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Team dashboard for therapy practices and school-based therapy teams. Organization-wide view of caseload, outcomes, and clinician productivity. Filter by discipline, site, or district(Teams Subscription). Exportable for leadership and research.
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The Therapy Record is the therapist's home base, the first screen after login. It replaces student-centric navigation where therapists had to open individual profiles and navigate inner tabs, with a client switcher drawer and a single worklist that surfaces only what needs their attention.
Tabs across the top: Record (client banner, lifecycle strip, active POC, session notes, evaluations, quarterly summary), My Worklist (needs-your-action items + caseload status), Team Messages (PHI-safe messaging tagged by client), Consents (read-only per-client view), My Auths (optional, org-configurable), Forms & Links (org form library + sent log). A persistent top bar across all tabs surfaces the client switcher, the '+ Note' standalone button (highest-frequency action), and the '+ Add ▾' dropdown.
The client switcher drawer respects the 'Manage only caseload patients' permission, when enabled on the org or per-user, the drawer shows only patients assigned to this therapist. Alert dots on drawer rows (red = urgent, amber = due soon) mean a therapist can see caseload urgency without opening a profile. Flagged patients (Hold, insurance alerts, COB flags) sort to the top of the worklist regardless of sort selection.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Persistent top bar across all inner tabs. Client-name pill opens a slide-out caseload drawer with search. No back-navigation needed. Alert dots: red = urgent, amber = due soon. Respects 'Manage only caseload patients' permission.
Each row: primary action + 'Submit for review' button. Submit dims the row, changes label to 'Sent to admin', decrements the badge, and logs a timestamped notification. No separate routing tool; admin sees the review request in their worklist.
Messages tag by client-name pill, stay inside MyTherapyWizard, replaces emailing about patients. Admin replies show a resolved badge when marked done. If 'Manage only caseload patients' is enabled, therapist can only tag and view threads for their own patients.
Non-active POCs, evaluations, and notes collapse at the bottom of the Record tab. Nested structure: evaluation → associated POC → session notes spanning that POC's date range. Existing data, UI-only nesting, no schema change required.
Lifecycle strip, active POC, session notes, evaluations, quarterly summary, all on the Record tab. No more opening profiles and navigating inner tabs to figure out what's happening with a client.
'Needs your action' table shows exactly what requires a therapist response, student, stage, what's needed, due date. Badge count reflects only unresolved items.
Any patient with an active hold, insurance alert, or COB flag surfaces to the top of the caseload, no matter how the table is sorted. You see problems before you schedule.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.