Clients
Backup
Everything auto-saves on this device as you work. Encrypted backups (passphrase-protected) replaced the old plain download — old .json backups still restore here.
Client
M
F
she/her
he/him
they/their
Caregiver contact
For your records only — never appears in the write-up.
This caregiver is the child's:
Location of eval
Outside reports & evaluations
Capture the findings that matter from another provider's report — a prior feeding eval, GI, ENT, allergy, dietitian. The document itself stays in your EHR or files; this holds the key points so they're at hand during sessions and flow into your report under RECORDS REVIEWED.
Import caregiver questionnaire or parent log
Paste the parent's emailed answers or between-session log below (the whole email is fine). The code line at the bottom fills everything automatically; labeled text works too.
Quick capture
Mid-session one-liners (use the mic key to dictate). Merge them into a session note later.
feeders + growers
Impairment flags
Starting pack for parents
Suggested from today's findings — checked ones are listed in the report and ready to send from the Handouts tab.
Diet-log insights
Patterns detected in the imported questionnaire, using rules you approved. Suggestions only — tap a card to insert its sentence into the report; nothing is ever inserted automatically. Heuristic text parsing: always verify against the actual log.
Impressions builder
For each flagged impairment, tap the dysfunctions you determined or suspect (mapping approved by you, mined from your sample report). Then insert — the list lands under IMPRESSIONS. Flags suggest; you decide. Nothing inserts automatically.
Standardized assessments
Fill a score block for each tool you administered — it inserts a STANDARDIZED ASSESSMENTS section into the report and, if you re-administer, sits beside its baseline in the progress/re-eval doc. Descriptive only: it prints what you enter, nothing is auto-interpreted. Sentence wording is editable on the Settings tab.
EHR copy blocks
Plain text that pastes cleanly into SimplePractice, Jane, or Tebra chart notes. For chart uploads, use Print / Save as PDF above. Copies reflect the report as it reads right now, including your edits.
Diet log & texture summary
A descriptive therapist-facing summary of the 3-day diet log — textures present, in plain words with the matching IDDSI level, plus your observations. You assign the IDDSI levels (they depend on how each food was prepared, which is your clinical call); the tool supplies the standardized labels and assembles the note. It stays descriptive — no calorie or nutritional-adequacy judgments. IDDSI levels shown are the 2019 framework.
Foods — list example foods from the log at each texture you observed (leave a level blank if not present):
Referral & support letters
Assembles a signable letter on your letterhead — the client's name and age plus your concerns and flagged findings drop in for you. Everything lands in an editable box first. Letter wording is editable on the Settings tab.
Treatment plan builder
Assembles a Plan of Care from your saved goals (grouped long- and short-term), your flagged focus areas, and the frequency/approach you set. The home-carryover section lists the handouts and home-program tools in use for this client. Clinical content is yours; wording is editable on Settings.
Suggested goals
From flagged findings, in your goal language. STG = 1–3 weeks (safety & adaptation) · LTG = 3–6 months (remediation). Accepted goals feed the report, sessions, and discharge summary.
Browse the full goal bank
Grouped by what you're working on — straw drinking, chewing, high chair, and more (Spanish versions at the end). Tap a group to open it, then Add any goal; it lands in your saved goals above, where you can edit every word.
Focus Foods tracker
Every look, touch, kiss, lick, or taste counts as one try — 14–30 tries before acceptance is normal. Parent tries come in with each imported log; tap +1 for tries you see in session. Marking a food accepted is your call, not the number's. This tracker never appears in the report write-up.
New session note
Filmed something on your phone? Note it here so the record points to the right video — the video itself stays in your camera roll (its home and backup). Clip notes never appear in the report write-up.
Capture & parse — dictate or paste anything
Dictate straight into the box with your keyboard mic (one long stream is fine — it reads your quick-capture notes too), or paste whatever you captured elsewhere — an Apple Notes jot, a Voice Memos transcript (iOS 18+ transcribes recordings for you), or a caregiver's text message. The tool proposes where each piece could land on the session form above; nothing lands until you tap Accept. Caregiver messages get labeled as caregiver-reported, and their questions can go straight to the session agenda.
My own note / dictation
From a caregiver (text/email)
Session history
Photos
Snap a plate, a setup, or anything worth keeping with this record. A compressed copy stays on this device with the record; the full-resolution original stays in your camera roll, which remains the archive. Photos never appear in the report write-up — you place one in a parent document yourself when you want it there.
