Dashboard
Your home screen — "Welcome back" — organized into a work lane (what needs you now) and a caseload lane (who you're seeing).
Needs Your Attention
Alerts, safety flags, and overdue items land here, sorted by severity (High Priority / Moderate / Low Priority). Start your day by clearing this queue.
- Row actions: Link to existing patient (for unmatched appointments), Snooze, Dismiss.
- Empty state: "All caught up!"
Sessions
Today's sessions, each with a since-last-visit digest — what changed for the family since you last saw them: Weight · Exposures · Flags · Reactions · Logging. Expand a row to see the details.
Patients
Your caseload bucketed by engagement: Active / Idle / Silent / New. Silent families are worth a check-in — see Engagement tracking.
Unread Messages
Caregiver messages awaiting a reply, across every connected family. See Messages & handouts.
Getting Started checklist
New accounts see a Getting Started checklist with progress tracking. Steps auto-complete as you use the platform:
- Tell us about your practice — caseload and focus shape session steps and billing codes
- Connect your calendar — Google Calendar or Calendly
- Add your first patient
- Document your first session — dictate a visit, let AI draft the notes
- Invite your team (admins only)
Reopen it anytime from the avatar menu → Getting Started. A short guided tour of the dashboard is available from the checklist footer, and the Patients pages have their own quick tours on first visit.