Medical Chart Template Essentials for Modern Practices

A medical chart template is a pre-built framework for capturing a patient's clinical data and medical history. Think of it less like a blank form and more like a blueprint for consistent and accurate documentation. It guides healthcare professionals to record all the essential information in a logical, organized way, ensuring every patient's story is clear, complete, and legally sound. This standardized approach is the bedrock of modern clinical practice, turning the often-chaotic process of data collection into a streamlined, error-resistant workflow. Without a solid template, practices risk inconsistent records, potential clinical errors, and significant administrative inefficiencies that can detract from patient care.

The Blueprint for Better Patient Care

Just as an architect wouldn't build a house without a detailed plan, healthcare providers need a structured template for patient charts. Without this guide, crucial information can get scattered, lost, or recorded inconsistently, which opens the door to medical errors and can seriously compromise patient care. A lack of structure can lead to a cascade of problems, from missed allergies to incomplete treatment histories, ultimately affecting patient safety and outcomes.

A well-designed medical chart template is far more than just a fillable document. It's a strategic tool that brings much-needed order to the complex and ever-growing volume of patient data. By standardizing how information is collected, these templates create a common language that everyone on the care team—from physicians and nurses to specialists and administrative staff—can understand at a glance. This consistency is vital for seamless collaboration and continuity of care, especially when multiple providers are involved in a patient's treatment.

Why Structured Templates Matter

At its core, a medical chart template is an intelligent checklist. It prompts clinicians to capture all the necessary details every single time, from demographics and allergies to vital signs and the final treatment plan. This systematic approach ensures that nothing important gets overlooked, even during the busiest clinic hours. It acts as a cognitive aid, reducing the mental load on providers and allowing them to focus more on the patient and less on the documentation process itself.

This structure is a direct answer to the administrative burnout so common in medicine today. Instead of reinventing the wheel for every appointment, clinicians can follow a predictable flow, making the documentation process faster and more efficient. This saved time and reduced mental strain are absolutely vital in a high-pressure clinical setting, where every minute counts.

The move from unstructured notes to standardized templates brings clear, immediate, and measurable benefits:

• Improved Consistency: Every patient chart follows the same logical format, making it easy to navigate, track progress, and compare notes over time. This is essential for longitudinal care and managing chronic conditions.
• Reduced Clinical Errors: A structured layout acts as a critical safety net, minimizing the risk of missing critical details like drug allergies, contraindications, or significant past medical history.
• Enhanced Team Collaboration: When everyone uses the same format, handoffs between shifts, consultations with specialists, and interdisciplinary team meetings become seamless. Information is exactly where you expect it to be, eliminating confusion and delays.
• Better Data for Analytics: Standardized data is clean data. This allows practices to more easily analyze patient outcomes, track population health trends, and participate in quality improvement initiatives.

Combating Administrative Overload

The paperwork burden on physicians is staggering and well-documented. Recent reports show that for every hour of direct patient care, U.S. doctors spend nearly two hours on administrative tasks and EHR management. That adds up to over 15 hours a week buried in digital paperwork. For smaller practices, this burden can be particularly crippling. Integrating a well-designed medical chart template can dramatically cut charting time by 40-60% and slash associated administrative costs by as much as 60%. This newfound efficiency frees up your team to focus on what matters most: your patients. You can find more insights on how templates improve practice management at Simbie.ai.

A medical chart template turns documentation from a reactive chore into a proactive strategy. It’s about building a reliable foundation for every clinical decision, embedding patient safety and quality of care right into your workflow.

Ultimately, by creating this foundational blueprint, a medical chart template helps you deliver higher-quality, safer, and more efficient care. It’s the first and most important step in organizing the massive amount of data that tells a patient's health story, transforming it from a collection of notes into a powerful clinical asset.

What Goes Into a Medical Chart? The Core Components and Common Formats

Think of a good medical chart template like a recipe. To get a consistent, reliable result every time, you need a set of essential ingredients. Without them, you’re left with something incomplete and not very useful. These non-negotiable components ensure every patient record is thorough, legally sound, and clinically valuable, forming the backbone of any effective documentation system.

Each piece serves a specific purpose, from basic patient identification to the detailed story of their care journey. When combined in a structured way, they create a complete, 360-degree picture of a patient's health that any authorized provider can understand at a glance. This clarity is essential for making informed clinical decisions, ensuring continuity of care, and meeting regulatory requirements.

