ArkCloud Rehab

Note types compared

ArkCloud Rehab has six note types. They share one editor, one signing process and one place on the episode; what differs is the sections, what each can reuse, and what drafting help it offers. This page puts them side by side.

Written for: Physical therapists · Occupational therapists · Speech-language pathologists · Clinical supervisors

Where notes are written

ArkCloud Rehab → Records and revenue → Episodes → an episode → Notes → Clinical documentation

Every note belongs to an episode of care. In the Clinical documentation section, choose the type in New document, choose the visit it documents (or No specific visit (episode document)), and press Start. The sections come from the episode's care setting and discipline: a PT note adds mobility, balance and strength sections, an OT note adds occupational profile and ADL sections, an SLP note adds communication and swallowing sections. The menu is the same for every discipline.

Once an episode has an Initial Evaluation or a Discharge Summary, the menu stops offering a second one; change the existing note through Amend. The other types recur.

The six types side by side

The six note types in ArkCloud Rehab. Scroll sideways on a small screen.
Compare	Initial Evaluation	Visit note (SOAP)	Progress Report	Re-evaluation	Plan of Care	Discharge Summary
Purpose	The episode's first formal evaluation: why the patient is here, what limits them, your assessment, goals and plan.	Documents one visit: what the patient reported, what you measured and did, how they responded, what is next.	Summarises progress over a reporting period and the continued plan.	A new formal evaluation after new information or a significant change. May re-set goals and the plan.	The signed narrative plan: goals, planned interventions, frequency and duration.	Closes the episode: course of care, goals met, discharge status, recommendations.
When you use it	First visit of an episode. One per episode.	Every treatment visit. One open visit note per visit.	When your practice's cadence or the payer calls for one. As often as needed.	When the clinical picture changes enough to re-evaluate. As often as needed.	When the plan is set or revised. Not tied to a visit.	At the end of care. One per episode.
How it is started	New document → Initial Evaluation → choose the visit → Start.	New document → Visit note → choose the visit → Start.	New document → Progress Report / Reassessment → the visit, or no specific visit → Start.	New document → Re-evaluation → the visit it was done at → Start.	New document → Plan of Care & Goals (defaults to no specific visit) → Start.	New document → Discharge Summary → the visit, or no specific visit → Start.
Sections (required unless marked optional)	Reason for referral / presenting concern; Relevant history (optional); Functional limitations; Clinical assessment; Measurable goals; Plan of care.	Subjective; Objective - measurements & observations; Objective - interventions provided; Assessment; Plan - next visit.	Progress toward goals; Reassessment findings; Updated goals (optional); Continued plan of care.	Reason for re-evaluation; Re-assessment findings; Clinical assessment; Revised measurable goals; Revised plan of care. Optional: interval history, progress toward current goals, functional limitations.	Measurable goals; Planned interventions; Frequency & duration; Plan of care.	Course of care; Goals met / outcomes; Discharge status; Recommendations.
Is it SOAP?	No. Evaluation sections, then your discipline's sections.	Yes: Subjective, Objective, Assessment, Plan.	No. Progress-report sections.	No. Evaluation sections.	No. Plan sections.	No. Discharge sections.
What it can reuse	Confirmed body-map findings and mobility observations; reviewed outside-record entries; outcome score lines. Each is inserted only when you choose.	Quick Capture selections; treatment activities (Start from last visit, unticked); confirmed findings; outcome score lines.	Opens with the reporting period, visit counts and each goal's recorded values. Confirmed findings and score lines on request.	Confirmed findings, outside-record entries and score lines when you insert them. No prefill.	Fill from the treatment plan.	Confirmed findings and score lines when you insert them.
AI drafting	None.	Draft SOAP note (proposes S, O, A and P).	Narrative draft for Progress toward goals and Reassessment findings.	None.	None.	Narrative draft for Course of care and Goals met / outcomes.
Recording (limited preview)	Record this evaluation, with proposed entries you review.	Record this visit, or Dictate a summary.	Record this evaluation.	Record this evaluation.	Not available.	Record this evaluation.
Sign, amend, lock	Same for every type: the author signs, the text freezes; changes after that are amendments with a reason; locking is permanent; addenda can be added.	As for every type. Signing updates the visit's billing readiness; it creates no charge.	As for every type. Signing starts the next reporting period.	As for every type. For the Medicare progress-report billing check it counts like a progress report.	As for every type. Does not document a visit, so it does not affect a visit's billing readiness.	As for every type.
Where it appears afterwards	The episode's note list and Initial evaluation chip; episode timeline; patient's Health timeline.	Note list, Visit note chip, beside its visit; episode timeline; Health timeline.	Note list and Progress report chip; episode timeline; Health timeline.	Note list and Re-evaluation chip; episode timeline; Health timeline.	Note list and Plan of care chip; episode timeline; Health timeline.	Note list and Discharge summary chip; episode timeline; Health timeline.

