PLRM Clinical Tools

Turn session details into a draft without rebuilding the note.

Documentation Assistant asks for what matters, organizes what you provide, and gives you a structured draft to review and copy into the EHR. Complete Tools adds Group Builder and saved group storage.

Complete Tools $10/month for the first 3 months, then $30/month · Documentation Assistant $19/month

Why this exists

Reduce the effort between the session and the finished draft.

The hard part should be professional judgment, not reconstructing the same information from memory across disconnected screens. PLRM gives that work a clearer starting point while leaving the final decision with you.

  • Avoid rebuilding from a blank page
  • Answer only the follow-up questions the draft needs
  • Keep review, correction, and EHR entry under user control

395Ready-to-print worksheets

A worksheet for the session you didn’t plan for.

Search by what your client is facing: cravings, shame, grief, boundaries, anger. Preview it, print it, or bundle several into one packet. Written by a working LCSW to hit hard and go deep, not to fill time. Included with Complete Tools.

  • Cravings & Relapse Prevention
  • Shame, Guilt & Amends
  • Grief & Loss
  • Relationships & Boundaries
  • Thoughts & Perception
  • Fear, Trauma & Safety
  • + 5 more

How Documentation Assistant works

From real details to a draft you can review.

Describe the work, answer the meaningful gaps, then review what belongs in the record.

  1. 1Describe what happened naturally.

    Start with the clinical details you already know.

  2. 2Answer only the necessary follow-up questions.

    Fill the gaps needed for a more complete starting draft.

  3. 3Review and copy the completed draft into the EHR.

    Correct the language and decide what belongs in the record.

One assistant, many kinds of writing

Give it your shorthand. Get a clinical draft to review.

You don’t pick a separate tool for each document. Paste your notes, quick shorthand, or de-identified sections of a form, and say what it’s for. The assistant writes it in clinical language from what you gave it, without adding facts you didn’t supply. You read it, fix anything, and copy it into your EHR.

Built for therapists, case managers, intake and assessment specialists, peer support professionals, group facilitators, clinical leaders, and others documenting care within their role.

01

Everyday clinical work

Group documentation · Individual clinical notes · Case management · Family and collateral documentation

02

Assessment and planning

Cleaning up shorthand in BPS sections (not a full BPS) · Treatment plan wording · Risk and safety wording from your findings

03

Continued care and transitions

Continued stay (CCR) and UR paragraphs · Level-of-care wording · Discharge and aftercare wording from your facts

04

Clinical oversight

Staffing or clinical updates · Note QA and documentation review

It changes with the work

Use the format and level of support the document calls for.

  • DAP, SOAP, BIRP, GIRP, custom or inferred formats, plus document-specific structures
  • Case-management service types, formats, note lengths, and choices for handling missing information
  • Ask only when necessary, ask one question at a time, or produce the briefest supportable note
  • Browser-checked PDF form intake when the document and workflow are appropriate

Note QA

When the note already exists, find what’s solid and what still needs work.

Paste a de-identified existing note and review it through the eyes of a clinician, clinical director, or documentation reviewer. Note QA doesn’t just score the writing. It shows what’s supported, what’s unclear, and what should be corrected before the note is returned to the record.

What comes back

  • Supported strengths
  • Missing or unclear information
  • Unsupported or contradictory statements
  • Medical-necessity and payer weaknesses
  • A corrected, paste-ready rewrite
  • Focused questions when material facts are still missing

Case management, made clinically meaningful

A task log says what happened. A clinical note explains why it mattered.

Before

“Called probation officer and sober living. Confirmed appointment and transportation.”

One relevant question

How did the identified barriers affect treatment access, recovery stability, or risk?

After

A review-ready CM note connects the coordination work to the documented barrier, its effect on continued treatment access or recovery stability, the outcome, and the next step without adding facts the case manager didn’t provide.

Fictional example. The assistant asks for the missing clinical connection rather than inventing it.

Documentation Assistant

Start from the work, not from a blank page.

Use natural input and focused follow-up questions to create review-ready drafts across the documentation cycle. The assistant organizes the details without taking professional judgment away from the person responsible for the record.

  • Multiple documentation types
  • Structured starting drafts
  • Upgrade to Complete Tools when needed
Current PLRM Documentation Assistant screen using fictional information
Fictional demonstration information

In development

Bring PLRM closer to the EHR page you’re completing.

The upcoming browser extension is being built to help users call PLRM from their browser, identify the section in front of them, and prepare a draft for review without depending on a separate template for every major EHR.

The extension isn’t available yet. Privacy, permissions, and EHR compatibility remain part of development.

See the current guided demo

Complete Tools

Build a group packet someone can actually facilitate.

Group Builder creates more than a topic and worksheet. It can prepare the teaching, participant work, facilitation structure, and documentation support needed to run a substantial clinical group, then save the packet for later use. When the group is complete, carry the planned group context into Documentation Assistant so the shared note and individualized client drafts begin from the group that was actually facilitated.

  • Facilitator guide
  • Client material or worksheets
  • Documentation support
  • Sign-in sheet
  • Evidence-based clinical methods
  • Trauma-sensitive participation options
  • Safety preparation
  • Observable learning objectives
  • Scenario practice or role-play when selected
See Complete Tools pricing
Current PLRM Group Builder screen using fictional information
Fictional demonstration information

See the actual workflow

Choose the documentation example you want to watch.

Each short video uses the real portal interface and fictional information.

Group Builder into documentation

Build the complete group, then carry it into documentation.

See the topic and clinical setup become a substantial group packet, then follow the planned content into Documentation Assistant for the shared note and individualized client drafts.

Ready to choose the workflow you need?

Compare the two plans

What happens when the facts aren’t there

Unknown doesn’t quietly become reassuring.

When clinically important information is missing, especially around risk or safety, the assistant stops and asks instead of turning the gap into a negative finding. Group documentation can create a shared group note and genuinely individualized client notes, but it doesn’t fabricate participation, response, progress, risk, or other client-specific facts.

Don’t enter PHI. Every draft requires professional review, and the finished clinical record stays in the facility EHR rather than becoming the portal’s clinical chart.

Choose your subscription

Two clear ways to begin.

Create or sign in to your protected portal account, complete the professional use acknowledgments, choose your plan, and continue to secure Stripe checkout.

Documentation Assistant

$19/ month

Documentation support only

  • Documentation Assistant
  • Professional review workflow
  • Upgrade when you need Group Builder
Choose Documentation Assistant

Subscriptions renew monthly until canceled. Cancellation takes effect at the end of the current paid period. Applicable tax is added at checkout. PLRM remains a beta service. The current tools are available now, while features and workflows may continue to improve. Material pricing changes will be disclosed before they take effect.

Read complete subscription terms

Clinical and privacy boundary

Built to support the people responsible for the record.

PLRM supports professionals working in behavioral health who create or assist with clinical documentation. Don’t enter names, dates of birth, record numbers, or other protected health information. Every draft is yours to review, correct, and approve before it reaches the record. When required, an authorized clinician or supervisor must also review it. PLRM helps capture medical necessity, interventions, response, risk, progress, barriers, and level of care factors that payers evaluate. It doesn’t guarantee authorization or payment, and it doesn’t replace professional judgment, supervision, emergency procedures, organizational policy, or legal responsibility.

Questions before subscribing? Email Junior directly.
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