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Welcome back, Dr. Karen Hill

Tuesday, November 4, 2025 • Sunrise Behavioral Health — Wake County, NC

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Dashboard Overview

Real-time insights across your behavioral health operations

👥

47

Active Clients

↑ 3 new this week
⏳

2

Awaiting Review

4.2 hrs avg time
💵

3

Ready to Submit

Total: $134.00
✅

96%

NC Compliance

↑ 2% from last month
💡
Interactive Demo Mode Active
Click "Approve" in Supervisor Review to see the full workflow — approved notes automatically create billable claims in the queue!

⚡ Quick Actions

Supervisor Review Queue

Approve documentation to auto-generate claims

✨
Automated Workflow: When you approve a note, PeerTrack automatically generates claims and updates everything.
Client Service Date Staff Member Service Type Duration Status Actions
Jane D.
Wake County		 10/30/2025
2:00 PM		 Angela Smith, CPSS
Cert #NC-45782		 Peer Support Services
CPT: H0038		 45 mins
3 units		 Pending Review
Michael G.
Durham County		 10/29/2025
10:30 AM		 Michael Howard, CPSS
Cert #NC-56291		 Psychosocial Rehab
CPT: H2017		 30 mins
2 units		 Pending Review

Active Clients

Comprehensive client management across Wake, Durham, and Mecklenburg counties

Client Name County Primary Goal Last Service Next Appt Actions
Jane D.
ID: NC-2025-0847		 Wake County Community reintegration & employment 10/30/2025 11/05/2025
Michael G.
ID: NC-2025-0923		 Durham County Social skills development 10/29/2025 11/04/2025
Sasha C.
ID: NC-2025-1102		 Mecklenburg County Recovery stability & housing 10/26/2025 11/02/2025
Angela B.
ID: NC-2025-0756		 Guilford County ADL support & daily structure 10/25/2025 11/01/2025

Medication Management

Track medications with automated refill alerts and compliance monitoring

⚠️
Refill Alert: Sasha C. — Aripiprazole refill needed within 7 days

💊 Active Medications

Client Medication Dosage Frequency Pharmacy Status Actions
Jane D. Sertraline HCl 50mg Daily (QD) Walgreens #5432 Active
Jane D. Risperidone 2mg Twice Daily (BID) Walgreens #5432 Active
Michael G. Lithium Carbonate 300mg Twice Daily (BID) CVS #2847 Active
Sasha C. Aripiprazole 10mg Daily (QD) CVS #2847 Refill Due

Document Management

Centralized storage for treatment plans, peer support notes, and compliance documentation

📤 Upload New Document

Supported formats: PDF, DOC, DOCX, JPG, PNG • Max size: 10MB

📂 Recent Documents

Date Client Document Type Uploaded By Actions
10/27/2025 2:34 PM Jane D. 📄 Initial Treatment Plan Dr. Karen Hill
10/26/2025 11:18 AM Sasha C. 📋 Release of Information Jimmy Smith, CPSS

Billing Queue

Auto-generated claims from approved documentation • Ready for NCTracks submission

🤖
Smart Claim Generation: These claims were automatically created when supervisors approved peer support notes. All billing codes, units, and service details are pre-populated and validated against NC Medicaid requirements.
Client CPT Code Date of Service Units Billed Amount Status Actions
Sasha C.
Mecklenburg County		 H0038 10/28/2025 3 $45.00 Ready to Submit
Angela B.
Guilford County		 H2017 10/27/2025 2 $44.00 Ready to Submit
Robert L.
Cumberland County		 H0038 10/26/2025 3 $45.00 ✓ Submitted Batch #NC-2025-0001

Claim Batches

Organize and submit claims to NCTracks in manageable batches

Batch #NC-2025-0001

4 claims • Total: $134.00 • Submitted: 10/25/2025 3:42 PM

Status: Accepted by NCTracks • Expected payment: 11/08/2025

✓ Submitted

Batch #NC-2025-0002

2 claims • Total: $74.00 • Created: 10/28/2025 11:20 AM

Draft batch • Ready for final review and submission

Draft

Reports & Analytics

Comprehensive insights into operations, billing, and compliance performance

📊

94%

Approval Rate (October)

↑ 3% from September
💵

$11,847

Total Billed (October)

↑ $1,421 vs. last month
⏱️

4.2 hrs

Avg. Review Time

↓ 1.3 hrs improvement
✅

96%

Clean Claim Rate

Industry leading

📈 Monthly Performance Trends

Month Service Notes Approved Claims Created Revenue Success Rate
October 2025 346 327 312 $11,847 94%
September 2025 298 271 263 $10,426 91%
August 2025 312 299 287 $9,896 96%

Staff & Role Management

Manage team members, credentials, and access permissions

Dr. Karen Hill, PhD

Clinical Administrator

Active

Licensed Clinical Psychologist • License #NC-LP-8473
Oversees compliance, billing review, and clinical supervision

Jimmy Smith, CPSS

Peer Support Specialist

Active

Certified Peer Support Specialist • Cert #NC-CPSS-45782
Provides peer support services and completes daily documentation

Kim Harris, LCSW

Clinical Supervisor

Active

Licensed Clinical Social Worker • License #NC-LCSW-12904
Reviews peer support documentation and ensures NC compliance