TruePresence — Interactive psychologist dashboard mockup

Good morning, Dr. Vasquez.

● Planner connected Calendars Month view ▸

Thursday, July 17, 2026 · 4 sessions today · 1 intake · 3 pending connection requests

Needs your attention before 9 AM

!PHQ-9 spike — James Rutherford: 11 → 17 between Jul 3 and Jul 15 (moderate → mod-severe). Item 9 unremarkable. He's on your couch at 11:00.Review trend →

✎Unsigned session note — Hannah Kleinfeld, Mon Jul 14 session. 3 days outstanding.Finish note →

◷Tyler Brandt has no next session — last seen Jun 26, two missed since. ORS was 14 and falling.Reach out →

33 connection requests pending — 2 self-referrals via your booking form, 1 org routing.Decide →

Today's agenda · Thu Jul 17

9:00 AM45 min

DO

Danielle OkaforSession 9 · ORS 28 ↑ · brief check on sleep goal

Video

11:00 AM60 min

JR

James RutherfordSession 8 · PHQ-9 17 ↑ flagged · review med consult referral

In-person

2:00 PM90 min

AF

Aaron FitchIntake · booking-form self-referral · consent + first ORS

Intake

4:00 PM45 min

PN

Priya NatarajanSession 14 · stable · maintenance cadence discussion

Video

This week · Jul 13 – 19

S	M	T	W	T	F	S
13	14	15	16	17	18	19

11 sessions this week · Fri: 3 video + payout arrives

Caseload pulse

6 of 10 clients improving · 2 flagged · median SRS 36.5 (healthy alliance) · 92% measure completion last 30d

Open My Clients →

Route: /dashboard/mentor/calendar · built — merged Today+Calendar landing (#967/#981), legacy /dashboard/mentor redirects here; calendar sync + planner pill built · needs-attention strip: planned (score-delta alert rules) · mock data

Personal Planner

+ New Event + New Task

Your own to-dos and events — separate from client-assigned Tasks

TasksEvents ListKanban ActiveCompletedOverdueAll Priority: All ▾ Sort: due date ▾

Summary

6 active · 1 overdue · 3 due this week · 2 completed this week

Daily focus · Thu Jul 17

Sign Hannah's note before the 9 AM. Keep 1:30–2:00 clear to review Aaron Fitch's intake packet.

!Sign Hannah Kleinfeld's session note — Mon Jul 14 session · overdue 3 days · high priorityOverdue

◷Prep intake packet for Aaron Fitch — consent forms, first ORS, screener review · due today 1 PMDue today

☎Call pharmacy re: James's med consult referral — confirm the referral fax landed · due todayDue today

▤Quarterly outcomes review — pull caseload ORS/SRS deltas for Q2 · due Jul 25Due Jul 25

✎Renew liability insurance — policy lapses Aug 15 · due Jul 31Due Jul 31

◔Supervision hour — Dr. Ruth Callahan · Fri Jul 18, 1:00 PM · event, synced to calendarEvent · Fri

Route: /dashboard/mentor/personal-planner · built (PERSONAL_PLANNER) — Tasks/Events tabs, List/Kanban views, priority + status filters · mock data

Scheduler

+ New session

Unified sessions and personal appointments · Thursday, July 17, 2026

Sessions Booking forms

UpcomingToday (5)CompletedCancelled

9:00 AM45 min

DO

Danielle OkaforSession 9 · Video · sleep-goal check-in

VideoStart session

11:00 AM60 min

JR

James RutherfordSession 8 · In-person · PHQ-9 flagged, review med consult referral

In-personRescheduleCancel

2:00 PM90 min

AF

Aaron FitchIntake · In-person · came through the "Standard intake — 90 min" booking form

IntakeRescheduleCancel

4:00 PM45 min

PN

Priya NatarajanSession 14 · Video · maintenance cadence discussion

VideoRescheduleCancel

Fri 1 PM60 min

RC

Supervision hour — Dr. Ruth CallahanPersonal appointment · tomorrow · shows here because the scheduler unifies sessions and appointments

PersonalReschedule

Route: /dashboard/events · built — unified session + appointment cards, Start session on the next upcoming · mock data

New client consult — 15 min

Free intro call. Feeds the connection-request queue when a prospect books.

