Dashboard Overview
Clinic-wide metrics and real-time insights • 2 Locations • 20 Staff Members
412
Active Clients
↑ 8 new this week
24
Today's Appointments
3 telehealth
7
Pending Reviews
Avg 4.2 hrs
$12,450
Ready to Bill
32 claims
5
Auth Expiring Soon
Within 30 days
96%
Compliance Score
↑ 2% this month
Interactive Demo Mode Active
Explore all 11 tabs to see the full Complitrst™ Clinical platform. Each discipline has its own workspace with NC Medicaid-compliant documentation.
Explore all 11 tabs to see the full Complitrst™ Clinical platform. Each discipline has its own workspace with NC Medicaid-compliant documentation.
📅 Today's Schedule
| Time | Client | Service | Provider |
|---|---|---|---|
| 9:00 AM | Jane D. | Therapy | Sarah M., LCSW |
| 10:00 AM | Michael G. | Med Mgmt | Dr. Karen Hill |
| 11:30 AM | Sasha C. | Peer Support | Angela S., CPSS |
| 1:00 PM | Robert L. | SAIOP | James T., LCAS |
| 2:30 PM | Angela B. | IIH | Maria G., QP |
🔔 Alerts & Action Items
Authorization Expiring: Jane D. — H0038 auth expires in 5 days (12 units remaining)
Lab Due: Michael G. — Lithium level check overdue
Supervision Due: 2 provisionally licensed staff need supervision this week
Payment Received: Alliance remittance $4,250 deposited
📊 Services Overview (This Month)
124
Therapy Sessions
68
Psychiatry Visits
87
Peer Support
42
SA Services
31
Case Mgmt
Client Management
Central registry for all clients • 412 active across 6 LME/MCOs
| Client | ID | LME/MCO | Services | Auth Status | Last Visit | Actions |
|---|---|---|---|---|---|---|
| Jane Doe DOB: 03/15/1985 |
NC-2025-0847 | Alliance | Therapy Psych | Expiring Soon | 12/05/2025 | |
| Michael Green DOB: 07/22/1990 |
NC-2025-0923 | Trillium | Psych Peer | Active | 12/07/2025 | |
| Sasha Collins DOB: 11/08/1988 |
NC-2025-1102 | Eastpointe | Peer SA | Active | 12/06/2025 | |
| Robert Lewis DOB: 05/30/1975 |
NC-2025-0756 | Vaya | SAIOP Therapy | Active | 12/08/2025 | |
| Angela Brooks DOB: 09/12/1992 |
NC-2025-0891 | Partners | IIH Therapy | Active | 12/04/2025 | |
| David Chen DOB: 02/18/1980 |
NC-2025-1045 | Sandhills | Therapy | Pending Auth | 12/02/2025 |
Scheduling
Appointment calendar • Client check-in • Telehealth links • Secure messaging
December 2025
Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
1
9a Jane D.
2
10a Michael G.
3
1p Sasha C.
4
2p SAIOP Group
5
11a Angela B.
6
7
8
9a David C.
11a Jane D.
9
9a Jane D.
10a Michael G.
11:30a Sasha C.
1p Robert L.
10
10a Angela B.
2p New Intake
11
2p SAIOP Group
12
10a Michael G.
13
14
15
9a Jane D.
16
10a Sasha C.
17
1p Angela B.
18
2p SAIOP Group
19
20
21
22
9a Michael G.
23
24
25
26
27
28
29
9a Jane D.
30
10a Sasha C.
31
1
2
3
Service Types
Therapy
Psychiatry
Peer Support
Substance Abuse
Case Management
📋 Today's Check-Ins
| Time | Client | Service | Provider | Status | Actions |
|---|---|---|---|---|---|
| 9:00 AM | Jane Doe | Therapy (90837) | Sarah M., LCSW | ✓ Checked In | |
| 10:00 AM | Michael Green | Med Mgmt (90833) | Dr. Karen Hill | ✓ Checked In | |
| 11:30 AM | Sasha Collins | Peer Support (H0038) | Angela S., CPSS | Waiting | |
| 1:00 PM | Robert Lewis | SAIOP (H0015) | James T., LCAS | Scheduled | |
| 2:30 PM | Angela Brooks | IIH (H2022) | Maria G., QP | Scheduled |
Therapy Services
LCSW, LPC, LCMHC documentation • 90834, 90837 • Treatment Plans
Sarah Martinez, LCSW • NC License #C-12847 • Wake County Office
Specialties: Trauma-Informed Care, CBT, DBT
Specialties: Trauma-Informed Care, CBT, DBT
5
Today's Sessions
24
Active Caseload
2
Notes Due
3
Plans Due for Review
📅 Today's Therapy Sessions
| Time | Client | CPT Code | Diagnosis | Status | Actions |
|---|---|---|---|---|---|
| 9:00 AM | Jane Doe | 90837 (60 min) | F33.1 - MDD, Recurrent | ✓ Completed | |
| 10:30 AM | David Chen | 90834 (45 min) | F41.1 - GAD | ✓ Completed | |
| 1:00 PM | Robert Lewis | 90837 (60 min) | F10.20 - Alcohol Use Disorder | In Progress | |
| 2:30 PM | Angela Brooks | 90837 (60 min) | F43.10 - PTSD | Scheduled | |
