Customer Case Study

They Built Their Own EMR.
Then They Came Back
to Canvas.

Value-Based Dementia Care - a $4M-funded virtual dementia care company - used Canvas in 2022, left to build their own EMR on an open-source EMR framework, and returned in late 2025. They migrated their own data in weeks using Canvas's self-service tools. Today they're scaling with CMS GUIDE, a a top academic medical center ACO partnership, and 18 custom plugins.

18
Custom Plugins Deployed
294
Patients (and Growing)
7,080
Questionnaire Responses
$4M
Funding Raised

Value-Based Dementia Care - Virtual Dementia Care for the Patient-Caregiver Dyad

Founded in 2018 in Jackson, Wyoming, Value-Based Dementia Care is a virtual dementia care company treating the patient-caregiver "dyad" - the caregiver is the primary point of contact, like pediatrics where a parent manages the child's care. Their model is especially valuable for rural families who may drive hours for in-person appointments.

🧠

The Care Model

The clinical team includes neurologists and geriatricians managing all types of dementia, supported by social workers, nurses, and care navigators. Peer support through a nationwide network of 20,000+ families. Their care model relies heavily on standardized cognitive assessments - CDR, NPI-Q, Zarit Burden, UCLA Loneliness Scale - averaging 24 assessments per patient, creating longitudinal cognitive baselines that track disease progression.

📈

Funding & Growth

$4M raised from a regional VC, an accelerator fund, Social Innovation Ventures, Wyoming Venture Capital, and gBETA. Led by CEO Will Poe, MD, MPH with CTO Jason Decastro and ~62 employees. Selected for CMS GUIDE Model (April 2024). HITRUST certified. a top academic medical center Medicare ACO partnership serving 75,000 members (July 2025). Hilarity for Charity nationwide partnership (February 2026). Led SXSW 2025 panel on "Economics of a Dementia Diagnosis."

Build vs. Buy - The an open-source EMR framework Detour

Remo originally onboarded Canvas in mid-2022 and used it actively for 8 months. Then they left to build their own EMR on an open-source EMR framework - an open-source FHIR platform. After going through what the team described as "the gauntlet of building our own," they returned to Canvas in December 2025 with a $108K upsell deal (total contract ~$140K).

⚠️

The an open-source EMR framework Experiment

Building a clinical EMR on an open-source FHIR data layer meant owning every feature: note templates, questionnaire engines, care plans, billing, e-prescribing, and compliance. For a specialty like dementia care - requiring standardized cognitive scoring (CDR, NPI-Q, Zarit), caregiver-linked charting, and value-based billing - the maintenance burden outpaced the team's capacity.

The Return to Canvas

The re-implementation went from kickoff to go-live in weeks. Canvas handled scheduling, encounters, billing, e-prescribing, and care plans natively. Remo's engineering team focused on what made their care model unique: 18 custom plugins for dementia-specific assessments, caregiver workflows, and analytics.

Self-Service Migration in Weeks, Not Months

Remo's engineering team ran the entire an open-source EMR framework-to-Canvas data migration themselves - using Canvas's self-service tools, not a months-long professional services engagement. The migration was on the critical path, and they hit their 3.5-week timeline.

📦

What Was Migrated

Patient records, conditions, medications, and historical notes from an open-source EMR framework - all migrated via Canvas API, CSV imports, and FHIR API endpoints. Remo used Canvas's self-service GitHub migration repository to map and transfer data. Historical patients were inactivated rather than deleted, preserving the full clinical record while keeping active workflows clean.

⏱️

Migration Timeline

3.5 weeks from migration kickoff to go-live target. Vendor dependencies were mapped and transitioned in parallel: Candid for RCM, a health data network for labs, SureScripts for e-prescribing (included at no additional cost, replacing Photon), and DocuSign for consent workflows. Remo's engineering team - 9 administrative developers - ran the migration themselves, proving Canvas's API-first architecture enables customer-owned migrations at clinical-grade quality.

