Plans of care run 12-24 visits.
Sorta runs the paperwork for all of them.
PT is the most recurring-visit-dense specialty in outpatient care. Sorta enters intake once, then handles outcome measures, re-evals, and plan-of-care updates across the entire episode — automatically.
Outcome scale
LEFS
Lower Extremity Functional Scale
Benchmark
FOTO
Functional Outcomes benchmarking
Disability index
Oswestry / NDI
Low-back & neck disability indices
Upper extremity
DASH
Disability of Arm, Shoulder & Hand
Plan of care is paperwork that compounds with every visit.
PT's clinical value is in the recurring visit. The administrative cost shouldn't be.
Different PT disciplines. Different outcome scales. Same intake layer.
Send us the packets you actually use. We map outcome measures, intake, and plan-of-care templates per discipline.
Orthopedic PT
Knee, hip, shoulder, lumbar, cervical — outpatient ortho rehab is the largest PT discipline by volume. Most plans of care are 12-24 visits.
Neurologic PT
Stroke, MS, Parkinson's, vestibular — recovery timelines span months. Re-eval cadence is critical.
Sports PT
ACL return-to-sport, post-op rotator cuff, throwing-athlete rehab. Outcomes track to return-to-activity milestones.
Pelvic / Women's Health
Pelvic floor, prenatal, postpartum rehab. Sensitive intake — same privacy concerns as OB-GYN.
What changes in a PT clinic running Sorta.
Outcome scales sent automatically.
LEFS, FOTO, Oswestry, DASH — sent to the patient before the eval and before every re-eval visit. Scored and waiting in the chart when the patient walks in.
Plan-of-care updates stop blocking the front desk.
Recurring re-evals and insurance recertification pre-fill from the initial eval. Staff handles deltas; nobody retypes the same demographic block at the 4-week and 8-week marks.
Discharge paperwork closes cleanly.
Final outcome scale, discharge summary template, return-to-activity clearance — all pre-populated from the patient's plan-of-care record. The episode ends without a rush of typing.
Works on top of whatever PT EHR your clinic already runs.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR keeps doing what it does. Sorta handles the patient-facing PDF layer.
Don't see yours? If it runs on a computer, Sorta works on top of it.
Outcome measures are the difference between a defensible plan of care and a denied claim.
PT is one of the most outcome-measure-driven specialties in outpatient medicine. Payers want LEFS, FOTO, and disability indices documented at intake, mid-plan, and discharge. Patients don't fill them out unless you make them easy. Sorta makes them easy — phone link before the visit, scored on submission, in the chart waiting.
Sources: CMS Outpatient Therapy Cap & documentation requirements; APTA practice guidelines.
What physical therapy patient intake typically includes
Physical therapy intake is one of the most outcome-measure-heavy in outpatient care. New patients complete a comprehensive health history, a pain and function intake, the relevant outcome scale for the body region and condition (LEFS for lower extremity, DASH for upper extremity, Oswestry for low back, NDI for neck, KOOS or IKDC for knee, Berg Balance for vestibular and neurologic), an insurance authorization, a plan-of-care consent, and an HIPAA notice. For Medicare patients, plan-of-care documentation must hit specific requirements at intake, re-evaluation, and discharge.
Across a typical 12-24 visit plan of care, the same patient generates re-evaluation outcome scales, insurance recertification paperwork, and plan-of-care updates at structured intervals (often weeks 4 and 8). Each event repeats the demographic and history block. Without automation, your staff retypes the same patient information at every re-eval — losing time that should be spent on patients, not paperwork.
Sorta maps the patient's intake submission across every form your PT clinic uses — initial eval, outcome scales, re-evaluations, plan-of-care updates, insurance recertification, discharge summary. New patients fill it out on their phone before the first visit. Recurring re-evals carry forward what hasn't changed and only ask about deltas. Outcome scales are sent automatically before the re-eval visit and arrive in the chart pre-scored.
Common questions from physical therapy practices
What clinic owners, PTs, and front-desk leads actually ask us.
How do I automate patient intake for a physical therapy clinic?
Send Sorta the intake packet your clinic already uses — health history, pain and function intake, LEFS / FOTO / disability index, plan-of-care consent, insurance authorization. Patients complete intake on a phone link before the first visit. Every form in your packet pre-fills on a single sync, and recurring re-evaluations carry forward what hasn't changed.
Does Sorta work with WebPT, Prompt, ClinicSource, or other PT EHRs?
Yes. Sorta runs completely outside your EHR — no integration, no replacement. WebPT, Prompt, ClinicSource, Jane App, Raintree, and any other system keep doing clinical documentation, scheduling, and billing. Sorta handles the patient-facing PDF layer that sits on top.
Can Sorta handle LEFS, FOTO, Oswestry, NDI, and other functional outcome measures?
Yes. LEFS, FOTO, Oswestry Disability Index, Neck Disability Index, DASH, SF-36, and any other PDF outcome scale your practice uses. Patients complete them as part of intake on their phone, and again at re-eval intervals. Results populate the appropriate fields in your chart automatically — scoring included.
How does Sorta handle recurring visits across a plan of care?
Plans of care run 12-24 visits over weeks to months. After the initial eval, returning patients only confirm what changed — pain, function, current medications. Re-evaluation outcome measures are sent automatically before the re-eval visit. Insurance recertification paperwork is pre-filled from the original auth. The longest-running paperwork in PT — plan-of-care updates — becomes the lightest.
How long does Sorta take to set up for a PT clinic?
Under 12 hours from when you send us your forms. We map every field by hand — intake, outcome measures, plan-of-care consent, insurance auth. Your staff learns the workflow in about 10 minutes. Most PT practices are running it the week they sign up.
See it with your actual PT forms.
We don't do generic demos. Send us your real intake, outcome scales, and plan-of-care templates — we'll show you Sorta filling all of them, including the re-eval flow, on your first call.
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or watch the 2-minute demo →