HomePlatformClinical documentation

The note is done before the patient leaves.

Two ways to document a PT visit, one record underneath: the clinical form your clinic built, or the whole case as columns in the flow sheet. Aurora drafts the fields from the visit, you accept what's right, and you sign. No evening catch-up, no second system.

See Orion run your practice → See transparent pricing

Forms, flow sheet and Aurora included in both plans

Tuesday, 2:15pm · treatment room 3

You treat the patient. The note keeps up.

  1. Open the visit's formOne tap from the calendar or the chart. The form that opens is the one your clinic built for this visit type, already versioned and ready.
  2. Record the visitTap once and put your hands on the patient. Orion transcribes in the background, and the original audio stays available for playback.
  3. Aurora fills your fieldsIt knows the structure of your form, so the transcript comes back as a suggestion per field, not a wall of text you have to cut apart.
  4. Accept, sign, doneTake what's right, reject what isn't, sign. The attestation, the PDF and the filing to the chart happen without you.

The other way to document

The whole course of care, side by side.

Some clinicians don't want to open a form per visit. The flow sheet puts every visit in the case in its own column, so you document today directly beside what happened last week.

Flow sheetCASE-2026-000012

John Patient4 visits
Autosaved
MRSep 8Maya Reyes, DPTDocumenting now
SNSep 1Sarah Okafor, DPTSigned
JDAug 25Jane Smith, DPTSigned
Subjective
Soreness after last session resolved by morning. Sitting tolerance up to 35 min.
Pain 4/10 with prolonged sitting. Sleeping through the night again.
Treatment
97530Ther. activities · 20m97110Ther. exercise · 15m
97530Ther. activities · 20m
97110Ther. exercise · 30m
Goals
Sit to stand ×10, no UE assistLift 20 lb floor to waist
Sit to stand ×8, min assist
Set at evaluation
Assessment
Not documented
Tolerated full session without increased pain. Progressing as expected.
Guarding reduced. Continue current plan, reassess in 2 weeks.
Verify · Maya Reyes, DPT · 2026-09-081 of 4 sections complete

Signed columns are read-only and carry the clinician who signed them. Everything you type in the live column autosaves as you work, and Aurora can record and draft straight into the grid.

  • Scroll the whole case, not a stack of PDFsEvery visit in the case is a column. Answering "is this patient actually getting better?" is a horizontal read, not eleven documents.
  • Type straight into the gridRich text where you need prose, structured fields where the data matters. Treatments, procedures, times and custom measurements per visit.
  • Fit the sheet to the patientAdd or remove fields for this case, resize and rearrange columns. Your layout is remembered next time you open it.
  • Goals live in the sheetCare-plan goals sit right in the grid, so progress is documented against the actual plan instead of from memory.

Review, sign, share

A verification pass, then it leaves the building.

Review the visit on the verification rail before signing, search across the case, filter visits by status. Then export the flow sheet to PDF for a referral, a records request or payer documentation.

Same signature and audit trail as a clinical form

What it means for your team

Documentation stops being the thing that runs late.

The note is where a PT clinic quietly loses its evenings, its charges and its clean claims. Orion changes that for every role, and each one feels it differently.

Clinician

Finish the note in the room, not at nine at night.

  • Hands on the patientRecord the visit and let Aurora draft it. You review field-level suggestions and accept the ones that are right. Reviewing is faster than writing, and far faster than correcting.
  • Document the way you thinkThe form is the one your clinic built, in the format you use. Or work the case as columns in the flow sheet if that's how you'd rather see it.
  • Nothing lost mid-visitEverything autosaves as a draft. You get pulled away, you come back to exactly where you were.

Delivered byAurora voiceClinical formsFlow sheetMacros

Your forms, your formats

Build the note your clinic actually uses.

Drag-and-drop, no engineering. Six note formats out of the box, specialty starting templates so you're never staring at an empty page, and each form carries its own visit type, so the right note opens for the right kind of visit.

SOAPDAPBIRPGIRPNarrativeCustom
  • Versioned and publishedChange a form and publish a new version. Notes already signed keep the form they were signed on.
  • Reusable across the practiceOne library, every location. Plus personal macros for the sentences a clinician types fifty times a week.
  • Read-only blocks on purposePlace diagnoses, medications, goals or the plan of care as view-only context, so signing a note can't quietly change the chart.
  • Patients fill their part firstSend intake and consent forms ahead of the visit. Patients complete and sign in the portal, so the chart is ready before they arrive.