18 Plugins - A Dementia-Specific Clinical Toolkit

Canvas provided the clinical infrastructure natively. Remo's engineering team built 11 fully custom plugins and customized 7 standard plugins - creating a comprehensive dementia care toolkit covering cognitive scoring, caregiver workflows, care plan automation, and third-party integrations.

Integration
Workflow
Clinical
CDR Scoring
CDR Calculator
NPI-Q Scoring
UCLA Loneliness
Zarit Burden Scale
Assessments
Note Templates
Questionnaires
SDOH Screening
Care Plans
Caregiver Portal
Messaging
Appointments
Family History
Health Data Exchange
Tellescope
Looker Analytics
Chart Viewer

Scaling Fast on Canvas

Within two months of re-launching on Canvas, Value-Based Dementia Care was approaching peak clinical volume - with 14+ providers, 294 patients, and a deep library of dementia-specific plugins powering every encounter.

643
Notes/Month (Feb 2026)
Approaching peak levels within 2 months of re-launch, with 14+ active clinical providers.
24x
Assessments per Patient
24 standardized cognitive and behavioral assessments per patient on average - CDR, NPI-Q, Zarit, UCLA Loneliness, PRAPARE.
18
Custom Plugins
Dementia-specific scoring, caregiver portals, and care plan automation built on Canvas's plugin SDK.
85%
Insurance Coverage Rate
Strong coverage capture reflecting Medicare/insurance-heavy billing model (CMS GUIDE, PCM codes).
14+
Active Providers
Neurologists, geriatricians, nurses, social workers, and care navigators across the clinical team.
1.0
Rx per Patient
Nearly 1:1 prescribing ratio - dementia medications (cholinesterase inhibitors, memantine) managed through SureScripts at no additional cost.

A Billing Profile Built for CMS GUIDE

Value-Based Dementia Care's billing distribution reflects a practice operating at the frontier of dementia-focused value-based care - delivering care across cognitive assessments, care management, prolonged services, and behavioral health - the clinical activities that drive the greatest downstream cost savings in dementia care.

CMS GUIDE Billing

Principal Care Management (PCM) - PCM codes (99424-99427) account for 411 billing line items - the core GUIDE Model billing engine.

Cognitive Assessment (99483) - The specialized dementia diagnostic code for comprehensive cognitive assessment and care planning.

Prolonged Services (99358, G2212) - Reflecting complex patient encounters typical of dementia care, where extended evaluation time is the norm.

Multi-Modal Care

Behavioral Assessments (96127) - Systematic emotional and behavioral screening documenting neuropsychiatric symptoms across the patient population.

Phone E/M (98967/98968) - Phone-based encounters demonstrating the virtual-first model's reach, especially for rural and homebound families.

Psychotherapy (90834) - Integrated behavioral health for patients and caregivers dealing with the emotional impact of a dementia diagnosis.

Stop Building Infrastructure.
Start Building Care.

Canvas Medical's programmable EMR gives you everything out of the box - and the SDK to build everything that makes your care model unique. Go live in weeks, not years.

Learn More About Canvas Medical →
Customer Case Study

2,200 Prescriptions a Month.
$8.5M Backed. One
Platform.

GLP-1 Weight Management - an $8.53M-funded telehealth obesity medicine practice backed by Oscar Health's co-founder - switched from a legacy EMR to Canvas, migrated 10,000+ patients, and now manages 2,200+ monthly GLP-1 prescriptions across 30 states with 34 custom plugins.

10K+
Patients Managed
2,200+
Monthly Prescriptions
34
Custom Plugins
$8.5M
Funding Raised

Obesity Medicine at Telehealth Scale

Founded in 2020 in Wilmington, Delaware, GLP-1 Weight Management is a telehealth-based obesity medicine practice pairing patients with obesity specialists and registered dietitians. Their model combines FDA-approved GLP-1 medications, nutrition therapy, and remote patient monitoring - all delivered via video, messaging, and connected medical devices.

