> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Therapy Plans and Sessions
> How rehabilitation therapy is planned, scheduled, and tracked - from creating the therapy plan to recording each session and measuring patient progress.
Therapy plans and sessions are the heart of rehabilitation. A therapy plan says what the patient needs and how many sessions. Each therapy session says what actually happened on a given day. Together they tell the complete story of a patient's rehabilitation journey.
***
## Before You Start
* A patient must be registered and have had a consultation (Patient Encounter) where therapies were prescribed.
* Therapy Types must be set up in the system.
* A Practitioner Schedule must exist for the therapist.
* You must have the **Physician** role to create and submit therapy plans and sessions.
***
## Therapy Plans
A therapy plan is the master prescription for a patient's rehabilitation. It says: "This patient needs X sessions of physiotherapy and Y sessions of occupational therapy."
### Creating a Therapy Plan
Therapy plans are usually created automatically when a doctor submits a Patient Encounter with therapy prescriptions. If you need to create one manually:
1. Go to Healthcare workspace → Rehabilitation and Physiotherapy card → **Therapy Plan** → New
2. Fill in the fields:
| Field | What to Enter |
| --------------------- | -------------------------------------------------------- |
| Patient | The patient this plan is for |
| Start Date | When the therapy program begins |
| Therapy Plan Template | Select a template to pre-fill common programs (optional) |
3. In the **Therapy Plan Details** table, add each therapy type:
| Field | What to Enter |
| --------------- | --------------------------------------------------------- |
| Therapy Type | Physiotherapy, Occupational Therapy, Speech Therapy, etc. |
| No. of Sessions | Total sessions prescribed for this therapy type |
| Practitioner | The therapist assigned |
4. Save
### Reading a Therapy Plan
The plan shows progress automatically as sessions are completed:
| Field | What It Shows |
| ------------------------ | -------------------------------------------------------------- |
| Total Sessions | Sum of all sessions prescribed across all therapy types |
| Total Sessions Completed | Count of submitted Therapy Session records linked to this plan |
| Status | Active, Completed, or Cancelled |
When Total Sessions Completed equals Total Sessions, the status moves toward Completed.
### Using Therapy Plan Templates
For common rehabilitation programs, the Admin sets up templates. The doctor or therapist selects the template and it pre-fills all the therapy types and session counts instantly.
Examples of templates you might set up:
* "Post-Knee Replacement Recovery" - 12 Physio + 6 Hydro sessions
* "Stroke Rehabilitation Phase 1" - 10 Physio + 8 OT + 6 Speech sessions
* "Lower Back Pain Program" - 8 Physio + 4 Manual Therapy sessions
***
## Therapy Sessions
A therapy session is the record of one completed therapy appointment. Every time a therapist sees a patient for a therapy session, they create a Therapy Session record.
### Creating a Therapy Session
1. Go to Healthcare workspace → Rehabilitation and Physiotherapy card → **Therapy Session** → New
2. Fill in the header:
| Field | What to Enter |
| ------------ | ----------------------------------------------------- |
| Patient | The patient being seen |
| Appointment | The linked appointment for this session (recommended) |
| Therapy Plan | The patient's active therapy plan |
| Therapy Type | The specific therapy performed today |
| Practitioner | The therapist conducting the session |
| Department | The therapy department |
| Start Date | Date of the session |
| Start Time | Time the session began |
| Duration | Length of session in minutes |
| Service Unit | Which room, gym, or pool was used |
| Location | If the session was at the center, at home, or online |
3. Add the exercises performed in the session (see below)
4. Save and Submit
### Recording Exercises in a Session
In the **Exercises** table, add each exercise the patient did during this session:
| Field | What to Enter |
| ---------------- | ------------------------------------------------- |
| Exercise Type | Select from the list of configured exercises |
| Difficulty Level | Easy, Moderate, Hard (set in Exercise Type setup) |
| Counts Target | How many repetitions or holds were planned |
| Counts Completed | How many the patient actually completed |
| Assistance Level | Independent, Supervised, Assisted, or Dependent |
**Example exercise entries for a knee rehabilitation session:**
* Quadriceps Sets: Target 30, Completed 28, Independent
* Straight Leg Raises: Target 20, Completed 20, Supervised
* Knee Bends (0-90°): Target 15, Completed 12, Assisted
* Cycling (stationary): Target 10 minutes, Completed 8 minutes, Independent
### Submitting the Session
Click **Submit** when the session is complete. After submitting:
* The session count on the linked Therapy Plan increases by one
* The session appears in the Patient History
* If invoicing is set up, the session becomes billable
***
## Patient Assessments
A patient assessment is a formal, scored measurement of the patient's condition. It answers the question: "Is this patient actually getting better?"
