contact the patient directly.
Timeline
The Timeline tab provides a chronological record of all visits the patient has completed on Sesame. Each entry includes:
The provider’s name
The reason for visit entered by the patient during booking
Any clinical notes from completed encounters
AI transcripts of the visit, if available
You can click the three-dot menu next to a visit to copy the Encounter ID if needed.
AI Transcripts
When enabled, AI transcripts automatically generate after video visits where the patient has provided digital consent. These appear within the corresponding visit entry, giving you a text-based record of the conversation.
This feature helps reduce documentation time, improve note accuracy, and strengthen continuity of care across providers.
Providers are automatically enrolled in AI transcription unless they contact Provider Success to opt out. Patients are prompted for consent at the start of each video visit—no action is required on your part.
Availability:
AI transcription is currently unavailable for patients located in Vermont and for mental health–related visits, including counseling, therapy, and Mental Health Rx services.
Medications
The Medications tab lists all medications prescribed to the patient by Sesame providers.
Here, you can:
Review active and past prescriptions
See the prescribing provider and date prescribed
View the patient’s preferred pharmacy, if entered in their Sesame profile
For more details on sending or reordering prescriptions, see the e-Prescribe article.
Patient Info
The Patient Info tab includes key demographic details and intake information.
You’ll find the patient’s phone number and address (useful for prior authorizations).
If the patient has completed intake forms, they’ll appear here.
Patients are not required to complete an intake form before booking single visits, though they are encouraged to do so before the visit begins. Patients are required to complete one before enrolling in any Sesame subscription program.
Diagnosis
The Diagnosis tab lists all diagnoses recorded by Sesame providers. Each entry shows the diagnosis name, date, and provider. This provides a quick overview of the patient’s clinical history and ongoing conditions.
Documents
The Documents tab stores files the patient has uploaded, such as photos or external documentation for review.
Programs
The Programs tab displays data from weekly app check-ins for Success by Sesame patients, allowing you to review progress, side effects, and medication adherence between visits.
Clinical Summary
The Clinical Summary tab provides an AI-generated overview of the patient’s care history on Sesame. It compiles data from across the platform—intake forms, clinical notes, messages, prescriptions, and prior visits—to help you quickly understand a patient’s background before an appointment.
This summary updates automatically as new information is added and includes:
A list of active and past medications
Key diagnoses and clinical issues
A summary of past visits and messages
Context from other Sesame providers involved in the patient’s care
The Clinical Summary allows you to see the patient’s full health journey in one place, saving time and supporting more informed, personalized care.
Note: The Clinical Summary includes only information from encounters within Sesame. It does not incorporate data from external EHRs or non-Sesame visits.