Clinical workflows
30-minute follow-up

30-minute follow-up

The most common return visit. Anchored on the prior session's goals and patient-logged data since.

Before the session

StepWhere
Review prior goalsPatient → Sessions → previous session
Review tracking dataPatient → Infant Tracking
Read the snapshot panelPatient → Overview
Note red flagsSnapshot panel

During the session

  1. Capture — usually shorter; dictate as you discuss progress.
  2. Notes — generate; emphasize Monitoring/Evaluation (ADIME) or Plan (SOAP) for goal progress.
  3. Goals — refine, close, or add new ones.
  4. Nutrition — minor adjustments to the existing plan often more useful than regenerating.
  5. Billing — follow-up CPT codes (15 / 30 / 45 / 60 min variants).
  6. Review & export.

Common patterns for first vs. third vs. tenth follow-up coming soon.