Good morning, Gabe.
● Planner connected Calendars Month view ▸Today's agenda · Thu Jul 17
This week · Jul 13 – 19
| S | M | T | W | T | F | S |
|---|---|---|---|---|---|---|
| 13 | 14 | 15 | 16 | 17 | 18 | 19 |
10 sessions this week · Fri: 2 video + payout arrives
Caseload pulse
6 of 10 clients improving · 1 referral suggested · median SRS 37 (healthy alliance) · 94% measure completion last 30d
Open My Clients →Route: /dashboard/mentor/calendar · same merged Today+Calendar landing every mentor gets; the rose alert is the stepped-care rule — arithmetic on ORS points against a published cutoff, the level a coach is qualified to act on · mock data
Personal Planner
+ New Event + New TaskSummary
6 active · 1 overdue · 3 due today · 2 completed this week
Daily focus · Thu Jul 17
Sign Devon's note before the 9 AM. Keep 3:30–4:00 clear to reread the Cross Connect list before Marcy's session.
Route: /dashboard/mentor/personal-planner · Tasks/Events tabs, List/Kanban views, priority + status filters — identical surface, coach to-dos · mock data
Scheduler
+ New sessionRoute: /dashboard/events · unified session + appointment cards, Start session on the next upcoming · mock data
Free discovery call — 20 min
Free fit conversation. Feeds the connection-request queue when a prospect books.
Coaching session — 45 min
$120 standard session. Existing clients self-book; the coaching agreement attaches for anyone new.
Route: /dashboard/booking-forms · booking forms with share links; submissions create connection requests · mock data
Conversation
🔍 Search conversations… GridList New Conversation"Thanks for checking in. Honestly the last few weeks have been heavier than coaching stuff…"
Today · 7:18 AM · reply to your check-inYou: "We've missed you the last two Thursdays, Colin. No pressure — grab a time when you're ready…"
Sent Jul 15 · Delivered — not yet read"Ask draft done. Two lines, no apology in either of them. See you at 9."
Yesterday · 9:02 PM"Ran the promotion conversation with my sister as a stand-in. It went sideways in a useful way."
Tue Jul 15"Confirming the 2 PM discovery call — filled out the questionnaire last night."
Mon Jul 14"Wrap-up logistics — do I keep the goal tracker after the 23rd, or does it close with the portal?"
Mon Jul 14Route: /dashboard/conversation · search, grid/list toggle, new-conversation composer · mock data
Connection requests
Status: Pending ▾ (All / Pending / Accepted / Rejected)"Six months after a layoff and I keep restarting the same job search. I want structure and someone to answer to." AcceptReject
"Switching from teaching to instructional design. I have the plan; I don't have the follow-through. Evenings preferred." AcceptReject
"Adult client finishing therapy, wants goal and accountability work with a PCOMS-trained coach." AcceptReject
Reject opens a reason dialog; the reason is stored with the request. Note the third row: Cross Connect routes clients toward coaches too — stepped care runs in both directions.
Route: /dashboard/connection-requests · status filter, accept/reject with reason dialog · mock data
Tasks
🔍 Search tasks… Sort: due date ▾ + Assign taskJPJordan Pike
TBTalia Bennett
DADevon Ashworth
MDMarcy Dillard
CVColin Vance
The + Assign task composer offers: journal entry · goal assignment · reflection prompt · course assignment · resources upload · custom.
Route: /dashboard/tasks · client-assigned task queue with composer types; every task here hangs off a goal · mock data
Goals
🔍 Search goals… Sort: progress ▾ + New goalRoute: /dashboard/goals · cross-client goal cards with progress, streaks, and check-in indicators — the flagship coach surface · mock data
Journals
GridList + New templateWeekly wins
Three wins from the week, one sentence each, and who noticed.
Morning pages
Ten unedited minutes before the phone comes out. No prompt, no grade.
Post-setback reflection
What happened, what it cost, what stays true anyway, first next step.
Session prep: what's on top
Client fills the morning of session — top concern, one win, one question.
Gratitude — 3 lines
Three short lines, evening prompt.
Discovery debrief
After the first call: what you want in 90 days, what's been in the way, what you'd try first.