What is available for each type

Capability	Status	What that means here
Six note types on every episode	Available	Initial Evaluation, Visit note, Progress Report, Re-evaluation, Plan of Care and Discharge Summary, each a template of sections that follows the episode's setting and discipline.
AI SOAP draft on a visit note	Available with configuration	On a visit note, Draft SOAP note proposes Subjective, Objective, Assessment and Plan text from what is recorded for the visit and the episode. You insert, edit or discard each section. Switched on for the hosted service.Requires: Your organisation's AI switch on. Where your clinic uses the patient AI agreement, the patient must have signed it and answered yes to AI-assisted notes.
AI narrative draft on a Progress Report or Discharge Summary	Available with configuration	Proposes text for Progress toward goals and Reassessment findings (Progress Report), and Course of care and Goals met / outcomes (Discharge Summary), from recorded goals, visit counts and earlier signed notes. Never drafts updated goals, the plan, discharge status or recommendations.Requires: Your organisation's AI switch on, and the same hosted AI setting as the visit-note draft.
AI drafting for evaluations, re-evaluations and plans of care	Available	On any unsigned templated note, including an Initial Evaluation, a Re-evaluation and a Plan of Care, the AI action beside a field drafts that section from what the clinician typed, confirmed findings and guided answers, with its sources; too little to draft from gets questions instead. For PT, Draft assessment is shaped by the note type: an evaluation, a visit (follow-up), a progress report and a discharge summary each get their own structure and evidence rules, and a progress report needs an earlier and a current value before it is drafted. OT and SLP assessments keep the general structure. There is no one-click whole-SOAP draft for these notes, and nothing enters the note until the clinician inserts it.
Build a visit note from your selections (no AI)	Available	Quick Capture selections can be turned into note text by fixed rules, with no AI. It is not marked AI-assisted and works when AI is off or the patient has declined AI.
Recording a visit or an evaluation	Limited preview	Built into visit notes (Record this visit, Dictate a summary) and into evaluations, re-evaluations, progress reports and discharge summaries (Record this evaluation). Not yet released for routine clinical use. A Plan of Care has no recording.Requires: Switched on for your organisation, the recording permission, and an approved speech-to-text service.
Progress Report opens with the reporting period	Available	A new Progress Report starts with the period since the last signed report, the visit count, first and last visit, each goal's recorded description, status, baseline, target and date, and each outcome score recorded on the episode with its arithmetic change from the first. Facts only; it never says a patient improved.
Fill the Plan of Care note from the treatment plan	Available	A Plan of Care note can be filled from the episode's structured treatment plan (frequency, duration, review date, the physician sign-off and linked goals), so the two say the same thing.
Template review by your practice	Available with configuration	ArkCloud has not clinically validated the note templates. An administrator records your practice's own review of each template version; until then the editor shows a working-draft notice.Requires: An administrator records the review under Administration, Documentation templates.

Any AI draft is a proposal. You review, edit or discard it, and signing a note that holds drafted text asks you to confirm you reviewed it. AI never signs, sends or finalises a note. See AI-assisted drafting.

Payer and regulatory documentation rules

Names you will see

The menu says Visit note; elsewhere the same type is labelled Treatment / Visit Note. ArkCloud does not use the terms "daily note" or "progress note".
The progress note is the Progress Report / Reassessment. A re-evaluation is a separate type, not a progress report.
The plan is Plan of Care & Goals. It sits beside the structured treatment plan on the episode, which holds frequency, duration, review date and the physician sign-off of the plan of care.
Older visit notes written in the earlier SOAP editor still open, sign and amend as before, and count as visit notes.