Nothing is sent anywhere. To carry a patient forward, use "Save patient file" at the end of the visit, then "Open saved patient" at the re-test. Closing the tab without saving clears everything. To dictate, tap a field and use your device's own dictation (Mac: press Fn twice; iPad: the mic key on the keyboard).

The story

Write down their exact words. You'll read them back at the close.

Confirm alignment

Don't move on until you get a clear yes.

Their goal

"I hear you. I just want to make sure we're 100% on the same page. You want to be able to ___. Is that right?"

How close are they today?

"If you had to say today, how close are you to being able to do that?"

Obstacles

"What would you say are the biggest obstacles holding you back?"

Cost of doing nothing

"Just curious, if you don't solve this issue, are there any other areas of your life that will be impacted?"

Clinical history

Your problem list & roadmap

— |

Your goal

Set their goal on the Subjective tab.

Where you are today: —

Not at allFully there

What we found

Flag findings on the Objective tab to build this list.

Your roadmap

Phase 1

Calm symptoms and restore the movement you need to train again.

Phase 2

Fix the root cause we found today: the problems above.

Phase 3

Build capacity so this doesn't come back.

Recommended plan

Start date

First re-test

Visits / frequency

The story

Confirm alignment

Clinical history

Testing

Your problem list & roadmap

What we found

Your roadmap

Phase 1

Phase 2

Phase 3