Dashboard

0 Today's Appointments
0 Active Care Episodes
0 No Show
0 Missed Appointments
Appointments
View Calendar
Date Time Patient Provider Type Status Actions
No Show
0
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Missed Appointments
0
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Active Care Episodes
0
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Schedule

Patients

MRN Name DOB Phone Primary Insurance Status Last Visit Actions

Providers

Clinical Notes

Date Patient Provider Type Status Actions

Billing

Date Patient CPT Units Amount Status Actions
Claim # Patient Payer Service Date Billed Paid Status Actions
Date Patient Type Method Amount Status
Accounts Receivable Aging

Time Off / Unavailability

Provider Dates Type Reason Status Actions

Note Templates

Name Type Description System Active Actions

Clinics

Clinic Name Email Phone Plan Users Patients Status Actions

User Management

Name Email Role Clinic Status Actions

Reports

Monthly Patient Visit Grid

View patient visits in a calendar grid format by month. Track visit types, attendance patterns, and visit counts for all patients.

View Report
Monthly Patient Visit Grid
-
All Disciplines
Mo./Yr.: -

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Admin - HIPAA Compliance Tools

PHI Encryption at Rest

HIPAA requires Protected Health Information (PHI) to be encrypted at rest. Use these tools to check encryption status and backfill existing unencrypted data.

Check Encryption Status

View how many records need encryption across all PHI tables.

Backfill Encryption

Encrypt all existing unencrypted PHI data. Safe to run multiple times.

Encryption Status
Backfill Results
Encrypted PHI Fields
Patient
  • FirstName, LastName
  • Phone, Email
  • Address, City, State, ZipCode
  • Emergency Contact (Name, Phone, Relation)
Clinical Notes
  • HtmlContent, PlainTextContent
  • StructuredData, SignatureData
  • Title
SOAP Notes
  • Subjective, Objective
  • Assessment, Plan
  • VitalSigns, FunctionalTests
  • Interventions, PatientEducation
  • HomeExerciseProgram, SignatureData
Insurance
  • SubscriberName, SubscriberId
  • PolicyNumber, GroupNumber
  • AuthorizationNumber, CoverageNotes
Other Entities
  • Provider: Email, Phone
  • Appointment: Reason, Notes
  • CareEpisode: Goals, PlanOfCare, DischargeReason
  • User: Email, Phone
  • Consent: SignatureData, ConsentText

System Settings

Care Episode Settings

Configure thresholds and settings for the Care Episode Management System.

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Settings Guide
No-Show Alert Threshold

Number of minutes after an appointment start time before the system displays a no-show alert. Default: 15 minutes.

Low Visits Remaining Threshold

When the remaining visits for a Care Episode falls to or below this number, an alert will be displayed on the dashboard. Default: 3 visits.