The Anatomy of a Medical Chart

At its heart, any solid medical chart template needs dedicated fields for the basics. These are the pillars that hold up clear and consistent documentation across your entire practice, regardless of specialty or setting. A comprehensive template must include these fundamental sections to be considered complete.

Here are the absolute must-haves:

• Patient Demographics: This is square one—the patient’s full name, date of birth, gender, contact details, insurance information, and a unique clinic identifier or medical record number (MRN). This information anchors the entire record and is crucial for billing and communication.
• Medical History: A complete look at the patient's past is critical for providing safe and effective care. This section should include past medical conditions, previous surgeries, family history of significant illnesses (e.g., cancer, heart disease), a list of allergies (to medications, food, or environmental factors), and social history (e.g., smoking status, alcohol use).
• Vital Signs: This section is all about the objective numbers that tell a story over time. It must include fields for blood pressure (BP), heart rate (HR), respiratory rate (RR), temperature, and oxygen saturation (O2 Sat). Tracking these vitals visit-over-visit is key to monitoring patient stability and treatment response.
• Progress Notes: This is where the clinical narrative lives. It’s where clinicians document their observations, patient status updates, and ongoing assessments from each encounter. These notes tell the story of the patient's journey and justify the clinical decision-making process.
• Medication List: A current and accurate list of all prescribed medications, over-the-counter drugs, and supplements the patient is taking, including dosages and frequencies. This is a critical safety component to prevent adverse drug interactions.
• Treatment Plan: This lays out the roadmap for care. It should detail all prescribed medications, therapies (physical, occupational, etc.), dietary needs, activity recommendations, and plans for follow-up.

Having these elements as standard, clearly defined fields makes it easy for your team to find what they need, fast. It’s the first step in turning a simple document into a powerful clinical tool that supports high-quality care.

Choosing the Right Charting Format

Once you have the core components down, the next big decision is the format of your progress notes. How you structure this narrative information can make a huge difference in clarity and efficiency. The three most common formats are SOAP, DAP, and Narrative, and each has its own strengths and is suited for different clinical scenarios.

Understanding the difference is key to optimizing your workflow and ensuring your notes are as effective as possible. If you want to dig deeper, you can explore various medical report formats and their specific uses to see what really clicks with your practice's needs.

Choosing a charting format isn't just about preference; it's about matching the tool to the task. A structured SOAP note is perfect for a quick follow-up on a specific problem, while a detailed narrative might be better for a complex initial psychiatric evaluation where context and patient story are paramount.

To help you decide, let's break down how these industry-standard formats compare.

Comparison of Common Medical Charting Formats

This table outlines the structure, ideal use cases, and main benefits of the three most popular charting formats, making it easier to see which one fits your needs and clinical style.

Ultimately, the best medical chart template combines these fundamental components with the right format for your specialty. This ensures your documentation isn't just complete and compliant—it's perfectly aligned with how your team delivers care, turning every chart into a tool for better clinical decisions.

Customizing Templates for Medical Specialties

A generic medical chart template is a decent starting point, but that's all it is—a start. It rarely captures the detailed, specific information needed in specialized medicine. Think of it like a basic sedan: it'll get you from point A to B, but you wouldn't use it for a construction job or an off-road adventure. To be genuinely useful, a template has to be molded into a precision tool that fits the unique demands of a specific field, capturing the nuanced data points that are critical for diagnosis and treatment in that area.

This kind of customization turns a simple document into a powerful clinical asset. When you add specialty-specific fields, you’re not just improving data collection; you’re building a foundation for more accurate diagnoses, better-targeted treatment plans, and more meaningful patient tracking. The whole point is to make the chart a living, relevant guide for patient care, not just a static form for record-keeping.

Pediatrics: From Milestones to Immunizations

Documenting care for children is a world away from adult medicine. A standard template might have a single field for "Medical History," but a pediatric chart needs so much more detail to be effective. The template must be adapted to track a child's entire developmental journey, right from birth, as well as specific pediatric health metrics.

