Home (Dashboard)
The Home screen provides a general overview of your account, and common tasks requiring your attention.
You're automatically directed to the home page after logging in. Color-coding brings your attention to what needs immediate action.
In this Article:
This is a breakdown of the dashboard sections in order. Click on any section belowto take you there
Home Overview:
Overall Home View
You're automatically directed to the home page after logging in, but you can return here by clicking (left menu)
- On mobile? That menu is at the bottom
Here's a general overview of the Home / Dashboard screen which includes the elements listed above:
Today's Appointments
Role: Therapist
At the top left you're shown a daily agenda view of todays appointments.
- Click on any appointment to bring up the appointment popup
- Easily see the time, appointment type and client alert (hover)
- You can also launch telehealth appointments:
Charting Tasks -or- Charts Awaiting Review
Role: Therapist and Supervisor or Supervisee
- Depending on your roles, you may see this section titled either:
- Charting Tasks or Charts Awaiting Review
- Supervisors and supervisees should pay close attention to this section of the dashboard!
- Providers in general should also be aware of the sections below that as well:
Uncharted Appointments
- This section lists the past 30 days of scheduled sessions that you either:
- Have not yet taken payment for
- Or started a chart note on
- Want to view more? Check out our practice summary report (under unlocked records)
Incomplete Charts
- We list any started, but unfinished appointment chart notes — no date limit
- We get it, things get busy! Tidy up your "to do list" here by completing the chart notes listed
Online Forms
- Any online forms requiring therapist or supervisor sections to be signed — no date limit
Expiring Treatment Plans
- Here we show any treatment plans with a due date set:
- Within 2 weeks of expiring
Or any already expired treatment plans
As a Supervisor:
- When your supervisees finish a note, it will be listed here awaiting you review
- Click on the list item to reveal the appointment popup for further actions
As a Supervisee:
- If you are a supervisee, these are indicating either:
- Notes that are not yet signed by your supervisor
- Or that have been sent back to you for review (and resubmit)
- Click on the list item to reveal the appointment popup for further actions
Articles:
Unconfirmed Appointments
Role: Owner Manager Therapist Scheduler Biller
Have a look at patients who have not yet confirmed their upcoming appointment occurring today or tomorrow:
Why is this important?
You are likely sending reminders to patients about their upcoming sessions and asking patients to confirm that they are coming to the appointments in those reminders.If a patient shows on the unconfirmed appointment list, consider giving them a quick phone call near the end of the business day to remind them of their appointment!
Article: Client Appointment Reminders & Confirmations
Client Management
Role: Owner Manager Therapist Scheduler Biller
At the top right, you'll see three tools shown below:
Click on any line to review those reports.
person_add New Clients
- Click the Intake Wizard button to see a list of new clients, with some filters and actions
- All clients created are automatically given the new client status (Client status breakdown here)
- Clients are listed here when either:
- Self-registering
- Or created by staff
- Related article: Client Registration Process
- Clients are automatically removed from this list after:
- Either the first session note is completed
- Or if manually changed by staff with this tool, or in the client profile
- You'll be taken to the above screen, where you can see the list of all new clients currently.
- Use the button to schedule an appointment for the client if needed
Top right options:
Filters filter_alt
- Therapists (can select multiple)
- Date Range, with some common preselects
- Check off at least one client first on the left to reveal this option
- Set selected [clients as] inactive (removes them from this list)
- Set selected [clients as] active (also removes them from this list)
(download)
- PDF Document
- CSV Spreadsheet
autorenew Client Retention
Client retention allows you to review clients that have scheduled with some regularity in the past, and now have no upcoming appointments.
Click the Client Retention from the dashboard allows you to see a list of those clients:
Questions about how we make this list?
Here's the "Client Retention Criteria" we use:
- The client’s status (under their Profile) is Active
- The client has at least 2 appointments on the schedule between 2 - 8 weeks ago
- The client has 0 appointments from 2 weeks before today & onward
- This filter criteria is not customizable
Client retention works like the new client report with the similar top right menu options:
- You'll be taken to the above screen, where you can see the list of all clients on the retention report.
Top right options:
Filters filter_alt
- Therapists (can select multiple)
- Date Range, with some common preselects
- Check off at least one client first on the left to reveal this option
- Set selected [clients as] inactive (removes them from this list)
- Set selected [clients as] active (also removes them from this list)
(download)
- PDF Document
- CSV Spreadsheet
Think of this as a "rolling report" or metric. Clients cannot be removed from this list, but will be removed automatically after the 6 week time period.
Insurance Policy Problems
Role: Owner Manager Therapist ( financial )
We list the following here
- Any expiring policies (within 2 weeks)
- Pre-certs expiring (within 2 weeks)
- Visit limit problems (within 2 weeks or 2 visits left, whichever comes first)
- Unconfirmed insurance policies (missing benefits confirmation)
- Unverified Insurance (entered by clients either while registering or on the client portal)
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