The Side Navigation Bar, on the left, is the primary hub for accessing platform modules.

 

1. 
   
   1. Home

The Home dashboard displays customizable charts:

• Age Range Distribution.
• Referral Frequency.
• Session Frequency.
• Location Preferences.
• Appointment Type Preferences.
• Insurance Coverage.
• Scheduling Preferences.
• Presenting Symptoms.

Rearrange widgets to prioritize key metrics.

1. 
   
   1. Calendar

Manage schedules with:

• Daily, weekly, or monthly views.
• Highlighted upcoming/missed appointments.
• Easy date navigation for planning.
  1. Bookings

Manage appointments by:

• Searching by Patient Name, Date of Birth, or Email.
• Viewing statuses (Scheduled, Completed, Canceled).
• Accessing details (clinician, time, session type, notes).
  1. My Patients

Access patient profiles to:

• Edit details.
• View related modules (Appointments, Documents, Notes, Forms, Referrals, Termination, Completed).
  1. Chat

Secure, HIPAA-compliant messaging for:

• Real-time communication with colleagues/patients.
• Sharing updates or discussing referrals.
  1. Referrals

Manage referrals:

• Dashboard: View all referrals.
• Statuses: Pending, Accepted, Rejected, Completed.
• Actions: Send referrals, attach notes/files, track follow-ups, communicate via chat.

Example: Refer a patient to a trauma specialist with clinical history.

1. 
   
   1. Supervision

Support clinical oversight:

• Schedule daily, weekly, or monthly sessions.
• Track statuses (Pending, Accepted, Rejected, Completed).
• View details (Date, Supervisor, Focus, Status).
• Upload notes/files.

Example: Therapist uploads case notes, supervisor provides feedback and marks session Completed.

1. 
   
   1. Doctors Activities

Analyze clinical engagements:

• Activity logs for selected periods.
• Performance metrics (e.g., sessions conducted).
• Custom reports for reviews.
  1. My Activities

Track personal tasks:

• Log non-clinical activities (e.g., education).
• Monitor time spent.
• Generate progress reports.
  1. Documents

Store/organize files:

• Upload treatment plans, consent forms, etc.
• Categorize by type.
• Preview/download files.
• Attach to patient profiles.

Example: Upload a psychological evaluation for an intake session.

1. 
   
   1. Forms

Manage forms:

• Review submitted forms (e.g., intake questionnaires).
• Track pending forms and send reminders.
• Complete therapist sections.
• Send new forms.

Example: Send and review an intake form for a new patient.

1. 
   
   1. Change Password

Maintain security:

1. Enter current password.
2. Input/confirm new password (8+ characters, letters/numbers).
3. Update every 90 days.
   1. Logout

Click Logout to end sessions, especially on shared devices.