Route: /dashboard/journals · template library with scope + assignment filters; entries are share-gated · mock data
Assessments
ORS — Outcome Rating Scale
Adult · 4-item VAS · 0–40 · cutoff 25
SRS — Session Rating Scale
Adult · alliance measure · 0–40 · 36+ healthy
CORS — Child Outcome Rating Scale
Adolescent (13–17) · simplified anchors
CSRS — Child Session Rating Scale
Adolescent (13–17) · alliance measure
YCORS — Young Child ORS
Child (6–12) · pictorial faces version
YCSRS — Young Child SRS
Child (6–12) · pictorial faces version
Route: /dashboard/pcoms-forms · form cards colored by age group, per-form download + send · mock data
| Client | Last ORS | Last SRS | Trend (8 sess.) |
|---|---|---|---|
MD Marcy DillardJul 11 |
13 < 25 | 30 < 36 | |
CV Colin VanceJun 24 · stale |
18 < 25 | 32 < 36 | |
JP Jordan PikeJul 10 |
28 | 37 | |
TB Talia BennettJul 10 |
27 | 38 | |
LF Lena FairbankJul 9 |
34 | 39 |
Notifications
Red cells mark scores past the at-risk cutoffs: ORS < 25 · SRS < 36. Rows open the client detail. Verified-clinician instruments don't render for this account — the columns are gated, not hidden data.
Route: /dashboard/pcoms-forms/analytics · stat cards, at-risk highlighting, notification feed — two score columns, because two instruments is the whole set here · mock data
Processes scanned paper PCOMS forms: detects the form type, reads the four VAS marks, computes the total, and matches the client by name and date. Anything ambiguous goes to Review Scans.
Last batch · Jul 11
Route: /dashboard/scan-form · scan upload + batch processing; low-confidence reads route to Review Scans · mock data
| Scan | Client | Detected | Confidence | Action |
|---|---|---|---|---|
| Jul 3 · page 2 | RA Ruth Achebe |
ORS · total 25 | High · 97% | Approve Open scan |
Ruth fills the paper ORS at her in-person sessions; everyone else scores in the app.
Route: /dashboard/review-scans · review queue with confidence badges and status filter · mock data
My Clients
Invite client + New client| Client | Last / next session | ORS trend (8 sess.) | ORS | SRS | Goal progress | Status |
|---|---|---|---|---|---|---|
MD Marcy DillardSess. 10 · since Apr |
Jul 11 · Today 4 PM | 13 ↓ below 25 · 6 sess. |
30 /40 softening from 35 |
1/3 stalled | Referral suggested | |
CV Colin VanceSess. 6 · since Apr |
Jun 24 · Not scheduled | 18 ↓ | 32 /40 | 0/2 no check-ins 3 wks | No-show ×2 | |
JP Jordan PikeSess. 8 · since May |
Jul 10 · Today 9 AM | 28 ↑ from 21 |
37 /40 | 3/4 on track | Improving | |
TB Talia BennettSess. 10 · since Apr |
Jul 10 · Today 11:30 AM | 27 ↑ from 20 |
38 /40 | 4/4 on track | Improving | |
DA Devon AshworthSess. 7 · since May |
Jul 14 · Mon Jul 21 | 26 ↑ from 19 |
36 /40 | 2/3 on track | Improving | |
IC Ines CallowaySess. 5 · since Jun |
Jul 14 · Fri Jul 18 | 29 ↑ from 22 |
37 /40 | 3/3 on track | Improving | |
RA Ruth AchebeSess. 9 · since Apr |
Jul 10 · Thu Jul 24 | 25 ↑ from 21 |
37 /40 | 2/3 on track | Improving | |
FN Felix NakamuraSess. 12 · since Mar |
Jul 8 · Wed Jul 23 | 26 — | 38 /40 | 2/2 maintenance | Stable | |
LF Lena FairbankSess. 15 · since Jan |
Jul 9 · Jul 23 (final) | 34 ↑ | 39 /40 | 4/4 wrap-up plan | Graduating | |
OT Owen TsaiDiscovery today |
— · Today 2 PM | 22 first ORS today |
— | — set at discovery | Discovery today |
Route: /dashboard/contacts · same roster component the psychologist gets, two columns fewer — an unverified mentor gets ORS, SRS, and goal progress, full stop. No empty column, no upsell tooltip; the gated columns simply don't exist for this account · mock data
Jordan Pike
Measurement history · 8 sessions · May 12 – Jul 10
Recent session notes · mentoring format
✦ Assist (coming): draft the Wins / Working on / Next step note from session transcript for Gabe's sign-off — never auto-signed.