Share link: app.truepresence.com/book/elena-vasquez/consult-15

14 submissions · 2 currently pending in Requests

Copy linkEdit form

Standard intake — 90 min

90791 diagnostic intake with consent packet and first ORS attached.

Share link: app.truepresence.com/book/elena-vasquez/intake-90

6 submissions · Aaron Fitch booked today's 2 PM intake through this form on Jul 12

Copy linkEdit form

Route: /dashboard/booking-forms · built — booking forms with share links; submissions create connection requests · mock data

Conversation

🔍 Search conversations… GridList New Conversation

6 conversations · 1 unread

JR

James Rutherford

"about tomorrow… could we talk for a few minutes before session?"

Today · 7:42 AM

DO

Danielle Okafor

"Sleep goal check-in: 6 of 7 nights this week. See you at 9!"

Yesterday · 8:15 PM

TB

Tyler Brandt

You: "Checking in, Tyler — we've missed you the last two Thursdays. No pressure, just…"

Sent Jul 15 · Delivered — not yet read

PN

Priya Natarajan

"Confirming 4 PM today — I'll be on the usual video link."

Tue Jul 15

SR

Sofia Reyes

"Graduation logistics — do I keep portal access after the 24th, or does it close?"

Mon Jul 14

AF

Aaron Fitch

"Intake paperwork done ✓ — submitted through the portal. See you Thursday."

Jul 14

Route: /dashboard/conversation · built — search, grid/list toggle, new-conversation composer · mock data

Connection requests

Status: Pending ▾ (All / Pending / Accepted / Rejected)

3 pending · booking-form self-referrals and org routings land here

RD Rachel Dunmore — self-referral via "New client consult — 15 min" booking form · Jul 15
"My PCP suggested I talk to someone about panic attacks that started after my car accident in May." AcceptReject

CA Colin Abernathy — self-referral via "New client consult — 15 min" booking form · Jul 16
"Looking for help with insomnia and work stress. Evenings preferred if possible." AcceptReject

SC Org routing — St. Catherine Counseling Collective · via Cross Connect · Jul 16
"Adult client, anxiety + grief presentation, requested a licensed psychologist." AcceptReject

Reject opens a reason dialog; the reason is stored with the request.

Route: /dashboard/connection-requests · built — status filter, accept/reject with reason dialog · mock data

Tasks

🔍 Search tasks… Sort: due date ▾ + Assign task

Work you assign to clients — distinct from your Personal Planner

All (7)In progress (3)Completed (2)Missed (1)

MWMarcus Webb

Panic log after each episodeComplete · 4/4 ✓

Exercise 3× / weekIn progress · 2/3

DODanielle Okafor

Sleep diary — nightly entryIn progress · 6/7 nights

JRJames Rutherford

Daily mood check-inMissed 2 days

SRSofia Reyes

Relapse-prevention plan — first draftSubmitted ✓

The + Assign task composer offers: journal entry · goal assignment · reflection prompt · course assignment · resources upload · custom.

Route: /dashboard/tasks · built (TASK_PLANNER + tasks:view:mentor) — client-assigned task queue with composer types · mock data

Goals

🔍 Search goals… Sort: progress ▾ + New goal

Active goals across the caseload · check-in indicators from client task activity

All (6)On track (4)Complete (1)Paused (1)

MWMarcus WebbSleep routine — lights out by 11:30

71% · 5/7 nights · last check-in Jul 15 · On track

MWMarcus WebbPanic log after each episode

100% · 4/4 logged · Complete

MWMarcus WebbExercise 3× / week

66% · 2/3 this week · On track

DODanielle OkaforMorning walk before work

12-day streak · last check-in this morning · On track

SRSofia ReyesMaintenance plan — post-graduation

90% · final review Jul 24 · Graduating

JRJames RutherfordBehavioral activation — one scheduled activity/day

20% · no check-in since Jul 12 · Paused

Route: /dashboard/goals · built — cross-client goal cards with progress, status, and check-in indicators · mock data

Journals

GridList + New template

Journal template library · assign templates to clients; entries appear only when a client shares them

All (6)SystemOrgMine AssignedUnassigned

Daily mood + trigger log

Mood 0–10, trigger note, one coping action taken.