| 4:00 PM | New Client | 90791 (Intake) | TBD | Scheduled |
⏳ Notes Pending Completion
| Date | Client | Service | Time Since Session | Actions |
|---|---|---|---|---|
| 12/08/2025 | Michael Green | 90837 | 18 hours | |
| 12/07/2025 | Sasha Collins | 90834 | 2 days |
Psychiatry Services
Psychiatric NP / MD • Medication Management • 90791, 90792
Dr. Karen Hill, PMHNP-BC • NC License #NP-28456 • DEA #FH1234567
Board Certified Psychiatric Mental Health Nurse Practitioner
Board Certified Psychiatric Mental Health Nurse Practitioner
8
Today's Appointments
156
Active Prescriptions
3
Labs Pending Review
2
Refill Requests
📅 Today's Psychiatry Schedule
| Time | Client | Service | Visit Type | Status | Actions |
|---|---|---|---|---|---|
| 9:00 AM | Jane Doe | 90833 (Med Mgmt) | Follow-up | ✓ Completed | |
| 9:30 AM | Michael Green | 90833 (Med Mgmt) | Follow-up | ✓ Completed | |
| 10:00 AM | Robert Lewis | 90792 (Psych Eval) | Initial Eval | In Progress | |
| 11:00 AM | Angela Brooks | 90833 (Med Mgmt) | Follow-up | Scheduled | |
| 11:30 AM | David Chen | 90833 (Med Mgmt) | Follow-up | Scheduled | |
| 1:00 PM | New Patient | 90792 (Psych Eval) | Initial Eval | Scheduled |
💊 Recent Medication Changes
| Client | Medication | Change | Date | Next Review |
|---|---|---|---|---|
| Jane Doe | Sertraline 100mg | ↑ Increased from 50mg | 12/09/2025 | 01/09/2026 |
| Michael Green | Lithium 600mg BID | ● No change | 12/09/2025 | 01/09/2026 |
| David Chen | Buspirone 15mg TID | + New medication | 12/06/2025 | 12/20/2025 |
🔬 Labs Pending Review
| Client | Lab Type | Ordered | Result Date | Status | Actions |
|---|---|---|---|---|---|
| Michael Green | Lithium Level | 12/05/2025 | 12/08/2025 | Needs Review | |
| Angela Brooks | CBC, CMP | 12/02/2025 | 12/07/2025 | Needs Review | |
| Jane Doe | TSH | 12/01/2025 | 12/06/2025 | Needs Review |
📝 Refill Requests
| Client | Medication | Last Fill | Pharmacy | Actions |
|---|---|---|---|---|
| Sasha Collins | Trazodone 100mg | 11/09/2025 | CVS - Raleigh | |
| Marcus Johnson | Gabapentin 300mg | 11/15/2025 | Walgreens - Durham |
Peer Support Services
CPSS documentation • H0038, H2017 • PIE Charting • Supervisor Review
Angela Smith, CPSS • NC CPSS #CPSS-7823 • Supervisor: Sarah Martinez, LCSW
Certified Peer Support Specialist • Recovery Coach
Certified Peer Support Specialist • Recovery Coach
6
Sessions Today
18
Active Caseload
3
Pending Supervisor Review
42
Notes This Month
📅 Today's Peer Support Sessions
| Time | Client | Service Code | Location | Status | Actions |
|---|---|---|---|---|---|
| 9:00 AM | Sasha Collins | H0038 (Peer Support) | Office | ✓ Completed | |
| 10:30 AM | Marcus Johnson | H0038 (Peer Support) | Community | ✓ Completed | |
| 1:00 PM | PSR Group | H2017 (PSR) | Day Program | In Progress | |
| 3:00 PM | Lisa Martinez | H0038 (Peer Support) | Telehealth | Scheduled | |
| 4:00 PM | Tyler Robinson | H0038 (Peer Support) | Home Visit | Scheduled |
📋 Pending Supervisor Review
3 notes awaiting supervisor signature before billing submission.
| Date | Client | Service | Submitted | Status | Actions |
|---|---|---|---|---|---|
| 12/08/2025 | Sasha Collins | H0038 | 12/08 4:30 PM | Awaiting Review | |
| 12/07/2025 | Marcus Johnson | H0038 | 12/07 5:00 PM | Awaiting Review | |
| 12/06/2025 | PSR Group (6 clients) | H2017 | 12/06 3:30 PM | Awaiting Review |
👤 Active Peer Support Caseload
| Client | LME/MCO | Service | Auth Units | Used/Remaining | Last Session | Actions |
|---|---|---|---|---|---|---|
| Sasha Collins | Trillium | H0038 | 96 units | 48 / 48 remaining | Today | |
| Marcus Johnson | Alliance | H0038 | 80 units | 32 / 48 remaining | Today | |
| Lisa Martinez | Eastpointe | H0038 | 64 units | 16 / 48 remaining | 12/06/2025 | |
| Tyler Robinson | Partners | H0038 + H2017 | 120 units | 24 / 96 remaining | 12/05/2025 |
📖 PIE Note Format Guide
P - Problem
What challenge or barrier is the client facing?
