J-2 When my last patient leaves, I want my progress notes finished and defensible, …
Job to be done (JTBD) · supported · Approved · v2 · CR-1
To change it, ask Claude and give the reference, for example "change J-2's evidence question".
Details
| Field | Value |
|---|---|
| Job statement | When my last patient leaves, I want my progress notes finished and defensible, so I can go home on time without risking payer pushback. |
| Situation | End of a full clinic day |
| Progress | Notes done, signed and audit-proof |
| Outcome | Evenings back; claims hold up |
| Functional aspect | Not filled in yet |
| Emotional aspect | Not filled in yet |
| Social aspect | Not filled in yet |
| Struggling moment | Charting at the kitchen table at 9 pm. |
| Hiring criteria |
|
| Firing criteria |
|
| Force push | Burnout, therapists leaving |
| Force pull | Draft ready to sign |
| Force anxiety | AI gets clinical details wrong; liability |
| Force habit | Own templates and EMR shortcuts |
| Success metric | Hours charting after clinic per therapist per week |
| Job map step | Not filled in yet |
| Importance | 5 |
| Satisfaction gap | Not filled in yet |
How sure, and why
| Field | Value |
|---|---|
| Evidence question | Do owners in the next 3 clinic calls also put notes before home exercises? |
| Decision rule | If most of the first 10 paying clinics name adherence or drop-outs rather than notes as their reason to buy or stay, revisit D-5. |
| Disproven reason | Not filled in yet |
| Knowledge type | Company supplied |
| Origin | AI generated |
| Reasoning | Three pilot clinic owners describe this job in their own words. |
Evidence
3 supports · voice: Customer
| Ref | Stance | Quality | What was said | Voice | Source | Date | Review |
|---|---|---|---|---|---|---|---|
| SIG-1 | Supports | 4 First-hand, from a pilot clinic owner. | Honestly, the notes are what I'd pay for. My therapists finish charting at home after dinner. | Customer | Pilot clinic interviews | 2026-10-28 12:02 | Approved |
| SIG-2 | Supports | 4 First-hand, from a pilot clinic owner. | If it writes a note I only have to check and sign, I'd roll it out to every therapist tomorrow. | Customer | Pilot clinic interviews | 2026-10-28 12:02 | Approved |
| SIG-3 | Supports | 4 First-hand, from a pilot clinic owner. | The home exercise tracking is nice, but I can't sell that to my team. The notes I can. | Customer | Pilot clinic interviews | 2026-10-28 12:02 | Approved |
Linked to
Persona
Competitor (alternative)
- C-1 'Printed exercise sheets + notes written after hou…'
- C-5 'DIY with general AI tools and templates'
- C-6 'Practice EMR with built-in home programmes (e.g. …'
- C-7 'AI scribes (Freed, Heidi, DeepCura)'
Feature
Addressed by
- E-VP-5 Primary outcome: Therapists finish their notes in clinic instead of at home: about 5 hours a wee…
- E-VP-18 Differentiation: Adherence and form measured on camera, not ticked off by the patient, and notes…
- E-VP-17 Differentiation: Notes that include what happened at home, not only what was said in the session…
- E-VP-3 Lead promise: Progress notes ready to sign before you leave the clinic, with what each patien…
Decided in
- D-5 Which job should the pitch lead with? (revisits D-1 after pilot interviews) → Notes first (J-2): progress notes done in clinic, drafted from what each patien…
History
| Version | Applied | Change | Kind | Summary | Reason given | By | What changed |
|---|---|---|---|---|---|---|---|
| v2 | 2026-10-28 12:10 | CR-1 | Signal driven | Lead with drafted progress notes: three pilot clinic owners say the notes are what they would pay for. | Three pilot owners said it in their own words. | Sam | Reasoning, Evidence status, Evidence question |
| v1 | 2026-10-28 12:02 | CR-0 | Baseline import | Baseline import of 'Kinetrail' from gtm-strategy-builder vault revision 17 | Baseline import of the founder's own strategy vault. | vault import | First version |