Penciled Documentation

Everything your front office needs— in one place.

Explore features, configuration, and best practices. These docs show how Penciled orchestrates initial exams, plans of care, reminders, cancellations, and the waitlist across WebPT.

  • Self‑scheduling for evals & follow‑ups
  • Automated reminders & waitlist
  • Plan‑of‑care orchestration
  • Cancellations & payments (optional)

Browse the docs

Penciled is an AI front office assistant for WebPT. This documentation outlines the features and capabilities of our AI assistant and includes tips and guides where helpful. This documentation is meant to assist front office and operations teams who are using Penciled.

Check back regularly because it will continue to update.

To get started, see quickstart.