Checking your session...
Today
Needs attention
Clients
| Name | Date of birth | Status |
|---|
New client
Treatment plan
Notes
| Date | Template | State |
|---|
Documents
Intake forms
| Signer | State | Expires |
|---|
Releases of information
| Party | State | Expires |
|---|
Contact
| When | What | About |
|---|
Their own record
| Asked | Due | Form |
|---|
What has gone out
| Sent | To | What |
|---|
Open the treatment plan
Three goals, stated affirmatively, time limited and measurable. A plan is a condition of completing the first session, so no note can be written until all three are here.
Note
Before this can be signed
Worth a look, not in the way
Signing writes an immutable PDF to the record. After that, corrections are addenda with their own timestamps.
Billing
Outstanding by client
| Client | Owed | In transit | Unpaid |
|---|
Ledger
Charges
| Date | Service | Fee | Paid |
|---|
Payments
| Date | Method | Amount | State |
|---|
Mailbox
Choose a message to read it.
Images from outside are not loaded. A picture in an email can be a tracking pixel, and loading one tells the sender you opened it.
Texting
Conversations
Pick a conversation, or text a number.
Typed replies open up once this number has written back. Until then, one of the saved messages above.
Calendar
Legal and References
Inbox
Pipeline
Waiting too long
Where inquiries come from
| Source | Inquiries | Became clients | Rate |
|---|
Provider identity
These appear on every superbill and Good Faith Estimate. Nothing here is
ever guessed or pre-filled: a document is refused outright while any
field is blank, because one carrying an incomplete professional identity
is rejected after a client has relied on it.
Your NPI must match exactly what Mentaya holds, or the claims they file
will not reconcile against your records.