The Challenge

For therapy teams operating across dozens of senior living communities, documentation burden is one of the biggest barriers to delivering high-quality patient care. Complex evaluations and multi-page documents with growing regulatory requirements keep clinicians focused on their screens instead of their patients. Documentation speed is just one issue. Writing notes that hold up under audit is a skill most therapists were never trained for and the stakes of getting it wrong keep growing.

Key challenges include:

• Documentation burden. Evaluations require significant time to complete, pulling clinician attention away from patients.
• Documentation quality. Inconsistent clinical language creates compliance and audit risk across locations.
• Patient engagement. Therapists feel disconnected from patients due to documentation demands during sessions.
• Platform modernization. There’s a need for a modern, browser-based platform to replace legacy COM and POC systems.

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The Solution

The organization joined the Optima Unity with AI early adopters program with 78 testers across their locations and 6 therapists piloting the AI documentation feature. Their focus was on evaluations, the most time-consuming and complex documents in the therapy workflow, and the area where AI impact would be most measurable.

Optima Unity with AI captures the therapist-patient interaction in real time, recognizes each speaker, and automatically populates the relevant documentation fields, allowing therapists to stay engaged with patients while the documentation happens naturally in the background. Two super users, a speech-language pathologist and a Director of Rehab, drove deep adoption and provided feedback that directly shaped Net Health’s product development ahead of general availability.

With scalable processes now in place and a modern, web-based platform replacing COM and POC, the organization is positioned to continue rolling out Optima Unity with AI across their full network of senior living communities.

 

Improvement Over Time

Documentation quality improved from AI generating more consistently skilled clinical language, reducing compliance risk and audit exposure. Patient engagement increased as therapists reported staying fully present during sessions rather than focused on data entry. Training adoption accelerated because browser-based single login and video-based training materials reduced onboarding time significantly.

Efficiency Gains

• Eval Documentation: AI populates the majority of evaluation fields automatically, goals remain the primary manual input
• Patient Engagement: Clinicians report more meaningful patient interactions with less mental load during sessions
• Documentation Quality: AI generates skilled, consistent clinical language that reduces audit risk across all locations
• Clinical Environment: Zero recording issues reported in real gym environments — AI captured dialogue reliably in clinical settings

Business Impact

Early results from the early adopters program confirm that Optima Unity with AI is delivering on its core promise: less time documenting, more time with patients, and stronger documentation quality across the board. Evaluations are being completed faster, clinical language is more consistently defensible, and therapists report a meaningful improvement in how present they feel during patient sessions.

With a modern browser-based platform replacing COM and POC, the organization is now positioned to scale these gains across their full network — rolling out AI capabilities to more clinicians as Optima Unity with AI moves toward general availability.