Physiotherapists, occupational therapists and other allied-health clinicians running a session series
Allied-health practitioners
The unit of work is not a single visit, it is a series: a plan, a set of sessions, and adherence that has to be visible between visits, not reconstructed at the end.
A series, not a visit
- 01
Open the plan
The session opens against the active plan, with adherence and outcome scores since the last visit already summarised.
- 02
Document the session
Measures and progress notes are structured against the plan's own template, not a generic note.
- 03
Bill the episode
The claim follows the funding rule attached to the episode — session count, authorisation limits and co-pay included.
Jobs this role gets done
See adherence before the session starts
Home-programme completion between visits is on the plan, not something asked verbally at the door.
Track an outcome measure across a whole episode
The same scale is scored at each checkpoint and trended automatically for the funder report.
Stop guessing the authorisation balance
Remaining authorised sessions and co-pay status are shown on the plan, not looked up separately per payer.
Capability domains this role leans on
Allied-health work draws on Clinical Operations (1099 catalog features, including pathway and outcome-measure tooling) and Revenue & Finance (237 features covering episode-based and funder-specific billing).
The six questions
- What is it?
- A plan-of-care workspace that keeps every session of a series, the home programme between sessions, and the funding rule for the episode in one place.
- Who is it for?
- Physiotherapists, occupational therapists, speech-language pathologists and other allied-health clinicians who bill by episode or session count.
- Which problem does it solve?
- Progress across a series is invisible between visits: a patient reports having done the home exercises, but nothing shows whether the dose or the movement was right, and funders ask for progress notes the record was never built to produce.
- How does it work?
- Each session attaches to the same plan and the same outcome measures. Home-programme completion and pain or function scores are captured from the patient between visits and appear on the plan before the next session starts. Coding follows the episode's funding rule automatically.
- How is it different?
- The plan, not the single visit, is the object being documented — a session without a plan cannot be created by accident.
- What is the proof?
- A funder progress note is exported from the same outcome measures already collected session over session, not written separately at the deadline.
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The unit of work is not a single visit, it is a series: a plan, a set of sessions, and adherence that has to be visible between visits, not reconstructed at the end.