Clinician-led tools for payer-ready documentation—and continuity that shows what's working

Build intake and assessment workflows that stay consistent across clients, are easy to review, and connect directly into the longitudinal clinical record.

• Therapist-led or client-completed (permissioned)
• Structured sections + flexible narrative capture where needed
• Review-first workflow before finalizing
• Assessment data stays connected to plans and notes

Create living treatment plans that connect goals, objectives, interventions, and review cadence—so progress is easier to evaluate and defend.

• Goals and objectives linked to interventions
• Version history and review reminders
• Continuity across sessions—plans stay "in the loop"
• Designed to support payer and audit expectations

Generate clear summaries for coordination, referrals, or discharge—grounded in your existing record, reviewed by the clinician, and easy to refine.

• Synthesize across assessments, plans, and notes
• Clinician review and editing step
• Copy/export for coordination and documentation
• Traceable context and timeline-aware summaries

Reduce audit friction with documentation guardrails that help catch missing elements and strengthen clarity—without changing how you practice.

• Missing-element checks and consistency cues
• Medical-necessity oriented prompts where relevant
• Structure support for common payer expectations
• Designed to help you write notes you can stand behind

Bring client-permissioned self-report into the record: check-ins, journaling, tags, homework updates, and between-session context—organized for clinical use.

• Permissioned client inputs routed into the record
• Flexible: structured tags + unstructured notes
• Designed to support session prep and continuity
• Traceable to sources and timestamps

Run PHQ-9, GAD-7, and custom measures as part of care. Assign cadence, review results, and keep measurement tied to goals, interventions, and clinical decisions.

• PHQ-9 / GAD-7 and configurable measure sets
• Therapist-controlled scheduling and review
• Results connect to trends, notes, and plan reviews
• Supports outcomes monitoring and documentation

Visualize symptoms and progress over time by combining therapist documentation with client-permissioned inputs. See change, stability, and patterns—grounded in the record.

• Measures, symptoms, and trends over time
• Connects to goals, interventions, and session notes
• Drill-down to sources and timestamps
• Designed for continuity and clinical review

Walk into each session with a concise, grounded brief: what changed since last time, open loops, client updates, measure shifts, and items to revisit.

• Highlights changes and key events since last session
• Open loops, homework follow-ups, and reminders
• Flags and clinically relevant signals for review
• Traceable links back to the record

Learn from your own work: see which interventions, homework, and behaviors align with improvement—grounded in timelines, measures, and the clinical record.

• Intervention-to-outcome alignment over time
• Patterns tied to sources (notes, measures, inputs)
• Highlights what appears helpful vs. stagnant
• Designed to support clinical judgment, not replace it

Find, locate, and draft within your workspace using the record as the source of truth—across notes, plans, summaries, measures, and client-permissioned inputs.

• Search across the longitudinal clinical record
• Locate timelines, themes, and prior interventions
• Grounded outputs tied to sources and timestamps
• Designed for speed without losing clinical control