Tutorials
How to generate every report, step by step
Every generator follows the same rhythm: enter the patient identifier, make your selections, review the preview, then print, save, or email. Below is the exact walkthrough for each report type.
Jump to a report
X-Ray Report
Build a clinical radiology report in a few clicks - no dictation.
Step 1
Enter the Patient Information
Add the patient's first name and last initial. Real names stay on your device and are merged in only when you print or email.
Step 1 of 5
Enter the Patient Information
Step 2
Pick the Views
Open Lateral, AP, or Oblique sections and check the findings you see. Anything left incomplete is highlighted in red.
Step 2 of 5
Pick the Views
Step 3
Review or Edit
Review the report and make any changes as needed.
Step 3 of 5
Review or Edit
Step 4
Print, Save, or Email
Print reports as a PDF, save as a Word doc, or email it directly to the patient.
Step 4 of 5
Print, Save, or Email
Step 5
Use your own Word template (optional)
If your office already has a preferred X-ray layout, go to Settings → Your Own Report Templates, upload a .docx file with markers like {{PATIENT_NAME}} and {{IMPRESSION}}, then choose Use my template.
Step 5 of 5
Use your own Word template (optional)
Pro tip: Multiple regions can go in the same report - just check the views you performed.
Narrative Report
A full attorney-ready narrative built from structured inputs.
Step 1
Start with history and causation
Chief complaints, mechanism of injury, and records reviewed feed the narrative language automatically.
Step 1 of 5
Start with history and causation
Step 2
Complete exam by region
Movements and orthopedic tests change based on the regions you select, so you only see what applies.
Step 2 of 5
Complete exam by region
Step 3
Add Treatment, Future Care, & Impairment
Choose your treatment options and the future-care math builds the cost projection for you.
Step 3 of 5
Add Treatment, Future Care, & Impairment
Step 4
Signatures, then export
Toggle provider and medical director signatures on the "Signatures" tab, then print, or export to PDF or Word doc.
Step 4 of 5
Signatures, then export
Step 5
Use your own Word template (optional)
If your office already has a preferred narrative layout, go to Settings → Your Own Report Templates, upload a .docx file with markers like {{PATIENT_NAME}}, {{DIAGNOSES}}, and {{TREATMENT}}, then choose Use my template.
Step 5 of 5
Use your own Word template (optional)
X-Ray & MRI Translator
Turn imaging reports into simple, easy-to-understand patient handouts.
Step 1
Upload the Imaging Report
Drop in one report at a time (PDF or screenshot). Findings are pulled out for you.
Step 1 of 3
Upload the Imaging Report
Step 2
Generate the Handout
The handout explains findings with everyday analogies - jelly donuts, tunnels, and tree branches.
Step 2 of 3
Generate the Handout
Step 3
Print, Save, or Email
Print reports as a PDF, save as a Word doc, or email it directly to the patient.
Step 3 of 3
Print, Save, or Email
Pro tip: Large MRI reports work best one study at a time.
Supplement Plan
A condition-specific supplement handout with dosing and cautions.
Step 1
Enter the patient information
Add the patient's first name and last initial.
Step 1 of 4
Enter the patient information
Step 2
Choose up to three goals
Pick the outcomes you are targeting, then select the supplements you want to recommend.
Step 2 of 4
Choose up to three goals
Step 3
Duplicates are handled for you
Overlapping ingredients are merged, and medication cautions are summarized on the handout.
Step 3 of 4
Duplicates are handled for you
Step 4
Add notes and print
Use the "Notes" field for anything patient-specific before printing or emailing.
Step 4 of 4
Add notes and print
Exercise & Stretch
A home program with photo exercise cards.
Step 1
Select the spinal region
Movements are grouped by region and by what you are treating - tight, weak, or angry/inflamed.
Step 1 of 4
Select the spinal region
Step 2
Choose the movements
Each movement includes a photo and a short benefit statement patients actually read.
Step 2 of 4
Choose the movements
Step 3
Set sets, reps, and days
Every card is editable, and hold times can be in seconds or minutes.
Step 3 of 4
Set sets, reps, and days
Step 4
Add your own movements
Anything you create appears under "Additional Movement(s)" at the end of your handout.
Step 4 of 4
Add your own movements
Treatment Plan
Explain the condition, the recovery path, and the cost of care.
Step 1
Enter the patient information and complaint
The chief complaint drives the condition explanation on page one.
Step 1 of 4
Enter the patient information and complaint
Step 2
Choose treatments
Each treatment needs a short "what it does" description so patients understand the plan.
Step 2 of 4
Choose treatments
Step 3
Set visits and fees
Fees can be pulled automatically from your ZIP-based fee schedule, and you can modify them as needed before printing the treatment plan.
Step 3 of 4
Set visits and fees
Step 4
Show the options
The plan prints pay-in-full and payment-plan pricing plus a progress journey timeline.
Step 4 of 4
Show the options
Pro tip: Set your fee schedule once in "Settings" and every plan uses it.
Set it up once, then it is just a few clicks
Add your office logo, providers, and fee schedule in Settings, and every report you generate uses them automatically.