SettingsClinical forms

Initial EvaluationDraft v5
Editing

Subjective

Pain level (0–10)Number
Mechanism of injuryRich text

Objective

Range of motionMeasurement
Drop measurement hereNew
DiagnosesView only

Aurora · ambient documentation

Aurora drafts your form, field by field.

Focus on your patient, not your keyboard. Aurora listens to the visit, reads the structure of your custom form, and returns a suggestion for every field. You accept, reject or edit each one: nothing lands on the chart unreviewed, and the original audio is always there to play back.

You are still the authorEvery suggestion is reviewed before it lands
See how Aurora works →

What Aurora does with the visit

Transcribes the recordingAmbient
Reads your form's structurePer field
Drafts in your note formatSOAP · DAP · BIRP
Suggestions you accept or rejectOne at a time
Works in the flow sheet tooSame grid
Original audio playbackAny time

A legal record, treated like one

Signed means signed.

A clinical note is the official record of the visit, so Orion never lets anyone quietly rewrite one. There are three deliberate paths instead, and each leaves the history intact.

Sign

Attested, then filed

Signing carries a 21 CFR Part 11 attestation. Draw, type or upload your signature, or save one to reuse. The signed note renders to PDF and files itself to the patient's chart.

Discard

Only ever a draft

A note that was never signed put nothing on the chart, so discarding it leaves nothing behind. Signed notes can't be discarded; the option isn't offered.

Amend

Supersede, never overwrite

Corrections to a signed note create a new version that supersedes the original. The original stays on the record and the version history can be reviewed.

Void

Entered in error

A note that should never have stood is marked entered in error and its document retracted, with a full audit trail. Nothing is truly deleted.

The menu on a document only offers what's legal for its state: a signed note offers amend and void, a draft offers discard. Notes awaiting co-signature and voided notes can't be amended.

Questions, answered

Clinical documentation FAQ

Do I have to choose between the forms and the flow sheet?
No. In Orion they're two ways into the same record, and clinicians in the same clinic can work differently. A full clinical form is the right surface for an evaluation or a discharge; the flow sheet is usually faster for a run of treatment visits, because you're typing beside last week instead of opening a document. Both autosave, both use Aurora, and both end in the same signature and audit trail.

Can we build our own forms, or do we use yours?
Both. There's a drag-and-drop builder, so your clinic designs its own documentation without an engineering ticket or a vendor request: six note formats out of the box (SOAP, DAP, BIRP, GIRP, narrative and fully custom) plus specialty starting templates so nobody builds a SOAP note from an empty page. Forms are versioned and published, reusable across the practice, and each one carries its own visit type so the right note opens for the right visit.

How much does Aurora actually write, and who's responsible for it?
Aurora drafts; you author. It transcribes the visit, reads the structure of the form you're in, and returns a suggestion per field in your clinic's note format. You accept, reject or edit each one. Nothing is written to the chart unreviewed, the original audio stays available for playback, and you sign, so the note is yours.

What happens when a signed note is wrong?
You amend it. The form reopens, you make the correction, and Orion saves it as a new version that supersedes the original. The original is preserved unchanged and the version history can be reviewed. Structured items you didn't touch, like diagnoses and treatments, carry over without duplicating. If a note should never have stood at all, void retracts it and marks it entered in error, keeping the full audit trail. Nothing is deleted, and nothing is edited in place.

How does co-signing work for students and assistants?
A supervised note is flagged for co-signature and routed to the supervisor, where it lands in a dedicated pending-co-signatures queue rather than an inbox someone has to remember to check. The supervisor can co-sign or decline with a reason so the student knows what to fix. It matters commercially as well as clinically: a note sitting unsigned is a visit sitting unbilled.

Does the documentation feed billing, or is that a separate step?
It feeds it. Completed forms generate structured clinical data (diagnoses, observations, treatments), not just a block of text, and billable charges are derived from what was documented. The note and the bill agree by construction instead of by reconciliation. Timed codes missing their minutes are flagged in the visit, before signing.

Is any of this an add-on?
No. Clinical forms, the form builder, the flow sheet, Aurora voice documentation, co-signature and PDF export are included in both plans. There is no scribe tier and no per-note fee.

Book a live demo

Bring your worst note and time it.

Bring the evaluation that always takes forty minutes and we'll document it in Orion on the call: form, flow sheet, Aurora, signature. Then compare it to what tonight would have looked like.

See Orion run your practice → Take a Test Drive
  • Forms, flow sheet and Aurora included in both plans
  • Your forms, your formats, built without an engineer
  • Runs alongside your current EHR until you switch