Flow and Lifecycle Stages and Set up (Teams Accounts)

Flow and lifecycle stages is like project management for an EMR. It tells the app how a therapy team manages tasks, who is responsible, and when. This feature is available only on Teams plans with billing enabled. The workflow tells the app when to send notices to the team member responsible for the task and alerts them if the assigned task is upcoming or overdue. Once the task is completed, it removes from their "Worklist" tab. MyTherapyWizard is the clinical intelligence EMR for therapists, built by a practicing occupational therapist. Currently serving OT practices of every size, with physical therapy, speech-language pathology, and mental health coming soon. Pediatric through adult, clinic to school to home health. Unlike traditional therapy EMRs, MyTherapyWizard turns every evaluation, session note, and intake form into structured outcome data your practice can measure, defend, and bill against: guided evaluations, reports tailored to each audience in 17 languages, plans of care with medical necessity documentation, billing, and ICF-aligned documentation. On this channel: walkthroughs, documentation tutorials, billing guides, school-based therapy workflows, and practice growth tips for therapists. 🔗 Free trial: https://www.mytherapywizard.com 📚 Knowledge base: https://help.mytherapywizard.com/port...