System · assigned ×4

AssignDuplicate

Post-panic debrief

What happened, body signals, what helped, what to try next time.

Mine · assigned ×1 (Marcus)

AssignDuplicate

Gratitude — 3 lines

Three short lines, evening prompt.

Org · unassigned

AssignDuplicate

Sleep diary

Bedtime, wake time, awakenings, morning rest rating.

System · assigned ×2

AssignDuplicate

Values reflection

Weekly: one value, one moment you acted on it, one you didn't.

Mine · unassigned

AssignDuplicate

Session prep: what's on top

Client fills the morning of session — top concern, one win, one question.

Org · assigned ×3

AssignDuplicate

Route: /dashboard/journals · built — template library with scope + assignment filters; entries are share-gated · mock data

Assessments

PCOMS instruments, results, and paper-form scanning

PCOMS Forms Assessment Results Scan Form Review Scans

Printable PCOMS forms by age group⇩ Download all

ORS — Outcome Rating Scale

Adult · 4-item VAS · 0–40 · clinical cutoff 25

⇩ DownloadSend to client

SRS — Session Rating Scale

Adult · alliance measure · 0–40 · 36+ healthy

⇩ DownloadSend to client

CORS — Child Outcome Rating Scale

Adolescent (13–17) · simplified anchors

⇩ DownloadSend to client

CSRS — Child Session Rating Scale

Adolescent (13–17) · alliance measure

⇩ DownloadSend to client

YCORS — Young Child ORS

Child (6–12) · pictorial faces version

⇩ DownloadSend to client

YCSRS — Young Child SRS

Child (6–12) · pictorial faces version

⇩ DownloadSend to client

Route: /dashboard/pcoms-forms · built — form cards colored by age group, per-form download + send · mock data

Avg ORS · caseload

24.6

↑ 1.8 vs last month · cutoff 25

At-risk clients

2

James Rutherford · Tyler Brandt

Measure completion

92%

last 30 days

Client	Last ORS	Last SRS	PHQ-9	GAD-7
JR James RutherfordJul 15	17 < 25	31 < 36	17 ≥ 15	11
TB Tyler BrandtJun 26 · stale	14 < 25	29 < 36	14	12
MW Marcus WebbJul 15	27	38	8	7
DO Danielle OkaforJul 14	28	37	9	6
SR Sofia ReyesJul 10	33	39	3	2

Notifications

!James Rutherford — PHQ-9 crossed 15 (mod-severe band): 11 → 17 · Jul 15

◷Tyler Brandt — ORS 14, below cutoff, and no session scheduled · flagged Jul 14

✓Sofia Reyes — 8th consecutive ORS above cutoff · graduation criteria met

Red cells mark scores past the at-risk cutoffs: ORS < 25 · SRS < 36 · PHQ-9 ≥ 15 · GAD-7 ≥ 15. Rows open the client detail. PHQ-9/GAD-7 columns render because MIN-246 verification passed.

Route: /dashboard/pcoms-forms/analytics · built — stat cards, at-risk highlighting, notification feed · mock data

Drop scanned PCOMS forms herePDF or image · or click to browse

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

6 pages processed5 auto-matched · 1 sent to review

Route: /dashboard/scan-form · built — scan upload + batch processing; low-confidence reads route to Review Scans · mock data

Pending (2)ApprovedRejected

Scan	Client	Detected	Confidence	Action
Jul 11 · page 3	MC Miriam Castellanos	ORS · total 23	High · 98%	Approve Open scan
Jul 11 · page 6	Unmatched	SRS · items don't sum to detected total	Low · 61%	Review manually

Route: /dashboard/review-scans · built — review queue with confidence badges and status filter · mock data

My Clients

Invite client + New client

10 active · 2 need attention · measures 92% complete last 30d · refreshed 2 min ago · click a row to open the client

