Clinical notes
Notes a physio can finish on a phone, and the head physio can check.
The first visit, one box per part
A first visit opens as an Initial Evaluation. Each part has its own box, so nobody types the headings, and every note reads the same way whoever wrote it.
- Approved and locked. A note changed after approval is marked as edited and goes back for approval.
- The objective assessment, in its own box. The complaint, the clinical impression, the plan, the intervention, the frequency and the recommendation each have one too.
- Outcome measures recorded on the first visit. They become the baseline for every reassessment.
- The treatment plan, the intervention and the frequency. Once approved, the note prints on the clinic's letterhead.
Start from last visit
A new daily note can start from the last visit, or blank. Today's treatment and the plan come across ready to edit.
Last visit's subjective, objective and assessment sit under each box for reference. The physio copies one in only when it still applies, so last visit's findings end up in today's note only on purpose.
The admin chooses how this works for the clinic: offer it each time, always start from the last visit, or always start blank. Evaluations, reassessments and discharge notes always start blank.
Reassessment, with the first scores on top
Reassessments and progress reports use the evaluation layout. The first evaluation's scores sit at the top of the note, read-only, and today's go in below, so the change is on the screen when the physio talks it through with the patient.
The patient's earlier visits are listed beside the note, newest first.
The head physio approves, or sends it back
If the clinic wants it, every note goes to the head physio. They approve it, or send it back with a comment, and the physio finds it under My queue on their dashboard.
The queue filters by status and by physio, and a clinic with branches can look at one branch or all of them. The clinic can switch approval off, and then a submitted note is filed straight away.
Also in clinical notes
Seventeen outcome measures
LEFS, KOOS, Oxford Knee and Hip, WOMAC, Berg, TUG and the 6-minute walk test among them, on any visit. For licensed questionnaires the physio enters the score only.
Goals
Set at the first evaluation, updated at reassessment, and marked met or partly met at discharge.
Documents
X-rays, scan reports, blood work and referral letters on the patient's Documents tab. On a phone, Take photo opens the camera.
Print or email a report
An approved note prints on the letterhead or saves as a PDF. A report can go by email to the patient's doctor.
Home exercise programmes
Exercises from the clinic's library, with sets, reps, hold and frequency. The programme shows in the patient's app with videos, and can also go by email, print or WhatsApp.
Procedures performed (beta)
Physios log what they did on each visit without seeing a price. The desk bills it.
How it works
1. The patient is checked in
The visit moves onto the physio's My day list.
2. The physio opens the note
A first visit opens as an Initial Evaluation, a later one as a daily note.
3. They write it and submit it
On a phone or a computer, in the boxes for that kind of note.
4. The head physio checks it
Approved and locked, or sent back with a comment, if the clinic uses approval.
Read the docs
All docs- Daily workNotes and carry-forwardHow physios write the first evaluation, daily notes and reassessments, start a note from the last visit, and send notes for approval.
- For ownersCompliance and the handbookThe compliance rules, incidents and points, how staff acknowledge or dispute them, home visits left open, and the staff handbook with read receipts.
- PatientsPatient portal and family accessInvite a patient to their app, what they can see and do there, records requests, family access with consent, and what stays private.
We'll take you through a first evaluation and a daily note on a demo clinic.