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For health coaches on clinical teamsCoaching in Google Docs and text threads, invisible to the clinical team, one screenshot away from a compliance question. Here, your coaching notes live in the chart with a coaching scope, patient check-ins land on your Today view with trend deltas, and the line between coaching and medicine is drawn by the software — so you never have to draw it yourself.
How do health coaches work inside a medical practice's EHR? With scope built into the software: coaches sign coaching-scope notes (goals and habits language), run check-ins and habit plans, and see the care plan context — while prescribing, ordering, and clinical note signing simply aren't part of their surface. CareOS enforces that boundary by construction.
Your template is the Coaching Session — goals, habits, adherence. It signs under your name with a coaching scope, cleanly separate from the medical record.
Patient mood, energy, pain, and dose adherence check-ins arrive with automatic deltas — “mood improved 3→4, pain worse 1→2” — so the conversation starts informed.
Care-plan habit items, milestones, and patient-written goals — you manage the behavior layer while clinicians own the clinical layer.
Your coaching bundles and program enrollees in one view, with session packages and progress.
No prescribing, no lab orders, no clinical notes — not as a rule you follow, but as a surface that never offers them.
Coaching sessions route to coaches in the patient portal's booking — medical visits route to clinicians. No mix-ups.
Yes — safely. CareOS scopes notes by discipline: coaches write and sign coaching-scope notes in the same chart the clinical team uses, and clinical actions aren't part of the coach's surface.
Patients submit mood/energy/pain/adherence check-ins from the portal; they appear on the team's Today view with automatic trend deltas and flag rules for concerning answers.
Yes. The portal's booking routes coaching services to the coaching team and clinical services to licensed clinicians — role-appropriate by design.
Also on the team: Therapists · Physicians · Practice operations
Setup walkthrough · Month-to-month, no annual contracts · Your data is exportable anytime