Everything You Need, Nothing Extra

Built for Independent Practices

Proactive Chart delivers enterprise-grade features at a fraction of the cost. No setup fees. No hidden add-ons. No surprises. Just a complete, modern EMR that helps you focus on patient care instead of fighting with software.

Complete EMR/EHR System

Clinical Documentation

• PT-specific templates and evaluation forms
• SOAP notes with customizable templates
• Voice-to-text dictation support
• Mobile-optimized point-of-care documentation
• Digital signature capture
• Progress note tracking and outcomes measurement

Scheduling & Calendar

• Drag-and-drop appointment scheduling
• Multi-provider calendar views
• Recurring appointment templates
• Online self-scheduling for patients
• Automated waitlist management
• Color-coded appointment types

Patient Portal

• Secure patient messaging
• Online appointment booking
• Digital intake forms
• Patient education resources
• Insurance card upload
• Payment processing

Practice Management Features

Billing & Revenue Cycle

• Built-in claims management
• Clearinghouse integration included
• Electronic remittance advice (ERA) posting
• Real-time eligibility verification
• Automated claim scrubbing
• Denial management tracking
• Patient payment processing
• Superbill generation for cash-based practices

Patient Communication

• Automated appointment reminders (SMS & email)
• Two-way patient messaging
• Review request automation
• Recall messaging for inactive patients
• Broadcast messaging for announcements
• HIPAA-compliant communication

Reporting & Analytics

• Financial performance dashboards
• Collections analysis
• Productivity reports
• Patient outcome tracking
• Referral source analysis
• Custom report builder

Physical Therapy Specific Features

Medicare Compliance Built-In

• 8-minute rule calculator and tracking
• KX modifier automation at therapy thresholds
• Functional limitation reporting (G-codes)
• Medicare therapy cap tracking
• Timed vs. untimed code flagging
• Modifier compliance checking

PT Documentation Tools

• Range of motion measurements
• Strength testing documentation
• Functional outcome measures (FOTO, LEFS, DASH, etc.)
• Progress tracking with visual charts
• Home exercise program library
• Treatment plan templates

Specialty Support

• Pediatric PT templates and growth charts
• Pelvic floor therapy forms (sensitive intake)
• Neurological assessment tools
• Sports medicine documentation
• Orthopedic evaluation templates
• Work conditioning/hardening programs

Data & Security

Enterprise-Grade Security

• HIPAA compliant infrastructure
• SOC 2 Type II certified
• Data encrypted at rest and in transit
• Daily automated backups
• 99.9% uptime guarantee
• Regular security audits

Data Portability

• Export your data anytime, no restrictions
• CSV and PDF export formats
• Historical chart archives
• Migration support included
• No vendor lock-in

Integrations & Add-Ons

Integrated E-Faxing

• Send and receive faxes from within the EMR
• No separate fax service needed
• HIPAA-compliant electronic faxing
• Automatic fax-to-chart attachment

E-Prescribing

• EPCS (controlled substance) prescribing
• Pharmacy lookup and routing
• Drug interaction checking
• Prescription history access

Third-Party Integrations

• Accounting software sync (QuickBooks)
• Payment processors (Stripe, Square)
• Telehealth platforms
• Marketing automation tools