Built for joyful workflows

Features for Service Provider Companies

Comprehensive tools designed specifically for therapy service providers to manage caseloads, document sessions, and deliver exceptional Pre-K to 12 special education services.

SOAP notes

The day’s write-ups, one after another

Notes to write lists every session still owed a SOAP note, and Save and next walks you through them. Everything below is built on those sessions: the calendar they came from, the progress report they feed, the caseload they count toward.

Session Management & Scheduling

  • Day, week, and month calendar views
  • Recurring student schedules generated across the school year
  • Attendance recorded on every session, including no-school closures
  • Session data captured against each goal as you go
  • Optional one-way sync of your sessions into Microsoft 365
A provider's month calendar in Prism, with each school day's therapy sessions listed by student

Clinical Documentation

  • SOAP notes attached to any session
  • Progress reports built from the session data you already collected
  • Progress reports downloadable as PDF
  • Bulk SOAP note export for records requests
  • Students linked to documents held in SharePoint or OneDrive
A progress report in Prism charting one goal's session-by-session ratings on a 1 to 5 scale, with dashed lines marking the baseline and the target, and each session's SOAP note beneath

IEPs & Prescribed Services

  • IEP records with start and end dates on every student
  • Alerts raised before an IEP expires
  • Goals linked to the IEP that governs them
  • Prescribed service lines on A, B, and C grids
  • Frequency compliance measured against what was prescribed
A student's profile in Prism: each goal with its latest data and progress toward target, beside the student's details and active IEP dates

Caseload, Schools & Districts

  • Student profiles with provider assignment
  • Per-provider caseload views
  • Schools and districts managed in one roster
  • Bulk student import from CSV or Excel
  • Inactive students archived without losing their history
The organization caseload in Prism: every student with their district, school, teacher, grade and prescribed services, filterable by school year, district and assignee

Team & Organization Management

  • Multi-tenant organizations with database-level data isolation
  • Admin and provider roles with distinct permissions
  • Email invitations for new team members
  • Provider access scoped to their own caseload
  • Organization settings and configuration
Managing an organization's members in Prism: each member's email, role and credentials on file, beside a form that invites new members with their students already assigned

Microsoft 365 & Security

  • Sign in with Microsoft Entra ID
  • Row-level security enforced in the database, not just the interface
  • Outlook calendar sync, opt in per provider
  • SharePoint and OneDrive document links
  • Audit logging of account and membership changes
Microsoft Entra ID sign-in
Row-level security in the database
Outlook calendar sync, opt in
Audit log of account changes
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