Needs your action
Unsigned notes, unanswered booking requests, and work that is ready for its next step.
Practice operations
One place that tells the practice what needs doing.
The Action Center gathers every open item across the practice, says who owns it and what happens next, and keeps supervision, licensure, and reporting in the same system as the work itself.
Note
Sign session noteClinician
TodaySupervision
Co-sign 4 associate notesSupervisor
TodayLicensure
CE hours due in 21 daysOperations
ReviewBooking
Review new requestFront desk
TodayOwner, status, and next step stay together.
The practice Action Center
Know whether work is yours, waiting elsewhere, blocked, or complete.
The state tells the team what is ready to act on now. The owner and next action explain who should move it. Nothing depends on someone remembering to look.
Waiting elsewhere
Forms sent to a client, supervision awaiting a co-signature, and requests out for a response.
Blocked
A missing requirement or expired credential is named, with the reason work cannot move.
Completed
Signed, paid, or resolved work remains visible as part of the practice record.
Supervision and licensure
Supervision hours and credentials are tracked, not remembered.
Hours count themselves against the requirement, co-signatures are queued to the supervisor who owns them, and a licence or CE deadline is visible long before it becomes a problem.
Supervision and licensureIllustrative, not a customer practice
Reporting
Build the report you need, rather than asking for it.
Custom report building is part of the platform. You pick the people, the period, and the measures, then save the result as a standing view for the roles you allow.
- Choose the people, the period, and the measures you care about.
- Save it, name it, and it stays available to the roles you allow.
- Export it, or keep it on the dashboard as a standing view.
Other areas
- Insurance IntelligenceEligibility, claims, tracking, remittance, denials, and payment.
- Clinical workflowPreparation, the protected session, typed notes, review, and signature.
- Client engagementClient-chosen check-ins, homework, reflections, and shared resources.