The Care Model

Telehealth obesity medicine pairing patients with obesity specialists and registered dietitians. Combines FDA-approved GLP-1 medications (tirzepatide/semaglutide), nutrition therapy, and remote patient monitoring with connected medical devices. Average patient weight loss: ~27 lbs (13%) in 6 months, up to 55 lbs (21%) in 12 months. 13 clinicians including 8 prescribers managing full GLP-1 titration pathways.

💰

Funding & Scale

$8.53M raised in a Series A led by Wormhole Capital - Vivek Garipalli, co-founder of Oscar Health, one of the biggest insurtech success stories. Additional investors include Black Jays VC, City Light Capital, Floating Point, North South Ventures, and 11+ others. In-network with Aetna, BCBS, Cigna, a major national payer, Medicare, Medicaid, and UnitedHealthcare across approximately 30 states. Strategic healthcare operator-investor backing validates the care model at scale.

From a legacy EMR to a Programmable EMR

GLP-1 Weight Management switched from a legacy EMR to Canvas to get the programmability their care model demanded. GLP-1 prescribing at scale requires deep workflow customization - prior authorization automation, pharmacy API integrations, benefit verification, and RPM device data ingestion - none of which a legacy EMR could support without workarounds.

The a legacy EMR Limitation

Legacy EMRs like a legacy EMR are built for general practice workflows. The company needed custom prior authorization protocols, real-time benefit verification, automated pharmacy integrations, and tight RPM device data flows - the kind of programmability that requires an open platform, not a walled garden.

The Canvas Advantage

Canvas gave the company a programmable EMR they could mold to their GLP-1-focused care model. Their engineering team built 34 plugins - including prior authorization automation, pharmacy API integration, benefit verification, CCM webhooks, and automated note signing - while Canvas handled scheduling, encounters, billing, and e-prescribing natively.

10,000 Patients. Millions of Data Points. One Migration.

Migrating an active obesity medicine practice with 10,000+ patients from a legacy EMR to Canvas wasn't a lift-and-shift. It was a full-scale data operation - millions of vital signs from RPM devices, 177,000 medication records, and years of clinical history, all mapped and validated for a new platform.

📦

What Was Migrated

10,043 patients from a legacy EMR with full clinical history. 177,000 medication records preserving the complete prescribing timeline. 3.36 million vital sign records from connected RPM devices (scales, blood pressure monitors). Historical conditions, appointments, and insurance coverages. Canvas Solutions Engineering led the migration, processing over 462,000 records through automated migration tools.

📊

Scale of the Challenge

This wasn't a typical EMR switch. Migrating an active practice with millions of RPM data points required careful data mapping, validation, and post-migration cleanup. Implementation kicked off September 2024 with go-live in June 2025. The scale of the data - especially 3.36M vitals averaging 335 per patient - demonstrates that Canvas can absorb enterprise-volume clinical datasets from legacy platforms without losing fidelity.

GLP-1 Prescribing Across 30 States

GLP-1 Weight Management runs one of the highest-volume GLP-1 prescribing operations on Canvas - managing full titration pathways, prior authorization, and pharmacy coordination at a scale that drives meaningful cost savings for payers managing obesity-related chronic disease.

1.7
Rx per Patient
1.7 prescriptions per patient on average - primarily GLP-1 medications (tirzepatide, semaglutide) with full dose titration management.
335
Vitals per Patient
3.36M total vital signs from connected RPM devices (scales, BP monitors) - continuous longitudinal monitoring.
6.2
Visits per Patient
51K+ total appointments across 8,278 unique patients - video consults, messaging, and monitoring touchpoints.
~2,200
Monthly Rx Volume
Steady-state prescribing since go-live, with a slight upward trend month over month.
13
Active Clinicians
Including 8 with prescribing credentials (SPI), managing the full GLP-1 titration pathway.
85%
Insurance Coverage Rate
In-network across major payers - critical for expensive GLP-1 medications requiring prior auth.

34 Plugins Powering GLP-1 Workflows

GLP-1 Weight Management's engineering team built a comprehensive plugin suite on Canvas's SDK - automating prior authorization, pharmacy coordination, benefit verification, RPM data ingestion, and clinical documentation across every step of the GLP-1 prescribing pathway.

