11:40 · Sophie, an insurer’s form
Their form, filled in from your notes.
Insurers, medico-legal companies, case managers, solicitors and employers each want a different report. Reports fills in their form from the notes already signed in ClinDesk, then waits for the treating physio to review, approve and sign.Every referrer wants their own form. Reports fills it in from your signed notes, then waits for your signature.
Add-on to any ClinDesk plan · [to confirm]
- Their layout, their questions
- Every answer linked to a signed note
- Nothing leaves without the physio’s signature
11:40 – 11:55 · one report, start to finish
From signed notes to a signed report
- 11:40
Choose the referrer’s form
Pick the insurer, case manager or solicitor, and the form they’ve asked for.Pick the referrer and the form they’ve asked for.
- 11:41
Answers come from your notes
Each answer is filled in from the patient’s signed notes, in the referrer’s layout.Filled in from signed notes, in their layout.
- 11:52
Review, edit and sign
Check every answer against its source, fill any gaps, then approve and sign.Check the sources, fill any gaps, then sign.
- 11:55
Download Word or PDF
Send it the way the referrer prefers. The signed version stays on the patient record.Send it their way. It stays on the record.
09:00 · the morning’s post
Works with the forms you’re sent
Each referrer keeps their own form, and Reports keeps it too. No retyping into a template of ours. It supports forms from:Each referrer keeps their own form. Reports supports forms from:
- Insurers
- Initial, progress and discharge reports.
- Medico-legal companies
- Reports in each company’s own format.
- Case managers
- Progress updates and requests for further treatment.
- Solicitors
- Reports on each firm’s own template.
- Employers
- Occupational health and return-to-work updates.
[to confirm]
- 1. Sessions attended since the last report
- 2. Current function at work
- 3. Barriers to recovery
1. Sessions attended since the last report
| Date | Attended | Clinician |
|---|---|---|
| 27/10/2026 | Yes | S. Marsh |
| 03/11/2026 | Yes | S. Marsh |
| 10/11/2026 | Yes | S. Marsh |
2. Current function at work
Light duties in the warehouse. Lifting to waist height; no overhead work yet.
3. Further treatment recommended?
Yes No
11:41 · their layout, untouched
The report arrives the way they asked for it
Referrers notice when a report isn’t on their form. Reports keeps their layout, headings and question wording, so there’s nothing to reformat.Referrers notice when a report isn’t on their form. Reports keeps their layout and wording.
- Word and PDF forms. The referrer’s own file is the template.
- Their headings and question order. Nothing is moved or renamed.
- Tick boxes, tables and signature blocks. Completed where they expect them.
- Word or PDF download. Whichever the referrer prefers.
Adding a new referrer’s form: [to confirm]
11:46 · Sophie checks the sources
Check any answer against the note it came from
Select an answer to see the exact passage in the signed note, highlighted. If the notes don’t cover a question, Reports says so rather than filling the gap.Select an answer to see its source, highlighted. Gaps are left for you, never guessed.
- Each answer is linked to its note, date and author.
- Gaps are marked as needing the physio’s input.
- Any answer can be edited before signing.
Presenting condition
Right shoulder pain after lifting boxes at work, onset 06/10/2026. Pain 6/10 reaching overhead; disturbed sleep.
Note 20/10/20261Progress to date
Session 4 of 6. Pain 3/10 reaching overhead; sleeping through most nights.
Notes 20/10 + 10/11/2026Further sessions requested
Needs your input2SR shoulder pain since lifting boxes at work 06/10/2026. 6/10 reaching overhead, wakes at night. Warehouse, now on light duties.
OFlex 120°, abd 110°, painful arc 90–120°. ER strength 4/5.
the bit only you know
Sample data (fictional)- 1Presenting condition: linked to the signed initial assessment of 20/10/2026
- 2Further sessions requested: the bit only you know
11:52 · signed
Nothing leaves without the physio’s signature
Every report starts as a draft, and only the treating physio can approve and sign it. Once it’s signed, it’s locked.Every report starts as a draft. Only the treating physio can approve and sign it.
A draft until approved
Every report starts as a draft. The physio reviews and approves it.
Signed and locked
Once signed, the report is locked and the signature is recorded in the audit trail.
You choose how it’s sent
Download Word or PDF and send it the way the referrer asks. Reports doesn’t send anything itself.
- 11:41Draft prepared · 14 of 16 answers from signed notes
- 11:492 answers added · Sophie Marsh
- 11:51Approved · Sophie Marsh, treating physio
- 11:52Signed & locked · Sophie Marsh
12:10 · Calder’s portal, kettle on
Portal answers, ready to copy
Some referrers want answers typed into their own online portal rather than a form. Reports prepares each answer in the order the portal asks for it, with a copy button beside it.Some referrers use an online portal. Each answer is ready to copy, in the portal’s order.
- Answers in the portal’s own order.
- Copy each answer with one click.
- Approved by the physio before anything is copied.
See Reports with a form you know
Bring a referrer form your team fills in often, and we’ll show you how it comes together from your notes.Bring a form you fill in often. We’ll show you it filled from notes.
Questions first? Email khuram@appstackx.co.uk – a real person reads every one.
Reports is an add-on to any ClinDesk plan · See pricing
Using a different practice system? ClinForms is also available on its own at clinforms.co.uk.
Appointment
ClinDesk demo
- With
- the AppstackX team
- Where
- online, on your screen
- When
- a day that suits you
- Bring
- the form you fill in most