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Physiotherapy Practice Mgmt
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Physiotherapy Practice Mgmt · Available now

Coordinate care from request through attested service.

Physiotherapy Practice Mgmt follows a care request from its requested scope through professional review, provider coordination and attested service. A Care Coordinator owns the request, relates it to a practice and provider organization, and keeps the patient and consent references with the requested units.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewCare Requests In Flight
Physiotherapy Practice Mgmt · Care requests

Care Requests In Flight

Care requests in one list

New care request
Care requests in view
6
Total requested units
2,560
Requested
2
Review
2
Requested2
Elena Voss knee rehabilitationMossfield Mobility Clinic
560
26 Oct
Yuna Choi ankle recoveryPinecrest Family Clinic
780
29 Oct
Add
Review2
Ravi Shah shoulder mobilitySilver Brook Therapy Partners
70
23 Oct
Amara Okafor balance assessmentLarkspur Neurology Group
440
04 Nov
Add
Authorized1
Grace Mbaye post-surgery gait trainingHarbor Point Rehabilitation
440
26 Oct
Add
Scheduled1
Tomas Ibarra lower back careLarkspur Neurology Group
270
30 Oct
Add
Elena Voss knee rehabilitationCare requests · CR-24335
Requested
Requested at26 Oct
Requested units560
OwnerAisha Bello
CounterpartyMossfield Mobility Clinic
Review the planCR-24335 · Elena Voss knee rehabilitation

Authorized Clinical Reviewer decides on the current plan and request revision.

Waiting for Authorized Clinical Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

See care work in context

Every feature works on the same records. Pick one to see the screen your team works in.

Care requests

Keep each requested care scope tied to its owner, provider and consent reference.

  • Source
  • Decision
  • Follow-up
  • Care requests
  • Therapy plans
  • Provider organizations
  • Organizations
  • Team members
Explore care requests
OverviewCare Requests Attested
Physiotherapy Practice Mgmt · Care requests

Care Requests Attested

Care requests

New
Record numberSubjectStatusAttested atCounterparty
CR-52139Elena Voss knee rehabilitationAttested14 OctSilver Brook Therapy Partners
CR-51673Ravi Shah shoulder mobilityAttested21 OctLarkspur Neurology Group
CR-97519Grace Mbaye post-surgery gait trainingAttested02 NovSilver Brook Therapy Partners
CR-40418Tomas Ibarra lower back careAttested30 OctMossfield Mobility Clinic
CR-10012Yuna Choi ankle recoveryAttested21 OctWillowbend Sports Medicine
6 of 6 records
Elena Voss knee rehabilitationCare requests · CR-52139
Attested
Attested at14 Oct
CounterpartySilver Brook Therapy Partners
Example screen with sample data
Process

Follow each care request

Request to attested service ships ready to use. 2 steps need a named approval before the work moves on: Review the plan (Authorized Clinical Reviewer) and Authorize care (Authorized Clinical Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Scope the request

    Record consent, requested units, owner and provider on the care request.

    Elena Voss knee rehabilitationCR-24335 · Care Coordinator
    Scope the requestBy Care Coordinator

  2. Review the plan

    A clinical reviewer decides on the submitted plan revision.

    Elena Voss knee rehabilitationCR-24335 · Authorized Clinical Reviewer
    Review the planBy Authorized Clinical Reviewer
    ApprovalAuthorized Clinical Reviewer decides on the current plan and request revision.

  3. Authorize care

    A professional records the authorization decision and its evidence.

    Elena Voss knee rehabilitationCR-24335 · Authorized Clinical Reviewer
    Authorize careBy Authorized Clinical Reviewer
    ApprovalAuthorized Clinical Reviewer approves the care scope with external authorization evidence.

  4. Coordinate service

    Confirm provider availability for authorized care.

    Elena Voss knee rehabilitationCR-24335 · Care Coordinator
    Coordinate serviceBy Care Coordinator

  5. Verify evidence

    Match clinical evidence to the request and provider.

    Elena Voss knee rehabilitationCR-24335 · Operations Manager
    Verify evidenceBy Operations Manager

  6. Attest completion

    Record completion after verified evidence supports the service.

    Elena Voss knee rehabilitationCR-24335 · Operations Manager
    Attest completionBy Operations Manager

Start with Request to attested service

Inside a record

Bring provider evidence together

Open any care request to see its clinical evidence, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Requested at, Requested units, Owner and Counterparty.

