Practice types
Occupational therapy
Clinic workflow
Organize everyday-function goals, session notes and care coordination around the same patient record.
The daily work
One record, one clear next step.
- Document daily-activity goals and observations in the encounter.
- Keep referral letters, evaluations and supporting files together.
- Use tasks for equipment questions and coordination with other providers.
- Keep the next session and its charges connected to the ongoing record.
The starting point
Make it fit your practice.
Choose the clinic type during setup. Specialty starter content varies by clinic type; review services, prices, forms and documentation before use.
The patient record, schedule, files and assigned tasks stay together, so the next visit starts with the context your team has already recorded.