Schedule a Planetrehab demo

A demo is the fastest way to see how Planetrehab fits a physical or occupational therapy clinic. You can book one from the Planetrehab site, or call the team and ask for a walkthrough of the tools your staff would use every day.

What to prepare

Bring a recent claim, a sample daily note, and a list of the payers you bill most often. If the clinic has more than one location, note which site should be the example during the call. The specialist can follow one real visit from check-in through the note and the claim.

Decide who should join. A clinic owner, a therapist who writes notes, and someone from billing usually cover the questions that come up. Front-desk staff are useful if scheduling and reminders are part of the reason you are looking.

Book the walkthrough

1. Open planetrehab.com and choose Schedule Demo.
2. Share the clinic name, whether you provide PT, OT, or both, and a time that works.
3. Add a phone number and the name of the person who will lead the call.
4. Submit the request. The Planetrehab team confirms the time by email.

If the calendar does not show a time that works, call the number on the site and ask for a demo. Mention the topics you care about so the call is not a generic tour.

What the call covers

Ask to see patient intake, treatment documentation, billing, and remote therapeutic monitoring. A useful demo follows one patient: the visit is scheduled, the therapist documents it, and billing can see the charge that comes from that note.

• Patient portal: scheduling, messages, payments, and uploaded documents.
• Notes: AI documentation and therapy templates.
• RTM: home therapy that the clinic can bill for.
• Billing: claim status and outstanding balances.
• Reminders: email and text before a visit.

After the demo

Write down the workflows that matched the clinic and the ones that still need a follow-up. If you want a second call for billing only, or for the patient portal, ask for it before you hang up. Have the sample daily note ready if you want the next session to start from a visit your therapists already recognize.