Parent summary (this session)
A short, warm note home for a chosen session — foods explored, progress in plain words, and gentle ideas to try at home. It pulls only from this session's data and your editable wording; your clinical notes stay out. Review and edit before you send.
Progress
Charts build from the number + unit you enter with each session's goal data. The eval date is the baseline.
Progress update / re-evaluation
Drafts the payer/physician document from your saved goals and session numbers. Mark each goal's status — the tool never judges progress for you. Home-log evidence stays out unless you tick it, and is always labeled caregiver-reported.
Discharge summary
Drafts from saved goals + session history. Mark each goal's outcome first.
feeders + growers
Progress Summary — Feeding Therapy
feeders + growers
Food Rotation Plan
feeders + growers
Eating Windows
feeders + growers
Letter
feeders + growers
Plan of Care — Feeding Therapy
feeders + growers
A Note Home — Feeding Session
feeders + growers
Food-Chaining Plan
feeders + growers
Superbill — Occupational Therapy Services
Unbilled sessions
Billed history
Parent education library
Weekly home program
Assemble this week's send in two taps: one handout section, one home activity (yours — from your bank or written fresh), and the focus foods come along with their counts. Everything lands in an editable box below before you copy. Nothing auto-sends.
Focus foods + counts
Log reminder
Attach rotation plan
Attach eating windows
Filming tip (for sharing a video)
Rotation plan generator
Builds a one-meal rotation from foods this child already accepts — the "Happily eats" list plus focus foods you marked Accepted. Tap foods to include or leave out, add anything missing, pick the meal and cycle. Pair the plan with the Rotation Rule handout; adherence is already asked in the parent log.
Eating-window schedule builder
Builds the family's day of eating windows — 60- or 90-minute blocks when a meal may start. "Suggest" reads times out of their 3-day diet log (assumes the standard 5 occasions); adjust everything before generating. Pair with the Hunger & Fullness handout; adherence is already asked in the parent log.
Food-chaining worksheet
Build a bridge from a food this child already accepts to a new one, changing just one property per step (texture, flavor, color, or shape). You name every food — the worksheet holds the structure and keeps each step to a single change. Pair it with the Focus Foods handout; anything you build here can be added to a focus-foods list.
Follow-up email builder
Pick snippets, then copy — written in your follow-up voice, personalized with this client's goals.
Therapist profile
Used on reports, superbills, handouts, and emails. Each therapist fills in their own — nothing here is shared when you export a template pack.
Practice logo (optional)
PNG/JPG. When set, it appears at the top of Word exports and printed letterheads, above the practice name. Stays on this device only.
Signature image
PNG/JPG, dark ink on white. Appears on Word exports in place of the signature line. Stays on this device only.
Parent questionnaire links
Share these links with parents — each carries your return email, so answers come to YOU (link with no email goes to the Feeders & Growers default). Leave the field blank to use your profile email.
Text and email aren’t encrypted — share client details with the same judgment you use for email.
Billing setup
Services offered in the session form and on superbills. Fees are snapshotted when a session is saved, so past sessions keep their old fee.
Backup & restore (encrypted)
Everything this tool knows lives only in this browser — a lost, reset, or replaced device means lost records. A backup file protects you: it is encrypted with your passphrase (AES-256) before it ever leaves the app, so the file is unreadable without it. There is no passphrase reset — keep it somewhere safe. Store the backup file anywhere you trust (Files, iCloud, a computer).
Your wording (optional)
Everything below already works out of the box — there is nothing to review or approve before you start using the tool. As you write reports and emails you'll notice phrases you'd say differently. Come back here, change the wording once, and every future report, goal, and email uses your words. Edits save automatically as you type.
Goal bank ›
These are the goals suggested on the Goals tab. Each one appears only when an eval flags a matching finding; {name} and {he/she} fill in automatically. Edit, delete, or add — nothing here needs your attention until you want it to.
Email snippets ›
Building blocks for the parent follow-up email on the Handouts tab. Rewrite any of them in your own voice whenever you're ready.
Advisory & recommendations wording›
The swallow-safety banners and the recommendations boilerplate that appear in reports. Most therapists leave these alone at first and refine them after a few write-ups.