Guidelines & Reference Materials¶
Your clinic can now upload and organize clinical reference materials — journal articles, protocol PDFs, treatment notes — directly in the platform. The AI assistant uses these materials when generating workout plans, so your clinical preferences and evidence-based protocols are reflected in every plan.
What You Can Do¶
- Upload PDFs (up to 25 MB) of clinical protocols, research papers, or practice guidelines
- Save links to online resources — the system reads and indexes the content automatically
- Write notes in markdown for quick reference material
- Organize materials into collections and tag them by body region, diagnosis, phase, or custom categories
Who Sees What¶
Materials can be scoped to different audiences:
- Clinic-wide: Available to all therapists and patients in your clinic
- Physician-level: Only visible to you and your patients
- Patient-specific: Attached to a single patient's care record
You control whether each guideline is visible to patients and whether the AI can reference it.
AI-Powered Plans¶
When you generate an AI workout plan, you can choose which guidelines the AI should consider. The system also supports saved defaults — set your preferred guidelines once at the clinic, physician, or patient level, and they'll be pre-selected for future plan generations.
This feature is being rolled out to clinics gradually. Contact your account manager if you'd like early access.