Plan of Care Automation

Every prescribed visit. Scheduled automatically.

Penciled reads therapist notes, extracts visit frequencies, and auto-schedules patients for their full plan of care. No more 10-minute schedule-outs. No patients falling through the cracks.

Reads Notes
Dr. Smith, PT - Jan 12

“Patient should be seen 2x/week for 6 weeks

Extracted
12 visits
2x/week
Checking schedule...
0 scheduled12 unscheduled
Messages Patient
Triggers automatically:
POC updated
Weekly check-in
Missing visits
SMS to Sarah

“Hi Sarah! You have 2 visits scheduled this week. Tap to confirm or reschedule.”

Tracks POC0/12
Sarah Martinez
12 visits prescribed
0
scheduled
12
remaining
0
overdue
POC Progress0%

What POC automation eliminates

Front office teams spend hours every day on tasks that Penciled handles automatically.

10-20 min per patient

Front desk spends this time manually scheduling each patient out for their full plan of care

Weekly phone tag

Staff must call patients who miss visits, playing phone tag to get them rescheduled

Manual auth tracking

Tracking authorization limits across payers is error-prone and time-consuming

Hiring to keep up

Need to increase visit volume without adding headcount to the front office

40% patient drop-off

Industry average—patients stop coming before completing their prescribed care

Referral backlogs

Teams are 2-3 weeks behind, and patients are lost by the time they're contacted

How it works

From therapist note to scheduled visits in seconds—no manual data entry required.

Step 1

Note Saved

Therapist completes evaluation and documents the plan of care frequency in their note.

Step 2

Penciled Reads

AI extracts "2x/week for 6 weeks" and calculates 12 total visits to schedule.

Step 3

Patient Scheduled

Patient receives SMS with available times and can self-schedule remaining visits.

Key benefits

No more manual schedule-outs

Patients are scheduled for their full plan of care automatically—no 10-20 minutes per patient at the front desk.

Patients reminded before they drop off

SMS reminders sent proactively when visits are due, so patients stay on track without phone tag.

Auth limits enforced automatically

Never over-schedule beyond payer authorization limits. Insurance rules checked before every booking.

At-risk patients surfaced daily

Know who's falling behind before it's too late. Front office gets alerts for patients needing follow-up.

Results from real clinics

27.5%
increase in visits per case
Marketplace PT Case Study
90+
hours saved per location monthly
Marketplace PT Case Study
50%+
of visits scheduled via Penciled
Marketplace PT Case Study

What clinics are saying

"When Penciled books over 50% of our visits, it fundamentally changes the cost structure of the business. It moves scheduling from fixed labor to a scalable system."
Michael Rappaport
Michael Rappaport
Founder, Marketplace Physical Therapy
"Penciled has helped us significantly improve our number one priority: patient care, by assisting with a higher level of plan of care achievement."
John DeSiato, PT, MSPT
John DeSiato, PT, MSPT
Chief Operations Officer, Functional Performance Center
Built for WebPT clinics
50+ clinics already onboarded

Clinics like yours are already ahead.

Every month without Penciled is visits lost and hours wasted. Join 200+ providers who've already made the switch.

  • 14.8% more visits occurred (Marketplace)
  • Automated reminders & waitlist
  • Self-scheduling for evals & follow-ups
  • Plan-of-care compliance nudges

Go live in days. Payback within your first month.