All (10)Needs attention (2)Improving (4)Stable (2)Graduating (1)New (1)

☐	Client	Last / next session	ORS	PHQ-9	SRS	Status
☐	JR James RutherfordSess. 8 · since Mayanxietyself-pay	Jul 15 · Today 11 AM	17 ↓ below cutoff 25	17 ↑ mod-severe	31 /40	Needs attention
☐	TB Tyler BrandtSess. 6 · since Apranxietyself-pay	Jun 26 · Not scheduled	14 ↓	14 ↑ moderate	29 /40	No-show ×2
☐	DO Danielle OkaforSess. 9 · since Mayself-pay	Jul 14 · Today 9 AM	28 ↑ from 19	9 ↓ from 16	37 /40	Improving
☐	MW Marcus WebbSess. 12 · since Apranxietyself-pay	Jul 15 · Tue Jul 22	27 ↑ from 16	8 ↓ from 18	38 /40	Improving
☐	HK Hannah KleinfeldSess. 8 · since Mayself-pay	Jul 14 · Mon Jul 21	26 ↑	8 ↓ from 12	36 /40	Improving
☐	MC Miriam CastellanosSess. 8 · since Mayinsurance	Jul 11 · Fri Jul 18	23 ↑	10 ↓ from 13	35 /40	Improving
☐	PN Priya NatarajanSess. 14 · since Febself-pay	Jul 10 · Today 4 PM	26 —	6 — mild	37 /40	Stable
☐	DE Derek OseiSess. 11 · since Marself-pay	Jul 8 · Wed Jul 23	24 —	8 — mild	38 /40	Stable
☐	SR Sofia ReyesSess. 16 · since Janself-pay	Jul 10 · Jul 24 (final)	33 ↑	3 ↓ minimal	39 /40	Graduating
☐	AF Aaron FitchIntake todayanxietyself-pay	— · Today 2 PM	15 intake ORS	13 screener	—	New intake

Route: /dashboard/contacts · roster route built; bulk select, tags, invite built · ROM columns (sparkline, trend logic, urgency sort, MIN-246-gated PHQ-9 column): planned D3 · mock data

← Back to My Clients

MW

Marcus Webb

34 · he/him · client since Apr 21 · 12 sessions · self-pay

Message Next: Tue Jul 22 · 10 AM · Video

Presenting concerns (intake, client's words): persistent low mood and loss of interest following separation last winter; work-related exhaustion; episodes of racing heart and dread in meetings; sleep disrupted 4–5 nights/week. Wants to "feel like getting up on Saturdays again."

Measurement history · 12 sessions · Apr 21 – Jul 15

ORS 0–40 · 16 → 27 (crossed cutoff, sess. 9) PHQ-9 0–27 · 18 → 8 (mod-severe → mild) GAD-7 0–21 · 15 → 7 (severe → mild) SRS last session: 38/40 (healthy alliance)

Recent session notes

Session 12 · Jul 15 · 90837 (60 min, video)signed

S: Reports best two weeks since intake; one panic episode Wed, self-resolved with paced breathing. O: Brighter affect; spontaneous humor; ORS 27, SRS 38. A: Sustained gains across mood and anxiety measures; sleep protocol holding 5/7 nights. P: Space to biweekly after Jul 22; continue exposure ladder step 4 (leading one meeting agenda item).

Session 11 · Jul 8 · 90834 (45 min, video)signed

S: "Saturday I actually wanted to go out." Mild dip midweek after call with ex-spouse. O: ORS 26; PHQ-9 9. A: Dip contextual, not trend reversal. P: Kept weekly cadence one more cycle; journaling prompt on post-call rumination.

✦ Assist (coming): draft SOAP from session transcript for clinician sign-off — never auto-signed.

