Anatomy of a session
The session is the atomic unit of work in the Clinician Platform: a six-step wizard from audio to a signed, billable record. Start one from the patient header's Start Session button; past and in-progress sessions live under the patient's Visits tab.
The six steps
| # | Step | Required? | Output |
|---|---|---|---|
| 1 | Session Capture | Required | Transcript or text description |
| 2 | Session Notes | Required | ADIME or SOAP clinical note, intervention notes, patient notes |
| 3 | Goal Setting | Optional | Patient-level goals |
| 4 | Nutrition Guidance | Optional | Nutrition targets + optional meal plan |
| 5 | Billing Codes | Optional | CPT + ICD-10, Superbill, CMS-1500 |
| 6 | Summary | Optional | Session Summary PDF, patient email, sign & finalize |
Good to know
- Steps autosave as you work; leave and resume anytime from the Visits tab.
- The Summary step stays locked until the Notes step has a clinical note ("Complete the Notes step to access Review").
- Your Caseload & Focus answers can hide steps that don't fit your practice (for example, Nutrition Guidance for a lactation-focused team member). Capture, Notes, and Summary always show.
- Signed sessions lock. Later changes go through addendums or an unlock with a reason: Editing a past session.