💡 Prompt: Describe your clinical impression — patient's response to treatment, progress toward goals, changes in condition, outcomes observed...
📝 Transcript
Diagnosis (ICD-10)
Post-Treatment Pain
📊 Pain Reduction Summary
Post-Treatment Radiating Pain
Did radiating pain change after treatment? Select affected areas.
Post-Treatment Tension
Compare post-treatment muscle tension to intake levels
📊 Tension Reduction Summary
Post-Treatment ROM Assessment
Compare post-treatment ROM to intake measurements
📊 ROM Improvement Summary
Functional Outcomes
Clinical Opinion
P - Plan
Dictate Plan0:00 / 5:00
💡 Prompt: Describe the treatment plan — procedures performed, home exercises, frequency recommendations, next appointment, goals...
📝 Transcript
Evaluation Type
Select the appropriate evaluation complexity level
Treatment Procedures (CPT) with Time
Select procedures and assign time per 8-minute rule
Total Treatment Time
15 min
Regions Treated
Treatment Goals
Treatment Objectives
Exercises and/or Stretches Demonstrated
Treatment Plan
📞 Patient will call to schedule their next appointment.
Follow-Up Recommendations
☐Patient referred back to physician
Review & Print
✅ Your Initial Evaluation note is ready!
✅
Ready to Submit?
Run the compliance check to verify your note meets insurance requirements. You'll get print & send options after passing!
✅ Copied to clipboard!
Summary
📋 Full SOAP Preview
Preview will appear here...
✏️ Edit Note
Make any final adjustments before printing or sending. Changes apply to this session only.
📋 Patient List
No saved patients yet. Import from Jane or save patients manually.
Select Claim
Add New Claim
⚠️ Mark Chart Incomplete
Please select a reason. Admin will be notified so they can follow up if needed.
⚠️
Chart did not submit
Please try again. If the second attempt also fails, the chart will be sent to admin and you can move on.
📋
Welcome — Quick Reminder
🔍 Compliance Check
Symptom
Mild
Moderate
Severe
Select one or two for a range (e.g., Mild-Moderate)
📋 Notes Library
All therapists • Search by patient, date, or therapist
Notes are automatically saved when you send to Slack or print.
📄 View Note
Patient
Date of Service
Visit Type
Therapist
Saved
Share this note via...
✅
Note Submitted Successfully!
Ready to start the next patient's note?
⚙️ Admin Settings
🌐 Interface Language / Idioma de Interfaz
Changes the app interface only. All chart notes are always written in English for insurance compliance. Solo cambia la interfaz. Las notas clínicas siempre se generan en inglés.
✨ AI Enhancement
Auto-Enhance SOAP Notes
AI improves clinical language based on discipline scope of practice
Current Scope
MT: References physician orders, cannot state "medically necessary"
MT Scope
📋 Documentation
Auto-clear after Submit
Prompt to clear fields after sending to Slack or printing
Note Format
SOAP = Subjective → Objective → Assessment → Plan APSO = Assessment → Plan → Subjective → Objective
🏥 Clinic Info
Clinic / Practice Name
Appears in the app footer and printed notes
Footer Subtitle
e.g. "Workers' Comp & PI Documentation" or "Clinical Documentation System"
Default Discipline
Set the default discipline for new sessions
💳 Billing & Claims Setup
ⓘ HCFA/CMS-1500 Structure:
Box 33 (Billing) = Group Practice NPI •
Box 24J (Rendering) = Individual therapist NPI + taxonomy •
All therapists are W-2 employees billing under the group
Medical Billing Enabled
Unlocks claim submission buttons on compliance modal
📄 Box 33 — Billing Provider (Group Practice)
Practice Name
Group NPI (Type 2) ✓ Box 33a
EIN / Tax ID Box 33b
Practice Address (Box 33)
👤 Box 24J — Rendering Providers (W-2 Employees)
Taxonomy 172M00000X (Mechanotherapist) applied to all providers •
⚠️ Providers without NPI cannot submit claims electronically
PROVIDER
INDIVIDUAL NPI (BOX 24J)
TAXONOMY
STATUS
Enter first name only (e.g. "Maria") — NPI and taxonomy editable in row above after adding
🔴 No API Token — Enter token below to enable electronic WC submission
DaisyBill API Token
— Login to DaisyBill → Integration → API Tokens
🔒 Practice Defaults (Admin)
Lock practice-default settings so therapists cannot change them mid-session. Therapists who try will see a message directing them to ask administration.
When unchecked (default): therapists cannot switch between Single/Dual body zone — they must ask admin.
When unchecked (default): therapists cannot turn CPT codes on or off — they must ask admin.
When unchecked (default): therapists cannot adjust the minutes per CPT code — they must ask admin.
📋 Daily Reminder Pop-Up (Admin)
Customize the reminder shown to therapists once per device per day at login. Use it to direct your team to where referrals and patient info live in your practice. HTML supported (e.g., <strong>).
🔍 Patient Data Audit (Admin)
Scans all patients and identifies missing fields required for DaisyBill claim submission.
Settings are saved automatically and apply to all sessions on this device.
🔄
Returning Patient
This patient has previous session data from .
Would you like to restore their previous:
• Palpatory findings (muscle adhesions, trigger points, etc.)
• Gait & posture observations
• Diagnosis codes
• Treatment regions, goals & objectives
⚠️ You'll be prompted to review for any changes.
Welcome to MFA SOAP Charting!
Your insurance-compliant documentation assistant. Let's get you set up for success!
📋 Import your patient list from Jane
🎤 Voice dictation on any text field
✅ Automatic compliance checking
⏱️ 8-minute rule time tracking
📄 Print-ready SOAP notes & letters
Tip: Click "Load from Patient List" to import your patients!
Massage For Athletes
1600 N Dutton Ave, Suite 120 • Santa Rosa, CA 95401 • Tel: 707-541-6258 • Fax: 707-284-0122