Clinical records · Therapy EMR

Keep the story of care in one chart.

Therapy documentation builds over time. SoapBox keeps goals, evaluations, session notes, documents, and case history together so the chart reflects progress rather than isolated visits.

Patients and casesGoals and evaluationsSLP · OT · PT records
01

The therapy chart

Keep the clinical pieces together.

01

Patients and cases

Separate episodes of care while preserving the patient’s broader history.

02

Goals and progress

Keep treatment goals available across the sessions and documentation that address them.

03

Evaluations and notes

Store supported evaluations and clinician-reviewed notes with the relevant case.

04

School documentation

Organize supported IEP-related records alongside the child’s goals and history.

05

Insurance context

Make coverage information available to the authorized workflows that depend on it.

06

Patient documents

Attach supported forms, referrals, and confirmed fax documents to the record.

07

Patient directory

Search for a patient, filter the directory to the work you own, and open the chart without losing your place.

Before you decide

A few useful answers.

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01What makes this a therapy EMR?

The record centers on cases, goals, evaluations, and progress across therapy sessions, with workflows for SLP, OT, and PT practices.

02How is patient information protected?

SoapBox uses encryption at the storage boundary for protected fields, role-based access, organization controls, and audit logging for relevant PHI activity. SoapBox AI implements safeguards designed to protect PHI, and Simplicity Group Advisors, LLC enters into BAAs where required. HIPAA compliance also depends on your organization’s policies, configuration, authorized users, and use of the service.

03Can I export documentation?

Supported notes and evaluations can be exported as PDF or DOCX. Contact support if you need to plan a broader records transition.

Try it in a real situation

See the patient story, not a pile of separate forms.

Start with patients, cases, and documentation. Add practice tools as you need them.

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