Course curriculum

  1. 1

    • Introduction to Training (Start Here!)
  2. 2

    • Clinical Introduction

    • Patients Overview

    • Creating a New Test Patient

    • Patient Chart Icons

    • Details Tab

    • Cases Tab

    • Visits Tab

    • Files Tab
  3. 3

    • Daily Rundown

    • On Deck Overview

    • Visit Information Overview
  4. 4

    • Creating a New Case and Adding Payment Options

    • Setting Up Self Pay
  5. 5

    • Scheduling Overview

    • Checking in a Patient

    • Scheduling Multiple Visits at Once
  6. 6

    • Creating Test Visits and Sending Out Intake

    • Case Intake Best Practices

    • Import Patient Intake from One Case to Another
  7. 7

    • Document Tab Layout

    • Adding Documentation Items and Goals

    • Hiding/Removing Unused Sections or Measurements

    • Repeating Prior Measurements

    • Pre-charting and Reviewing Intake

    • Document Tab Time Saving Tools and Templates
  8. 8

    • Treat & Flow Tab Layout

    • Adding Treatments/Exercises

    • Treat & Flow Tab Time Saving Tools and Templates

    • Treat & Flow Tab Workflow Options

    • Checking Out

    • Viewing, Printing, and Downloading Completed Visit Documentation
  9. 9

    • Evaluation (Using Workflow #1 - Minutes per Exercise)

    • Daily Treatment Note (Using Workflow #1)

    • Daily Treatment Note (Using Workflow #2)

    • Progress Note (Using Workflow #1 - Minutes per Exercise)
  10. 10

    • Optional Chapter

    • AI Intake and Documentation Generation (Beta)

    • Sidekick

    • AI Case Trends Summary (Beta)

    • AI Smart Rewrite (Early Access Beta)
  11. 11

    • Optional Chapter

    • AI Powered Evaluation (Using Workflow #1 - Minutes per Exercise)

    • AI Powered Daily Note (Using Workflow #1 - Minutes per Exercise)

    • AI Powered Progress Note (Using Workflow #1 - Minutes per Exercise)
  12. 12

    • Library Module Overview

    • Treatment Templates

    • Goal Templates

    • Text Templates

    • Documentation Templates

    • Treatments

    • Table Templates
  13. 13

    • Chart Reviewing and Viewing Prior Documentation

    • Co-signing Notes

    • Writing Addendums

    • Creating and Sending HEPs
  14. 14

    • Closing

    • Reminder: Document Efficiently Today

    • Final Step: Course Feedback & Reflections