A pediatric-focused medical chart template has to include dedicated sections for:

• Developmental Milestones: Fields to record when a child first sits up, walks, talks, and hits other key developmental markers (gross motor, fine motor, language, social). This is absolutely critical for catching potential delays early and initiating timely interventions.
• Immunization Records: A clear, chronological log of all vaccinations, complete with dates, lot numbers, administration sites, and any adverse reactions. This isn't optional—it's essential for school enrollment, public health tracking, and preventing vaccine-preventable diseases.
• Growth Charts: Integrated fields to plot weight, height, and head circumference against standardized percentile curves (e.g., from the WHO or CDC). This visual data helps clinicians spot growth trends, nutritional issues, or potential endocrine problems at a glance.
• Perinatal History: Information about the pregnancy and birth, including mother's health, term of delivery, birth weight, and any complications.

Without these specific fields, a physician would be forced to cram vital information into a generic "Notes" section, making it disorganized, difficult to find, and nearly impossible to track systematically over time. Customization makes the data structured, clear, and ready for clinical use.

Cardiology: Charting the Heart’s Health

In cardiology, the focus narrows to the intricate workings of the cardiovascular system. A generic template just doesn't have the specific fields to capture the granular data cardiologists depend on for diagnosis, risk stratification, and treatment monitoring. Simply noting a patient has "heart trouble" is useless; the chart must reflect precise metrics, test results, and functional status.

A customized cardiology template acts like a detailed dashboard for a patient's heart. It brings all critical cardiovascular data into one organized view, enabling clinicians to connect the dots between symptoms, test results, and treatment outcomes more effectively.

Key additions to a cardiology medical chart template would include:

• EKG/ECG Results: A dedicated spot to summarize findings from electrocardiograms, including rhythm, rate, axis, intervals (PR, QRS, QTc), and any abnormalities like arrhythmias, signs of ischemia, or infarction patterns.
• Lipid Panel History: Fields to track cholesterol levels over time—LDL, HDL, and Triglycerides—which is essential for managing coronary artery disease risk and assessing the effectiveness of lipid-lowering therapies.
• Echocardiogram Findings: A structured section to detail key metrics like ejection fraction (EF), valve function (stenosis/regurgitation), chamber dimensions, wall motion abnormalities, and diastolic function.
• Functional Status: Assessment of symptoms like angina (chest pain) or dyspnea (shortness of breath), often using a standardized scale like the New York Heart Association (NYHA) classification for heart failure.

These structured fields ensure a patient's cardiac history is meticulously documented, allowing for quick comparisons between visits and a much clearer understanding of how their condition is progressing or responding to treatment.

Mental Health: Capturing the Complete Picture

For mental health professionals, documentation goes far beyond physical symptoms. It has to capture a patient's internal state, psychological functioning, risk factors, and therapeutic progress. A standard medical chart template is completely unequipped for this complex and sensitive area of care, often lacking the necessary structure to document the nuances of a psychiatric assessment.

A well-designed mental health template must be structured to include:

• Mental Status Exam (MSE): A standardized section to systematically assess and document a patient's appearance, behavior, speech, mood, affect, thought process, thought content, perception, and cognitive function.
• Risk Assessment: Specific, dedicated fields to document and regularly update assessments for suicide risk (ideation, plan, intent), self-harm, or harm to others. This is a critical medico-legal and patient safety component.
• Substance Use History: A detailed but sensitive section to record patterns of drug, alcohol, or tobacco use, including type, amount, frequency, and last use.
• Treatment Goals and Progress: A section to outline the patient's therapeutic goals in their own words and track progress toward them over time, often using standardized rating scales (e.g., PHQ-9 for depression, GAD-7 for anxiety).

By tailoring medical chart templates for these specialties, healthcare providers can transform a basic form into an indispensable tool. It ensures that the most relevant information is captured consistently, leading to better clinical insights, improved communication, and ultimately, a higher standard of patient care.

Integrating Templates with Your EMR System

A perfectly designed medical chart template is a great start, but it’s only half the battle. Its real value comes to life when it plugs directly and smoothly into your Electronic Medical Record (EMR) system. Think of your EMR as a secure digital filing cabinet and your template as the only key that fits; if they don't work together seamlessly, you’re locked out of efficiency and creating unnecessary work for your staff.

This connection isn't just a "nice-to-have" feature—it's essential for HIPAA compliance, data security, and plain old operational efficiency. When a template and EMR don't communicate properly, you create disconnected pools of information, invite manual data entry mistakes, and risk falling short of complex regulatory standards. A clunky, disjointed system just adds friction to your day, which is the exact opposite of what a good template should do.

