For solo and small outpatient rehab clinics

One EMR for scheduling, clinician-reviewed notes, billing, and more.

Run a cash-pay clinic for $49/month, or add eligibility, claims, and ERA for $89/month. Month-to-month, with migration support included.

Explore the product

Month to month

Migration support included

BAA available

Clinician-controlled AI

Clinic proof

Built in a working outpatient clinic.

Physical Therapy 365 uses Intelligent Clinic OS in day-to-day clinic operations.

“Intelligent Clinic OS has saved me time, improved my compliance and documentation quality, and improved my clinic's revenue.”

Jake Thomas, DPTPhysical Therapy 365

Why clinics switch

Less admin sprawl. More control over the clinic workflow.

Replace disconnected clinic tools

Keep scheduling, notes, patient communication, billing, fax, and follow-up connected to the same clinic workflow.

Improve the documentation workflow

Intelligent Assist organizes clinical facts into a draft while the clinician remains responsible for review and approval.

Start with straightforward pricing

Choose Cash or Insurance based on how your clinic bills, with office staff accounts and migration support included.

Product tour

See scheduling, notes, and billing in one workflow.

Use the product preview to follow a visit from the calendar through clinician-reviewed documentation and billing.

Schedule

See the clinic day and the work around each visit.

Recurring visits and reminders

Intake and eligibility status

Waitlist and follow-up

See the other workflows

Documentation

Turn clinical facts into a draft for review.

Brief input and objective measures

Assessment, goals, and plan organized

Clinician edits and signs

Billing

Keep payment follow-up tied to the visit.

Invoice or claim status

ERA and adjustments

Patient balance and next action

Intelligent Assist

Intelligent Assist drafts. The clinician stays in control.

Turn brief clinical facts, measurements, active-case context, and prior signed-note context into an organized draft. Ordinary documentation remains editable for clinician review and signature, and Intelligent Assist never submits claims.

Before Intelligent Assist

Clinician starts with brief sentences

2 weeks s/p R TKA. Pain 4/10 rest, 6/10 stairs. Flexion 92, extension -4. Quad lag SLR. TUG 16.8 sec with cane. Started heel slides, quad sets, gait training. Needs skilled PT 2x/week.

Active case

Right TKA episode, diagnosis, and plan details

Prior signed note

Stair, sleep, and community-walking limitations

Objective measurements includedCase + prior note used

After Intelligent Assist

Initial evaluation draft organized for review

Completed evaluation

Initial Evaluation - Avery Morgan

Diagnosis: s/p right total knee arthroplasty. The active case, referring physician, current draft, and prior signed notes informed this draft.

Medical necessity statement

Patient requires skilled physical therapy after right total knee arthroplasty due to restricted knee range of motion, quadriceps inhibition, antalgic gait with assistive device use, stair pain, sleep disruption, and elevated fall risk demonstrated by TUG of 16.8 seconds. Skilled intervention is necessary to restore safe transfers, gait mechanics, stair negotiation, and community ambulation while following surgeon precautions.

Objective measurement chart

Pain4/10 rest, 6/10 stairs
Right knee flexion92 degrees
Right knee extension-4 degrees
Quadriceps controlLag with straight leg raise
TUG16.8 sec with cane

Functional status chart

GaitAntalgic with cane
StairsPain-limited step-to pattern
TransfersRequires UE support
SleepInterrupted by knee pain
Community walkingLimited by pain and endurance

Assessment

Avery presents two weeks post right TKA with expected post-operative mobility deficits compounded by measurable ROM loss, quad activation deficits, gait asymmetry, and impaired functional tolerance. Active case and prior-note context support a supervised progression that emphasizes swelling management, safe ROM restoration, neuromuscular re-education of the quadriceps, gait normalization, and gradual return to stairs and community mobility. Prognosis is good with consistent skilled PT and adherence to the home program.

Goals

TimeframeGoal
2 weeksImprove knee extension to 0 degrees to support terminal stance during gait.
4 weeksImprove knee flexion to 115 degrees for transfers, stairs, and car entry.
4 weeksPerform straight leg raise without quad lag to support safe ambulation.
6 weeksReduce TUG to under 12 seconds without loss of balance.
8 weeksAscend and descend one flight of stairs with reciprocal pattern and pain no greater than 2/10.

