What SoapBox can help with
Start with the work you need to get done.
Some practices come for documentation. Others need intake, scheduling, fax, or claim work to live closer to the record. Start where you are and add only what helps.
Documentation
Record the session, prepare a draft, and keep the signed note with the patient record.
Start the note before the details fade.
Capture, dictate, or type a therapy session. SoapBox drafts a SOAP note for clinician review, with workflows for SLP, OT, and PT documentation.
Keep the story of care in one chart.
Organize therapy patients, cases, goals, evaluations, notes, insurance information, and supported school documentation in one clinical record.
Front office
Prepare for visits, collect the right forms, and help patients and caregivers handle routine tasks.
Keep recurring appointments from becoming recurring problems.
Manage recurring therapy appointments, attendance, caregiver reminders, and connected calendars in one scheduling workflow.
Give families a clear way to do the paperwork.
Create digital intake forms, send a secure link, and review submitted history, consent, and insurance information in the patient workflow.
Give patients and caregivers one place for the next task.
Give patients and caregivers a secure place to view appointments, complete forms, and manage supported practice tasks between visits.
Know what is expiring before it becomes a problem.
Track provider licenses, payer enrollments, credentialing steps, documents, and renewal dates for a therapy practice.
Communications
Keep referral faxes, messages, phone calls, and video visits tied to the patient they concern.
Put each referral and authorization where someone can act on it.
Bring inbound therapy faxes into a review workflow with AI-assisted classification, patient matching, chart filing, and outbound fax support.
Keep patient messages on the practice line.
Connect two-way patient texting, appointment reminders, call history, and supported practice phone providers to the patient workflow.
Keep the video visit attached to the visit record.
Run browser-based therapy visits and connect consented recordings to the same clinician-reviewed documentation workflow as in-person sessions.
Revenue cycle
Give approved practices a place to manage eligibility, claims, remittances, and follow-up.
Start with one job
Begin with the part of the day that keeps following you home.
Start free with documentation, then decide what else belongs in SoapBox.
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