Clinics

1

Patient

2

Type

3

Schedule

4

Review

Select Patient

Recent Patients

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Select Appointment Type

PT OT ST

Initial Evaluation

First time assessment

Follow-up / Visit

Returning patient

Re-Evaluation

Progress assessment

Discharge

Final session

Select Time

Date

Custom Time (optional)

Notes (optional)

Available Time Slots

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Configure Recurring Pattern

Therapist

System will auto-assign available providers

Days Per Week

Mon Tue Wed Thu Fri Sat Sun

Duration

weeks

Preferred Time

Notes (optional)

Appointments Preview 0 total

Select days to see appointments

Review Before Saving

Patient -

Appointment Type -

Duration -

Date & Time -

Therapist -

Notes -

Patient Reminders

24 hours before

1 hour before

Clinic Information

Clinic Name *

Phone

Email

Address

City

State

ZIP

Tax ID

NPI

Plan

Initial Location

Location Name *

Time Zone *

This will be the default location for this clinic. You can add more locations later.

Clinic Administrator

Admin First Name *

Admin Last Name *

Admin Email *

Admin Password * Minimum 8 characters

Assign to Clinic *

Role *

First Name *

Last Name *

Phone

Email *

Password *

Minimum 8 characters

Location Access

Active

Create HTML templates with placeholders that will be replaced with actual patient and clinic data when generating the PDF.

Template Name *

Status

Active (available for use)

Description

Clinic * Template will be available only for this clinic

Location * Template will be used for this specific location

Available Placeholders

Patient Information

{{PatientName}} - Full name
{{PatientAddress}} - Full address
{{DateOfInjury}} - Date of injury

Attorney Information

{{AttorneyName}} - Name
{{AttorneyAddress}} - Address
{{AttorneyPhone}} - Phone
{{AttorneyEmail}} - Email

Provider Information

{{ProviderName}} - Name
{{ProviderSignature}} - Signature image

Clinic Information

{{ClinicName}} - Clinic name
{{ClinicAddress}} - Full address
{{ClinicPhone}} - Phone number
{{ClinicFax}} - Fax number
{{ClinicEmail}} - Email address

Location Information

{{LocationName}} - Location name
{{LocationAddress}} - Full address
{{LocationPhone}} - Phone number
{{LocationFax}} - Fax number
{{LocationEmail}} - Email address
{{LocationNpi}} - Facility NPI

Other

{{TodayDate}} - Current date

Template Content (HTML) * Use the placeholders above to insert dynamic content

-

Initial Evaluation

Follow-up / Visit

Re-Evaluation

Discharge

Single Appointment

Recurring Series

Available Time Slots

Messages

Patient Information

Attorney Information

Provider Information

Clinic Information

Location Information

Other

Verification Code

User

Reset Password

Schedule Appointment

Select Patient

-

Recent Patients

Select Appointment Type

Initial Evaluation

Follow-up / Visit

Re-Evaluation

Discharge

Select Duration

Schedule Type

Single Appointment

Recurring Series

Select Care Episode

Select Time

Available Time Slots

Assign Therapist

Configure Recurring Pattern

Review Before Saving

Patient Reminders

Confirm Delete

Cancel Appointment

Reinstate Appointment

Appointment Details

Patient

Time

Type & Status

Reason for Visit

Cancellation Information

Patient Saved Successfully

Create Initial Evaluation Appointment

Create Care Episode Manually

Messages

Add New Clinic

Clinic Information

Initial Location

Clinic Administrator

New Note Template

Change Password

Add New User

Provider Association *

Location Access

Reset User Password

Change User Email

Create New Claim

New Consent Template

Template Preview

Delete Template

Kiosk Settings

Confirm Action

Upload Consent Form

Medical Lien Form Template

Patient Information

Attorney Information

Provider Information

Clinic Information

Location Information

Other

Claim Detail