Capture sessions, function, supports and sources in one place. Who said what, what you observed and what is still missing stay visible while you work. Assessment Review shows the saved assessment. The responsible clinician can then generate and review editable Assessment Process and Parts A–E.Capture sessions, function, supports and sources in one place. Who said what and what is still missing stay visible while you work. The responsible clinician can prepare and review an editable Parts A–E draft.
Current clinical pilot: authorised Flourish staff and approved cases
Peter prepares simple meals independently but avoids the stovetop when home alone after a burn earlier this year. He relies on the microwave and pre-prepared components on low-energy days.
Peter prepares simple meals independently but avoids the stovetop when home alone…
Information arrives across several sessions, from the participant, from informants, from your own observation and from records you did not write. It has to stay attributed, and the parts you could not assess have to stay visible. Ordinary forms lose both: one text box per heading, no record of who said it, and a blank that reads the same as a normal finding.Information arrives across sessions, from the participant, from informants, from your observation and from records you did not write. It has to stay attributed, and what you could not assess has to stay visible. Ordinary forms lose both.
One workspace. Sessions, Function, Domains, Supports and Sources are captured together.Sessions, Function, Domains, Supports and Sources captured together.
Accounts stay separate. Participant, informant, your observation and record-derived information are distinguishable.Participant, informant, your observation and record-derived information stay distinguishable.
Gaps stay legible. Pending, not assessed and contradictory are recorded states, not silence.
Confirm the participant, assessment purpose and responsible clinician.Confirm the participant, assessment purpose and responsible clinician.
Record sessions, background, functional performance, domains, supports and source information.Sessions, background, functional performance, domains, supports and sources.
See saved wording, attribution, information states and unresolved items together.Saved wording, attribution, information states and unresolved items together.
Upload and verify externally completed assessment results, or continue without them. Missing results remain explicit.Upload and verify completed results, or continue without them.
The responsible clinician can generate a source-bound draft, inspect its sources, edit or request scoped AI suggestions, then save and download the current report as a PDF.Generate and edit Parts A–E, review AI suggestions, then save and download the report PDF.
Downloaded PDFs contain the saved clinician-review report. Internal completion does not sign or formally issue a report.PDFs contain the saved review report. Completion does not sign or issue it.
"I do my own washing most weeks. Hanging it out is the hard part on bad pain days."
Mother reports she completes all washing including Peter's, and has done so for the past year.
External OT report (2024) referenced by support coordinator — document not supplied.
Review assembles your saved wording, attribution and information states, and lists what is still unresolved. It never fills a gap, softens a contradiction or writes a sentence on your behalf.
"Peter prepares simple meals independently but avoids the stovetop when home alone…"recorded 14/07/2026 · Participant-reported · Session 2
A guided assessment flow, and far less reorganising before you write. Coming back after a fortnight, your place and your open items are where you left them.
Capture and assessment Review preserve the saved wording. Generated Parts A–E remain editable and require your clinical review; decisions remain yours.
Every FCA is structured the same way, and each one has a named responsible clinician. Source attribution is there to review, not reconstruct.
Incomplete assessment information stays visible. Clinical editing and report download follow the existing role and responsibility rules.
Four limits the product holds deliberately. They are design decisions, not settings.
Participant, informant, observation and record information are not silently merged.Participant, informant, observation and record information are not silently merged.
Unknown, pending and unassessed information remains visible rather than being guessed.Unknown, pending and unassessed information remains visible rather than guessed.
Clinical capture and organisation administration follow distinct role rules. Report editing and PDF download are restricted to the responsible clinician.Roles remain distinct. The responsible clinician owns report editing and PDF download.
Assessment Review shows the current saved capture. Generated report wording and AI suggestions are separate and require clinician review.Assessment Review shows saved capture. Generated wording requires clinician review.
The internal development pilot includes assessment Review and responsible-clinician drafting of Assessment Process and Parts A–E. Uploaded results, scoped AI suggestions and direct review-PDF download are the selected development workflow. Signing and formal issue remain later stages; the draft still requires clinician review.
Other allied health disciplines come later, once their report structures are established.
The internal development workflow prepares Assessment Process and Parts A–E as an editable clinician-review draft, with optional uploaded assessment results, scoped AI suggestions and direct PDF download. It does not finalise, sign or formally issue an FCA.
No. Functional Capacity Assessments are the first fully structured workflow and the focus of the current invite-only pilot. TheraNotes is being designed to support additional occupational therapy report types — including SIL, SDA, Assistive Technology, Home Modification and progress reporting — before expanding into other allied health disciplines.
The internal development pilot supports FCA capture, optional uploaded results, Assessment Process and Parts A–E drafts, editing, scoped AI suggestions and saved-report PDF download. Other report types are not active.
The responsible clinician can download a PDF of the exact saved report revision, including saved edits and accepted AI suggestions. Downloading does not mark it complete, sign it or formally issue it. Source records and earlier report versions remain available within the workspace.
Additional report types are planned. Their capture structure, evidence requirements and report format will be designed separately, with source attribution and clinician ownership retained across the product.
No. The product is designed to preserve clinician ownership and make the information behind the report easier to review.
The current clinical pilot is internal to authorised Flourish Health Australia staff and approved Flourish cases. Public enquiry forms are previews only: they do not send a request or grant product access.
Completed assessment-results PDFs and DOCX files can be uploaded, reviewed and verified for Part D. Assessments are administered and scored outside TheraNotes. General document ingestion and OCR remain outside this workflow.
The internal Flourish pilot may use founder-approved case information within its authorised hosted-development workflow. Public enquiries create no product or data-use authority: do not include participant or clinical information in this form.
Future-interest enquiries and walkthrough booking are currently unavailable. The forms below are previews only. They do not send an enquiry, join the internal pilot or grant product access.
Form preview · no participant or clinical information