User Management

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

Loading available time slots...

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

Location Name *

Address

City

State

ZIP

Phone

Fax

Email

Facility NPI

Place of Service Code

Timezone *

All appointment times will be displayed in this timezone for users at this location.

Set as primary (default) location

User Access

Assign to Clinic *

First Name * Required

Last Name * Required

Date of Birth * Required

Gender

SSN

Date of Injury For medical lien or workers' comp cases

Phone

Email

Address

City

State

ZIP

Provide emergency contact information for the patient. This will be used in case of emergencies.

Contact Name

Relationship

Phone

Alternate Phone

Personal Details

Marital Status

Race

Ethnicity

Language

Occupation

Primary Care Physician

Employer Information

Employer Name

Employer Phone

Employer Address

City

State

ZIP

Care Episodes

Care episodes are automatically created when an Initial Evaluation note is signed. Use the button above only if you need to create one manually.

No care episodes found for this patient.

Upload patient documents such as insurance cards, ID, referrals, or medical records. All files are encrypted at rest for HIPAA compliance.

Document Category

Description (Optional)

Upload Documents

Drag and drop files here or click to browse

Supported: PDF, JPG, PNG, DOC, XLS, TXT (Max 70MB each)

Uploaded Documents

File Name	Category	Size	Uploaded	Actions

Appointment

Date:

-

Time:

-

Type:

-

Patient

Name:

-

Provider

Name:

-

Not Started

00:00

Elapsed Time

Your recording session is saved automatically. You can pause and resume at any time.

Assign to Clinic *

First Name *

Last Name *

NPI *

Credentials

Specialty

Taxonomy

Email

Phone

License Number

License State

License Expiry

Default Appointment Duration (min)

Profile Color

Active

Require CPT codes when signing notes When enabled, provider must review and add CPT codes before signing the last note for an appointment.

Work Schedule (Duty Hours)

Set the provider's working hours for each day. Available slots will be generated based on this schedule.

Day	Available	Start Time	End Time
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Provider Signature

Upload a signature image (JPG or PNG) that will be used when signing clinical notes with the {{provider_signature}} placeholder.

No signature uploaded

Upload Signature Image Max 2MB. JPG or PNG format.

User Account (Auto-Created)

A user account will be automatically created for this provider using the email above.

Password *

Required for user account creation

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

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

Clinical Note

Patient Information

Attorney Information

Provider Information

Clinic Information

Location Information

Other

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

Switch Location

Manage Locations

Clinic Locations

Add Location

User Access

New Patient

Personal Details

Employer Information

Care Episodes

Uploaded Documents

Patient Consent History

Current Consent Status

Clinical Note

Request Time Off

Patient Details

New Provider

Work Schedule (Duty Hours)

Provider Signature

User Account (Auto-Created)

User Account Management

Provider Details

Confirm Deactivation

Clinical Note

Clinical Notes

Care Episode

Treatment Plan

Episode Status

Appointments

Clinical Note

Complete Care Episode

Extend Care Episode

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