01
one row per client
Add the client once and every other tab fills itself in
This is a practice-admin tracker. It is not a clinical record, not a billing service, and not a coverage authority. Payer rules, covered benefit amounts, licensure terms and scope of practice differ by state, by payer and by contract, and they change. Every figure below is a field you fill in from your own payer verification, your own credential and your own client agreement — this dashboard does the arithmetic on what you enter and supplies no rules of its own. Use client codes or initials rather than full names. Nothing here is billing, legal or licensing advice.
Your Practice
Add a Client
Client Roster
| Code | Focus | Payer | Cadence | Sessions | Status |
|---|
No clients yet. Add one above and the notes, billing and burn-down tabs start working.
02
one row per session
Log the session, and the note deadline starts counting itself
Log a Session
Note Deadline Clock
Every note is written. Nothing is waiting on you.
Session Log
| Date | Client | Type | Units | Fee | Note | Superbill |
|---|
No sessions logged yet. Log one above and the clock, billing and burn-down tabs start working.
03
insurance vs private pay
What you have earned, what you have collected, what is still out
Revenue
Billed
$0
across every session you have logged
Collected
$0
sessions you marked paid
Outstanding
$0
billed but not yet marked paid
Superbills Due
0
marked due, not yet sent
Payer Split
Insurance $0
Private & package $0
Log a session with a fee and the split appears here.
Unpaid & Superbills Outstanding
| Date | Client | Paid By | Fee | Superbill |
|---|
Nothing outstanding. Every logged session is marked paid and every superbill is sent.
04
the exclusive zone
Two countdowns nobody else runs: covered units, and sessions you still owe
Built from your log
MNT Unit & Package Burn-Down
Every figure below is your own: the covered units you verified, the package you sold, and the sessions you logged against them. Bill past a covered benefit and the claim comes back denied — that session was free work. Let a prepaid package lapse unredeemed and you are holding a liability you never recognised. This counts both down, on every client, the moment you log a session. Nothing is estimated and nothing is filled in for you.
What Needs You This Week
Nothing is running low. No package is close to expiring.
Liability & Exposure
Sessions Owed
0
prepaid and not yet delivered
Unredeemed Value
$0
at the per-session price you sold
Units Left
0
across every client with a benefit entered
Over Benefit
0
clients already past what you verified
Per Client
Add a client with a covered-unit count or a prepaid package, then log sessions against it. Both counters appear here.
05
dates that can stop you practising
Every renewal in one place, counting down from today
Recertification cycles, state licensure terms and continuing-education requirements differ by credential and by state, and they change. Fill every date and hour count below from your own credentialing body and your own state board.
Renewal Countdown
What
Renews
Days Left
Continuing Education
Hours Left
—
Enter your requirement to start the count
Cycle Ends In
—
Set your cycle end date
06
your practice, in numbers you can hand over
One plain-text summary, built only from what you entered
Live Metrics
Active Caseload
0
clients marked active
Sessions Logged
0
all time
Note Compliance
—
finished notes as a share of sessions
Package Liability
$0
prepaid work you still owe
Built from your log
Generate a plain-text practice review
Everything below is calculated from the clients, sessions and dates you entered — nothing is estimated and nothing is filled in for you. Copy it into your records, your accountant's email, or your own year-end notes.
Review Output
Press Build Review and your practice summary appears here.