Active caseload

Good morning, Maria.

6 active clients · 12 appointments this week

Avg engagement

64%

Open flags

17

This week's appts

12

Entries today

18

Pre-appointment alerts

6 appointments in the next 14 days · 7 items missing · 1 urgent

UrgentWatchReady
  • Marcus YoungPI-2026-0322Urgent

    Tue, May 19 · 11:00 AM · Dr. Hollis — Orthopedic · Follow-up consult(in 2 days)

    Open file
    • Daily check-in within 3 daysLast entry 11d ago
    • Body map updated this week
    • Medication log currentNo entries since 5/06
    • Symptom photos uploaded
  • Elena RamirezPI-2026-0501Ready

    Wed, May 20 · 2:00 PM · Bay Physical Therapy · PT — session 3(in 3 days)

    Open file
    • Daily check-in within 3 days
    • Body map updated this week
    • Mileage log for travel
    • Medication log current
  • Sarah MitchellPI-2026-0418Ready

    Thu, May 21 · 10:30 AM · Dr. Patel — Family Medicine · Follow-up(in 4 days)

    Open file
    • Daily check-in within 3 days
    • Body map updated this week
    • Medication log current
  • Priya ShahPI-2026-0289Watch

    Thu, May 21 · 4:15 PM · Coastal Imaging · MRI — cervical spine(in 4 days)

    Open file
    • Medication log currentNote OTC use before scan
    • Pre-visit questions drafted
    • Daily check-in within 3 days
  • David OkaforPI-2025-1187Watch

    Fri, May 22 · 9:30 AM · Dr. Lin — Hand Surgery · Surgical consult(in 5 days)

    Open file
    • Wound photos uploadedLast photo 9 days old
    • Pre-visit questions drafted
    • Daily check-in within 3 days
    • Body map updated this week
  • Sarah MitchellPI-2026-0418Ready

    Sat, May 23 · 9:00 AM · Bay Physical Therapy · PT — session 9(in 6 days)

    Open file
    • Daily check-in within 3 days
    • Body map updated this week
    • Medication log current
    • Mileage log for travel

Out-of-pocket expenses

0 entries logged by clients · contemporaneous documentation

Total tracked

$0.00

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Clients

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