Instancy Pro

Instancy, Inc.

About this app

Instancy Pro is the mobile workspace for physical therapists, occupational therapists, speech-language pathologists, and behavioral health practitioners. Manage your patients, document sessions, assign care plans, and keep an eye on billing, all from one app.

Instancy Pro works together with Instancy Guide, the patient app. Everything you assign in Instancy Pro (wellness plans, journals, intake forms, resources, appointments, and messages) appears automatically on your patient's device.

YOUR PRACTICE AT A GLANCE
- See today's appointments and who's up next
- Billing Command Center shows encounters ready to bill and expected revenue
- Track total revenue, recent payments, and open wellness plan tasks
- Quick Create button to add patients, notes, or templates in seconds

AI-POWERED CLINICAL NOTES
- Ambient Scribe records and transcribes your session live, then turns it into a structured clinical note
- Choose templates for PT/OT Initial Evaluation, Progress Report, Daily SOAP, RTM Check-in, SLP SOAP, and Behavioral Health
- Review audio, edit speakers and transcript, and use Enhance with AI before generating the note
- Also supports dictated notes and typed text notes
- Filter notes by type, category, and date

WELLNESS PLANS AND HOME PROGRAMS
- Build multi-section wellness plan templates and assign them to patients
- Track active and expired assignments, open tasks, and overdue items
- Assign exercise videos and educational content from your resource library

JOURNALS AND INTAKE FORMS
- Create journal templates and follow each patient's daily completion
- Build intake forms with flexible field types, or generate a full form with AI
- Assign forms before the first visit so information is ready when the patient arrives

PATIENTS, MESSAGING AND APPOINTMENTS
- Search and filter your patient list, with one-tap actions for each patient
- Secure messaging with patients and clinic staff
- View, reschedule, or cancel appointments, with notes attached to each visit
- Invite new patients by email to join your care portal

RESOURCE LIBRARY
- Create and share videos, articles, documents, quizzes, flashcards, podcasts, and more
- Organize content with skills and tags

PRACTICE SETTINGS
- Manage clinic locations
- Manage CPT codes and rate pricing
- Configure transcription and SOAP note settings
- Dark mode and adjustable font size

Instancy Pro is intended for licensed healthcare practitioners and clinic staff. An account provided by your organization is required to sign in.

What’s new

- Initial Release