Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 8, 2025
Navigating Flowsheets
Chart Notes
Provider Workflows
View the Flowsheets tab within your Chart notes: In order to add flowsheets as a feature onto a chart note, select it as a one of the sections to add, “Select Sections”

Adding flowsheets to the chart note will remove treatments

Add an intervention - “+Add Interventions” through the Intervention manager in the nav bar, or within the chart note itself
Clicking the add interventions button will add all selected interventions to the flowsheet (currently in the order in which they were selected).
You can now select groups of interventions, reducing repetitive data entry
When editing an Intervention, you can also auto-populate flowsheets with intervention details and exercise parameters
Configure tying interventions to treatments, which means when interventions are added to the flowsheet, the configured treatment/CPT code will auto-populate as well
Select a Procedure code in the Intervention drop down, and mark each intervention as done
You must select a procedure code in order to mark an intervention as done, and the treatment time and units will auto populate
You can configure your flowsheets by de-selecting “Auto-calculate Units” and/or “Auto-sum up Minutes” toggles to allow manual calculations
These toggles are default turned on
You can also double click on an intervention in order to mark as “TO-DO”, and a green highlight will emerge
Adding Home Exercise Programs
By clicking the checkbox for an intervention marked as HEP
, this will add this to a staging area where a Home Exercise Program can be prepared.

Clicking the caret for HEP will open up the dropdown to assign any additional notes to the HEP section on a per intervention basis.

You can “Preview and Send” to email, text and print the PDF

Adding Evaluative Procedure
Often times, evaluative procedures may exist outside of being specified to a particular intervention. As such, we allow you to specify this from within the flowsheets feature and manage them independently.
Clicking Add Evaluative Procedure will bring up a modal where these CPT codes can be selected.


These evaluative procedures will be available in the blue header along with all procedures added from the interventions.
Evaluative procedures can be removed from here directly if needed.

Viewing Intervention Progress
Click on Intervention Progress
in the Flowsheet section to view the stats from all previous interventions


If an intervention was performed for a specific visit, the background will be grey. The text inside the cells corresponds to the weight-sets-reps.
Viewing Intervention History
To view intervention history, click on the History icon on the Flowsheet section in the chart note

From there you can see a visit by visit history of interventions, including the weights, sets, repetitions and minutes

You can select which Visit to view either through the Select dropdown, or by clicking the forward and back buttons

You can click on an intervention to select an intervention. You can select several interventions at once. To un-select an intervention, simply click it again

After selecting interventions you want to re-use the values from, click the Re-Use Selected Rows button, and that data will be pulled into the current visit

Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 8, 2025
Navigating Flowsheets
Chart Notes
Provider Workflows
View the Flowsheets tab within your Chart notes: In order to add flowsheets as a feature onto a chart note, select it as a one of the sections to add, “Select Sections”

Adding flowsheets to the chart note will remove treatments

Add an intervention - “+Add Interventions” through the Intervention manager in the nav bar, or within the chart note itself
Clicking the add interventions button will add all selected interventions to the flowsheet (currently in the order in which they were selected).
You can now select groups of interventions, reducing repetitive data entry
When editing an Intervention, you can also auto-populate flowsheets with intervention details and exercise parameters
Configure tying interventions to treatments, which means when interventions are added to the flowsheet, the configured treatment/CPT code will auto-populate as well
Select a Procedure code in the Intervention drop down, and mark each intervention as done
You must select a procedure code in order to mark an intervention as done, and the treatment time and units will auto populate
You can configure your flowsheets by de-selecting “Auto-calculate Units” and/or “Auto-sum up Minutes” toggles to allow manual calculations
These toggles are default turned on
You can also double click on an intervention in order to mark as “TO-DO”, and a green highlight will emerge
Adding Home Exercise Programs
By clicking the checkbox for an intervention marked as HEP
, this will add this to a staging area where a Home Exercise Program can be prepared.

