π Add a document
Eval, patient info form, ID, insurance card, or note β Word, PDF, or photos. The app reads it and fills in what it can.
On iPhone: tap Take Photo to shoot an ID, card, or form. You can capture several at once (ID + insurance + intake sheet) and it builds one patient.
New Note
Daily SOAP and Recert are live. * Progress / Discharge land in a later pass.
DICTATION
Tap to dictate live (screen must stay on)
GENERATED NOTE
REVISE WITH CLAUDE
Billing Log
Auto-fed from saved notes Β· build_log8 format
Settings
API Keys
Backend mode active. The Anthropic API key is set as the ANTHROPIC_API_KEY environment variable on Netlify and is shared by every device that opens this app. You do not need to paste it below.
The key field is kept as an optional fallback β only used if the backend proxy is unreachable (e.g. opening the app as a local file).
Referring Providers
These appear in the patient form dropdown and on recert signature blocks.
Data & Backup
Patients0
Saved notes0
Documents in vaultβ¦
How backup works: tap Back up everything β on iPhone the Share Sheet opens; tap Google Drive (or Files, iCloud, Mail) to save the backup there. On desktop it downloads.
The backup is one file containing patients, notes, billing log, settings, and the entire document vault (evals, ID photos, insurance cards). Restore puts everything back exactly as it was β including on a different device.
Run a backup at the end of each work session until automatic cloud sync ships in Phase 2. On iPhone, Add to Home Screen so Safari doesn't evict the stored data between visits.
Add Patient
Fill what you have. Only Name is required β everything else can be added later.
IDENTITY
INSURANCE
REFERRING PROVIDER
EPISODE & CERTIFICATION
AUTHORIZATION (your tracker)
DIAGNOSES & CLINICIAN
Burst Capture
Capture sequential frames of patient movement β gait, transfers, balance, sit-to-stand. Saves to the patient's document file as a set.