Patient management

Every patient, in one place.

Your patient list, visit requests, and messages in one place, without the spreadsheet.

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MP

Maya Patel

Patient since March · 12 visits

Medicare
Timeline

Progress Note signed and locked

Jul 28

Plan of Care certified via referral

Jul 14

Active

Initial evaluation completed

Jul 11

Patient requested in-home visit

Jul 8

How it works

Everything about every patient

Two ways in, one record

Add a patient yourself or let your booking page do it. Either way they arrive with insurance, intake, consent, and referral attached.

Added by you

MP

Maya Patel

Entered from a referral

Medicare
Referral from Dr. Mitchell attached

From your booking page

DK

Daniel Kim

Booked online · Tue 9:02 AM

Aetna
InsuranceIntakeConsentCard

The whole patient on one page

Details, the current plan of care, documents, and a history of every visit, certification, and form, on one page.

OC

Olivia Carter

Patient since March · 12 visits

Progress Note signed and locked

Jul 28

Plan of Care certified via referral

Jul 14

Initial evaluation completed

Jul 11

Patient requested in-home visit

Jul 8

Nothing slips

Unsigned plans of care, renewals coming due, and missing consent or referrals show up as to-dos, most urgent first, until they're handled.

Your tasks

4 open
!

Note Incomplete

Olivia Carter · visit Jul 28

!

Progress Note Overdue

Maya Patel · 10 visits completed

!

Recertification Urgent

Daniel Kim · expires in 5 days

!

Upload Referral or Add PCP

Marcus Reed · no referral on file

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