Assessments are run at key points:
* At the start of the therapy plan (baseline score)
* Mid-way through the plan (progress check)
* At the end of the plan (outcome measurement)
### Running a Patient Assessment
1. Go to Healthcare workspace → Rehabilitation and Physiotherapy card → **Patient Assessment** → New
2. Fill in the header:
| Field | What to Enter |
| ----------------------- | --------------------------------------------------------- |
| Patient | The patient being assessed |
| Assessment Template | Select the standardized scale to use |
| Therapy Session | Link to the therapy session where the assessment was done |
| Healthcare Practitioner | The therapist conducting the assessment |
| Assessment DateTime | Date and time of the assessment |
3. The **Assessment Sheet** table fills automatically from the template with all the parameters to score. Fill in the score for each parameter.
4. The **Total Score Obtained** calculates automatically by adding up all parameter scores.
5. Save
### Comparing Scores Over Time
After multiple assessments, you can see the patient's scores change over time in the Patient History page. An improving score means the rehabilitation is working. A static or worsening score means the therapy plan may need to be reviewed.
***
## Exercise Types and Steps (Setup)
Before exercises can be used in sessions, the Admin sets up **Exercise Types**. Each type contains:
| Field | What It Contains |
| ---------------- | -------------------------------------------------------------- |
| Exercise Name | The name (e.g., "Quadriceps Set", "Wall Slide", "Heel Raises") |
| Difficulty Level | Easy, Moderate, Hard |
| Body Parts | Which parts of the body this exercise works |
| Description | What the exercise is and how to do it |
| Exercise Steps | Step-by-step instructions (can be a document attachment) |
| Exercise Video | A link to a demonstration video |
***
## Therapy Types (Setup)
Therapy types are the categories of treatment your center offers. The Admin sets these up once. Each therapy type has:
| Field | What It Contains |
| -------------------------- | ------------------------------------------------------------- |
| Therapy Type Name | e.g., "Physiotherapy", "Occupational Therapy", "Hydrotherapy" |
| Is Billable | Whether this therapy type is charged to the patient |
| Rate | The fee per session |
| Default Duration | Standard session length in minutes |
| Exercises | Pre-loaded exercise list for this therapy type |
| Medical Department | Which department manages this therapy |
| Nursing Checklist Template | Nursing tasks automatically assigned for each session |
***
## Field Guide Summary
### Therapy Plan
| Field | What It Is |
| ------------------------ | ------------------------------------------------- |
| Patient | Patient receiving rehabilitation |
| Start Date | When the program started |
| Total Sessions | Total sessions prescribed across all therapies |
| Total Sessions Completed | Sessions completed so far (auto-counted) |
| Status | Active, Completed, Cancelled |
| Therapy Plan Details | Table of therapy types and session counts |
| Therapy Plan Template | Template used to create this plan (if applicable) |
### Therapy Session
| Field | What It Is |
| ----------------- | ------------------------------------------- |
| Patient | Patient who attended |
| Therapy Plan | The plan this session belongs to |
| Therapy Type | Type of therapy performed |
| Practitioner | Therapist who conducted the session |
| Start Date / Time | When the session happened |
| Duration | How long the session lasted |
| Service Unit | Where the session took place |
| Exercises | Exercise table with targets and completions |
| Invoiced | Whether this session has been billed |
***
## Notifications and Monitoring
* **Therapy Plan completion**: when "Total Sessions Completed" reaches "Total Sessions", the doctor or therapist should review the patient and make a discharge decision. There is no automatic notification for this - staff should monitor the plan directly.
* **Patient Appointment** for each therapy session appears in the Open Appointments count on the workspace.
* All sessions appear in the **Patient History** for clinical review.
***
## Troubleshooting
**The therapy session is not counting toward the therapy plan**
Make sure the Therapy Session is linked to the correct Therapy Plan in the "Therapy Plan" field and that the session is Submitted (not just saved as a draft).
**The Exercise Types list is empty when I try to add exercises**
Exercise Types must be set up by the Admin before they can be used. Ask your Admin to create the exercise types your center uses.
**The patient assessment scores are not calculating**
Check that the Assessment Template is selected and that the assessment sheet has been filled in for all parameters. Scores only calculate when all rows have a value.
**I cannot submit a therapy session**
Check that the Patient, Therapy Type, and Practitioner fields are filled. Also check that the Therapy Plan is linked and is in Active status.
***
## Best Practices
* Always link a therapy session to its therapy plan - an unlinked session does not count toward the plan completion and will not trigger billing correctly
* Run a Patient Assessment at the start, midpoint, and end of every therapy plan - these scores are your evidence that rehabilitation is working
* Use Exercise Types with step-by-step instructions so that different therapists deliver consistent care to the same patient
* Do not let therapy plan sessions lapse - if a patient misses a session, reschedule it promptly; long gaps in therapy slow recovery
* Review plans where sessions are stalled (many weeks of no sessions completed) - these patients may have dropped out and need a follow-up call
***
## Related Features
* [Clinical Operations](/health-wellness/rehabilitation-center/clinical-operations): The consultation where the therapy plan is prescribed
* [Appointments](/health-wellness/rehabilitation-center/appointments): The appointment linked to each therapy session
* [Inpatient Management](/health-wellness/rehabilitation-center/inpatient-management): Therapy plans also apply to admitted patients
* [Billing and Finance](/health-wellness/rehabilitation-center/billing-finance): How therapy sessions are invoiced