Client roster by code, session cadence, payer type, and status — add, edit, or delete any row
Privacy tip: use client initials or a short code (e.g. "J.M." or "C-014") instead of full names.
Everything you type here stays on this device only — see Tab 5's privacy note for details.
Active Clients
0
currently in caseload
Total on Roster
0
active, waitlist, on hold, discharged
Weekly Cadence
0
clients seen weekly
Payer Mix
--
insurance / private / sliding
Add New Client
Client Roster
Code
Cadence
Payer
Status
Start Date
2
Session & Notes Log
Every session logged once — feeds Billing, No-Show Revenue Leak, and Practice Overview automatically
Note Compliance
0%
attended sessions with completed notes
Notes Overdue
0
flagged for compliance risk
Notes Pending
0
not yet overdue
Sessions Logged
0
all-time, this roster
Log a Session
Session Log
Date
Client
Type
Fee
Collected
Note Status
Superbill
3
Billing Split
Insurance reimbursement vs. private-pay vs. sliding scale — collected totals and superbill tracking
Total Collected
$0
all logged sessions
Total Scheduled
$0
fee value of every logged session
Gap to Collect
$0
scheduled minus collected, all-time
Superbills Issued
0
for client-submitted insurance claims
Revenue Mix by Payer Type (collected $)
Billing Detail
Date
Client
Payer
Fee
Collected
Status
Superbill
4
★ Exclusive Zone
No-Show & Revenue Leak Engine
The real dollar cost of cancellations and unbilled sessions over the last 30 days, ranked by client
Every competing spreadsheet counts no-shows. This is the only tool that turns that count into a dollar figure
and tells you exactly which client is draining the schedule. Totals below are for the current calendar
month based on the dates in your Session Log — log today's sessions to see your real number grow.
Leak, Last 30 Days
$0
unbilled + uncollected fee value
Leaky Sessions
0
no-shows, late-cancels, unbilled visits
No-Show Rate
0%
of sessions logged in the last 30 days
Top Draining Client
--
no leak detected yet
Revenue Leak, Ranked by Client (last 30 days)
No leak in the last 30 days — log a session to see this engine work.
5
CEU & License Renewal
License expiration countdown and continuing-education hours, tracked automatically
License Details
License Renewal
--
Set your renewal date above
CEU Hours Completed
0 / 0 hrs
Log courses below to track progress
Log a Completed Course
CEU Log
Date
Course / Training
Hours
Your data is private. Everything on this dashboard saves to your browser's local storage only.
There is no account, no login, and no cloud sync — nothing here is ever transmitted anywhere. This is a personal
business-admin tool, not a certified clinical records system, so keep using your regular EHR or paper chart for
anything that must meet your state's official recordkeeping requirements. Use client initials or a short code
here rather than full names as extra practice.
6
Claims Aging
Every unpaid insurance session, sorted by how long it has been sitting. Old claims are the ones that quietly never get paid.
Outstanding A/R
$0
unpaid insurance sessions
Open Claims
0
sessions awaiting payment
Average Age
0
days since date of service
Aged Over 90d
$0
check each payer's filing window
Aging Buckets (days since date of service)
Chase List — oldest first
Date of Service
Client
Age
Bucket
Billed
Paid
Outstanding
Timely-filing windows differ by payer — commonly 90 to 365 days from date of service. Confirm the limit in your own contract before writing anything off.
7
Practice Overview
The numbers that tell you how your practice is really doing, over the last 30 days
Active Caseload
0
clients currently active
Revenue Collected
$0
this calendar month
No-Show Rate
0%
this calendar month
Note Compliance
0%
attended sessions, notes complete
Revenue Mix (last 30 days)
★ Leak, Last 30 Days
$0
see the full ranked breakdown in Tab 4
--
next CEU / license deadline
Colour
Background
Typeface
Text size
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