Integration
Workflow
Clinical
Hyperscribe
Prescribing
Pharmacy Search
Prior Auth
Benefit Verification
Lab Orders
Lab Reports
Med Management
CCM Webhook
CCM Assessment
Auto-Signing
Note Locking
Task Automation
Intake Forms
Health Data Exchange
Patient Portal
Order Tracking
Worklist

A Practice Built Around GLP-1 Titration

GLP-1 Weight Management's prescribing profile and patient population reflect a highly specialized obesity medicine practice - managing complex, multi-comorbidity patients through structured GLP-1 titration pathways with insurance-backed coverage.

💊

GLP-1 Forward

Tirzepatide (Mounjaro/Zepbound) dominates the prescribing profile across all dose strengths (2.5mg through 15mg), showing full titration pathway management. Semaglutide (Ozempic/Wegovy) is secondary. Phentermine complements as traditional pharmacotherapy. The dose distribution reflects long-term patient management, not one-off prescriptions.

🧬

Complex Patient Population

Morbid obesity stratified by BMI class (40-44.9, 45-49.9, 50-59.9), alongside the comorbidities that drive the highest downstream healthcare costs - hypertension, hyperlipidemia, prediabetes, obstructive sleep apnea, and GERD. BMI stratification is critical for insurance authorization of GLP-1 medications, and treating the full comorbidity profile generates the largest long-term cost savings for payers.

Stop Fighting Your EMR.
Start Scaling Your Care Model.

Canvas Medical's programmable EMR gives you everything out of the box - and the SDK to build everything that makes your care model unique. Go live in weeks, not years.

Learn More About Canvas Medical →
Customer Case Study

44x Growth in 7 Months.
AI-Powered Primary Care
That Prescribes at Scale.

AI-Assisted Primary Care - the AI-native telehealth platform backed by $65M from a leading VC firm, Abstract, and angel investor a prominent AI researcher - went from 313 notes in its first month on Canvas to nearly 14,000, with 57,000+ electronic prescriptions sent across 40,000 patients. Canvas powers every encounter, every prescription, and every claim.

14K
Monthly Notes
57K+
Prescriptions Sent
40K
Patients Served
16
Custom Plugins

On-Demand Primary Care, AI-Assisted and Physician-Led

AI-Assisted Primary Care is an AI-assisted primary care platform offering $39 on-demand video visits across all 50 states, 24/7. Licensed physicians leverage Canvas for clinical documentation and claims, supported by a proprietary multi-agent AI system for symptom assessment and clinical reasoning.

🤖

The Care Model

AI-first primary care: free anonymous symptom assessments drive patient acquisition, converting to $39 on-demand video visits with licensed physicians leveraging Canvas for clinical documentation and claims. AI-Assisted Primary Care has integrated a proprietary multi-agent AI doctor system with their clinician users, engaging multiple specialized AI agents in every encounter. The company has completed 24.2 million consultations to date. In a western US state, the first state-approved program for AI-driven prescription refills lets patients renew chronic medications in under 5 minutes for $4. A published 500-case validation study showed 81% diagnostic agreement with physicians, 99.2% treatment plan alignment, and zero hallucinations.

🚀

Growth Trajectory

$65M raised across three rounds in under one year - $5M seed, $20M Series A (a leading VC firm), and $40M Series B (two leading VC firms, March 2026). Angel investors include a prominent AI researcher, a healthcare executive, and a tech executive. 50,000+ weekly visits, 24.2 million medical conversations, 1 million+ unique users. Nearly 50% of users return within a week. Currently handling 12,000+ monthly live doctor visits with 20% month-over-month growth. At current trajectory, AI-Assisted Primary Care is on pace to manage 100K+ chronic condition patients (hypertension, anxiety, depression) and process 150K+ annual prescriptions by year-end. a wellness platform partner partnership extends services to 100,000+ patients.

57,000 Prescriptions. 40,000 Patients. One Integrated EMR.

