History & Reports

All treatment sessions are saved to the Patient Profile automatically.

Auto-generated SOAP Notes can be viewed, copied, or printed easily by finding the session, clicking the three dots at the end of the row, and selecting Generate Report in any of these locations:

  • Dashboard
  • Patient Overview
  • History & Reports
  • Treatment Plan - first select View Session History from three-dot menu, then Generate Report

Patients will see a patient-friendly report on their History page. Clinicians can see the same report by generating the report from any Homework session in the History & Reports tab.


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