Documentation
The note, the document or the authorization.
01AI progress notes
Type, dictate or upload the session and get a structured draft in about 30 seconds.
ForTherapist
AI SOAP notes for therapists- SOAP, DAP, BIRP, GIRP, Intake (90791) and TBOS (H2019)
- Start from typed text, dictation, session audio, or a PDF or Word file
- Uses the client’s active treatment plan goals word for word
- Write in Spanish or English; the note comes out in clinical English
02Clinical documents
Nine guided documents, filed into the client’s profile.
ForTherapistTCM
- Biopsychosocial assessment, brief behavioral status exam and in-depth assessment
- Treatment plan, treatment plan review, transition plan and discharge summary
- TCM assessment and TCM service plan
- Diagnoses are added to the profile, and a new plan becomes active if the client has none
03TCM notes
Case management notes tied to the service plan goal.
ForTCM
TCM notes for case managers- Assessment, planning, linkage and monitoring, each in its own paragraph
- The continued need for services, documented in every note
- Built around Florida Medicaid rule 59G-4.199
04PSR group notes
Describe one group session and get a note for each participant.
ForPSR Group
PSR group notes- An individual note per participant, plus a group summary
- Each note reflects what that person said or did
- Every note is filed in that client’s profile
05Psychological evaluations
Structured evaluation drafts from your notes and source documents.
ForPsychology
- Upload records as PDF, image or Word
- A structured draft that you review and complete
06Prior Authorization
Authorization drafts for Florida Medicaid payers in about 2 minutes.
ForPrior Auth
Prior Authorizations for Florida Medicaid- Sunshine Health, Carelon, Aetna Better Health, Molina, Humana Healthy Horizons, Florida Community Care and CMS
- Start from clinical context or an existing assessment PDF
- You review, sign and submit it through your usual process
Practice
The schedule, the chart and the paperwork, together.
07Patient profiles
One record per client, built as you document.
- Archived notes, a timeline and clinical documents by type
- ICD-10 diagnoses marked active, resolved or in remission
- The active treatment plan and earlier plans
- An AI summary and diagnosis suggestions, for your review
08Calendar
A schedule connected to your notes.
- Day, week and month views
- In-person and telehealth appointments, plus time blocks
- Start a note from an appointment with the client already filled in
09EasyTelehealth
Video sessions in the browser, with nothing to install.
- A secure link or email invitation, and a waiting room
- Take notes during the call and turn them into a draft
- Video is never recorded; call audio only for the automatic note, with client consent
10EasySign
Send a PDF for signature and see who still has to sign.
- Signature, date, text, initials and checkbox fields
- Several signers, with an optional signing order
- Reusable templates, an audit trail and the signed PDF
11Income Tracker
Follow service income against your goals.
- Rates by service and institution
- Monthly goals, a per-client breakdown and six-month trends
- An adjustable tax reserve estimate and CSV export
EHR and help
Next to the systems you already use.
12Chrome extension
Bring reviewed notes into the EHR you already use.
Add to Chrome ↗- Search recent notes, copy them or export them to Word
- See today’s appointments
- You paste into the EHR; it does not read or fill other websites
13Help inside the app
Answers to how-to questions without leaving your work.
- An in-app help assistant with step-by-step answers and short videos
- Email support from the team at admin@clinthread.com
Where it stopsWhat ClinThread does not do.
Billing and insurance claims
ClinThread documents the care. Claims stay in your EHR or billing service.
Filling your EHR for you
You copy the reviewed note, or use the extension, and paste it where you document care.
Final clinical decisions
Every note, document and diagnosis suggestion is a draft until you review it.
Submitting to the payer
Prior authorizations go to the payer through your usual process.