01 · NEEDS YOUR ATTENTION
Patients who haven't opened their intake, haven't signed an LOP, aren't scheduled yet or have missed visits rise to the top, with our follow-up attempts listed beside them. One call from you often gets them moving the same day.
Search by patient, case number or law firm
Filter by onboarding, in treatment or discharged


02 · STEP-BY-STEP TRACKER
Referred, intake sent, intake done, forms signed, first visit, in treatment, discharged, billed. Each patient shows exactly where they are, which forms are signed, their visits and next appointment, and a running activity feed.
Consent, HIPAA, financial and LOP status — form by form
Visit counts and balance for each patient
Access is limited to the patients you referred, and every view is logged.
Paperwork status refreshes several times a day; visits and balances are current.
Sign in with a one-time code sent to your work email — on desktop or phone.
Log in to your partner portal, or talk to us about setting up access for your team.