Activity log and CPT justification

CPTCompleted activitySkilled justification
97110Heel slides, quad sets, straight leg raisesTherapeutic exercise is justified by ROM loss and quad lag requiring skilled dosage, cueing, and progression.
97116Cane sequencing and stance control drillsGait training is justified by antalgic pattern, reduced terminal knee extension, and fall risk during ambulation.
97530Sit-to-stand and stair simulationTherapeutic activity is justified by functional limitations in transfers, stairs, and community mobility.

Plan

Treat 2x/week for 8 weeks with therapeutic exercise, gait training, therapeutic activity, manual techniques as indicated, progressive HEP, and ongoing reassessment of pain, ROM, quad control, gait safety, and functional tolerance. Update the referring physician after objective improvement milestones or sooner if symptoms worsen.

Defensible documentationFaster first draftCPT codes justified
Ask how Intelligent Assist works

Responsible clinical use

Built around clinic control.

Published safeguards include access controls, role-based permissions, audit logging, secure authentication, and a BAA for clinics that need one.

Clinician-controlled documentation

Role-based permissions

Audit logging

BAA available

Read privacy and security details

Plans

Choose based on how your clinic bills.

Both plans are self-serve. Insurance clinics can start scheduling immediately and complete guided payer enrollment from their account.

For cash-based clinics

Cash

Scheduling, documentation, patient communication, fax, invoices, payments, and follow-up. Insurance billing is not included.

$49per month

AI-assisted documentation with clinician review

Scheduling, intake, reminders, and secure messaging

Telehealth, integrated fax, invoices, and payments after setup

Analytics, waitlist, supported data exports, and migration support

Choose Insurance if you submit claims or need ERA.

Create Cash account

Create an account, verify your email, then set up the clinic.

Claims and ERA included

For insurance and hybrid clinics

Insurance

Everything in Cash, plus eligibility, claims, ERA, adjustments, insurance balances, and follow-up.

$89per month

Eligibility and insurance billing tools

Claim creation, review, and electronic submission

ERA, adjustments, balances, and follow-up

First 25 claims per billing cycle included; then $0.49 each

Clearinghouse or payer enrollment may be required before go-live.

Create Insurance Account

Create your workspace, then follow the guided payer-enrollment checklist in your account.

One clinician included

Additional clinicians are $10/month each

Office staff accounts are included

Month to month — cancel anytime

Voice Receptionist is an optional $10/month add-on for either plan. Fax, telehealth, payments, claims, and ERA may require setup, verification, or enrollment.

Migration

Migration support is included.

We help move supported patient records, files, and claim history. Scope and timing depend on the exports available from your current EMR.

Ask about migration
See the three migration steps

Review

Confirm the exports available from your current EMR.

Scope

Agree on the supported files, records, and claim history to move.

Set up

Confirm timing, provisioning, and the clinic workflow before go-live.

Before you choose

Answers to the main setup questions.

What does each plan cost?

Cash is $49/month and does not include insurance billing. Insurance is $89/month and adds eligibility, claims, ERA, adjustments, and insurance follow-up. One clinician is included; additional clinicians are $10/month each.

How does Insurance setup work?

Create your account and clinic workspace immediately, then complete the guided billing-identity, payer, enrollment, and fee-schedule checklist. You can add patients and schedule visits while external payer reviews are pending. Electronic claims remain blocked payer by payer until the required approval is recorded.

Can Intelligent Assist sign notes or submit claims?

For ordinary documentation, Intelligent Assist creates a draft that the clinician reviews and signs. For eligible no-change follow-up visits, a clinician can select the visits, complete the required attestation, and authorize Intelligent Assist to generate and electronically sign the notes. Intelligent Assist never submits claims.

What can be migrated or exported?

We review supported exports from your current system and confirm the exact files, patient records, claim history, format, and scope with your clinic. Supported data exports remain available after the move.

Is there a contract, and is a BAA available?

Plans are month to month with no cancellation fee, and access continues through the current renewal period after cancellation. A BAA is available for clinics that need one as part of setup.

Ask a security or BAA question
Read all FAQs

Next step

Choose the plan that matches how your clinic bills.

Start a Cash workspace now, or create an Insurance workspace and follow the guided payer-enrollment checklist.

Create Cash accountCreate Insurance Account