  2. 2
    Clinical evidence

    Each line is linked to this care request.

  3. 3
    Who works on it

    Care Coordinator, Authorized Clinical Reviewer and Therapist, each with their own permissions.

  4. 4
    Process stages

    Establish practice scope and Scope the request, with the role that acts.

  5. 5
    Approvals

    Review the plan and Authorize care, with who decides.

Care Requests In FlightElena Voss knee rehabilitation
Physiotherapy Practice Mgmt · Care requests

Elena Voss knee rehabilitation

Mossfield Mobility Clinic · Requested

Log activity
1
Record details
Requested at26 Oct
Requested units560
OwnerAisha Bello
CounterpartyMossfield Mobility Clinic
2
Clinical evidence

Elena Voss knee rehabilitation

Line numberEvidence typeOccurred at
780Referral letter03 Nov
740Imaging report31 Oct
790Functional assessment24 Oct
Clinical evidence
6
Total line number
3,690
3

Who works on it

  • Care CoordinatorManage care requests, therapy plans, record attachments
  • Authorized Clinical ReviewerApprove care requests, therapy plans
  • TherapistManage therapy plans, record attachments
4

Process stages

  • Establish practice scope
  • Scope the requestCare Coordinator
5

Approvals

  • Review the planAuthorized Clinical Reviewer
    Approved
  • Authorize careAuthorized Clinical Reviewer
    Waiting
Example screen with sample data
Approvals

Keep clinical decisions clear

The Authorized Clinical Reviewer records the professional decision on the current revision. The preparer supplies the plan and supporting material.

OverviewApprovals
Physiotherapy Practice Mgmt · Overview

Approvals

Signed in as Authorized Clinical Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TP-49236Elena Voss
    Mira BanerjeeRequested by Care Coordinator
    Submitted2dActions
  • TP-93877Ravi Shah
    Lucas MorenoRequested by Care Coordinator
    Submitted1dActions
  • TP-47175Grace Mbaye
    Aisha BelloRequested by Care Coordinator
    Submitted4dActions
  • TP-42945Tomas Ibarra
    Kenji TanRequested by Care Coordinator
    Submitted5dActions

Who approves what

DecisionApprover
Review the planA clinical reviewer decides on the submitted plan revision.Authorized Clinical Reviewer
Authorize careA professional records the authorization decision and its evidence.Authorized Clinical Reviewer
Approve care requests, therapy plansAuthorized Clinical Reviewer
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Physiotherapy Practice Mgmt to the work that is theirs. Pick a role to see what it starts with.

Care Coordinator

Owns scoped requests, submits linked care plans and follows provider handoffs.

This is the first screen this role sees.

OverviewTherapy Plans Awaiting Review

Therapy Plans Awaiting Review

Therapy plans · Care Coordinator

StatusRevisionPatient referencePlanned sessionsTherapistParent
Submitted350Elena Voss290Mira BanerjeeGrace Mbaye post-surgery gait training
Submitted250Ravi Shah120Lucas MorenoElena Voss knee rehabilitation
Submitted120Grace Mbaye270Aisha BelloYuna Choi ankle recovery
Submitted500Tomas Ibarra890Kenji TanLina Haddad hip mobility plan
Submitted210Yuna Choi930Leila HaddadFelix Romero wrist therapy
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See unresolved work

Read requests, decisions, evidence and operation exceptions.

Overview
Physiotherapy Practice Mgmt · Overview

Physiotherapy Practice Mgmt dashboard

This quarter

Therapy plans in view
6
Total planned sessions
2,960
Submitted
6

Care requests by status

How far records got this quarter

StageReachedStep
Requested24
Review1354%
Authorized862%
Scheduled563%

Requested units by status

Sample totals per stage

10.0k0
7.0kRequested
9.0kReview
10.0kAuthorized
6.0kScheduled
4.0kAttested
Example screen with sample data
  1. 01Requests by status and organization

    Group care requests by practice, current status and requested date.

  2. 02Requested units by provider

    Compare requested units across provider organizations and request statuses.

  3. 03Plan review queue

    Show submitted therapy plans by organization and linked request.

  4. 04Clinical decision history

    Read review decisions by care request, source revision, reviewer and decision date.

  5. 05Evidence verification

    Compare clinical evidence by verification status, provider and evidence type.

