Build on the work your clinic has already done.
Give clinicians a shared starting point for programs and session notes. Reuse the structure and clinical detail, then adapt the work to each client.
Request a demoStart with a template. Adapt it for Sam.
In this example, the goals, targets, and teaching procedure carry over. The materials are tailored to Sam’s interests.
Program template
Communication skills
Functional communication
Request a preferred item
Trial
- Teaching procedure
- Offer a preferred item and pause for an independent request.
- Materials
- Preferred toys or activities
Ask for help
Trial
Sam Taylor’s program
Communication skills
Functional communication
Request a preferred item
Trial
- Teaching procedure
- Offer a preferred item and pause for an independent request.
- MaterialsChanged for Sam
- Bubbles and toy cars
Ask for help
Trial
Carry the clinical detail with you.
Add a published template to a client’s programs with its goals, targets, collection settings, and teaching instructions already in place. Adjust the resulting program for the client.
Build a library your team can use.
Create templates from scratch or save an existing program as a template. Prepare drafts, publish them for use, and duplicate templates when your clinic needs a variation.
Give session notes a familiar structure.
Choose the fields your clinic uses, including text, selections, checkboxes, and numbers. Make templates available for the relevant session types and disciplines, with a default when appropriate.
Session Note Templates
Direct therapy note
- Session summary
- Text area
- Participation
- Select
- Caregiver update
- Text area
Sam Taylor · Session notes
Direct therapy note
Take the preparation into the session.
The targets and teaching instructions belong alongside the recording tools. The note template gives clinicians a structure for documenting the session.
See how sessions work