Stepped care
Jordan's ORS has been above the 25 cutoff for four straight sessions — nothing to do here. The platform watches every client's scores against that line. If an ORS sits below 25 and keeps falling, Gabe gets a morning prompt to raise a referral conversation, and Cross Connect (in the sidebar) lists licensed clinicians in his network who accept new clients. Coaching stays coaching; the handoff is built in.
Goals · 4 active · check-in rate 84%
Route: /dashboard/contacts/jordan-pike · the two PCOMS lines share one 0–40 axis, so this is the graph a coach literally turns toward the client; focus areas stay in the client's words because a coach never produces an intake evaluation · mock data
Groups
🔍 Search groups… + Create groupCareer changers circle
Structured peer group: one hot seat per meeting, one commitment each, check-ins between sessions.
Accountability cohort
Goal-report format: each member states last cycle's result and next cycle's commitment. Closed cohort through September.
Route: /dashboard/groups · group cards with membership, cadence, and billing suffix · mock data
Commerce
🔍 Search packages… Sort: newest ▾ + New package4-session package
⋯$440
Four 45-minute sessions, 10-week window. Saves $40 vs single sessions.
Discovery call
⋯Free
20-minute fit conversation. Nothing posts to billing unless the prospect books a package or session after.
Monthly momentum
⋯$180/mo
One session per month plus goal check-in reviews and portal messaging between sessions.
Route: /dashboard/commerce · package grid with search, sort, and per-package send/edit/delete menu · mock data
Broadcasts
+ New broadcastAugust availability
Sent Jul 15, 8:40 AM · audience: all active clients (10) · read by 8
Hi all — two notes for August: I'm out Aug 10–14 (no sessions that week; the portal stays open for messages and goal check-ins, and streaks don't break for my time off). Second, I'm adding Tuesday evening slots starting Aug 18 — the booking link has them now if evenings work better for you.
Delivered 10 · Read 8 · Replies routed to Conversation
Route: /dashboard/broadcasts · honest note: the real index renders a "select a broadcast" placeholder; the detail pane lives at /dashboard/broadcasts/[id] · mock data
Livestreams
+ Create livestreamGoal-setting workshop — free community session
45-minute public session with Q&A: pick one 90-day goal, break it into weekly commitments, set the first check-in. Open to non-clients; registration through your booking link.
Morning routines that survive Monday
Recorded session from June. Replay available to clients in the Library.
Route: /dashboard/livestreams · Live/Upcoming/Past/All tabs, create flow · mock data
Team Chat
Team Chat
Internal org communication between providers and staff. Select a thread to start — threads live at /dashboard/team-chat/[id]. As a solo coach, Gabe's only thread comes from his Cross Connect placement.
Wayside Counseling Group — referrals coordination
3 members · last message Jul 16: "Send Marcy's warm-handoff draft when she's ready — Dr. Okonkwo has Thursday openings."
Route: /dashboard/team-chat · the real index is this empty state; conversation UI lives on the thread route · mock data
Courses
+ New Course
The Intelligent Heart: Emotional Intelligence, Virtue, and Healing Presence
Emotional intelligence through neuroscience and virtue: understand your triggers, regulate your responses, and build a grounded healing presence.
by E. Christian Brugger, Ph.D.
From Hatred to Wholeness: A Catholic Psychological Guide to Forgiveness and Healing
Why is forgiveness so hard? Three lessons on the roots of hatred, the choice to forgive, and pastoral approaches to healing.
by Paul C. Vitz, Ph.D.
Removing the Boulders: Spiritual Direction and Catholic Psychology in Partnership
When direction isn't enough: recognizing referral signs, ethical boundaries, and shared goals. The closest match on this shelf to a coach's referral work.
by Stephen Grundman, Ph.D.
Drawn into Friendship: Catholic Prayer and Spiritual Growth
A 5-lesson course on prayer as relationship, with guidance on mental prayer, contemplation, and liturgical life.
by Fr. John Bartunek
Heart Speaks to Heart: A Catholic Introduction to Mental Prayer
Most of us were taught to pray by learning prayers. There is a form of prayer the Church has treasured for centuries that goes deeper.
by Fr. John Bartunek
Accompanying Men: Principles of Effective Spiritual Direction
Most men don't seek direction, and many who try it once never return. Decades of pastoral experience on accompanying them.
by Fr. John Hopkins
Tracing the Hand of God: Spiritual Life Mapping with St. Paul
A spiritual life map traces God's hidden guidance through your past. Learn the practice through Paul's own journey — and start mapping yours.
by Fr. John Hopkins
How Do I Know It's God? Recognizing the Lord's Voice in Prayer and Daily Life
Stop waiting for a clear feeling. Learn to recognize God's voice the way you recognize a friend's — through a relationship you actually live.
by Fr. Lino Otero, LC
Grace Through Weakness: Psychological Struggle and Spiritual Transformation in the Lives of the Saints
Inside the lives of saints who struggled psychologically and grew spiritually — and what their stories say to the people we accompany.
by Fr. Benedict Groeschel, C.F.R.
