How a physical therapy practice runs on OnSight.

From the first call to the month-end number, in the words of a physical therapy practice.

A session is done by a therapist at a patient, booked on the schedule. This guide follows one through the software. Print it — seven pages, with every screen from the Momentum Physical Therapy demo.

• New customer makes the record everything hangs off.
• Add the patient; it keeps its own history.
• Create session from the customer or book it on the schedule.

• Schedule session: type, time, who.
• On my way texts the customer; Start runs the clock.
• Finish closes it once required checklist items are ticked.

• New estimate, lines from the price book, Offer options for good, better, best.
• Save and send emails a link the customer approves with no account.
• New invoice from a finished session carries the lines across.
• Documents sends an agreement, a change order or an authorization to be signed by link or on the tablet, sealed with a certificate saying who signed from where and when.

• Card on the terminal or the customer pays the link.
• Record payment for a check or cash, applied oldest-first.
• Batches is the day’s close; void or refund is decided per row from whether the batch settled.

• Download CSV gives your accountant the period.
• Settings › Invoices sets terms, tax and numbering.
• Settings › Sign-in security turns on a second factor. Do it.
• Pay run works out what each person is owed from the hours already recorded, with overtime on the regular rate, and closes so it stops moving. Everyone sees their own; nobody sees anybody else's.
• Licences holds what each person is qualified to do and when it runs out, warns you before somebody is sent to work they are not covered for, and chases the renewal sixty days out.