Dashboard
Today's Appointments
Active Clients
This Week Revenue
Today's Schedule
Quick Actions
Recent Activity
Clients
| Name | Phone | Status | Tags | Actions | |
|---|---|---|---|---|---|
| Loading clients... | |||||
Appointments
Current Month
Appointment Details
Client Information
Appointment Details
Notes
AI NoteTaker
Clinical Notes
AI Clinical NoteTaker
Today's Sessions
📹 Session Recording
Session Transcript
Generated Clinical Documentation
📝 Clinical documentation will appear here
Record a session and click "Generate Clinical Notes" to create AI-assisted documentation
Telehealth Sessions
HIPAA-Compliant Video Sessions
Start secure video sessions with your clients using our integrated telehealth platform.
Upcoming Telehealth Appointments
Documents
Invoices
Analytics
Total Clients
Upcoming Appointments
Pending Documents
Total Revenue
Monthly Trends
Top Clients
Settings
Service Codes & Rates
Select which CPT codes to use in your practice and set your rates for each. These will be available when charting sessions and creating invoices.
Add CPT Code to Your Practice
These codes will appear as options when charting sessions.
| CPT Code | Service Description | Your Rate | Actions |
|---|
Session fees are collected when you manually initiate payment or automatically at 11:59 PM on the day of the session.
Audit Log
Notifications Center
Real-time Notifications
Stay updated with important events in your practice.