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Good morning, Dr. Rivera
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24
Active Patients
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3
Pending Alerts
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2
Unsigned Notes
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8
Seen Today
Pending Alerts3 overdue
Today's Appointments
Documentation Rate β€” This Week87%
13 of 15 notes completed on time
Patients
24 active patients in your caseload
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Alerts
Documentation completion & review reminders
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Select a patient to view their chart
Documentation
All clinical notes across your caseload
Treatment Plans
Active plans across your caseload
Assessments
Comprehensive Clinical Assessments (CCA/DA)
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Billing
Claims, CMS-1500, and 837P EDI generation
Claim Filters
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Set filters above and click Load Claims
Authorizations
Prior authorizations, UM summaries, and unit tracking
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Reports
Billing, sessions, and diagnosis reporting for admin staff
Report Filters
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Select a report type above to get started
Use the date range and filters to narrow results
Schedule
Day
Week
Month
Messages
Internal staff messaging
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Admin Panel
User management, PIN resets, and system settings
Practice & Billing Settings
Used for CMS-1500 and 837P EDI generation. Required before submitting claims.
Staff Accounts
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Registration Code
AAregkey26
Share this code with new staff to allow registration
Service Code Manager
Add, edit, or remove CPT/service codes without coding
System Information
Database
● Supabase Connected
Hosting
Netlify
HIPAA BAA
● Supabase Signed
Signature System
● SHA-256 Active