Draft your note
Turn visit details into a clear clinical note.
Start with your observations and treatment details. Intelligent Assist helps organize them into a draft with subjective, objective, assessment, and plan sections.
AI-assisted EMR for outpatient rehab
Capture today’s clinical facts. Intelligent Assist brings them together with relevant case context in a draft you can review, edit, and sign.
Explore a sample clinic workflow
Interactive example · fictional patient · no live AI
Calendar
Tuesday, September 1, 2026
Tuesday, September 1, 2026
Avery Morgan · Progress Note
Fictional left shoulder case · Sep 1, 2026
This fixed example shows how visit facts and labeled case context can inform a draft. It does not run live AI or accept patient information.
Billing · Unbilled
Fictional workflow · DEMO-0901. No claims or payments are sent.
Avery Morgan
Medicare · Sep 1, 2026
Progress note · Left shoulder · No secondary coverage in this sample
Charge for this sample visit
$150.00
Unsigned note — finalize before billing
Billing · Payments
Fictional workflow · DEMO-0901. No claims or payments are sent.
Avery Morgan
Medicare · Sep 1, 2026
Progress note · Left shoulder · No secondary coverage in this sample
First finalize the sample note, review the claim, and submit it. Then explore a later sample payer response.
Intelligent Assist · Avery Morgan
SOAP note · Fictional patient example
Patient reports left shoulder pain of 2/10. Overhead reaching is improving; carrying groceries remains limited by weakness.
Active left shoulder flexion: 148°. Rows progressed to 3 × 12 and suitcase carries to 3 × 40 ft with increased resistance. Verbal and tactile cues reduced upper-trapezius substitution and improved scapular control. Repeated cues were needed with fatigue. No increase in pain during exercise.
At the Aug 4 evaluation, pain was 5/10 and active flexion was 132°. Today, pain is 2/10 and active flexion is 148°.
At least 160° shoulder flexion with pain ≤2/10 to place household items on an overhead shelf.
The supplied measurements suggest improvement toward the case goal. Reported weakness and the need for repeated cueing may support continued skilled progression. Confirm this interpretation and the need for skilled care against the complete clinical record before signing.
PT 2×/week for 4 weeks. Progress shoulder strengthening and loaded carries as tolerated, continue scapular-control training, and reassess flexion, pain, and overhead function at the next progress interval. Confirm that the existing plan remains appropriate for today’s visit.
Review the note, confirm clinical details, and update the plan before signing.
Follow a sample visit from scheduling and documentation to a Medicare claim and payment. Clinician review remains required.
From a working clinic
“Intelligent Clinic OS has saved me time, improved my compliance and documentation quality, and improved my clinic’s revenue.”
Jake Thomas, DPT · Owner, Physical Therapy 365
An individual clinician-owner’s reported experience, not a measured performance study or a guarantee of results.
Intelligent Assist
AI assistance built into your note workflow. Shape today’s clinical details into a useful draft, bring in relevant case context, and refine the note with your judgment at the center.
Draft your note
Start with your observations and treatment details. Intelligent Assist helps organize them into a draft with subjective, objective, assessment, and plan sections.
Use the case context
Relevant prior signed notes and the active case give the draft context for progress, goals, and the plan of care.
Explain the skilled care
Get draft descriptions and CPT suggestions for the activities you enter. Review the clinical reasoning and coding suggestions before using them.
Refine as you go
Improve a selected section without rewriting the rest. Review the wording, make your edits, and sign when the note reflects your clinical judgment.
Your observations. AI-assisted drafting. Your final review and signature.
Explore Intelligent AssistKeep clinical decisions with clinicians and give office staff the tools for their work. Both plans include the first clinician and unlimited admin and office staff accounts. Each additional clinician is $29/month.
Move between your schedule, patient chart, and note without rebuilding the visit in separate tools.
Give clinicians and office staff their own accounts, with access based on their role.
Switch the active clinic and keep each organization’s records and permissions separate.
Moving from another EMR
Included for a limited time · No migration fee
You don’t have to figure out the switch on your own. Our team takes care of the migration process—from planning and supported data transfer to reviewing your records and helping you get settled.
Tell us which EMR you use and what you want to bring over. Our team guides you through the exports and builds a transition plan with you.
We organize and import supported patient records, documents, and billing history, with a real person helping you through the process.
Review the transferred records with our team, work through questions, and plan your go-live so you feel ready for your first day.
What can transfer and the timing depend on your current system’s exports and record quality. We confirm the scope with you before the move.
Let’s plan your moveHIPAA-focused security
Protect patient information with individual accounts, role-based access, organization-level controls, and audit history. These safeguards support your clinic’s HIPAA privacy and security responsibilities, with a Business Associate Agreement available for your practice.
Discuss HIPAA safeguards with our teamIndividual accounts and role-based permissions help limit access to the information and actions each team member needs.
Organization-level access controls separate clinic data and restrict access to authorized users.
Audit history supports accountability and helps your clinic review recorded actions.
Our team can help with BAA questions and your clinic’s privacy and security setup before you add real patient information.
Request your clinic’s BAALow cost. High leverage.
Straightforward monthly pricing with the first clinician and unlimited admin and office staff accounts included, plus $29/month per additional clinician.
Cash Practice
For cash-based clinics
Scheduling, documentation, patient communication, fax, invoices, payments, and follow-up. Insurance billing is not included.
Create Cash accountAI-assisted documentation with clinician review
Scheduling, intake, reminders, and secure messaging
Integrated fax, invoices, and payments after setup
Analytics, waitlist, supported data exports, and migration support
Choose Insurance if you submit claims or need ERA.
Insurance Practice
For insurance and hybrid clinics
Everything in Cash, plus eligibility, claims, ERA, adjustments, insurance balances, and follow-up.
Create Insurance accountEligibility and insurance billing tools
Claim creation, review, and electronic submission
ERA, adjustments, balances, and follow-up
First 25 claims or ERAs per billing cycle included; then $0.49 each
Clearinghouse or payer enrollment may be required before go-live.
Claims, ERA, fax, and payments may require setup or third-party enrollment.
Bring scheduling, intelligent documentation, billing, and clinic operations into one AI-forward system.