Treatment plans and check-in scores

Plans with goals and "6 of 12 visits", review dates, and a pre-visit check-in clients fill in on their phone.

For: Practitioners

Treatment plans

On the client's profile under Charts, add a plan with goals, the number of visits, and a review date. The plan shows progress like "6 of 12 visits" and reminds you when it is time to review. Goals are kept private like the rest of the chart.

Check-in scores

Before a visit, send the client a check-in link from the visit. On their phone they rate their pain and fill in the Patient-Specific Functional Scale (three activities that are hard for them, each scored 0 to 10). Their answers:

  • Join the pain and function trend on the chart.
  • Fill in the note's Subjective section for you.

Use the trend to show progress at a review, or in a letter of medical necessity.

Still stuck? Contact support, or in the app open your account menu and choose Contact support.