By Workflow
Task-oriented guides grouped by area. Each workflow lists prerequisites, permissions, and a step-by-step path to completion.
Clinical
SOAP notes, supervision, treatment cycles, progress summaries.
Complete a SOAP note (CDA)
As a CDA, write and finalize the SOAP note for a treated appointment. Once you mark the note complete, your supervising SLP is automatically assigned an approval task.
Approve a SOAP note (SLP)
Review and sign off on a completed SOAP note written by a CDA you supervise. Approval locks the note and makes the appointment payroll-eligible.
Create a treatment cycle and consume sessions
Set up a block of authorized sessions for a client, then consume one session per treated appointment. Cycle thresholds automatically trigger progress-summary and renewal tasks.
Scheduling
Booking, rescheduling, confirmations, conflict handling.
Billing
Invoices, payments, refunds, split billing, credit memos.
Invoice a treated appointment
Create an invoice from a completed session. The invoice inherits services, tax, and quantities from the appointment, and can be billed to the client or an insurer.
Collect payment on an invoice
Record a cash, check, Stripe, or Clover payment against an invoice. Stored cards-on-file can be charged directly for single or batched invoices.
Refund an invoice
Reverse a payment or void an invoice. Refunds are gated to owners and admins; the original payment is preserved and a reversal record is created.
Payroll
Payroll readiness, cohorts, hourly payroll, clinician pay.