Document faster. Miss nothing.
Structured session notes built for clinical consultations — with templates, AI drafting, and a chart that stays current without extra work.
Appointment ends, note opens
When a session wraps, the note workspace opens pre-populated with the client's name, appointment type, and previous session context. You start writing — not searching.
Choose your structure
Pick from clinical session templates, SOAP-adjacent formats, or freeform. Templates auto-fill sections based on the appointment type you set up — so your structure is consistent without being rigid.
AI drafts, you approve
Practice Assist can generate a structured note draft from session context and client history. You review it, edit it, and sign off. The draft never goes anywhere until you approve it.
Note links to the chart
Every signed note updates the client's clinical summary automatically. No copy-pasting between a notes tab and a chart tab. The chart reflects what you documented.
Follow-up is one action
At the end of the note, you can assign a task, send a message, or schedule the next appointment — without leaving the note workspace.
How charting works across platforms
- Structured session notes
- Template library
- AI-assisted drafting
- Linked chart history
- Follow-up actions from the note
- Clinical session formats
- Dietary review sections
- Supplement and protocol references
- Symptom and intake cross-reference
- RHN-specific sign-off flow
Build your own templates or start from ours. Structure is consistent, documentation is faster.
Practice Assist drafts your note from session context. You review and sign. The AI never publishes without you.
Every note, every session, in order. Filter by date, type, or practitioner on multi-provider accounts.
Notes can flag outcomes — weight changes, adherence shifts, risk signals — so the chart surface shows what matters at a glance.
See charting in a full workflow.
Book a demo to watch note creation, AI drafting, and chart linking in a real YogaClient session.