Patient Snapshot
First Name
Last Name
DOB
Patient ID
Insurance
-
Enter either Patient ID, or First Name + Last Name + DOB, then click Pull from charts.
Revenue Estimate
Current Estimated Revenue
$0.00
Potential Estimated Revenue
$0.00
Encounter Setup
HIPAA-FIRST | DOCTOR-ONLY WORKSPACE | Recording retention: 60 days
Recording
Idle
Doctor SOAP Notes
Auto-save On
SOAP notes save continuously and merge into final note workflow automatically.
Live assistant activity appears here during appointment
Assistant Suggestions
0 codes
Assistant code suggestions surface as encounter progresses
Suggested Codes
0 items
Code
Description
Amount
Status
No codes logged yet
Patient Directory
Add / Edit Patient
Ready
Clinic-scoped records: this list only affects patients for your current clinic login.
Patients
| Patient | DOB | Last Visit | Action |
|---|---|---|---|
| No patients loaded yet. | |||
Background Notes Queue
No queued appointments
| Appointment | Patient | Notes | EHR | Action |
|---|---|---|---|---|
| No queued appointments yet. | ||||
Billing Queue (Finalized Only)
No finalized notes
High-level queue only. Click Open to launch the full billing detail window with finalized notes, ICD-10, CPT, transcript, and audio playback.
| Appointment | Patient | Insurance Plan | Appointment Time | Expected Revenue | Open |
|---|---|---|---|---|---|
| No finalized notes available. | |||||
Appointment History
No encounters yet
| Encounter | Patient | Date | Final CPT | Revenue | Transcript |
|---|---|---|---|---|---|
| No completed encounters to show. | |||||
Encounter Data
Select an encounter to load transcript, recordings, notes, and codes.
No encounter selected.
Encounter Audit Trail
Select an encounter to load doctor activity.
No encounter selected.
Revenue Reports
Not generated yet
Total Encounters
0
Consented Encounters
0
Total Projected Revenue
$0.00
Total Earned Now
$0.00
Avg Projected / Encounter
$0.00
Daily / Weekly / Monthly Revenue Trend
No trend data yet.
By Insurance Plan
| Plan | Encounters | Projected | Earned |
|---|---|---|---|
| No data. | |||
Payer Performance by Visit Type
| Type | Encounters | Projected | Earned |
|---|---|---|---|
| No data. | |||
CPT Code Frequency
| Code | Description | Frequency | Projected |
|---|---|---|---|
| No CPT usage data. | |||
Missed Opportunity Analysis
| Potential Code | Component | Count |
|---|---|---|
| No missed opportunity records. | ||
Settings
System and user configuration
General Practice Settings
Not saved yet
Integrations + Quick Access
Loading integration snapshot...
2FA Security
Loading 2FA status...
Not saved yet
Authenticator App Setup
Generate a QR code, scan in an authenticator app, then verify.
CPT Codebook
Loading codebook...
| Code | Title | Medicare Rate |
|---|---|---|
| Codebook is loading... | ||
Single CPT editor: select a code from table or click New Code.
Super admin updates here change the standard platform reimbursement.
Choose one specialty from the dropdown. Use Universal when this CPT applies to all specialties.
Specialty Catalog
Create specialty tags first, then map each CPT code using the editor above.
Current Tag Catalog
No tags configured.
State + Insurance + Specialty Fee Matrix
Configure reimbursement by exact state + insurance plan + specialty + CPT code.
Not saved yet
Current Fee Schedule
No payer rates configured.
Insurance Plans (Admin)
Add insurance plans with plan-specific CPT + ICD-10 code lists.
Configured Plans
No plans configured.
Custom Rules + Code Bundling (CCI)
Custom Rules
No rules yet
Bundling Rules
No bundling rules yet
Super Admin
User directory idle
Create User
Users + Assigned Links
| User | Role | Clinic | Portal Link | Updated | Action |
|---|---|---|---|---|---|
| No users loaded yet. | |||||
Preferences
Local preferences are active
Not saved yet
HIPAA Settings
Compliance and integration status
Consent Templates + Retention Policy
Templates
No templates loaded
Role-based Access + PHI Masking
Use comma-separated permissions for each role.
Audit Log Viewer (Admin)
| Time | Event | Actor | Details |
|---|---|---|---|
| No audit records loaded. | |||
Compliance + Integration Snapshot
Loading HIPAA snapshot...