Therapist View

Good morning, Dr. Mitchell

Your clinical overview for today.

Today's Sessions 4 scheduled
Next Session 9:00 AM
Notes Due 3 pending
Active Clients 12 clients

Today's Schedule View calendar

Individual Emma Thompson
9:00 AM
Telehealth · 60 min · Anxiety
Start Session
Couple James & Lisa Park
11:00 AM
In Person · 90 min · EFT
Individual Michael Chen
2:00 PM
Telehealth · 60 min · Depression
Start Session
Individual Rachel Adams
4:00 PM
In Person · 60 min · CBT

Recent Notes Write notes

David Wilson
Due Today
Yesterday, 3:00 PM · SOAP notes pending
Sarah Johnson
Overdue
Jan 20, 10:00 AM · SOAP notes pending
Tom & Amy Brown
Overdue
Jan 19, 2:00 PM · DAP notes pending
Calendar

My Schedule

View and manage your availability.

Jan 20 - 24, 2026

Mon 20
9 AMEmma T.
10 AM
11 AMParks
2 PM
3 PMDavid W.
Tue 21
9 AMSarah J.
10 AMMichael C.
11 AM
2 PM
4 PMRachel A.
Wed 22
9 AMEmma T.
10 AM
11 AMParks
2 PMMichael C.
4 PMRachel A.
Thu 23
9 AM
10 AMNew Client
11 AM
2 PMDavid W.
4 PM
Fri 24
9 AMSarah J.
10 AM
11 AM
2 PMBrowns
4 PM
Available
Booked
Sessions

My Sessions

View upcoming and completed sessions.

Today

Individual Emma Thompson
Wed, Jan 22 · 9:00 AM
Upcoming
Telehealth 60 min
Start Video Session
Couple James & Lisa Park
Wed, Jan 22 · 11:00 AM
Upcoming
In Person 90 min
Individual Michael Chen
Wed, Jan 22 · 2:00 PM
Upcoming
Telehealth 60 min
Start Video Session

This Week

Individual New Client Intake
Thu, Jan 23 · 10:00 AM
New
In Person 90 min · Initial Assessment
Clients

My Clients

Manage your client caseload.

ET

Emma Thompson

Individual · Started Oct 2025
Active
Diagnosis
Generalized Anxiety
Treatment
CBT · 12 sessions
Progress
8 of 12 complete
Next Session
Today, 9:00 AM
JP

James & Lisa Park

Couple · Started Nov 2025
Active
Focus
Communication
Treatment
EFT · 10 sessions
Progress
5 of 10 complete
Next Session
Today, 11:00 AM
MC

Michael Chen

Individual · Started Dec 2025
Active
Diagnosis
Major Depression
Treatment
CBT + Mindfulness
Progress
4 of 16 complete
Next Session
Today, 2:00 PM
DW

David Wilson

Individual · Started Sep 2025
Active
Diagnosis
Work Stress
Treatment
Stress Management
Progress
6 of 8 complete
Next Session
Thu, 2:00 PM
Session Notes

Write Notes

Document your sessions using standardized templates.

Sessions Without Notes

DW
David Wilson
Yesterday, 3:00 PM · Individual
✓
SJ
Sarah Johnson
Jan 20, 10:00 AM · Individual
✓
TB
Tom & Amy Brown
Jan 19, 2:00 PM · Couple
✓
Template:

S — Subjective

O — Objective

A — Assessment

P — Plan

Clerk View

Business Overview

Your practice at a glance.

$4,850
This Month
18
Sessions
$620
Outstanding
2
New Intakes

Pending Intakes View all

KL
Kevin Lee
Submitted today · Anxiety
JM
Jennifer Martinez
Submitted yesterday · Couples

Outstanding Payments View all

David Wilson
Invoice #1042 · Jan 15
$180
Tom & Amy Brown
Invoice #1039 · Jan 10
$220
Sarah Johnson
Invoice #1038 · Jan 8
$220
Calendar

Booking Calendar

Manage appointments and availability.

Jan 20 - 24, 2026

Mon 20
9 AMEmma T.
10 AM
11 AMParks
2 PM
3 PMDavid W.
Tue 21
9 AMSarah J.
10 AMMichael C.
11 AM
2 PM
4 PMRachel A.
Wed 22
9 AMEmma T.
10 AM
11 AMParks
2 PMMichael C.
4 PMRachel A.
Thu 23
9 AM
10 AMIntake
11 AM
2 PMDavid W.
4 PM
Fri 24
9 AMSarah J.
10 AM
11 AM
2 PMBrowns
4 PM
Available
Booked
Intake

Client Intake

Review and process new client requests.

KL
Kevin Lee
Submitted today · Anxiety & Stress · Prefers telehealth
New
JM
Jennifer & Mark Martinez
Submitted yesterday · Couples counseling · In person preferred
New
RH
Rebecca Hall
Jan 18 · Depression · Waiting for insurance verification
Pending
Payments

Payment Management

Track invoices and process payments.

$4,850
Collected (Jan)
$620
Outstanding
24
Invoices Sent

Outstanding

David Wilson
Invoice #1042 · Jan 15 · Individual session
$180
Tom & Amy Brown
Invoice #1039 · Jan 10 · Couples session
$220
Sarah Johnson
Invoice #1038 · Jan 8 · Individual session
$220

Recent Payments

Emma Thompson
Invoice #1045 · Jan 20 · Paid via credit card
$180
Michael Chen
Invoice #1044 · Jan 19 · Paid via e-transfer
$180
James & Lisa Park
Invoice #1043 · Jan 18 · Paid via credit card
$220
Reports

Practice Reports

Analytics and insights for your practice.

Monthly Revenue
$4,850
↑ 12% vs last month
Sessions This Month
18
↑ 3 more than Dec
Active Clients
12
↑ 2 new this month
Avg Session Rate
$195
No change
Collection Rate
89%
↓ 3% vs last month
Cancellation Rate
8%
↓ 2% vs last month

Revenue Trend

[Revenue chart visualization would appear here]
Monthly breakdown: Oct $3,800 → Nov $4,200 → Dec $4,320 → Jan $4,850

Session Distribution

[Pie chart visualization would appear here]
Individual: 65% · Couples: 25% · Family: 10%
✓

Success

Action completed successfully.