Clinical & Documentation
Documentation that supports the clinician — not replaces them
Ezi helps clinicians draft, organize, review, and improve documentation with ABA-aware tools, structured workflows, and customizable templates — while final clinical judgment and sign-off stay with the clinician.
Documentation is essential — and it shouldn’t consume the clinical day
Session notes, treatment plans, and evaluations are where clinical work becomes a defensible record and a payable claim. But blank templates and disconnected tools turn documentation into hours of after-session work. Ezi’s goal is to make documentation more complete and consistent — with structure and assistance that speed the work without taking the clinician out of the loop.
What Ezi actually does
AI-assisted features produce drafts and suggestions. A clinician always reviews, edits, and signs — nothing is filed on its own.
ABA-specific templates
Customizable, structured note templates built around ABA documentation so clinicians aren’t starting from a blank page.
Real-time data collection
Capture session data and behavior information as part of the documentation workflow.
Treatment plans
Build and maintain treatment plans, with AI-assisted drafting available to accelerate the first pass on higher tiers.
Evaluations & assessments
Structured evaluation and assessment workflows, including assessment questionnaires that can inform a draft narrative for the clinician to refine.
FBA workflows
A guided functional behavior assessment flow — referral, antecedents, consequences, setting events, data summary, and function.
AI-assisted drafting
Generate a first draft of a note or plan from your inputs. It’s a starting point the clinician reviews and edits — with clear “review before use” prompts throughout.
Documentation review
Assistive checks can pre-screen notes against a rubric to surface gaps before human QA review — they flag, they don’t sign off.
Supervisor review workflow
Route documentation through review, and keep note signing as a separate, deliberate clinician action.
eSignatures
Built-in eSignature workflows for the documents that need a signature, available from Professional up.
How it works
Assistance speeds the draft; the clinician stays responsible for the record.
Start with structure
Begin from an ABA-specific template and captured session data — not a blank screen.
Draft with assistance
Optionally generate a first draft from your inputs to save time on the initial write-up.
Review and refine
The clinician reviews, edits, and applies clinical judgment. Assistive checks can flag gaps first.
Sign and connect
The clinician signs the finished note, which then supports QA and billing downstream.
One connected platform
Documentation connects clinical work to everything downstream
A note isn’t the end of the workflow — it’s the input for quality review and billing. Ezi keeps documentation tied to the client, to QA, and to the revenue cycle.
Client Management
Every note and plan lives with the client record it belongs to.
Quality & Compliance
Documentation feeds QA review and clinical quality workflows.
Billing & Revenue Cycle
Documented sessions become claims — with the record behind them.
Scheduling
Completed sessions carry into documentation automatically.
Who it’s for
Documentation tools in Ezi are built for the clinicians who write the record and the supervisors who review it — with assistance that respects that this is clinical work.
Plan availability
Session notes and documentation are included on every plan. eSignatures, treatment-plan automation, FBA workflows, and AI-assisted drafting are included from Professional up; AI treatment-plan automation is an Enterprise+ capability. See the pricing page for plan details.
Compare plansExplore a more connected documentation workflow
Start a 14-day free trial with full Professional access, or book a demo to see how Ezi supports clinical documentation.