Clicking the caret for HEP will open up the dropdown to assign any additional notes to the HEP section on a per intervention basis.

You can “Preview and Send” to email, text and print the PDF

Adding Evaluative Procedure
Often times, evaluative procedures may exist outside of being specified to a particular intervention. As such, we allow you to specify this from within the flowsheets feature and manage them independently.
Clicking Add Evaluative Procedure will bring up a modal where these CPT codes can be selected.


These evaluative procedures will be available in the blue header along with all procedures added from the interventions.
Evaluative procedures can be removed from here directly if needed.

Viewing Intervention Progress
Click on Intervention Progress
in the Flowsheet section to view the stats from all previous interventions


If an intervention was performed for a specific visit, the background will be grey. The text inside the cells corresponds to the weight-sets-reps.
Viewing Intervention History
To view intervention history, click on the History icon on the Flowsheet section in the chart note

From there you can see a visit by visit history of interventions, including the weights, sets, repetitions and minutes

You can select which Visit to view either through the Select dropdown, or by clicking the forward and back buttons

You can click on an intervention to select an intervention. You can select several interventions at once. To un-select an intervention, simply click it again

After selecting interventions you want to re-use the values from, click the Re-Use Selected Rows button, and that data will be pulled into the current visit

Last updated:
Aug 8, 2025
Navigating Flowsheets
Chart Notes
Provider Workflows
View the Flowsheets tab within your Chart notes: In order to add flowsheets as a feature onto a chart note, select it as a one of the sections to add, “Select Sections”

Adding flowsheets to the chart note will remove treatments

Add an intervention - “+Add Interventions” through the Intervention manager in the nav bar, or within the chart note itself
Clicking the add interventions button will add all selected interventions to the flowsheet (currently in the order in which they were selected).
You can now select groups of interventions, reducing repetitive data entry
When editing an Intervention, you can also auto-populate flowsheets with intervention details and exercise parameters
Configure tying interventions to treatments, which means when interventions are added to the flowsheet, the configured treatment/CPT code will auto-populate as well
Select a Procedure code in the Intervention drop down, and mark each intervention as done
You must select a procedure code in order to mark an intervention as done, and the treatment time and units will auto populate
You can configure your flowsheets by de-selecting “Auto-calculate Units” and/or “Auto-sum up Minutes” toggles to allow manual calculations
These toggles are default turned on
You can also double click on an intervention in order to mark as “TO-DO”, and a green highlight will emerge
Adding Home Exercise Programs
By clicking the checkbox for an intervention marked as HEP
, this will add this to a staging area where a Home Exercise Program can be prepared.

Clicking the caret for HEP will open up the dropdown to assign any additional notes to the HEP section on a per intervention basis.

You can “Preview and Send” to email, text and print the PDF

Adding Evaluative Procedure
Often times, evaluative procedures may exist outside of being specified to a particular intervention. As such, we allow you to specify this from within the flowsheets feature and manage them independently.
Clicking Add Evaluative Procedure will bring up a modal where these CPT codes can be selected.


These evaluative procedures will be available in the blue header along with all procedures added from the interventions.
Evaluative procedures can be removed from here directly if needed.

Viewing Intervention Progress
Click on Intervention Progress
in the Flowsheet section to view the stats from all previous interventions


If an intervention was performed for a specific visit, the background will be grey. The text inside the cells corresponds to the weight-sets-reps.
Viewing Intervention History
To view intervention history, click on the History icon on the Flowsheet section in the chart note

From there you can see a visit by visit history of interventions, including the weights, sets, repetitions and minutes

You can select which Visit to view either through the Select dropdown, or by clicking the forward and back buttons

You can click on an intervention to select an intervention. You can select several interventions at once. To un-select an intervention, simply click it again

After selecting interventions you want to re-use the values from, click the Re-Use Selected Rows button, and that data will be pulled into the current visit
