Practice HarborYour practice’s plan form
Build the plan structure your practice or a payer expects under Settings, Templates, and new plans open in it. Practices that don’t need one keep the standard goals-and-objectives plan.
Treatment plans
Diagnoses with ICD-10 codes and treatment plans with goals and objectives, drafted by AI from the client’s own chart when you want, reviewed on a schedule, and signed by the client in the portal.
Plans that flow into the work
AI fill from the chart
Ask for a draft and the AI fills the plan from this client’s notes and earlier plans, never another client’s. Accept everything, or go section by section and rewrite with Magic Edit.
Diagnoses with ICD-10 codes
Search by code or keyword, add several diagnoses to one entry, and sign it. The codes carry onto claims and superbills, with multiple diagnoses supported on both.
Start from the last plan
Load the previous plan to carry forward what still applies, then update goals and objectives for the next period.
Review dates and the sign queue
Unsigned plans sit in Notes to Sign beside your notes, and plans approaching their review date are badged Due soon or Overdue so nothing lapses quietly.
Signed by the client
Share the plan to the portal and the client signs it there. The signed plan stays on the chart with the diagnosis it belongs to.
HIPAA compliant BAA included at sign-up Encrypted in transit and at rest
How it works, step by step
From the help center, written for the people who use it every day.
Works with
Common questions
Can the AI write the treatment plan?
It drafts one from the client’s own record, their notes and earlier plans, and you review every line before signing. Nothing from any other client is used.
Does the client sign the plan?
Yes, when you share it to the portal. The signed plan stays on the chart with its diagnosis.
Can I use the plan format my practice already has?
Yes. Treatment plan forms let you define the sections your practice or a payer expects, and every new plan opens in that form.
More answers in the help center.
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