The details that make your clinic day easier.

How it works

• Draw on available recent notes, referral context, intake forms, outcomes, and uploaded chart documents when requesting assistance.
• Work with a draft in the note workspace so you can review the wording alongside the patient and service date.
• Review and edit generated content before signing; assistance does not independently finalize a clinical note.

How it works

• Use note and section assistance to develop clinical narrative from the information available in the workspace.
• Keep entered measurements, goal history, and clinician decisions distinct from suggested narrative.
• See generation progress and errors in the editor, then decide which content belongs in the final documentation.

How it works

• Preserve complete existing activity rows and request additional minutes instead of replacing the recorded session.
• Supply preferences for the additional activities and review the suggested exercises, descriptions, minutes, and codes.
• Resolve incomplete rows before generating more; requested minute totals are checked before new rows are returned.

How it works

• Create evaluation, daily, progress, and discharge documentation linked to a patient case and appointment.
• Use guided documentation or free-note entry alongside the clinical sections and treatment activities.
• Review diagnosis codes, activity minutes, and CPT entries in the note workflow before finalizing the visit.

How it works

• Record goals and outcome information in the patient case, with structured support for longitudinal goal changes.
• Enter a progress percentage and explanatory summary on supported note types and compare with prior progress.
• Retain authorship and history for protected clinical decisions and goal target revisions.

How it works

• Require the authoring clinician to review and attest before signing, with signed content captured in a signature record.
• Let clinic owners and administrators help edit another clinician’s unsigned draft while preserving the original author and recording the editor.
• Keep signing, reopening a signed note, deletion, and portal-sharing management restricted to the note author.

How it works

• Search for a patient and schedule a timed visit with a case, treating clinician, visit type, and location.
• Use available scheduling history or the sole visible case to suggest defaults, then change eligible selections when needed.
• View appointments across calendar views and open the visit for details or follow-up documentation.

How it works

• Create recurring visits with selected weekdays and an end condition for the treatment schedule.
• Choose the relevant scope when changing or deleting recurring appointments instead of treating every occurrence as unrelated.
• Add non-patient events and all-day or multi-day out-of-office entries with explicit start and end dates.

How it works

• Open focused worklists for unsigned notes, claims needing attention, referrals, payments, and fax activity.
• Use the practice mode to show workflows appropriate to cash-only or insurance-and-cash operations.
• Review patient responsibility and cash-visit information where permissions allow, with links into the relevant workflow.

How it works

• Maintain demographic and contact information alongside appointments, notes, documents, and insurance records.
• Open patient-specific forms, exercise programs, and billing information according to the user’s access.
• Use patient and case context when navigating into documentation rather than re-entering the same identifiers.

How it works

• Maintain a case’s clinical context, including discipline, diagnosis codes, referring provider, and applicable authorization information.
• Assign clinicians to cases and connect appointments and notes to the relevant episode.
• Use case-scoped access so a clinician’s available documentation reflects their assigned care responsibilities.

How it works

• Keep a clinic referring-physician directory with provider identifiers and contact information.
• Associate a referring provider with the patient or case for use in supported documentation and billing workflows.
• Use available referral and chart context when reviewing the episode or requesting clinical drafting assistance.

How it works

• Maintain payer information, provider billing details, CPT fees, diagnoses, and service-date billing entries.
• Review claim readiness, correct missing information, and inspect claim details or supported claim output.
• Configure clearinghouse access and required payer enrollment before electronic submission; submission does not guarantee acceptance or payment.

How it works

• Review supported clearinghouse acknowledgments and claim status information after submission.
• Work with remittance information and insurance payment posting, including adjustments and patient responsibility.
• Open denial context and follow-up tools when a claim needs correction; electronic response availability depends on the configured services and payer enrollment.

How it works

• Set cash visit prices, work with cash packages, and review charges, payments, credits, and adjustments in the patient ledger.
• Prepare patient invoices and record payments against outstanding balances through the supported billing workflows.
• Configure invoice payment options and any required provider integration before offering payment collection; available methods depend on clinic setup.

How it works

• Let patients view available appointments, forms, exercise assignments, and billing information through their portal.
• Share eligible documents and signed notes through the clinic’s supported sharing controls.
• Keep portal access separate from the clinic workspace, with patient-scoped access to the records made available to them.

How it works

• Manage clinic forms and prepare patient intake or consent packets using the available form library.
• Review submitted forms, signatures, and supported outcome-measure scores in the patient context.
• Use available form and outcome information when reviewing the chart or preparing the next clinical note.

How it works

• Browse the exercise catalog and select activities for an individual patient’s home program.
• Set exercise dosage such as sets, repetitions, frequency, and instructions, with available exercise media.
• Make assigned programs available in the patient portal and review recorded exercise completion activity.

How it works

• Invite clinicians and maintain their professional and contact details through the team settings workflow.
• See active members, assigned-patient counts, and pending unexpired clinician invitations.
• Adjust team access through administrator controls while keeping permissions tied to the active clinic.

How it works

• Compose a subject and message and select one or more active clinician recipients.
• Show each clinician the updates addressed to them, with an unread count and a read action.
• Review recipient and read counts from the administrator view; patient documentation stays in the clinical note workflow.

How it works

• Open focused settings for practice identity, provider credentials, team access, forms, billing, and support.
• Choose cash-only or insurance-and-cash practice mode and review the practice subscription estimate.
• Set a light, dark, or time-based automatic appearance for the device used to access the workspace.

How it works

• Assign organization roles that control access to administrative pages and protected workflows.
• Limit clinician chart access through supported patient and case assignments.
• Keep data requests scoped to the active organization when a user belongs to more than one clinic.

How it works

• Use authenticated clinic accounts to enter the workspace and access protected records.
• Set up an authenticator-app verification factor through the available multi-factor authentication settings.
• Use session timeout and sign-in recovery flows as part of the clinic’s account-access practices.

How it works

• Open administrator audit history to inspect recorded actions, users, and affected resources.
• Keep signature records tied to the signing clinician and the content reviewed at signing.
• Record administrative draft assistance with both the editor and original clinician in the same transaction as the assisted save.

How it works

• Prepare faxes with supported PDFs, recipient details, and cover information, including signed-note fax workflows.
• Review stored inbound and outbound activity, previews, status updates, and supported retry actions.
• Request a new fax number or a number port; sending requires the clinic number, provider configuration, and routing verification to be ready.

How it works

• Configure email or SMS reminders with supported 48-hour, 24-hour, and 1-hour timing options.
• Use patient reminder preferences and appointment validity checks when processing queued reminders.
• Review recent delivery activity; sending requires configured delivery providers and usable patient contact details.

How it works

• Choose a category and priority and describe the issue in a support request linked to your clinic account.
• Receive confirmation after the request is recorded, with errors shown when it cannot be completed.
• Describe the affected feature and approximate time without patient details; arrange a suitable secure process if more sensitive context is needed.

How it works

• Enter the system you are moving from and optionally describe what you would like help bringing over.
• Add preferred timing and special requirements, or leave the details open for a follow-up conversation.
• Submit the request using your signed-in clinic identity so the team can contact you through your account details.

How it works

• Describe whether you are considering patient details, notes, documents, appointments, billing history, or a broader move.
• Ask for help identifying what is possible rather than assuming every source system exports the same information.
• Keep patient records out of the initial request; the scope and transfer process can be discussed during follow-up.