From one session to the whole arc.
Capture goals, plan sessions, and track outcomes across an entire course of care. Perfect for chiropractors, physical therapists, mental health clinicians, and anyone whose work spans more than a single visit.
Treatment Plans Features
Goals that match how you actually practice
Use SMART goals, problem-oriented frameworks, or your own custom structure. Treatment plans support short-term and long-term goals, measurable outcomes, and target dates — and they update as care progresses.
Every session contributes to the plan
Link clinical notes back to active goals so progress shows up automatically. See at a glance which goals are being addressed, which are stalling, and which are ready to retire.
Measurable progress, not vibes
Attach standardized outcome measures (PHQ-9, GAD-7, ODI, NDI, custom scales) to a plan. Re-administer at intervals, watch trend lines change, and let your assessments do the talking when it's time to update care.
Bring clients into the plan
Share goals, milestones, and homework with clients through their portal. They see what you're working toward together — without you having to repeat it every visit.
Audit-ready when you need it
Insurance auditors and supervisors want to see the arc, not just one session. Export complete treatment plan histories — goals, progress, session notes, outcome scores — as a single PDF whenever you need it.