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Help topic
Clinical
Clinical workflows, documentation standards, and compliance features.
5 articles
Guides
Articles in this topic
01
Intake Forms
Build custom intake forms and send them to clients before their appointment.
02
AI Note Expansion
Type a few bullet points and let AI structure them into a SOAP, DAP, or progress note.
03
Treatment Plans
Define goals, interventions, and review dates for ongoing client work.
04
Assessments
Track standardized outcome measures (PHQ-9, GAD-7, etc.) over time per client.
05
AI Scribe
Dictation and full-session recording that generates structured notes automatically.