How to create, manage, and organize cases
Creating a new case is the starting point for every protocol in PraxPilot.To Create a New Case:From your dashboard, click New Case.Complete the Case Intake form (see Article 4 for a full walkthrough).Click Generate Protocol when intake is complete.Tips fo ...
The Case Intake form is how PraxPilot collects the clinical information it needs to generate an accurate protocol.Fields ExplainedPatient IdentifierA reference label for the case. This is not stored as personal health information — use initials, a code, o ...
If you already have consultation notes, transcripts, or written summaries from a patient session, you can import them directly into PraxPilot instead of manually filling in the intake form.How It WorksWhen creating a new case, click Import Notes or Upload ...
You can update case information at any point before or after generating a protocol.To Edit a Case:Open the case from your dashboard.Click Edit Intake to update any intake fields.Save your changes.TIP: To quickly update intake information after a protocol ...
PraxPilot uses three case statuses to help you track where each patient is in their care journey.ActiveThe patient is in active treatment. The protocol is in progress and you expect to make updates or generate follow-up protocols.MonitoringInitial treatme ...
Outcome Tracking helps you record how a patient responds to a protocol over time.When it appearsWhen a case is marked as ClosedOr after completing a follow-upWhat you can trackImprovement levelSymptom changesClinical observationsWhy it mattersOutcome trac ...
Follow-Ups in PraxPilot help you stay on top of patient progress by scheduling reviews, tracking upcoming tasks, and completing follow-up visits efficiently.The system is designed to be simple:Set a review dateGet remindedComplete the follow-upTrack progr ...
PraxPilot allows you to collect structured follow-up updates from patients using secure, no-login check-in links.This helps you track progress, monitor outcomes, and stay organized—without needing a patient portal or back-and-forth messaging.What This Fea ...
What is the Referral Summary?The Refer This Case feature lets you generate a professional, structured PDF summary of a patient case that you can send directly to a specialist, consultant, or collaborating practitioner.Instead of writing a referral letter ...