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Documentation

Documentationthat holds upwith every reviewer.

Circle drafts notes using your chart formats and checks them against clinical and payer criteria before you sign. Clinical leaders keep standards high, so care teams can focus on their work.

70%

Less time to a compliant note, expanding clinical capacity

As reported by Circle customers

A scribe writes down what was said. Circle knows what the reviewer needs to see.

How it works in your daily routine.

Staff

Draft notes faster, with criteria visible

Staff can use dictation, ambient listening, typing, or upload to get started. Circle drafts the note or assessment and points out where more evidence is needed, so it can be fixed before signing and checked again.

Progress note

  • Presenting symptoms

    Drafted from session

    Complete
  • ASAM Dimension 5

    Relapse risk needs a specific example

    Review needed
  • Interventions

    Mapped to treatment plan goals

    Complete
  • Signature

    Required before record entry

    Not due yet

Built into every review.

Bring scattered records together for a clear view

Previous assessments, treatment goals, and progress notes are organized together before the next session, so staff spend less time piecing together the history.

Your standards, clearly organized

Each review uses the criteria your team already trusts, like state requirements, accreditation standards, and payer guidelines. You can view, adjust, and update them whenever programs or payer contracts change.

Specific guidance right where it is needed

If a note is missing an assessment element or needs more detail for medical necessity, Circle highlights the exact section and suggests what to add. Clinicians get clear, timely suggestions instead of having to interpret general policies.

Straightforward status for the whole team

Simple, familiar statuses keep everyone on the same page: Complete, Missing, Review needed, Late, or Not due yet. Supervisors and quality teams can see what’s on track and where someone might need help.

Clinicians stay in full control

Nothing goes into the EMR without a clinician’s review and approval. Clinicians check each draft in their normal workflow, make any changes they need, and sign off with confidence.

The golden thread

Every entry traces back to the plan.

Reviewers want to see a clear line from assessment to plan to today’s work. Circle keeps this connection visible as each note is drafted, so any gaps show up while they’re still easy to fix.

  1. Assessment

    Needs, strengths, and risk identified at intake.

    Step 1
  2. Service plan

    Goals and planned interventions agreed with the client.

    Step 2
  3. Today's entry

    What happened in the encounter, tied to those goals.

    Step 3
  4. Before signature

    Circle shows where the link to the plan is thin.

    Step 4

What customers have measured.

70%

Less time to a compliant note, expanding clinical capacity

As reported by Circle customers

93%

Treatment plan timeliness as census grows

As reported by Circle customers

49% to 90%

Compliance lift at a child welfare agency

Know what each payer expects. Act before revenue is at risk.

See how Circle fits alongside the systems already in place.

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