Your Wound Is Not Your Obstacle: St. Thérèse on Grace, Holiness, and the Little Way
Many of us assume we must heal before we can truly give, pray, or grow. St. Thérèse's little way says otherwise.
by Marc Foley, O.C.D.
Made for Love: An Introduction to John Paul II's Theology of the Body for Helping Professionals
A comprehensive answer to the two questions every human being is already asking — who am I, and what am I for?
by Bill Donohue, Ph.D.
FOCUS — Foundations for Discipleship
A tool to form and accompany others on their journey as a Christian disciple.
by Fr. Robert
Route: /dashboard/courses · photos and copy are live content from the DMU LMS (mindspirit-lms-course-platform.vercel.app), images hotlinked from cdn.sanity.io
Ministry Forms
+ New Form| Form | Status | Submissions | Updated | |
|---|---|---|---|---|
| Coaching agreement | Published | 10 · latest: Owen Tsai, Jul 14 | May 8 | Edit |
| Informed consent for coaching — non-clinical scope disclosure | Published | 10 · states what coaching is and isn't, and how referrals work | May 8 | Edit |
| Intake questionnaire | Published | 9 · goals, history with coaching, preferred cadence | Jun 12 | Edit |
Route: /dashboard/ministry-forms · same form builder every mentor gets; the consent form here is the coach's scope-of-practice disclosure, signed before session 1 · mock data
Library
Session reminder — 24h
"Hi {first_name}, reminder: your session with Gabe is tomorrow at {time}…"
Missed-session follow-up
"We missed you today. No judgment — reply here or grab a new time when you're ready…"
Measure nudge: ORS before session
"Before we meet, take 60 seconds for your check-in scale — it helps us start where you are…"
Referral warm-handoff draft
"I'd like to introduce you to {clinician_name} — someone whose work fits what you've been carrying better than coaching can right now. Coaching can pause or continue alongside…"
Route: /dashboard/library/messages · mock data
Thread templates
Route: /dashboard/library/threads · mock data
Tags
Route: /dashboard/library/tags · mock data
Automation rules
Route: /dashboard/library/automation-rules · mock data
Pending approval
Nothing waiting. Approval queues fill when an org submits shared templates for your review — as a solo coach, Gabe's queue is usually empty.
Route: /dashboard/library/pending-approval · mock data
History & audit
Route: /dashboard/library/history · mock data
Billing · July 2026
This month ▾ ⇩ 1099-NEC export ⇩ Export CSVNext payout · tomorrow, Fri Jul 18
5 sessions + 1 package · Stripe Connect → Gabe Moreno Coaching LLC (personal org) → First Federal ••2210
Last payout
$552
Jul 11 · 5 sessions · arrived on time
This month · showing 8 of 17 line items
| Client · service | Date · format | Outcome | Rate | Net to you | Status |
|---|---|---|---|---|---|
DA Devon AshworthCoaching session · 45 min |
Jul 14 · Video | ORS 26 ↑ · SRS 36 | $120 | $110.40 | Pending · 3d |
IC Ines CallowayCoaching session · 45 min |
Jul 14 · Video | ORS 29 ↑ · SRS 37 | $120 | $110.40 | Paid |
TB Talia Bennett4-session package · Jul–Aug |
Jul 12 · Prepaid | measured per session | $440 | $404.80 | Paid |
MD Marcy DillardCoaching session · 45 min |
Jul 11 · Video | ORS 13 ↓ · SRS 30 | $120 | $110.40 | Paid |
JP Jordan PikeCoaching session · 45 min |
Jul 10 · Video | ORS 28 ↑ · SRS 37 | $120 | $110.40 | Paid |
TB Talia BennettCoaching session · 45 min |
Jul 10 · In-person | ORS 27 ↑ · SRS 38 | $120 | $110.40 | Paid |
CV Colin VanceLate-cancel fee · 2nd this quarter |
Jul 9 · Scheduled video | no measures | $60 | $55.20 | Card declined |
LF Lena FairbankCoaching session · 45 min |
Jul 9 · Video | ORS 34 ↑ · SRS 39 | $120 | $110.40 | Paid |
Owen Tsai's discovery call today is free — nothing posts unless he books. + 9 earlier July line items. Line items are plain English: no procedure codes, no payer column — none of that exists for a coach, so none of it renders.