Active goals · task compliance 78%

Sleep routine — lights out by 11:305/7 nights

Panic log after each episode4/4 logged

Exercise 3× / week2/3 this week

"Walked past the marina on lunch and didn't rehearse the meeting once. Caught myself just… looking at boats. Writing it down because Dr. V said to keep receipts on the good days too." Shared journal entry · Jul 13 · shared by Marcus with Dr. Vasquez

Route: /dashboard/contacts/marcus-webb · per-client assessments, goals/tasks, journal sharing built · unified overlay chart + Assist SOAP drafts: planned D3 · mock data

Groups

🔍 Search groups… + Create group

3 groups you facilitate

Panic & anxiety skills group

Skills rotation: interoceptive exposure, paced breathing, cognitive defusion.

6 members · Tue 6:00 PM weekly · $45/mo billing

OpenMessage group

Divorce adjustment

Process group, closed cohort through October.

4 members · biweekly · Thu 5:30 PM

OpenMessage group

Alumni maintenance circle

Monthly check-in for graduated clients. Sofia Reyes joins after her Jul 24 graduation.

9 members · monthly · first Wed

OpenMessage group

Route: /dashboard/groups · built — group cards with membership, cadence, and billing suffix · mock data

Commerce

🔍 Search packages… Sort: newest ▾ + New package

Packages and memberships clients can purchase

4-session package

⋯

$840

Four 45-minute sessions, 12-week window. Saves $60 vs single sessions.

3 active purchasers

Send to clientEditDelete

Monthly membership

⋯

$320/mo

Two sessions per month plus portal messaging between sessions.

2 active purchasers

Send to clientEditDelete

Intake + assessment bundle

⋯

$300

90-minute diagnostic intake, screeners, and written summary.

Sent to Aaron Fitch · Jul 12

Send to clientEditDelete

Route: /dashboard/commerce · built — package grid with search, sort, and per-package send/edit/delete menu · mock data

Broadcasts

+ New broadcast

One-to-many announcements to your caseload

August schedule changesSent Jul 15 · all active clients

New group starting SeptDraft · anxiety-tagged clients

Office move — parkingSent Jun 30 · in-person clients

August schedule changes

Sent Jul 15, 9:04 AM · audience: all active clients (10) · read by 7

Hi all — two schedule notes for August: I'll be out Aug 3–7 (no sessions that week; the portal stays open for messages, and I'll flag a covering colleague for anything urgent). Second, Friday afternoon slots move from 4 PM to 3 PM starting Aug 14. If your standing time is affected, the scheduler will offer alternatives when you confirm your next session.

Delivered 10 · Read 7 · Replies routed to Conversation

Route: /dashboard/broadcasts · built — honest note: the real index renders a "select a broadcast" placeholder; the detail pane lives at /dashboard/broadcasts/[id] · mock data

Livestreams

+ Create livestream

Public and client-facing live video events

LiveUpcoming (1)Past (1)All

Managing holiday stress — free community session

45-minute public session with Q&A. Open to non-clients; registration through your booking link.

Fri Jul 24 · 12:00 PM · Public · Scheduled

EditCopy invite link

Sleep basics: what actually moves the needle

Recorded session from June. Replay available to clients in the Library.

Jun 12 · 89 viewers · Ended

View recordingStats

Route: /dashboard/livestreams · built — Live/Upcoming/Past/All tabs, create flow · mock data

Team Chat

Internal communication for your organization's care team

💬

Team Chat

Internal org communication between providers and staff. Select a thread to start — threads live at /dashboard/team-chat/[id]. As a solo practice, Elena's only thread comes from her Cross Connect placement.

St. Catherine Counseling Collective — referrals coordination

3 members · last message Jul 15: "We'll route the grief-presentation client this week."

Thread preview · opens at /dashboard/team-chat/[id]

Route: /dashboard/team-chat · built — the real index is this empty state; conversation UI lives on the thread route · mock data

Courses

+ New Course

CCMMP-integrated counseling, human formation, and professional development · 12 of 34 courses

More Than the Wound: A Catholic Christian Approach to Treating Trauma

Trauma does real damage. It does not get the last word. In this course, DMU faculty show us how to treat the wound without reducing the person to it.

by Craig Steven Titus, S.T.D., Ph.D., Harvey Payne, Psy.D.

