Clinical
Plans that carry forward instead of starting over.
Goals, objectives, and interventions live on the chart, not in a document someone re-types every review. Progress notes reference the plan, and the plan updates when the review happens.
Built for utilization review. Continued-stay documentation writes itself from the plan.
The plan
Goals, objectives, and interventions — on the chart, not in a document.
A treatment plan is a structure, not a page. When it lives on the record, progress notes can reference it, reviews can update it, and the whole episode reads as one course of treatment.
The review cycle
Reviews become edits, not rewrites.
The plan surfaces for review before it is due. The prior version pre-fills the next, so a continued-stay review takes minutes and the history stays intact underneath it.
Written within the window your accreditor requires.
Day 3Objectives updated against documented progress.
Day 30Review packaged for the payer's utilization reviewer.
Day 45Outcomes, aftercare, and referrals recorded on the same plan.
Day 90Medical necessity
The plan is the argument you make to a payer.
When a claim is reviewed, the plan is read first. Vague goals with no measurable objective are where medical-necessity denials begin — long before anyone looks at the progress notes.
Works with
It runs on the same record as the rest of the platform.
Clinical
Charting & forms
Most systems give you their note types and wish you luck.
Read more →Clinical
Outcome measurement
Twenty-four standardized assessments go out before and after sessions, score themselves, and trend against the patient's baseline.
Read more →Revenue cycle
Prior authorization tracking
Dollars authorized, dollars used, visits remaining, and expiration date — live while the appointment is being scheduled.
Read more →Get started
Start today, or take a look first.
Create an account in minutes. Or book a 30-minute walkthrough.