Questions answered in this article:

  • What is the importance of a smart tree?
  • What is the definition of the trees, branches, and leaves of the smart tree?
  • How do I differentiate the features available for "Basic" and "Premium" smart trees?

View the instructional video(s) on this topic below:


Related articles:


Smart Trees is a concept we developed very early on with the vision to save practitioners time when creating treatment plans, tracking data, and note-taking. 

Structure & terminology: We use a familiar metaphor for those who’ve worked with paper charting: The Filing Cabinet.

  • Trees: You can think of Trees as a file cabinet drawer that holds all of the data for a given treatment plan. 
  • Branches: These would be the folders inside your file cabinet drawer. Branches aggregate the tracked data inside it. They also show a total count of mastered targets/goals.
  • Leaves: These would be all the forms inside your folders. They hold all your trial data.

An overview of the workflow for adding and using goals:

1. Create goals for your client in the client chart modal - The set up - 4 minute tutorial.
2. Add these targets (leaves), to an individual session - Add to a session - 3 minute tutorial.
3. In the session report/ OT Note, you may document the progress of your client there. Share your session notes with the client so they can track goals and progress and support their child's development at home with assigned homework. - Share a note or homework with your client - 3 minute tutorial
4. View all comments on a particular goal in the client chart modal under the trees tab.


Comparison of Basic and Premium Smart Trees


Smart Trees - Basic
Smart Trees - Premium

  • Create new trees/branches/leaves.

  • Add leaves to session notes and comment on them.

  • Include leaf session comments in chart note PDFs.

  • Update leaf completion status.

  • Preview session leaf comments from the leaf setup

  • Everything from Smart Trees Premium

  • Goal setup and management:     

  • Setup - Included features:

  • Advanced data collection

  • Collection type

  • Self-mastery criteria

  • Tags

  • Data table and graph

  •  Management - Included features:         

  • Copying tree/branch/leaf to another client (no tracked data is copied)

  • Moving branch/leaf to another tree for the same client (keeps current tracked data)

  • Goal bank (coming soon)

  • Progress and data tracking:     

  • Options for adding leaves (targets) in bulk to a session

  • Tracking trial data using the thumb up/down icons to trigger self-mastery

  • Reporting and sharing:     

  • Real-time goal sharing via the client portal

  • One-click goal summary report