Free

Part of the Cure: How to Help Someone You Love Who Has PTSD

Loving someone with PTSD can leave you feeling helpless. You're not. Experts explain what PTSD really is and what you can do to help. You are part of the cure.

by Frank Ochberg, MD & Angie Panos, Ph.D.

Seeing the Whole Person: The Eleven Premises of the Catholic Christian Meta-Model of the Person

Its Christian philosophical roots, and its practical application for mental health professionals working with both believing and non-believing clients.

by Craig Steven Titus, S.T.D., Ph.D., William Nordling, Ph.D.

Free

Steady Presence: Calm, Limits, and Connection in Child-Centered Play Therapy

Grounded in the child-centered play therapy tradition and in a Catholic Christian understanding of the child as a free, relational person made for growth.

by Harvey Payne, Psy.D., William Nordling, Ph.D.

More Than a Mirror: Accompanying Women Beyond Body Image

She says it's about her weight. It almost never is. Discover a whole-person way to hear what a woman is really asking — Will I be seen? Will I be loved?

by Harvey Payne, Psy.D.

When Children Grieve: Helping Kids and Families Through the Death of a Loved One

When someone dies, children take in far more than the adults around them realize, and they grieve in ways that look nothing like adult grief.

by Paula Darcy, Khris Ford

Removing the Boulders: Spiritual Direction and Catholic Psychology in Partnership

When spiritual direction isn't enough: a director and psychologist explain how they collaborate — recognizing referral signs, ethical boundaries, and shared goals.

by Stephen Grundman, Ph.D.

Free

The Soul of Psychology: Faith, Reason, and the Philosophy of the Person

Drawing on a classic talk by Fr. Benedict Groeschel, C.F.R., you'll trace the difference between treating the mind as a neutral measuring instrument and recognizing the living person.

by Fr. Benedict Groeschel, C.F.R.

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

Becoming the Gift: Vocation, Eros, and the Complementarity of the States of Life

Vocation as self-gift: eros redeemed, marriage and celibacy as one spousal love, and the body's language — free, total, faithful, fruitful.

by Bill Donohue, Ph.D.

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

Free

The Threshold of Faith: Why Believing in God Changes Everything

Why is it so hard to believe, even for people who want to? Fr. Groeschel answers that the real obstacle to faith was never a shortage of evidence but a proud and self-sufficient spirit.

by Fr. Benedict Groeschel, C.F.R.

Route: /dashboard/courses · built — course list, enrollments, builder · 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

Intake, consent, and release forms clients complete through the portal

Form	Status	Submissions	Updated
New client intake	Published	11 · latest: Aaron Fitch, Jul 14	Jun 2	Edit
Consent to treat (telehealth)	Published	10	May 20	Edit
Release of information	Draft	—	Jul 9	Edit

Route: /dashboard/ministry-forms · built — real finding: the constants gate says MINISTRY_FORMS but the page wraps in FeatureGate ORGANIZATION_BROADCASTS (gate mismatch) · mock data

Library

Reusable message content, tags, and automation

Message Templates Thread Templates Tags Automation Rules Pending Approval History & Audit

🔍 Search templates…+ New template

Appointment reminder — 24h

"Hi {first_name}, reminder: your session with Dr. Vasquez is tomorrow at {time}…"

Used 42× · tags: reminder

EditSend

Missed session follow-up

"We missed you today. No judgment — reply here or grab a new time when you're ready…"

Used 6× · tags: no-show · fired for Tyler Brandt Jul 9

EditSend

Welcome + portal setup

"Welcome! Two quick things before your first session: set up your portal login and…"

Used 9× · tags: onboarding · last sent to Aaron Fitch

EditSend

Measure nudge: ORS before session

"Before we meet, take 60 seconds for your check-in scale — it helps us start where you are…"

Used 31× · tags: outcome-nudge

EditSend

Route: /dashboard/library/messages · built · mock data

Thread templates

Intake sequence3 messages: welcome + portal setup → consent reminder → first-session prep · used for every new client

No-show recovery2 messages: missed-session follow-up → rebooking link after 48h

Route: /dashboard/library/threads · built · mock data

Automation rules

No-showSend "Missed session follow-up" after 2h · Active · last fired Jul 9 (Tyler Brandt)

