Help category

Caseload & profiles

Organize your clients or students and complete work from each profile.

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Sections

Choose a section to find the guidance you need.

Manage your caseload

Find, filter, and open clients or students in your caseload.

Caseload overview

Import clients or students into your caseload

Use profiles

Open a client or student's profile and add standalone notes.

Profile dashboard overview

Review and manage goals

Add a standalone profile note

AI-assisted documentation

Draft goals, session notes, and reports, then check and correct the content before saving it.

AI-assisted documentation overview

Generate a proposed goal with AI Goal Builder

Generate and save an AI-assisted report