Notes, Reports & Referrals

Notes structured for myofunctional work

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.

Treatment plans with goals you can measure

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.

Progress photos on the chart, not on a phone

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.

Intake handled before the first appointment

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.

A referral form on their site, not a phone call

Referring offices can embed your referral form directly on their own website, so sending you a patient is something their front desk does in the moment rather than a note to call you later. The referral arrives structured and already attached to your practice — no transcription from a voicemail, and nothing lost because the person who took the call was busy.

Your referral base, made visible

Every client record carries its referral source, so the platform can tell you which providers actually drive your caseload. For most myo practices, referrals are the entire growth engine — and until they are tracked, the engine is invisible.

Close the loop with the provider

Referring providers keep referring when they hear back. Send branded progress summaries built from the clinical record, so the dentist who sent you a patient sees the outcome without you drafting a letter from scratch.

Reports for providers and clients, built from the chart

Evaluation, progress and discharge reports come from your own report templates, with the photos, measurements and goals you choose pulled straight from the chart. Send one report to the whole care team with everyone copied, or a version written for the client. On Growth, Draft With AI turns it into one polished document for you to review.

Equip your referrers

Branded referral kits give the providers in your directory a professional, ready-to-hand-over reason to mention your practice — including a screener that helps their front office spot patients who need a myofunctional evaluation.