Client acceptedSend "Welcome + portal setup" immediately · Active

Session −24hSend "Appointment reminder — 24h" · Active

Route: /dashboard/library/automation-rules · built · mock data

Pending approval

Org template"Holiday closure notice" — submitted by St. Catherine front office Jul 15 · awaiting your review · Approve Reject

Route: /dashboard/library/pending-approval · built · mock data

History & audit

Jul 16"Appointment reminder — 24h" sent to 4 clients (automation)

Jul 15Automation fired: missed-session follow-up → Tyler Brandt (delivered, unread)

Jul 12Template edited: "Welcome + portal setup" — portal URL updated

Route: /dashboard/library/history · built · mock data

Billing · July 2026

This month ▾ ⇩ 1099-NEC export ⇩ Export CSV

Elena Vasquez, PsyD · 19 sessions delivered · 10 active clients · billing as solo practice via TruePresence Connect (personal org)

Overview Claims Payments Setup

Gross this month

$4,180

↑ 9% vs June

Platform fee (8%)

−$334

Stripe + TruePresence

Net payout

$3,846

↑ 9% · YTD net $24,310

Outstanding

$390

2 items · 1 declined card

Next payout · tomorrow, Fri Jul 18

$1,712

8 sessions · Stripe Connect → Elena Vasquez PsyD PLLC (personal org) → First Federal ••4127

Last payout

$1,548

Jul 11 · 7 sessions · arrived on time

Sessions this month · showing 8 of 19

Client · service	Date · format	Outcome	Rate	Net to you	Status
MW Marcus Webb90837 · Psychotherapy, 60 min	Jul 15 · Video	ORS 27 ↑ · SRS 38	$240	$220.80	Paid
HK Hannah Kleinfeld90834 · Psychotherapy, 45 min	Jul 14 · Video	ORS 26 ↑ · SRS 36	$180	$165.60	Paid
DO Danielle Okafor90834 · Psychotherapy, 45 min	Jul 14 · Video	ORS 28 ↑ · SRS 37	$180	$165.60	Paid
JR James Rutherford90837 · Psychotherapy, 60 min	Jul 11 · In-person	ORS 17 ↓ · SRS 31	$240	$220.80	Pending · 6d
MC Miriam Castellanos90834 · Psychotherapy, 45 min	Jul 11 · Video	ORS 23 ↑ · SRS 35	$180	$165.60	Paid
SR Sofia Reyes90834 · Psychotherapy, 45 min	Jul 10 · Video	ORS 33 ↑ · SRS 39	$180	$165.60	Paid
TB Tyler BrandtLate-cancel / no-show fee · 2nd this quarter	Jul 9 · Scheduled video	no measures	$90	$82.80	Card declined
DE Derek Osei90834 · Psychotherapy, 45 min	Jul 8 · In-person	ORS 24 — · SRS 38	$180	$165.60	Paid

Aaron Fitch's intake today (90791 · Diagnostic evaluation · $300) will post after the session note is signed. + 10 earlier July line items.

Route: /dashboard/billing · built (INSURANCE_BILLING + billing:read); Stripe Connect payout rails shipped · CPT descriptors, ORS/SRS-inline lines, 1099 export: planned · mock data

All (5)DraftReadySubmitted (1)Accepted (1)Paid (3)RejectedDenied

Claim	Client · service	Payer	Billed	Allowed	Status
CLM-1094	MC Miriam Castellanos90834 · Jul 11	BlueCross PPO	$180	—	Submitted · Jul 12
CLM-1071	MC Miriam Castellanos90834 · Jun 27	BlueCross PPO	$180	$132.45	Accepted
CLM-1048	MC Miriam Castellanos90834 · Jun 13	BlueCross PPO	$180	$132.45	Paid
CLM-1027	MC Miriam Castellanos90834 · May 30	BlueCross PPO	$180	$132.45	Paid
CLM-1009	MC Miriam Castellanos90834 · May 16	BlueCross PPO	$180	$132.45	Paid

Miriam is Elena's only insurance client — the rest of the caseload is self-pay, so the claims queue stays short.

