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
Tue, May 19 · 11:00 AM · Dr. Hollis — Orthopedic · Follow-up consult(in 2 days)
- Daily check-in within 3 days — Last entry 11d ago
- Body map updated this week
- Medication log current — No entries since 5/06
- Symptom photos uploaded
Wed, May 20 · 2:00 PM · Bay Physical Therapy · PT — session 3(in 3 days)
- Daily check-in within 3 days
- Body map updated this week
- Mileage log for travel
- Medication log current
Thu, May 21 · 10:30 AM · Dr. Patel — Family Medicine · Follow-up(in 4 days)
- Daily check-in within 3 days
- Body map updated this week
- Medication log current
Thu, May 21 · 4:15 PM · Coastal Imaging · MRI — cervical spine(in 4 days)
- Medication log current — Note OTC use before scan
- Pre-visit questions drafted
- Daily check-in within 3 days
Fri, May 22 · 9:30 AM · Dr. Lin — Hand Surgery · Surgical consult(in 5 days)
- Wound photos uploaded — Last photo 9 days old
- Pre-visit questions drafted
- Daily check-in within 3 days
- Body map updated this week
Sat, May 23 · 9:00 AM · Bay Physical Therapy · PT — session 9(in 6 days)
- 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
Recent entries
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By category
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Clients
6 of 6 shown
- SM
Sarah Mitchell
MVC — rear-end
PI-2026-0418
44 days since
86%Today32 - MY
Marcus Young
Slip and fall — grocery
PI-2026-0322
91 days since
42%11 days ago15 - ER
Elena Ramirez
MVC — T-bone intersection
PI-2026-0501
16 days since
94%Today4Clear - DO
David Okafor
Dog bite — right hand
PI-2025-1187
162 days since
58%3 days ago23 - PS
Priya Shah
Bicycle vs vehicle
PI-2026-0289
71 days since
73%Yesterday21 - TB
Tom Bellini
Workplace fall
PI-2025-1041
198 days since
31%27 days ago06