How LocalScribe Works with Raintree

If you use Raintree, LocalScribe usually works best when it matches the specialty rehab structure your clinic already documents in. Raintree is built for PT, OT, SLP, pediatric therapy, and multidisciplinary rehab, and emphasizes specialty-specific documentation, questionnaires, digital intake, and therapy-specific workflows rather than one generic note format. That makes it mostly a LocalScribe custom-template platform, even though some simpler SOAP-style workflows can still start with a built-in template.

The main setup choice

If your clinic uses a straightforward SOAP-style daily or visit note, a built-in LocalScribe SOAP template is a reasonable starting point. But once your Raintree workflow depends on specialty-specific templates, questionnaires, evaluations, or structured goal planning, the better fit is usually a LocalScribe custom template that mirrors the same headers, order, and section logic. Raintree emphasizes templates, shortcuts, assessments, questionnaires, and customizable forms built around specialty workflows rather than a one-size-fits-all note.

Daily and visit notes

For simpler visit documentation, a rehab-style LocalScribe SOAP template can work well. Raintree’s broader therapy positioning centers therapy-specific documentation and workflow efficiency, which makes SOAP-style drafting a reasonable starting point for clinics that are not heavily customizing visit-note structure. But if your team uses a more defined visit-note format inside Raintree, it still makes sense to mirror that structure in a LocalScribe custom template.

These custom-template examples show the section headers and the instructions you would give the model for each section.

A practical daily-note template in LocalScribe might use:

Subjective: Include the patient or caregiver report, current concerns, symptom change, and relevant carryover since the last visit.

Objective: Document interventions completed, measurable performance, cueing level, observable responses, and treatment data.

Assessment: Summarize clinical interpretation of the session, progress, barriers, and skilled reasoning.

Plan: State the next treatment focus, home carryover, and any needed follow-up.

Evaluations and re-evaluations

This is a stronger custom-template category. Raintree’s OT materials specifically highlight detailed hand, wrist, and elbow templates, OT patient questionnaires, neuro exams, and OT assessments such as motor-skills or sensory-integration work. Its pediatric materials also emphasize specialty-specific documentation, customizable forms, and targeted clinical questionnaires for individualized treatment. That is a strong sign that evaluations and re-evaluations are better handled with a LocalScribe custom template that matches the discipline and the clinic’s actual structure.

A practical evaluation or re-evaluation template in LocalScribe might use:

Referral and reason for evaluation: State the referral concern, diagnosis context, and purpose of the evaluation.

Background and history: Include relevant medical, developmental, educational, therapy, and family history.

Standardized tests and clinical measures: Document test results, scores, observations, and other structured assessment findings.

Functional performance: Summarize strengths, deficits, participation issues, and real-world functional impact.

Clinical assessment: Interpret the findings, identify priority needs, and describe clinical significance.

Plan and recommendations: Document treatment recommendations, frequency, goals, and next steps.

Treatment plans and goals

Treatment planning is another strong LocalScribe custom-template category. Raintree’s pediatric materials explicitly connect documentation with building a plan of care, individualized treatment plans, and outcome tracking through specialty-specific workflows and customizable forms. That suggests a structured goal-planning workflow rather than one generic free-text plan, so clinicians usually get a better fit by mirroring their actual Raintree goal and plan structure in LocalScribe.

A practical treatment-plan template in LocalScribe might use:

Problem areas: State the main deficits, impairments, or treatment targets.

Goals: Write clear, measurable short- and long-term goals in discipline-appropriate language.

Interventions: Describe the planned skilled interventions and therapeutic approach.

Progress tracking: Document how progress will be measured and what outcomes will be monitored.

Frequency and review plan: State expected service frequency, duration, and review timing.

Questionnaires, intake, and assessments

Raintree also looks like a strong custom-template platform for intake and assessment summaries. Digital patient intake and referral tracking are part of Raintree’s options, while the OT and pediatric specific uses include patient questionnaires, neuro exams, OT assessments, and customizable clinical questionnaires. When your narrative output needs to reflect the structure of those questionnaires or exams, a LocalScribe custom template is usually the better move.

A practical intake or assessment-summary template in LocalScribe might use:

Presenting concern: Summarize why the patient is seeking care now and the main concerns being reported.

Relevant history: Include medical, developmental, therapy, educational, and family history relevant to care.

Questionnaire and assessment findings: Summarize the most important questionnaire results, exam findings, and clinical measures.

Functional impact: Describe the daily-life, school, home, or participation impact of the current problems.

Initial impression and next steps: Summarize the early clinical picture and recommended next steps.

PT, OT, and SLP variation

This matters more in Raintree than in many general EHRs because the platform appears especially discipline-specific. OT materials include hand, wrist, and elbow templates, neuro exams, and OT assessments, and Raintree’s pediatric domain emphasize specialty-specific documentation and customizable forms for individualized treatment. That means discipline-specific LocalScribe templates matter here, but so do custom terminology and test-reference tools. In PT, OT, and SLP workflows, getting the template shape right is only part of the job. The draft also needs to reflect the right specialty language, questionnaires, outcome measures, and assessment terms for the discipline. When that is true, LocalScribe’s custom terminology and test-reference tools become especially useful, because they help the draft stay closer to the language and measure-based reasoning the clinician actually documents with.

What to put into LocalScribe

Use the same source material you would normally rely on while writing manually. That can include typed shorthand, pasted text, dictation, ambient or session recording, and attachments such as intake paperwork, prior evaluations, questionnaires, screeners, outcome measures, referrals, and other source documents, plus clinician observations not captured elsewhere. LocalScribe is built to turn that source material into a structured draft, and its custom-template workflow becomes more useful as documentation gets more specialized.

Bottom line

For Raintree, the default recommendation is usually to use LocalScribe custom templates for evaluations, assessments, treatment plans, and discipline-specific workflows. Built-in SOAP-style LocalScribe templates are most useful when the Raintree workflow is relatively simple and close to a standard visit-note structure.