Clinical Workflows
Manage assessments, document sessions with AI assistance, schedule appointments, and capture in-session notes efficiently.
- Adding Clinical Assessments in a Client File
- Schedule, Join a Session & Prepare for Notes
- Writing progress notes with and without AI
- Creating and Sending Form Packets to Leads & ClientsPackets in Omni Practice let you streamline your intake and consent process by sending groups of forms to leads or clients. Here’s how to create packets and send them where they’re needed—either manually or automatically.
- Automated Signature Workflow Guide for Multi Signatures and SupervisorsAutomated signature workflows make it simple to assign notes for signature between supervisees and supervisors. This feature is perfect for practices needing a streamlined, stepwise sign-off process.