Reduce your workload
Choose from a robust library of customizable intake forms, treatment plans, and assessments.
Write notes while reviewing client history
View and filter through a client’s clinical history using the documentation history panel without leaving your current note.
Streamline client signatures
Collect client signatures on shared documentation—such as progress notes, evaluations, and treatment plans—all in the Client Portal.
Take your notes on the go
Sign and lock progress notes with a single click from your mobile device. Need to make a change? Pick up where you left off.
Confidently track progress
Help clients reach their goals with automated, easy to use, data driven measurement-based care tools.
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Use Wiley Treatment Planners®
Choose from 1,000+ prewritten treatment goals, objectives, and interventions organized by commonly-encountered problems.
Learn moreSimplify your treatment plans
Just add a diagnosis and an ICD-10 code from our auto-populated list, and never make a treatment plan from scratch again.
Customize treatment plans
Prioritize quality care and stay compliant with local insurance payor requirements with customizable treatment plan templates.
Create client assessments
Add an assessment to a client’s profile with our robust template library, or make your own with your practice management software.
Save time with snippets
Create snippets for your most frequently used phrases, then easily add snippet content to your notes.
Frequently asked questions
Here are some commonly asked questions, or read all FAQs.
Be the best version of your (business) self
Access our growing list of free resources to simplify your everyday.
Manage and grow your private practice, all in one place.
Free 30-day trial. No contracts. Change anytime. Tax deductible.
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