Draft your note
Draft from visit details.
Organize observations and treatment into SOAP sections.
AI-assisted EMR for outpatient rehab
Give cliniciansback their time.
Turn visit details and patient context into a draft. Review, edit, and sign.
From $39/month · First clinician included · No card needed to create an account.
Explore a sample clinic workflow
Interactive example · fictional patient · no live AI
Schedule → note → invoice → payment → follow-up.
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.
Inspect the sample inputs and case context
- Today's visit · provided facts
- Left shoulder pain 2/10. Active flexion 148°. Overhead reaching is improving; still weak carrying groceries. Progressed rows 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 needed with fatigue. No increase in pain during exercise.
- Signed evaluation · prior context
- Aug 4, 2026: left shoulder pain 5/10; active flexion 132°. These are prior measurements, not measurements taken today.
- Active case · goal and plan
- Left shoulder. Goal: at least 160° flexion with pain ≤2/10 to place household items on an overhead shelf. Current plan: 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.
Cash practice · Invoices
Create a patient invoice
Fictional example · Sample amounts. No real charges or messages.
Avery Morgan · September 1, 2026
Shoulder visit · Cash pay
$150.00
Unsigned sample note
Load a finalized fictional note. Replaces demo edits. No live actions.
Cash practice · Payment and follow-up
Payment and follow-up
Fictional example · Sample amounts. No real charges or messages.
Avery Morgan · September 1, 2026
Shoulder visit · Cash pay
$150.00
Unsigned sample note
Load a finalized fictional note and invoice. Replaces demo edits. No live actions.
Intelligent Assist · Avery Morgan
SOAP note · Fictional patient example
Inspect the sample inputs and case context
- Today's visit · provided facts
- Left shoulder pain 2/10. Active flexion 148°. Overhead reaching is improving; still weak carrying groceries. Progressed rows 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 needed with fatigue. No increase in pain during exercise.
- Signed evaluation · prior context
- Aug 4, 2026: left shoulder pain 5/10; active flexion 132°. These are prior measurements, not measurements taken today.
- Active case · goal and plan
- Left shoulder. Goal: at least 160° flexion with pain ≤2/10 to place household items on an overhead shelf. Current plan: 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.
Subjective
Patient reports left shoulder pain of 2/10. Overhead reaching is improving; carrying groceries remains limited by weakness.
Objective
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.
Prior comparison
At the Aug 4 evaluation, pain was 5/10 and active flexion was 132°. Today, pain is 2/10 and active flexion is 148°.
Goal
At least 160° shoulder flexion with pain ≤2/10 to place household items on an overhead shelf.
Assessment and skilled rationale
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.
Plan
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.
1 of 5Clinician review remains required before signing.
Explore a Cash or Insurance visit. Fictional data; clinician review required.
From a working clinic
Built 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
One clinician’s experience; results vary.
From visit facts to a reviewed note.
- 1. Start with today’s observations.Pain, movement, function, and treatment.
- 2. Inspect the case context.Compare prior measurements and active goals.
- 3. Check the organized draft.Check the facts, edit the draft, then sign.
Intelligent Assist
Less time writing.
More room for clinical thinking.
Your visit details. Relevant patient context. A draft you control.
Use the case context
Bring in patient context.
Use prior signed notes, goals, and the active case.
Explain the skilled care
Explain the skilled care.
Review suggested treatment rationale and CPT codes.
Refine as you go
Refine any section.
Edit one section or the whole draft before signing.
Your observations. AI-assisted drafting. Your final review and signature.
Explore Intelligent AssistClear responsibilities as your team grows.
Separate roles for clinicians and office staff. First clinician included; $29/month for each additional clinician.
Working on your own
Schedule, chart, and document in one place.
Sharing the work
Individual accounts. Access by role.
Working across clinics
Switch clinics while keeping records separate.
Moving from another EMR
Included for a limited time · No migration fee
Migration with a real person.
We help plan your move, transfer supported exports, and prepare for go-live.
- 01
We plan your move
Agree on records, exports, and timing.
- 02
We handle the supported data transfer
Import the supported records in your plan.
- 03
We validate with you
Review imported records and resolve gaps.
- 04
We plan your go-live
Confirm readiness before your first day.
Scope and timing depend on your exports. We confirm both before the move.
Examples of supported exports
Examples: SimplePractice client, appointment, and progress-note CSVs; other CSVs for patient demographics. Documents and billing history require a scope review.
HIPAA-focused security
Built to support your clinic’s HIPAA responsibilities.
Individual accounts, role-based access, clinic data separation, and audit history. A BAA is available for your practice.
Discuss HIPAA safeguards with our teamAccess based on staff responsibilities.
Give each team member the access their role needs.
Your clinic’s records stay within your organization.
Clinic records are separated by organization.
Visibility into important activity.
Review recorded activity in audit history.
A clear path to your BAA.
Request your BAA before adding patient information.
Request your clinic’s BAALow cost. High leverage.
AI-native should not mean enterprise-priced.
First clinician included. Additional clinicians $29/month. Unlimited office staff.
Cash Practice
For cash-based clinics
$39/ month
Scheduling, notes, patient communication, invoices, and payments. No insurance billing.
Create Cash accountWhat’s included
AI-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
$69/ month
Everything in Cash, plus eligibility, claims, ERA, and insurance follow-up.
First 25 claims or ERAs per billing cycle included; then $0.49 each
Create Insurance accountWhat’s included
Eligibility 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.
First clinician included; $29/month per additional clinicianUnlimited admin and office staff accountsMonth to month — cancel anytimeMigration support for supported exports included
Claims, ERA, fax, and payments may require setup or third-party enrollment.
What happens when you get started?
No card at signup. Billing starts at subscription checkout. Explore setup first; paid activation unlocks clinic workflows.
Month to month. Enrollment and migration follow their own timelines.
Before your first patient
A clear path to your first patient.
Create an account. Verify your email. Set up your clinic.
Insurance and payer enrollment
Confirm payer support before switching. Follow the enrollment checklist; claims and ERA need separate approvals. External reviews determine timing.
Check your payers and enrollment needsBAA and patient information
Request your BAA and complete privacy and security setup before entering or uploading patient information.
Request a BAA and setup guidanceMigration and go-live
Confirm transfer scope and remaining setup before replacing your current EMR.
See migration steps and export examplesHelp before and after signup
Contact us before signup. After signing in, use Settings → Support. Keep ordinary requests free of patient information.
Ask about setup or supportYour EMR should feel like the future—not after-hours work.
Bring scheduling, intelligent documentation, billing, and clinic operations into one AI-forward system.