Care plan from the evaluation
Drafted by Aurora from the initial eval, active only once a clinician approves it.
Clinician
Guide every patient from evaluation to discharge without dropping the ball.
The case holds the whole physical therapy episode together: diagnoses, goals, interventions, care team, authorizations and discharge. Nothing starts from a blank page, and nothing quietly falls through between visit three and visit thirty.
Included in both plans · every plan clinician-approved before it's active
Evaluation signed at 10:52am
The care plan writes its own first draft.
- The evaluation gets signedFindings, measurements and diagnoses land on the case: the one record that holds this whole episode of care.
- Aurora reads it and draftsGoals with real targets, interventions and a plan of care, built from what the clinician actually documented.
- The clinician reviews and adjustsEvery goal is editable, and nothing is active until a clinician approves it. The draft saves the typing, not the judgment.
- The case starts trackingGoals measure against target from the next visit forward, and discharge documentation is built from the same plan.
What it means for your team
One case, four different things it saves.
The episode of care is where clinical work and revenue meet. When it's organized, everyone downstream stops guessing.
Clinician
Never start a plan of care from a blank page.
- The plan drafts itselfGoals and interventions come from the evaluation you already documented. You review and adjust instead of typing it twice.
- Progress you can seeEvery goal has a target and a history, charted visit over visit, so "is this working?" has an answer, not an impression.
- A summary after every visitOrion generates a visit summary when the visit ends, pulling in the plan, its goals and what was documented, so progress is written down as you go.
Delivered byAurora care plan draftGoal targets & historyAuto-generated visit summary
Progress, not impressions
Every goal has a target, a history and a trend.
Measurements captured during treatment roll straight into the goal they belong to, no separate tracking sheet.
- Charted against the targetEach goal shows its baseline, its target and every measurement since, so progress is a line, not a paragraph you have to reconstruct from notes.
- Evidence for the payerWhen an authorization renewal needs justification, the progress history is already documented in the format a reviewer expects.
- Discharge criteria that mean somethingGoals met, partially met, or revised: the discharge summary is built from the plan you've been tracking all along.
Right knee flexionGoal · 8 visits
104°Baseline
132°Latest
MetGoal status
What runs the episode
The parts that carry a patient through the episode.
All of it on one case record, included in both plans. No add-on module for care planning.
Goals with real targets
Create, edit and track goal targets with a baseline, a value and a timeframe.
Clinician
Progress visualization
Measurement history, trends and charts on every goal, visit over visit.
Clinician
Case diagnosis flow
Diagnoses set at the case level propagate down and are inherited by visits.
Front office
Care team on the case
Everyone involved in the episode, visible for scheduling and coordination.
Front office
Authorization visit tracking
Approved visit counts recorded on the authorization, tied to the case.
Billing
Prior-auth record & documents
Requests, references and supporting documentation kept with the case.
Billing
Visit summary, auto-generated
When a visit ends, Orion pulls the plan, goals and documentation into a summary.
Clinician
Frequency & duration
The visit pattern the plan calls for, so scheduling matches what was ordered.
Front office
Goal tracking per case
Goals met, partially met or revised, tracked on each care plan at the case level.
Owner
Straight talk about prior auth
We can't automate your payers. We can make sure they never surprise you.
Prior authorization is still a phone-and-fax business, and any vendor promising to automate it away is selling you something. What Orion does is remove the part that actually costs you money: losing track. Every authorization lives on the case with its payer, dates, visit limit and status, counting down as visits happen, and warning you while there's still time to renew.
No expired-auth write-offsApproved counts and dates sit on the case, in view before the denial
See how billing works → On every authorization
Visits used / remainingCounted automatically
Approved visits and end dateOn the case
Payer, dates, reference numberOn the case
Submitting the request itselfStill a human
Questions, answered
Case & care plan FAQ
Does Aurora write the care plan for me?
Aurora writes the first draft from your signed evaluation: goals with targets, interventions and a plan of care. Nothing becomes active until a clinician reviews and approves it, and every part of the draft is editable. It removes the typing, not the clinical judgment.
Can you automate prior authorization?
No, and neither can anyone else honestly: prior auth still depends on payer portals, phone calls and fax. What Orion does is keep the authorization itself under control: payer, dates, approved visit counts and reference numbers, all recorded on the case. The submission is still a person; the tracking never is.
What's the difference between a case and a care plan?
The case is the container for the whole episode of care: diagnoses, care team, authorizations, visits and documentation. The care plan is the clinical plan inside it: goals, targets, interventions and discharge criteria. One case can carry a plan of care from evaluation through discharge, which is what keeps a long episode from turning into a pile of unrelated visits.
How does goal progress get captured?
From the measurements clinicians already document during treatment. Each measurement attaches to the goal it belongs to, so the goal accumulates a history, a trend and a distance from target without anyone maintaining a separate tracking sheet.
Do diagnoses have to be re-entered on every visit?
No. Diagnoses set on the case propagate to the visits underneath it, and the visits inherit them for documentation and billing. Change them at the case level and the change carries forward: you're managing an episode, not repeating yourself.
What does discharge look like?
You set the discharge date on the case, and the case closes with its plan, goals and their outcomes (met, partially met, revised) on the record. Along the way, Orion generates a summary after every visit that pulls in the plan, its goals and what was documented, so the episode is written down as it happens rather than reconstructed at the end.
Is care planning an extra charge?
No. Cases, care plans, goals, authorizations and visit summaries are included in both plans, with no per-case or per-plan fee.
Book a live demo
See a plan of care built from an evaluation.
We draft the plan from a sample evaluation, track a goal to target, and show you the visit summary Orion writes when the visit ends. No patient information, ever.
- Every care plan clinician-approved before it goes active
- Cases, plans, goals and authorizations in both plans
- Runs alongside your current EHR until you switch