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.
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.