Route: /dashboard/billing/claims · built — status-pill filters over the claim lifecycle (draft → ready → submitted → accepted → paid / rejected / denied) · mock data

SettledPendingAll

Date	Source	Description	Gross	Net	Status
Jul 15	Sessions	Marcus Webb · 90837	$240	$220.80	Settled
Jul 14	Packages	Danielle Okafor · 4-session package, installment 2/4	$210	$193.20	Settled
Jul 14	Sessions	Hannah Kleinfeld · 90834	$180	$165.60	Settled
Jul 11	Insurance	Miriam Castellanos · BlueCross remittance, CLM-1071	$132.45	$132.45	Pending
Jul 9	Sessions	Tyler Brandt · no-show fee · card declined, retry Jul 18	$90	—	Failed

Route: /dashboard/billing/payments · built — unified earnings ledger across sessions, packages, and insurance remittances · mock data

Billing setup · read-only summary

License✓ PSY 29841 · California · verified via MIN-246

NPI✓ 1780 443 921

Tax info✓ W-9 on file · Elena Vasquez PsyD PLLC

Pay-to✓ First Federal ••4127 · via Stripe Connect (personal org)

Changes are made in account settings; this card is the billing-side summary.

Route: /dashboard/settings/billing · built — setup summary over the shipped Stripe Connect stack · mock data

My Badges

Earned credentials and progress toward the next

🎯

PCOMS Certified

Earned Feb 2026

🏆

500 Sessions

Earned May 2026

📈

Feedback-informed practice · Level 2

Earned Jun 2026

In progress

Feedback-informed practice · Level 362%

Peer endorsements4 / 10

Route: /dashboard/badges · built — earned grid + in-progress tracks · mock data

My QR Code

Your personal onboarding code

Clients scan to start onboarding with you — the code opens your booking + intake flow.

⇩ DownloadShare

Route: /dashboard/settings/qr-code · built — personal onboarding QR with download/share · mock data (decorative code)

Scale Builder

+ New scale

Author custom assessment scales · note the /organization path in the urlbar

All (3)Mine (1)Org (1)Global (1)

Scale	Visibility	Items	Status
Post-session reflection (4-item VAS)	Mine	4 · VAS 0–10	Draft	Edit
Spiritual wellbeing check	Org	6 · Likert	Published	View
ORS — Outcome Rating Scale	Global	4 · VAS 0–40	🔒 Locked	View

Route: /organization/assessments/builder · built — lives under /organization, not /dashboard; gated assessments:author:org_admin with a JWT-role fallback for mentors · mock data

Cross Connect

Marketplace placements with other organizations · placements route clients only — revenue is never split

Marketplace profile

Opt-in Visible to organizations on TruePresence

Display nameDr. Elena Vasquez, PsyD

BioLicensed psychologist · anxiety, panic, and adjustment · feedback-informed (PCOMS) · English/Spanish

St. Catherine Counseling Collective

Placement active since March 2026. 3 clients routed to you so far; the pending grief-presentation referral is in your Requests queue.

Active

View placement

Riverbend Family Practice

Invite received Jul 14: adult anxiety referrals, est. 1–2/month.

Pending invite

AcceptDecline

Route: /dashboard/settings/cross-connect · built — opt-in toggle, marketplace profile, placement requests · mock data

Data Porting

Co-approval queue — client-initiated records transfers need your approval too

Request	From → To	Requested	Scope	Action
NA N. Alvarezformer client · discharged Feb 2026	Elena Vasquez PsyD PLLC → Harbor Point Psychology Group	Jul 14	Measures + intake forms	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 · built — co-approval with the session-notes opt-in confirmation · mock data

Record transfers

Sending-provider authorization queue — transfers initiated by a destination org wait here for your sign-off

Transfer	Destination	Requested	Scope	Action
DW D. Whitfieldformer client · discharged Nov 2025	Lakeside Behavioral Health · requested by destination org	Jul 13	Measures + treatment 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