Patients and cases
Separate episodes of care while preserving the patient’s broader history.
Clinical records · Therapy EMR
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.
The therapy chart
Separate episodes of care while preserving the patient’s broader history.
Keep treatment goals available across the sessions and documentation that address them.
Store supported evaluations and clinician-reviewed notes with the relevant case.
Organize supported IEP-related records alongside the child’s goals and history.
Make coverage information available to the authorized workflows that depend on it.
Attach supported forms, referrals, and confirmed fax documents to the record.
Search for a patient, filter the directory to the work you own, and open the chart without losing your place.
Before you decide
Have a question about your practice? Tell us how you work today.
Ask us a question →The record centers on cases, goals, evaluations, and progress across therapy sessions, with workflows for SLP, OT, and PT practices.
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.
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
Start with patients, cases, and documentation. Add practice tools as you need them.
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