Build around the way your discipline documents care
An assessment, progress note and discharge summary serve different purposes. Identify required fields, outcome measures and review steps with the people who write the records. A shared practice needs enough consistency to support continuity without forcing every discipline into the same form.
Review the whole record lifecycle
Ask to see drafts, signing, corrections and export. Confirm who can view, edit and approve a record, and what happens when a practitioner leaves. Review audit history and retention settings as part of clinical release acceptance. Flor’s public demo does not accept notes or patient records.
A few common questions
Can I upload a sample patient chart?
Please do not upload or paste patient information into this website or Flor chat. Use fictional examples when discussing requirements.
Are note templates a compliance guarantee?
No. Templates must be reviewed against the obligations and workflow of your practice.
Prepared for clinic owners in United States. Updated September 16, 2026. These guides support product evaluation and do not replace professional or legal advice.