Route: /dashboard/billing · Stripe Connect payout rails through the personal org; the 1099-NEC export sits top-right because a coach is a 1099 contractor · mock data
No insurance claims
Coaching is direct-pay; this tab renders because the Billing card ships as one unit.
Route: /dashboard/billing/claims · honest empty state — the claim lifecycle exists in the product, not for this account · mock data
| Date | Source | Description | Gross | Net | Status |
|---|---|---|---|---|---|
| Jul 14 | Sessions | Ines Calloway · coaching session, 45 min | $120 | $110.40 | Settled |
| Jul 14 | Sessions | Devon Ashworth · coaching session, 45 min | $120 | $110.40 | Pending |
| Jul 12 | Packages | Talia Bennett · 4-session package, Jul–Aug | $440 | $404.80 | Settled |
| Jul 11 | Sessions | Marcy Dillard · coaching session, 45 min | $120 | $110.40 | Settled |
| Jul 9 | Sessions | Colin Vance · late-cancel fee · card declined, retry Jul 18 | $60 | — | Failed |
Route: /dashboard/billing/payments · earnings ledger across two sources — sessions and packages; a coach's ledger never grows a third chip · mock data
Billing setup · read-only summary
Two rows, and that's the whole checklist — coach setup is tax + payout. The license and NPI steps a clinician completes here don't render for this account. Changes are made in account settings; this card is the billing-side summary.
Route: /dashboard/settings/billing · setup summary over the shipped Stripe Connect stack · mock data
My Badges
BCC — Board Certified Coach
PCOMS-trained
100 Sessions
In progress
Route: /dashboard/badges · earned grid + in-progress tracks; the CE bar feeds the planner task for the October renewal window · mock data
My QR Code
Clients scan to start onboarding with you — the code opens your discovery-call booking and the coaching agreement.
Route: /dashboard/settings/qr-code · personal onboarding QR with download/share · mock data (decorative code)
Scale Builder
+ New scale| Scale | Visibility | Items | Status | |
|---|---|---|---|---|
| Post-session reflection (4-item) | Mine | 4 · VAS 0–10 | Draft | Edit |
| ORS — Outcome Rating Scale | Global | 4 · VAS 0–40 | 🔒 Locked | View |
| SRS — Session Rating Scale | Global | 4 · VAS 0–40 | 🔒 Locked | View |
The PCOMS pair is locked for everyone — published instruments don't get edited. What a coach can build: reflection and habit scales like the draft above.
Route: /organization/assessments/builder · lives under /organization, not /dashboard; authoring open to mentors via the JWT-role fallback · mock data
Cross Connect
Marketplace profile
Wayside Counseling Group
Placement active since May 2026. 2 clients routed to you so far; the pending goal-work referral is in your Requests queue. Their 4 licensed clinicians accept new clients — the same list your referral prompts draw from.
Outbound referral — Marcy Dillard
Stepped-care prompt raised Jul 16: ORS below 25 for 6 straight sessions. Warm-handoff draft ready in the Library; Dr. Okonkwo at Wayside has Thursday openings. Today's 4 PM is the conversation.
Route: /dashboard/settings/cross-connect · opt-in toggle, marketplace profile, placements — for a coach this surface carries traffic both ways: clients in from orgs, referrals out when scores say coaching is the wrong tool · mock data
Data Porting
| Request | From → To | Requested | Scope | Action |
|---|---|---|---|---|
TR T. Runnelsformer client · wrapped Jan 2026 |
Gabe Moreno Coaching LLC → Brightline Counseling Associates | Jul 14 | Measures + goal history | Approve Decline |
Approving opens a confirmation: "Include your session notes in this transfer?" Notes stay out unless you opt them in.
Route: /dashboard/port-approvals · co-approval with the session-notes opt-in confirmation · mock data
Record transfers
| Transfer | Destination | Requested | Scope | Action |
|---|---|---|---|---|
KO K. Onwudiweformer client · wrapped Oct 2025 |
Harbor Point Psychology Group · requested by destination org | Jul 13 | Measures + coaching summary | Authorize Decline |
Route: /dashboard/record-transfers · in the resolved #967 sidebar union, but the page is not yet in the local checkout — mocked by analogy to Data Porting · mock data