The Non-Negotiable Role of HIPAA Compliance

Every time patient data moves from a template into your EMR, it has to be shielded by robust security measures. The Health Insurance Portability and Accountability Act (HIPAA) is the law of the land for protecting patient health information (PHI), and a template that isn’t built for secure EMR integration can quickly become a serious compliance risk. Breaches can result in hefty fines, legal action, and damage to your practice's reputation.

To keep everything above board and secure, your template and EMR need to team up to deliver:

• Robust Access Controls: This is all about making sure the right people see the right information at the right time. Role-based access ensures that billing staff might see patient demographics and insurance details, for example, but they shouldn't have access to sensitive clinical notes or mental health assessments.
• Comprehensive Audit Trails: Think of this as a digital breadcrumb trail for every piece of data. The system must log every single action—who viewed a chart, what they changed, when they did it, and from where. This level of accountability is fundamental to data security and investigating any potential breaches.
• Secure Data Transmission: All information needs to be encrypted both at rest (when stored in the database) and in transit (as it travels between the template interface and the EMR’s server). Encryption makes the data unreadable to anyone who might try to intercept it.

Demystifying Data Mapping and Interoperability

At the heart of a smooth integration are two core technical ideas: data mapping and interoperability. Nailing these two concepts is what separates a well-oiled clinical machine from a messy collection of disconnected tools that cause frustration and errors.

Data mapping is essentially the process of telling your template where to put the information in the EMR's database. It’s like programming your GPS to understand that "Main Street" on your map corresponds to "Route 1" in its system. When a clinician types a blood pressure reading into the template's "Vitals" section, data mapping ensures it lands perfectly and permanently in the discrete "Blood Pressure" field within the patient's EMR chart.

Without good mapping, data gets lost, filed in the wrong place, or simply doesn't save at all. This forces your staff to copy and paste information by hand, bringing back the very human errors and inefficiencies you were trying to avoid. We've come a long way; in the days of paper charts, studies showed that 12-18% had legibility issues. By 2024, digital templates have slashed that number to under 3%, but poor data mapping can reintroduce similar data quality problems.

Interoperability is the ability of different health IT systems to talk to each other, exchange data, and use the information that has been exchanged without a hitch. A truly integrated template doesn't just hold information; it makes that information useful and accessible across your entire healthcare network.

This is where the magic really happens. Strong EHR interoperability means that a patient's record is always consistent and current, whether it’s being pulled up by their family doctor, a specialist across town, or a hospital emergency room. This seamless flow of information is critical for care coordination. To learn more about how a connected system can elevate your practice, check out our guide on EMR system integration. Ultimately, a fully integrated medical chart template drives better care coordination, cuts down on redundant tests and imaging, and leads to safer, more effective outcomes for your patients.

The Future of Charting: It's All About AI

Let's be honest, manual data entry takes up a huge chunk of any clinician's day. While necessary, it's often the most draining and least rewarding part of the job. The next big leap in medical documentation isn't just about better templates; it's about making them intelligent. We're moving rapidly into an era of dynamic, automated systems powered by artificial intelligence. This evolution promises to fundamentally reshape the clinical workflow.

This isn't about replacing doctors. Far from it. It’s about giving them a powerful assistant that handles the tedious, administrative grunt work of documentation, freeing them up to focus entirely on their patients—on listening, diagnosing, and building therapeutic relationships.

Think of it like having a "digital scribe" in the room. This technology, often called an AI scribe or ambient clinical intelligence, listens to the natural conversation between a clinician and a patient or a physician's dictation. It then instantly identifies and slots the relevant clinical information into the right fields in the medical chart template. No more splitting attention between the person in front of you and the computer screen. The AI just captures every important detail in the background while you maintain eye contact and focus on care.

The benefits go way beyond saving time. The quality and accuracy of the notes themselves get a major boost. Nuances in a patient's story, specific phrasing, or subtle details that might get lost in a hurried, manually-typed summary are captured perfectly. This creates a richer, more complete, and more accurate medical record—one that tells the whole story, not just the bullet points.

A New Way to Work

Bringing AI into the charting process is a game-changer. It shifts documentation from a static, form-filling chore to a responsive, intelligent partnership between the clinician and the technology. This has a massive impact on the daily grind of a medical practice, tackling some of the most stubborn problems in healthcare today.

