Practice Dashboard

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New Inquiries
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A/B Test Performance

Last 14 days · auto-refresh every 60s

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Intake → Assessment → Appointment Funnel

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📅 Confirmed Appointments

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Client
Time
Status
Booked
Payment
Actions
Notes
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⏳ Awaiting Booking

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Client
Proposed Slots
Link
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📄 Generated Superbills

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Client
Session Date
CPT Code
Diagnosis
Fee / Paid
Actions
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Generate superbills from the Appointments tab by clicking "Generate Superbill" on any confirmed appointment.

🏥 Provider / Practice Information

This information appears on all generated superbills. Enter it once and it will auto-populate.

💳 Payment Settings

Set your default session fee. This is used when generating payment links unless a verified copay overrides it.

📬 Client Emails — practicalm@polsia.app

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Session details

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📋 Treatment Plan Builder
Creating new plan
Client Information
Client—
Date of Birth—
Insurance—
Presenting Concern—
Diagnosis (ICD-10)
Common Codes — click to add
Problem List
Goals, Objectives & Interventions
Plan Details
Therapist Signature
📋 Treatment Plan