  6. 06Attestation timing

    Compare request dates with attested dates for completed care requests.

  7. 07Operation exceptions

    Group failed and needs-review receipts by action, failure reason and occurrence date.

  8. 08Provider coverage

    List active provider organizations by practice and contact.

All reports and dashboards

Who it's for

Fit your practice

See how Physiotherapy Practice Mgmt fits your kind of team.

Single physiotherapy practice

Run a clear request and review handoff in one practice.

Multi-site physiotherapy practices

Coordinate care across practice organizations with clear ownership.

Provider-connected care teams

Track decisions and evidence across provider relationships.

Controls

Trace every change

Each stage of request to attested service names the role that acts and the status it records, so a change is never anonymous.

OverviewRequest to attested service
Physiotherapy Practice Mgmt · Process

Request to attested service

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
9
Scope the request
Care Coordinator
StatusRequested → Review
RecordsCare requests
Prepare the therapy plan
Care Coordinator, Therapist
StatusDraft → Submitted
RecordsCare requests, Therapy plans
Review the planApproval
Authorized Clinical Reviewer
StatusSubmitted → Approved
RecordsReview decisions, Therapy plans
Request to attested service
  1. Start
    Scope the requestRequested → Review
    Care requests
  2. Step
    Prepare the therapy planDraft → Submitted
    Care requests
  3. Approval
    Review the planSubmitted → Approved
    Review decisions
  4. Approval
    Authorize careReview → Authorized
    Operation receipts
  5. Step
    Coordinate serviceAuthorized → Scheduled
    Care Coordinator
Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Use Proto to prepare and check practice work.

It can

  • Care Coordinator: Find requests in Review and prepare the linked plan and provider handoff for a professional decision.
  • Authorized Clinical Reviewer: Show the submitted plan, current request revision and supporting evidence before the reviewer decides.
  • Operations Manager: List receipts needing attention and compare each original key with the linked request and effect references.

Stays with a person

  • A professional decides whether to approve a plan or authorize care.
  • A provider confirms its own availability and clinical evidence.
  • Proto can prepare context and guide a check, then the named person records the decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Physiotherapy Practice Mgmt
  • Clinical record system
  • Provider availability
  • Platform identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Care requests5
  • Therapy plans4
  • Professional review5
  • Provider coordination4
  • Clinical evidence4
  • Operations and exceptions4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define the practice

    Add the organization, team members, platform users and provider relationships. Assign the Care Coordinator, Therapist, Authorized Clinical Reviewer, Operations Manager and Admin responsibilities.

  2. Load a pilot case

    Create a care request with a patient reference, consent reference, requested units, owner and provider. Link a therapy plan and supporting material.

  3. Rehearse decisions

    Submit the plan, record an independent decision for its current revision and test a changed plan that needs another review.

  4. Connect evidence

    Confirm provider availability and bring back clinical evidence under the original request. Verify identity and revision before attestation.

  5. Review exceptions

    Reconcile a pending or failed operation receipt by its original key, then inspect the Operations Overview and reports with the people who will own the exceptions.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Physiotherapy Practice Mgmt.

All questions
How do I get started?

Click Get started, then use Proto to configure Physiotherapy Practice Mgmt for your business. Begin with one practice organization, a provider relationship and a representative care request.

Who owns a care request?

The Care Coordinator follows its scope, provider and status. The request also links to the practice organization and owner.

Who approves a therapy plan?

The Authorized Clinical Reviewer records a decision for the current submitted revision with a reason.

Can a changed plan use an earlier approval?

The reviewer checks the plan and source revision being decided. A changed scope goes back through review.

When can service be scheduled?

After the professional decision and provider-confirmed availability, the coordinator can arrange the authorized scope.

What supports attestation?

Verified clinical evidence from the provider, matched to the request identity and revision, supports the attested date.

What happens to an uncertain operation?

The Operations Manager reads its receipt and original operation key, then checks actual effects before treating it as complete.

Can attachments be shared?

An attachment carries Internal or Shared visibility. Agree who may upload and see each category during setup.

How do teams see exceptions?

Operations Overview shows pending and attested requests, review decisions, evidence status and failed receipts, with an exception queue for investigation.

How are provider relationships maintained?

Admin maintains the provider organization, its active state, contact and eligibility note under the owning practice.

Set up Physiotherapy Practice Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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