💡 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 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
Follow-Up Recommendations
☐Patient referred back to physician
Review & Print
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Summary
📋 Full SOAP Preview
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📋 Patient List
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🔍 Compliance Check
Symptom
Mild
Moderate
Severe
Select one or two for a range (e.g., Mild-Moderate)
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Patient
Date of Service
Visit Type
Therapist
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Current Scope
MT: References physician orders, cannot state "medically necessary"
MT Scope
📋 Documentation
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Note Format
SOAP = Subjective → Objective → Assessment → Plan APSO = Assessment → Plan → Subjective → Objective
🏥 Clinic Info
Clinic Name
Massage For Athletes
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