Dashboard
Welcome back, Taylor. Here is your week at a glance.
Sessions this week
13
Completed
12
Outstanding
$500
Sessions · last 6 weeks
▲ 18% vs prior
Needs your attention
Rachel Green · new inquiry
Website form · awaiting intake
Review
INV-1004 overdue
David Kim · $150
Follow up
Recent patients
MC
Maya Chen
Individual · telehealth
Today
JA
Jordan Avery
Individual · telehealth
Today
SR
Sofia Rodriguez
In person
Yest.
Patients
8 active · 1 awaiting intake
Patient
Email
Sessions
Status
ET
Emma Thompsonemma.thompson@example.com
1
Active
LO
Liam O'Brienliam.obrien@example.com
2
Active
DK
David Kimdavid.kim@example.com
3
Active
SR
Sofia Rodriguezsofia.rodriguez@example.com
4
Active
RG
Rachel Greenrachel.green@example.com
0
Intake
Schedule
MON
25
TUE
26
WED
27
THU
28
FRI
29
9 AM
9:00 · Telehealth
Maya Chen
9:30 · Telehealth
Jordan Avery
9:00 · In person
Noah Bennett
10 AM
10:00 · In person
Sofia Rodriguez
10:30 · Intake
Aisha Patel
11 AM
11:00 · Couples
Marcus Williams
11:00 · Telehealth
Liam O'Brien
12 PM
12:00 · Telehealth
Emma Thompson
12:00 · Family
Diaz Family
Individual session
Maya Chen
Scheduled
Confirmed
Confirm
Provider
Taylor Reed, LPC
Modality
Telehealth
When
Jun 1 · 10:00 AM
Duration
50 min
Telehealth session
Secure video room
Join
Clinical note
Write note
No note yet for this session.
Invoices
5 total · $500.00 outstanding
AllDraftSentOverduePaidVoided
+ New invoice
Invoice
Patient
Status
Due
Amount
INV-1005
Superbill
Jordan Avery
Sent
Jun 4, 2026
$150.00
$150.00 due
INV-1004
Superbill
David Kim
Overdue
Paid
May 19, 2026
$150.00
$150.00 due
INV-1003
Superbill
Marcus Williams
Sent
Jun 4, 2026
$200.00
$200.00 due
INV-1002
Superbill
Sofia Rodriguez
Paid
May 29, 2026
$150.00
INV-1001
Superbill
Maya Chen
Paid
May 26, 2026
$150.00
Thread
Jordan Avery
Open patient
‹ Back to all messages
JA
Jordan Avery
patient@example.com
Hi Jordan, confirming your upcoming telehealth session. Let me know if anything comes up beforehand.
Thanks! Should I fill anything out before we meet?
Just the brief check-in form I sent over. See you soon!
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