Notes, evaluations, and plans of care that match how therapists really work.

Spend less time on paperwork and more time with patients. Ready-made evaluation templates, forms families sign online, and one-click PDFs. Built for OT, PT, ST, ABA, and mental health, for children and adults.

Talk to us Start free for 30 days

What's inside

Everything a therapist documents, in one flow

Evaluations and plans of care

Ready-made evaluation templates with sections you can repeat, and a PDF whenever you need a copy.

Goals, faster

Suggested goals based on the diagnosis. You review, edit, and sign.

Intake and consent forms you can make your own

Registration, history, and consent forms that families sign online. Reword them, add your own questions, or build new forms.

Outcome measures

PHQ-9, GAD-7, and functional-scale questionnaires are scored automatically, with progress over time.

Home exercise programs

Build a program from a starter library in minutes. Patients see it in their online account and in the phone app.

Fax or email from the chart

Send evaluations, plans of care, and other documents straight from the patient's chart, with replies routed back to your clinic.

Ask a question about what you are looking at

Click one small icon on a patient, evaluation, plan of care, note, or invoice and message a teammate right there. The record goes with your message, and each person sees only what their own access allows.

Families and physicians can write back

Patients, parents, and physicians with portal access can message your staff from their own account, and a small number shows you what is waiting.

Getting started

From a spreadsheet to a patient ready to schedule

Share your patient list and the first evaluation and plan of care are started for you.

Share your patient list

A simple spreadsheet with each patient's name, age, and diagnosis.

We start the evaluation

Patient details, diagnosis, and dates are filled in for you.

We suggest a plan of care

Starting goals are chosen from the diagnosis, ready for your therapist to look over.

Approve, then schedule

Once your therapist approves, you can book the patient's visits.

Swipe to see each step →

Drafts are for your therapists to review, edit, and sign. Nothing is finalized for you.

See how it works for your clinic

Book a short walkthrough and we'll show how your evaluations, notes, and plans of care would look here.

No obligation
OT, PT, ST, ABA, and mental health
Therapist-reviewed, always

Talk to us Start free for 30 days

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