What challenge or barrier is the client facing?
I - Intervention
What peer support did you provide?
What peer support did you provide?
E - Evaluation
How did the client respond? What's the plan?
How did the client respond? What's the plan?
Substance Abuse Services
LCAS / SAC documentation • SAIOP • SA Assessments • Group Sessions
James Thompson, LCAS • NC License #LCAS-9821 • Wake County Office
Specialties: SAIOP, Relapse Prevention, Motivational Interviewing
Specialties: SAIOP, Relapse Prevention, Motivational Interviewing
12
Active SAIOP Clients
3
Groups Today
87%
Avg Attendance
4
Completing This Week
📅 Today's SAIOP Groups
| Time | Group Name | CPT Code | Enrolled | Attended | Status | Actions |
|---|---|---|---|---|---|---|
| 9:00 AM | Morning Process Group | H0015 (SAIOP) | 8 | 7 | ✓ Completed | |
| 1:00 PM | Relapse Prevention | H0015 (SAIOP) | 8 | — | In Progress | |
| 3:00 PM | Life Skills | H0015 (SAIOP) | 8 | — | Scheduled |
👥 Active SAIOP Clients
| Client | Start Date | Phase | Sessions Completed | Attendance | Last UA | Actions |
|---|---|---|---|---|---|---|
| Robert Lewis | 11/01/2025 | Phase 2 | 24 / 36 | 92% | ✓ Negative (12/06) | |
| Sasha Collins | 10/15/2025 | Phase 3 | 32 / 36 | 88% | ✓ Negative (12/05) | |
| Marcus Johnson | 11/15/2025 | Phase 1 | 12 / 36 | 75% | ⚠ Due Today | |
| Lisa Martinez | 12/01/2025 | Phase 1 | 6 / 36 | 100% | ✓ Negative (12/08) |
🎯 Upcoming Program Completions
Sasha Collins
Expected: 12/15/2025 (4 sessions remaining)
Expected: 12/15/2025 (4 sessions remaining)
Robert Lewis
Expected: 12/28/2025 (12 sessions remaining)
Expected: 12/28/2025 (12 sessions remaining)
Case Management
Qualified Professional (QP) • Intensive In-Home (IIH) • CCAs • Care Coordination
Maria Garcia, QP • NC QP Certification #QP-45892 • Mobile/Field-Based
Services: IIH, Care Coordination, CCA Assessments
Services: IIH, Care Coordination, CCA Assessments
8
Active IIH Cases
4
Visits Today
2
CCAs Due
1
Auth Expiring
📍 Today's Field Schedule
| Time | Client | Service | Location | Duration | Status | Actions |
|---|---|---|---|---|---|---|
| 9:00 AM | Angela Brooks | H2022 (IIH) | 456 Oak St, Raleigh | 2 hours | ✓ Completed | |
| 11:30 AM | Marcus Williams | H2022 (IIH) | 789 Pine Ave, Durham | 1.5 hours | ✓ Completed | |
| 2:00 PM | Destiny Jackson | H2022 (IIH) | 123 Elm St, Raleigh | 2 hours | In Progress | |
| 4:30 PM | Tyler Robinson | H2022 (IIH) | 567 Maple Dr, Cary | 1.5 hours | Scheduled |
🏠 Active IIH Cases
| Client | LME/MCO | Auth Units | Used/Remaining | Auth Expires | Last Visit | Actions |
|---|---|---|---|---|---|---|
| Angela Brooks | Partners | 120 units | 48 / 72 remaining | 01/15/2026 | Today | |
| Marcus Williams | Alliance | 96 units | 60 / 36 remaining | 12/20/2025 ⚠️ | Today | |
| Destiny Jackson | Trillium | 120 units | 24 / 96 remaining | 02/28/2026 | 12/06/2025 | |
| Tyler Robinson | Eastpointe | 80 units | 16 / 64 remaining | 03/01/2026 | 12/05/2025 |
📋 Comprehensive Clinical Assessments (CCAs)
| Client | Type | Due Date | Status | Actions |
|---|---|---|---|---|
| Angela Brooks | Annual CCA Update | 12/15/2025 | Due Soon | |
| Tyler Robinson | Initial CCA | 12/20/2025 | Scheduled |
Billing & Claims
Claims queue • NCTracks • LME/MCO Portals • Remittance Tracking
Phase 4: Full billing module with NCTracks integration, all 6 LME/MCO portal submissions, and remittance tracking.
Staff & Compliance
Credentials • Supervision Logs • Authorization Tracking
Phase 4: Staff credential tracking, supervision documentation, and authorization monitoring.
Reports
Revenue • Productivity • Authorization Utilization • Compliance
Phase 4: Comprehensive reporting dashboard with revenue, productivity, and compliance metrics.