New Feature

Better team communication.
More accurate reports.

We are excited to introduce new interdisciplinary workflows designed to improve collaboration, reduce rework, and ensure report accuracy across your team.

Shared Notes
Feature 1

Shared Notes

Providers can now communicate directly inside the same assessment, keeping teams aligned throughout the evaluation process.

  • Enables all members of the care team to document and view shared clinical notes within a single assessment
  • Promotes collaboration by keeping notes in one place
  • Reduces duplicate documentation and improves continuity
  • Provides visibility into patient progress, barriers, and changes
  • Supports consistent and coordinated decision‑making
See for Yourself – Schedule Demo!
Cover Letter screenshot
Feature 2

Coordinated Report Finalization

Final reports are now generated only after all providers finalize their sections, ensuring the completed report reflects a fully reviewed and coordinated assessment.

  • Allows multiple disciplines to contribute to a unified final report
  • Centralizes edits and final approvals in one workflow
  • Improves report accuracy and professionalism
  • Supports timely and confident return‑to‑work decisions
Learn More – Contact Us!

Why These Matter

Report icon

Improve collaboration and deliver more consistent reports

Handshake icon

Increase confidence with employers, case managers and payers

Workflow icon

Smoother internal workflow and stronger external credibility

Existing Software Customers

Log in to explore these updates or reach out to your success manager with questions.

Eric Ahonen headshot

Eric Ahonen

eahonen@occupro.net

Paige Shafer headshot

Paige Shafer

pshafer@occupro.net

Bethany Grigsby headshot

Bethany Grigsby

bgrigsby@occupro.net

Frequently Asked Questions

An interdisciplinary workflow is a care approach where professionals from different disciplines collaborate, share information, and contribute jointly to patient assessment, treatment planning, and outcomes, rather than working independently.
Teams may include physical therapists, occupational therapists, physicians, case managers, and administrative staff.
They improve care coordination, reduce duplication of work, enhance communication, and support more informed clinical decisions.
Information is shared through centralized documentation, shared notes, coordinated assessments, and standardized reporting tools that allow all team members to view relevant updates in real time.
Patients benefit from clearer communication, streamlined care plans, reduced delays, and a more holistic understanding of their functional abilities and recovery progress.