Forgot your password? Contact your system administrator.

πŸ”’ Full Record Print

Printing the full patient record (demographics + allergies & medications) requires password verification. A notification will be sent to administrators.

πŸ”‘ Password Change Required

You must set a new password before continuing.

πŸ”’ Set Up PIN

PIN lets you log in and unlock your session without typing your full password β€” on the same day as your last password login.

Expiry: 4-digit PIN β†’ 30 days Β· 6-digit β†’ 60 days Β· 8-digit β†’ 90 days

πŸ₯ Facility Settings

πŸ₯ Demographics
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πŸ“Ž Upload File

New Patient

⚠️ This record was modified by at while you were editing. Saving will overwrite their changes.
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πŸ”’ Admin/Staff only
Demographics
Census
Billing
Medical History
Progress Notes
Miscellaneous
Goals
Personal Information
Contact
Phone Numbers
Emergency Contacts
Primary Care Physician
Specialist Providers
No specialists recorded.
Preferred Pharmacy
No pharmacy recorded.
πŸ“ž Contact Log
No contact attempts logged.
Consent & Privacy
Census Timeline
No census events recorded.
Government IDs
Managed Care Providers
No managed care providers added.
Pre-Authorizations
No pre-authorizations recorded.
Diagnoses
No diagnoses recorded.
Allergies β–Ύ
No allergies recorded.
Medications β–Ύ
No medications recorded.
Past Surgical History β–Ύ
No surgical history recorded.
Family Medical History β–Ύ
No family history recorded.
Past Medical History β–Ύ
No medical history recorded.
Progress Notes
No progress notes recorded.
Files
No files uploaded.
Structured treatment goals linked to this patient's care plan.

Unsaved Changes

You have unsaved changes. Are you sure you want to close without saving?

Filter Patients

Age Range
Diagnostics

Print Options

Which Patients
Format

πŸ› Client Error Log

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Import from Excel

Dates β†’ MM/DD/YYYY. Status mapping: 1/active/activo/admitido β†’ Active; 0/inactive/inactivo/desactivado/discharged β†’ Inactive. Duplicates (same name+DOB) are skipped.

⚠️ Duplicates Found β€” Review Required

The following records already exist in the database. Choose what to do with each one before continuing the import.

Visible Columns

Status and File # are always shown.

Audit Log

Backup Management

Automatic daily backups at 2 AM. Manual backups available anytime.

Account Settings

Session Settings
Two-Factor Authentication (MFA)
πŸ”‘ Passkey (Biometric / Device)

Use your fingerprint, Face ID, or device PIN to log in β€” no password needed after first login.

PIN Login

A PIN lets you log in and unlock your session on the same day as your password login. Resets at midnight.

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Change Password
Min 8 chars Β· uppercase Β· lowercase Β· number Β· symbol

User Management

Add New User
All fields are required. Email and phone must be unique. Users can log in with their username, email address, or phone number.

Change History

Select a version to restore.

Merge Tables

⚠️ All patients from source will be moved into target. Source will be emptied.

Move Patients

Undo Recent Imports

Removes all patients added in a specific import batch.

Rename Table

Delete Table

Edit User β€”

Personal Information

πŸ“„ PDF Form Templates

Upload PDF forms with fillable fields. The system will auto-map patient data to form fields.

πŸ“€ Upload PDF Template

πŸ—ΊοΈ Field Mapping β€”

Map each PDF field to patient data. Use {{firstName}}, {{lastName}}, {{dob}}, {{insurance}}, {{dx1}} etc.

πŸ“„ Fill PDF β€”

Review and edit auto-filled values before downloading.

πŸ“ Add Progress Note

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Patient 1 of 1
Replaces current content with a fresh template pre-filled with this patient's data

πŸ“… Log Inquiry / Schedule Intake

Contact Information
Appointment Details
Notes

πŸ“‹ Add Task

πŸ“‹ Group Attendance

Select a program and date to load patients

πŸ“Š Attendance Report

Select program and date range, then run the report.

πŸ“ˆ Staff Productivity Report

Select a date range and run the report.

πŸ“ž Log Contact Attempt

🎨 Seasonal Skin Available

You can switch back to your current skin anytime from the 🎨 picker.

πŸ”” Notifications

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πŸ” MFA Backup Codes

Backup codes let you sign in if you lose access to your authenticator app. Each code can only be used once.

πŸ” Eligibility Result

Checking eligibility…

πŸ“‹ Eligibility History

πŸ” Eligibility Verification

Active Inactive Never Checked Error
Patient Primary Insurance Primary Status Secondary Insurance Secondary Status Last Checked Actions
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πŸ“‹ Medical Listing

File # Last Name First Name Dx Managed Care Provider Clinician Therapist Admission Date
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πŸ“Š Census Report

πŸ’° Super Bill Manager

πŸ” Role-Based Access Control

Configure which roles can access each feature. Admin accounts always have full access and are not shown here.

πŸ’° Super Bill

πŸŽ‰ What's New β€” 


    

    

      
      
    

  







  

    
πŸ—‘ Delete User Account

    

      

      

        
        
      

    

    

      

  







  

    
New Note

    

      

        

        

      

      

        
        
        
      

    

    

      
      
    

  







  

    
✍️ Sign Note

    

      
Enter your password or PIN to sign this note. Signed notes cannot be edited.

      

        
        
      

    

    

      
      
    

  







  

    
πŸ—‘ Delete New Patient

    

      
This will permanently delete this new patient record. Enter your password or PIN to confirm.

      

      

        
        
      

    

    

      

  







  

    
πŸ’³ Payers

    

      

        
      

      

    

    

  







  

    
Add Payer

    

      
      

        

          

            
            

          

        

        

          
        

        

        

        

        

        

        

        

          
        

      

    

    

      
      
    

  







  

    
βœ… Readmit Patient β€” 

    

      
Review and update the fields below before confirming readmission. The patient will be set to Active and today will be recorded as the new Admission Date. Previous Dx and admission date are archived automatically.


      
New Diagnosis

        

          
          
          
Previous Dx will be archived in the patient history.

        

      


      
Verify / Update Patient Information

        

          

            
            
          

          

            
            
          

          

            
            
          

          

            
            
          

          

            
            
          

          

            
            
          

          

            
            
          

        

      


      
    

    

      
      
    

  







  

    
Two-Factor Authentication

    

      

        
Scan this QR code with Google Authenticator, Authy, or any TOTP app. Then enter the 6-digit code to confirm.

        

        
Manual key: 

        

        
      

      
    

    
  







  

    
Authentication Code

    

      
Enter the 6-digit code from your authenticator app.

      
      
      

      
      
      
    

    

      
    

  







  

    
πŸ”‘ Passkey Verification

    

      
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Use your fingerprint, Face ID, or device PIN to verify your identity.

      

      
      

        
        This device isn't listed β€” add a new Passkey
      

    

    

      
      
    

  







  

    
🚨 Security Incident Log

    

      
HIPAA requires documenting all security incidents β€” even those that don't result in a reportable breach. Mark incidents as Reportable if they may require notification to HHS or patients within 60 days.

      

        Incident History
        

          
          
        

      

      
      

    

    

  







  

    
πŸ—„οΈ Record Retention Management

    

      
HIPAA requires records be kept for 7 years for adults (from last activity), or until the patient turns 18 for minors β€” whichever is later. Records listed below have passed their retention date and may be permanently deleted.

      

      
    

    

      
      
    

  










  

    
πŸ—„οΈ Archived Patients

    

      
Archived patients are hidden from all normal views but retained per HIPAA record retention requirements. Shown for the current table.