Base
Core clinic tools for cash practices and lean teams.
$29
per month
AI features
Scheduling
Clinical notes
Cash practice
Billing
Built for Physical, Occupational, and Speech Therapists.
Cash/Insurance/Hybrid. Outpatient/Mobile.

Intelligent Clinic OS
Patient note
Initial Evaluation
Right TKA · Visit 1
Typed note
autosaved2 weeks s/p R TKA. Pain 4/10 at rest, 6/10 stairs.
Flexion 92 degrees, extension -4 degrees. Quad lag with SLR.
Started heel slides, quad sets, gait training.
Documentation
Start with brief clinical sentences and objective measures. Intelligent Assist uses referral and intake context to draft a defensible evaluation in seconds.
Before Intelligent Assist
Referral context
Post-op TKA protocol and surgeon restrictions attached
Patient intake
Difficulty with stairs, sleeping, and community walking
After Intelligent Assist
Completed evaluation
Diagnosis: s/p right total knee arthroplasty. Referring physician protocol and patient intake were reviewed before drafting.
Medical necessity statement
Patient requires skilled physical therapy after right total knee arthroplasty due to restricted knee range of motion, quadriceps inhibition, antalgic gait with assistive device use, stair pain, sleep disruption, and elevated fall risk demonstrated by TUG of 16.8 seconds. Skilled intervention is necessary to restore safe transfers, gait mechanics, stair negotiation, and community ambulation while following surgeon precautions.
Objective measurement chart
| Pain | 4/10 rest, 6/10 stairs |
| Right knee flexion | 92 degrees |
| Right knee extension | -4 degrees |
| Quadriceps control | Lag with straight leg raise |
| TUG | 16.8 sec with cane |
Functional status chart
| Gait | Antalgic with cane |
| Stairs | Pain-limited step-to pattern |
| Transfers | Requires UE support |
| Sleep | Interrupted by knee pain |
| Community walking | Limited by pain and endurance |
Assessment
Avery presents two weeks post right TKA with expected post-operative mobility deficits compounded by measurable ROM loss, quad activation deficits, gait asymmetry, and impaired functional tolerance. Referral and intake context support a supervised progression that emphasizes swelling management, safe ROM restoration, neuromuscular re-education of the quadriceps, gait normalization, and gradual return to stairs and community mobility. Prognosis is good with consistent skilled PT and adherence to the home program.
Goals
| Timeframe | Goal |
|---|---|
| 2 weeks | Improve knee extension to 0 degrees to support terminal stance during gait. |
| 4 weeks | Improve knee flexion to 115 degrees for transfers, stairs, and car entry. |
| 4 weeks | Perform straight leg raise without quad lag to support safe ambulation. |
| 6 weeks | Reduce TUG to under 12 seconds without loss of balance. |
| 8 weeks | Ascend and descend one flight of stairs with reciprocal pattern and pain no greater than 2/10. |
Activity log and CPT justification
| CPT | Completed activity | Skilled justification |
|---|---|---|
| 97110 | Heel slides, quad sets, straight leg raises | Therapeutic exercise is justified by ROM loss and quad lag requiring skilled dosage, cueing, and progression. |
| 97116 | Cane sequencing and stance control drills | Gait training is justified by antalgic pattern, reduced terminal knee extension, and fall risk during ambulation. |
| 97530 | Sit-to-stand and stair simulation | Therapeutic activity is justified by functional limitations in transfers, stairs, and community mobility. |
Plan
Treat 2x/week for 8 weeks with therapeutic exercise, gait training, therapeutic activity, manual techniques as indicated, progressive HEP, and ongoing reassessment of pain, ROM, quad control, gait safety, and functional tolerance. Update the referring physician after objective improvement milestones or sooner if symptoms worsen.
Built into documentation
Billing
See payer, patient, service date, CPT codes, units, charges, and status in one clean queue.
Insurance claims
| Patient | Payer | DOS | CPT / Units | Charge | Status |
|---|---|---|---|---|---|
| Linda Torres | Medicare Part B | 06/18/2026 | 97161, 97110 x2, 97116 | $412.00 | Submitted |
| Robert King | BCBS Texas | 06/17/2026 | 97110 x2, 97140 | $286.00 | Paid |
| Noah Patel | UnitedHealthcare | 06/19/2026 | 97530 x2, 97112 | $318.00 | Accepted |
| Maya Rivera | Aetna | 06/19/2026 | 97110, 97530 | $244.00 | Submitted |
| Tara Nguyen | Cash Pay | 06/19/2026 | Cash PT visit | $120.00 | Recorded |
Front Desk
Intelligent Clinic OS keeps new patient leads, callback tasks, fax matching, and follow-up work in the same clinic system.
Front Desk
Marcus Hill
(512) 555-0148 · Medicare
Low back pain after lifting
Jenna Price
(512) 555-0192 · BCBS
Post-op ACL referral
Caleb Moss
(512) 555-0171 · Cash pay
Running injury consult
Inbound and outbound documents
Signed POC - Linda Torres
Dr. Patel Orthopedics
Initial Eval - Linda Torres
Austin Ortho Group
MRI report - Robert King
Central Imaging
Robert King notes
Medicare audit packet
Simple pricing
Start with AI documentation, scheduling, notes, cash practice tools, and billing. Add insurance billing or front desk voice and fax when your clinic needs it.
Base for cash and hybrid clinics
Plus adds insurance billing
Pro adds built-in fax and receptionist
Upgrade as your clinic grows
Core clinic tools for cash practices and lean teams.
$29
per month
AI features
Scheduling
Clinical notes
Cash practice
Billing
Insurance
Insurance billing, compliance, and revenue insight for rehab clinics.
$49
per month
Insurance billing
Medicare Compliance
Billing Intelligence
Revenue Intelligence
Core clinical workspace
Integrated front desk automation for growing clinic teams.
$69
per month
Integrated Fax
Referral Management
Integrated Receptionist
Clinical revenue workspace