The most immediate and profound effect? A real drop in physician burnout. We all know that administrative overload and "pajama time" (the hours spent catching up on charts after clinic) are primary drivers of stress and dissatisfaction. By automating the most repetitive parts of charting, AI gives clinicians back their most valuable and non-renewable resource: time. That time can be spent connecting more deeply with patients, thinking through complex cases, collaborating with colleagues, or simply taking a moment to breathe and recharge.

This reclaimed time creates a positive ripple effect everywhere:

• More Face Time with Patients: With charting handled automatically, you can give patients your full, undivided attention. This strengthens the doctor-patient relationship, builds trust, and leads to better communication and shared decision-making.
• Fewer Documentation Mistakes: AI systems trained on vast medical datasets know medical terminology inside and out. This means fewer typos, transcription errors, or confusing abbreviations that could lead to clinical misinterpretations.
• Charts Done in Real-Time: Notes get drafted and finalized almost instantly after an appointment concludes. This eliminates the documentation backlog, speeds up the entire billing and revenue cycle, and ensures that the patient's record is up-to-date for any follow-up care.

How Does Voice AI Actually Fill Out a Chart?

The process is surprisingly simple from the user's perspective but incredibly powerful under the hood. It’s essentially a three-step translation that turns spoken words into neatly structured, clinically relevant data.

1. Listen and Transcribe: First, the AI uses advanced speech recognition to listen to the natural dialogue between the doctor and patient, creating a highly accurate, time-stamped transcript of the entire conversation.
2. Identify and Extract: Next, using Natural Language Processing (NLP), it scans that transcript for key clinical information—symptoms, diagnoses, medications, lab orders, physical exam findings, treatment plans, you name it. It understands the context and medical meaning of the words.
3. Populate the Template: Finally, the AI intelligently places all that extracted data into the correct, discrete fields of your EMR's medical chart template. Symptoms land in the "Subjective" or "History of Present Illness" section, vitals get logged, and prescriptions are queued up for signing.

This isn't just about capturing data; it's about structuring it correctly from the get-go. It means no more "pajama time"—that dreaded after-hours block many doctors spend catching up on notes. The whole workflow just becomes more efficient and sustainable.

The result is a chart that is both complete and ready to use immediately, often just needing a quick review and sign-off from the clinician. By closing the gap between human conversation and digital records, AI is setting a new standard for clinical documentation.

If you're curious to see this in action, exploring AI clinical documentation solutions can offer a clear look at how this technology works in the real world. This is where medical charting is headed—no longer a static form, but a dynamic canvas brought to life by smart automation.

Putting New Chart Templates Into Practice

Switching to a new charting system isn't just a technical update—it's a fundamental change to your practice's daily rhythm and culture. A smooth transition takes thoughtful planning, clear communication, and a step-by-step game plan. With the right strategy, you can move from idea to execution and build a system that makes your practice more efficient, compliant, and better for both your staff and your patients.

The first step? Get the right people involved from the start. Real, lasting change sticks when everyone who uses the system has a voice in its development. A top-down decision imposed without consultation rarely works and often breeds resistance.

Step 1: Assemble Your Team

Pull together a small implementation team with people from both the clinical and administrative sides of your practice. You'll want a physician or nurse who understands the clinical realities and a practice manager or front-desk staffer who knows the administrative workflow cold. Including a "super-user"—someone who is tech-savvy and respected by their peers—is also a great idea. This mix of perspectives ensures you cover all your bases and helps everyone feel a sense of ownership over the project.

Once you have your team, it's time to figure out what problems you're actually trying to solve. You can't fix a process you don't fully understand.

Step 2: Take a Hard Look at Your Current Workflow

Before you even think about picking or designing a new medical chart template, map out your current documentation process from start to finish. Pinpoint every step, from the moment a patient checks in until the final bill is sent and the chart is closed. Be honest and identify where the bottlenecks, frustrations, and inefficiencies are.

• What parts of documentation consistently slow things down? Is it finding past records, entering lab results, or writing progress notes?
• Is there specific information that’s always getting missed, entered incorrectly, or documented inconsistently across different providers?
• How much time are your clinicians really spending on charts after hours? (Pajama time is a real morale killer and a key indicator of an inefficient system.)

