Benefit: Spend less time searching for patient information, ensuring thorough, accurate, and personalized evaluations.
How It Works:
IMPORTANT: Before starting an evaluation, upload the patient’s relevant medical records to the Miscellaneous tab in their Episode of Care.
(Note: You can upload up to 10 files per patient.)
After uploading your Miscellaneous docs, open your Evaluation (PT, OT, or ST) and navigate to the Medical History tab.
If documents were uploaded, click the "Prefill with AI" button to auto-populate the fields.
⏱️After importing the medical history document, wait at least 5 minutes before starting the Evaluation (PT, OT, or ST).
Pre-filled details are marked with a sparkle icon ✨. Click this icon to view the original source document and exact paragraph the information was sourced from. (This gives you the power to verify and trace any pre-filled content with confidence.)
Review, edit, or delete any pre-filled content as needed. Deleted fields can be brought back using the “Restore” button.
Note: If no documents were uploaded to the Miscellaneous tab, the pre-fill option will not appear.
Designed for Therapists, Powered by InsightsAi
These new features were developed with one goal in mind: to support therapists like you in delivering skilled, patient-centered care while reducing the burden of documentation.
Whether you're writing daily notes, summarizing a week of treatment, or preparing evaluations, our AI tools are your new clinical companion—enhancing efficiency, accuracy, and quality every step of the way.
Stay tuned—these updates are coming your way soon. If you have questions or want training on how to get started, our team is here to support you every step of the way.
InsightsAi™ may occasionally make mistakes. Always review your documentation before submitting.