Organize notes and treatment plans by patient
Keep provider documentation and patient-facing plan information in one patient workspace.
Open the patient profile
Use the provider patient list to open the person you are working with. Their profile brings together the tools used for notes, appointments, treatment plans, messages, and shared patient information.
Keeping work in the patient profile helps providers return to the relevant context without searching across separate screens.
Create and review clinical notes
Use the clinical documentation area to record session notes and follow-up details. Review the content before saving it and follow your own documentation standards.
Clinical notes are provider documentation. Patient-facing information should be shared deliberately through the tools intended for the patient experience.
Use treatment plans as a shared reference
Treatment plans can be created and updated from the patient profile to organize goals, objectives, and interventions. Providers can track plan progress within their workspace.
A treatment plan is a workspace feature, not treatment advice. Providers determine what is appropriate for each patient and their own practice.