AI-Assisted Primary Care's AI system creates nearly half of all clinical notes programmatically through Canvas's API, creating massive efficiency and care quality gains for its partners. Human providers review, sign, and prescribe. The result: telehealth at a scale most practices can't imagine, with prescription volume tracking almost 1:1 with encounters.

57K+
Electronic Prescriptions
Nearly 1.4 prescriptions per patient - every visit results in action.
44x
Note Growth in 7 Months
From 313 notes in August 2025 to 13,855 in February 2026.
40K+
Patients Served
97.7% have at least one documented encounter with conditions and assessments.
46%
AI-Generated Notes
The AI doctor creates nearly half of all clinical notes via API - human providers review and sign.
60
Active Staff
Physicians, care coordinators, and pharmacist-led medication management across all 50 states.
25K
Insurance Coverages
64% of patients have coverage on file - supporting both insurance-billed and cash-pay workflows.

Acute Care, Mental Health, and Chronic Disease Treatment, AI Assisted

AI-Assisted Primary Care's clinical profile combines high-volume urgent care and primary care. The top diagnoses reveal a platform handling the conditions that drive significant downstream savings in the key cost centers of healthcare - hypertension, anxiety, depression, UTIs. Their AI assisted model means they operate at a scale no traditional practice could match.

Top Conditions

1.6 conditions documented per patient on average. Essential hypertension leads (6.6% of patients), followed by acute sinusitis (5.2%), anxiety disorder (4.7%), urinary tract infections (4.6%), and depression (4.3%). The mix confirms broad primary care coverage - structured clinical encounters with documented diagnoses, treatment rationale, and follow-up plans.

Prescribing Depth

1.4 prescriptions per patient on average, reflecting a model where nearly every encounter results in a clinical action. Top prescribers average 3-4 Rx per unique patient, spanning both acute treatments (antibiotics for sinusitis and UTIs) and chronic medication management (antihypertensives, SSRIs, anxiolytics). Full titration pathway management for chronic conditions.

16 Plugins Powering a Customized EMR with Structured Human-AI Interaction

AI-Assisted Primary Care's AI system interacts with Canvas through a custom plugin layer that structures every encounter, prescription, and clinical action. Every workflow is purpose-built for their AI-assisted care model.

API Resources
Workflow
Compliance
Clinical
Medications
Retrieve and search medication records from Canvas
Patients
Query patient demographics and clinical summaries
Insurers
Pull payer and coverage data for eligibility checks
Pharmacies
Search and select pharmacies for prescription routing
Note Builder
Execute SOAP commands to build clinical notes programmatically
Claims
Retrieve claim records for billing reconciliation
Webhooks
Push real-time note state changes to AI-Assisted Primary Care's AI platform
Refill Worklist
Manage high-volume prescription renewals with filtering and pagination
Patient Enrollment
Track patient enrollment state with auto-assignment for new patients
Encounters
Comprehensive worklist view of open encounters for clinician triage
Rx Validation
Block prescription commits until state-required questionnaires are completed
Provider Enrollment
Dashboard for eRx and EPCS enrollment status across providers
Med Adherence
Track patient adherence to prescribed medication regimens
CCM Tracker
Customized APCM and medication management workflow tracking
RPM
Display RPM data within the patient chart for clinician review

API Resources

Six custom API plugins (medications, patients, insurers, pharmacies, note commands, claims) enable AI-Assisted Primary Care's AI system to read and write clinical data in Canvas programmatically. Every AI consultation, prescription, and clinical action flows through these endpoints. Webhook notifications fire real-time payloads on every note state change, keeping systems in sync.

Compliance and Workflow

A dedicated a western US state Rx validation plugin enforces questionnaire completion before any prescription commit in the state-approved AI refill program. The refill encounter worklist powers their high-volume prescription renewal workflow with filtering, pagination, and one-click chart access. A heavily customized chronic care management tracker (31% match to reference - extensively modified for AI-Assisted Primary Care's specific APCM and medication management workflows) rounds out the clinical tooling.

Build the Future of Healthcare
On a Platform That Gets Out of the Way.

Canvas Medical's programmable EMR runs API-first and at scale - so your AI, your workflows, and your care model take center stage.

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