Your patient list, visit requests, and messages in one place, without the spreadsheet.
Get a free demoMaya Patel
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
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
Maya Patel
Entered from a referral
From your booking page
Daniel Kim
Booked online · Tue 9:02 AM
Details, the current plan of care, documents, and a history of every visit, certification, and form, on one page.
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
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 openNote 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