Active Clients
0
In treatment
Today's Sessions
0
Scheduled
Outstanding
$0
Unpaid invoices
No-Shows MTD
0
This month
Today's Schedule
Recent Activity
Billing Summary
No-Show Tracker
🔍
👤 New Client
First Name *
Last Name *
Date of Birth
Phone
Email
Session Rate ($/hr)
Insurance Provider
Emergency Contact
Referral Source
Therapy Type
Presenting Concerns / Reason for Referral
| Date | Time | Client | Type | Duration | Rate | Status | Actions |
|---|
📅 New Appointment
Client *
Date *
Time *
Duration (min)
Session Type
Rate Override ($) — blank = client default
Notes / Reason
| Client | Diagnosis / Focus | Goals | Frequency | Start Date | Status | Actions |
|---|
💸 New Invoice
Client *
Invoice Date
Due Date
Session Rate ($/hr)
Service Lines
Total: $0.00
Notes
| Invoice # | Client | Date | Due | Amount | Status | Actions |
|---|
Total Sessions
0
All time
Revenue Collected
$0
Paid invoices
No-Show Rate
0%
All appointments
Avg Session Value
$0
Per session
Sessions by Client
Monthly Revenue
| Client | Date | Time | Duration | Status | Actions |
|---|
Submitted
0
Total claims
Pending
0
Awaiting review
Approved
0
Claims paid
Denied
0
Need resubmission
| Claim # | Client | Insurance | Date of Service | Amount | Status | Actions |
|---|
🔒 Security Status
📋 HIPAA Checklist
📜 Audit Log Recent system activity
| Timestamp | User | Action | Record | IP Address |
|---|
| Document | Client | Sent | Status | Signed Date | Actions |
|---|