SOAP notes with supervisor co-signing, treatment plans with measurable goals, and intake forms clients complete before they arrive.
SOAP notes tied to the appointment, with a supervisor co-signing workflow for practices that train clinicians or operate under supervision requirements. Notes live in the client chart next to the plan, the photos, and the outcomes they describe.
Build treatment plans with explicit goals and record outcome measurements over time, so progress is documented rather than remembered. When a client graduates, the record shows the arc — which is exactly what a referring provider wants to see.
A real photo library rather than an attachment list — nested folders, drag and drop, a details panel — and you can capture during a telehealth visit straight onto that client’s chart. The step that normally gets skipped, getting the image off the device and into the record, stops existing. A before and after a client can actually see is one of the most persuasive things in this work.
Send intake forms from the platform and clients complete them from their own device, with branching logic so they only answer what applies to them and autosave so nothing is lost partway. The first session starts with information instead of paperwork.
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