This workflow audit will give you a brutally honest look at your pain points. Answering these questions helps you design or customize templates that fix real-world problems, not just create new ones. As you plan, think about how you can improve efficiency in other areas, like by automating PDF forms for patient intake to cut down on manual data entry for your front-desk staff.

Step 3: Plan a Phased Rollout and Solid Training

Trying to switch everyone over to a new system all at once on a single "go-live" day is a surefire way to create chaos, stress, and disruption to patient care. A phased implementation is far more manageable, less risky, and won't bring your practice to a screeching halt.

A successful template rollout isn’t a one-day event; it's a carefully managed process. Think of it like a clinical trial: start with a small, controlled group, gather data and feedback, fine-tune your approach, and then scale up when you've worked out the bugs.

Here’s a simple roadmap that works for most practices:

1. Run a Pilot Program: Have one or two providers from your implementation team test-drive the new templates for a week with real patients. This is your chance to catch any glaring issues, confusing fields, or workflow hiccups before they affect the whole practice.
2. Train Everyone Thoroughly: Before going live with the rest of the team, hold mandatory training sessions. Don't just show people how to click the buttons. Explain why you're making the change—the problems it solves—and how it will ultimately make their jobs easier and improve patient care. Provide cheat sheets and be available for questions.
3. Expand Gradually: Over the next few weeks, bring the rest of the clinical team onto the new system, perhaps department by department or provider by provider. This staggered approach gives everyone time to adjust and allows your "super-users" to provide peer support without feeling completely overwhelmed.

Finally, remember that implementation isn't the finish line. Your templates should be living documents, evolving as your practice grows and clinical guidelines change. Set up a simple feedback loop—a shared document, a dedicated email address, or a quick check-in at team meetings—where staff can flag issues and suggest improvements. Constant refinement is what keeps your charting system a powerful asset instead of a daily frustration.

Frequently Asked Questions

Switching up your charting system, whether you're moving from paper or just adopting a new template, always brings a few questions to the surface. Let's tackle some of the most common ones that come up for healthcare professionals during this transition.

How Do We Move from Paper to Digital Templates?

The trick is to avoid a hard cutover, which can be disruptive. Instead, think of it as a gradual, managed transition. A good place to start is by using the new digital medical chart template for every new patient that walks through your door. For existing patients, you can transition them to the digital format at their next visit.

While you’re doing that, set aside some dedicated time (or hire temporary help) to scan and archive the old paper charts into a digital format. Running both systems side-by-side for a short, defined period helps you work out any kinks in your new digital process without losing access to historical data. The most important step? Train your staff thoroughly before you go live. Having a tech-savvy person on the team who can act as the go-to expert can make the whole process a lot less painful for everyone.

Should We Use Our EMR’s Built-In Templates?

That really depends on how your practice works and the quality of your EMR system. The templates that come with your EMR are a great starting point because they're guaranteed to be fully integrated and you know they'll work with the system—no compatibility headaches. That's a huge plus. The downside is that they can be a bit generic ("one-size-fits-none") and might not have the exact fields or workflow that your specialty needs.

Many practices find a happy medium. You can start with a standard EMR template and then customize it. Add the specific fields you need for your specialty, remove the ones you don't use, and rearrange the layout to match your clinical workflow. This way, you get the reliability and integration of the built-in template with the precision and efficiency of a customized tool.

How Do We Ensure Ongoing Compliance?

Staying compliant with regulations like HIPAA isn't something you set up once and forget about. It’s an ongoing process of vigilance and education. First off, make sure your EMR provider is reputable and stays on top of regular software updates to keep up with changing security standards and healthcare rules like the 21st Century Cures Act.

Internally, it's a smart move to have a designated "compliance champion" on your team—someone whose job it is to stay current on new regulations and ensure the practice's policies are up to date. Finally, make it a habit to review and audit your medical chart templates and documentation policies at least once a year. This annual check-in ensures they still meet all the latest legal, clinical, and data security standards, keeping your practice, your staff, and your patients protected.

At Simbie AI, we see a future where charting is less about filling out forms and more about focusing on patients. Our voice AI listens to patient conversations and automatically fills out your EMR for you, right in the moment. It’s all about cutting down on that mountain of paperwork and giving you back your time. See how it works at https://www.simbie.ai.