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Documentation Built for Physical Therapists

Spend less time charting and more time treating with PT-specific templates and intuitive workflows

Clinical Documentation That Actually Helps

Documentation shouldn’t slow you down. Proactive Chart’s clinical tools are built specifically for physical therapy, with templates, workflows, and shortcuts that match the way you practice.

Clinical Notes View all clinical notes organized by date with quick access to documentation


Key Features

Comprehensive Patient Profiles

Everything you need to know about a patient in one place. Demographics, insurance, clinical history, and upcoming appointments are all accessible at a glance.

Patient Profile Complete patient information including demographics, insurance, and clinical history

Profile includes:

  • Demographics and contact information
  • Insurance details and eligibility status
  • Emergency contacts
  • Clinical alerts and notes
  • Appointment history
  • Document attachments

Patient Management

Easily manage your patient census with a searchable, filterable patient list. Find patients quickly and access their records with one click.

Patient List Search and filter your patient list to find records quickly

Management features:

  • Quick search by name or ID
  • Filter by status, provider, or diagnosis
  • Bulk actions for efficiency
  • Recent patients for quick access
  • Export capabilities

PT-Specific SOAP Notes

Document evaluations and treatment sessions with templates designed for physical therapy. Objective measurements, functional assessments, and treatment interventions are all structured for clinical accuracy and billing compliance.

SOAP note features:

  • PT-specific section templates
  • Objective measurement capture
  • Functional outcome tracking
  • Treatment intervention documentation
  • Goal progress tracking
  • Skilled care justification

Treatment Plan Management

Create and track treatment plans with goals, interventions, and progress tracking. Treatment plans connect to daily notes, ensuring continuity and compliance.

Treatment plan capabilities:

  • Short and long-term goal setting
  • Intervention templates
  • Progress measurement
  • Authorization tracking
  • Plan revision history
  • Patient-facing summaries

Outcome Measurements

Track patient progress with standardized outcome measures. Built-in support for common PT assessments with automatic scoring and progress visualization.

Supported measures:

  • LEFS (Lower Extremity Functional Scale)
  • DASH (Disabilities of Arm, Shoulder, Hand)
  • Oswestry Disability Index
  • NPRS (Numeric Pain Rating Scale)
  • Custom outcome measures
  • Progress charts and trends

Home Exercise Programs

Create and print customized home exercise programs with illustrations. Patients can also access their HEPs through the patient portal.

HEP features:

  • Exercise library with images
  • Custom program building
  • Portal access for patients
  • Print-friendly formats
  • Progress tracking
  • Exercise video links

Medicare Compliance Built-In

8-Minute Rule Calculator

Never guess about timed codes again. Our built-in calculator tracks time and ensures compliant billing.

Compliance tools:

  • Automatic 8-minute rule tracking
  • Timed vs. untimed code flagging
  • Modifier recommendations
  • Therapy cap tracking
  • G-code documentation support

KX Modifier Automation

When patients approach therapy thresholds, the system alerts you and automates KX modifier application with appropriate documentation.


Benefits for Your Practice

Document Faster

PT-specific templates and smart defaults mean less typing. Voice-to-text support lets you dictate notes on the go.

Ensure Compliance

Built-in rules for Medicare compliance, medical necessity documentation, and skilled care justification protect your practice from audits.

Track Outcomes

Demonstrate patient progress with objective measurements and standardized outcome tools. Better outcomes mean better referrals.

Reduce Denials

Complete documentation with proper medical necessity language means fewer claim denials and faster payments.


Ready to Transform Your Documentation?

Join practices that have cut documentation time by 30% or more while improving compliance and clinical outcomes.

Start Your Free 30-Day Trial - No credit card required

Questions? Email us at [email protected]