Dashboard
Tuesday, May 13, 2026 · Alamance Behavioral Care · Demo Mode
⊗
Robert Simmons — Metformin 08:00 dose not logged. 3 hours overdue. View Med Pass →
◑
Angela Burch — Sertraline refill: 2 days supply remaining. Contact pharmacy.
✓
Harold Creech — PHQ-9 submitted via patient portal. Score: 8 (Mild). Review →
18
Active Clients
6
Appts Today
4
Notes Due
$12,480
MTD Revenue
Today's Appointments
| Time | Client | Type | Status |
|---|---|---|---|
| 9:00 AM | Angela Burch | Individual | Completed |
| 10:00 AM | Maria Espinoza | Individual | Completed |
| 11:00 AM | Robert Simmons | Group | In Progress |
| 1:00 PM | Harold Creech | Individual | Scheduled |
| 2:30 PM | Latoya Garrison | Individual | Scheduled |
| 3:30 PM | James Whitfield | Psychiatric | Scheduled |
Recent Documentation
| Client | Note Type | Date | Status |
|---|---|---|---|
| Angela Burch | Individual Therapy | May 13 | Signed |
| Maria Espinoza | CST Progress Note | May 13 | Draft |
| Harold Creech | Treatment Plan | May 12 | Signed |
| Latoya Garrison | Individual Therapy | May 12 | Signed |
| Robert Simmons | Psychiatric Eval | May 11 | Signed |
| James Whitfield | CST Progress Note | May 10 | Draft |
Patients
18 active clients
| Name | DOB | Clinician | Insurance | Portal | Status |
|---|---|---|---|---|---|
| Burch, Angela | 03/14/1987 | Dr. Rivera | Medicaid | Active | Active |
| Creech, Harold | 07/22/1975 | S. Johnson LPC | BCBS | Active | Active |
| Espinoza, Maria | 11/03/1992 | M. Webb LCAS | Medicaid | Invited | Active |
| Garrison, Latoya | 05/18/1989 | S. Johnson LPC | BCBS | Dormant | Active |
| Simmons, Robert | 09/30/1968 | Dr. Rivera | Medicare | Active | Active |
| Whitfield, James | 02/14/1983 | M. Webb LCAS | Medicaid | Dormant | Active |
Angela Burch
DOB: 03/14/1987 · Medicaid · Dr. Rivera · Active
Demographics
| Phone | (336) 555-0147 |
| Address | 412 Maple St, Burlington NC |
| Insurance | Medicaid · ID: MC884721 |
| Diagnoses | F33.1 (MDD), F41.1 (GAD) |
| Portal | Active · Last login May 12 |
Medications
| Medication | Dose | Schedule |
|---|---|---|
| Sertraline | 100mg | Daily 08:00 |
| Buspirone | 10mg | BID |
| Trazodone | 50mg | QHS PRN |
Recent Notes
| Date | Type | Clinician | CPT | Status |
|---|---|---|---|---|
| May 13, 2026 | Individual Therapy (60 min) | Dr. Rivera | 90837 | Signed |
| May 6, 2026 | Individual Therapy (45 min) | Dr. Rivera | 90834 | Signed |
| Apr 29, 2026 | Psychiatric Follow-up | Dr. Rivera | 99213 | Signed |
| Apr 22, 2026 | Individual Therapy (60 min) | Dr. Rivera | 90837 | Signed |
Clinical Documentation
AI-assisted note writing · 74+ CPT codes supported
Note Details
Client
Angela Burch
Date
May 13, 2026
Service Type
Individual Therapy — 60 min
CPT Code
90837
Session Note
Subjective
Client presented as alert and cooperative. Reported improved sleep over the past week, averaging 6–7 hours nightly compared to 4–5 hours previously. Denies current suicidal ideation. Reports ongoing anxiety related to workplace stressors and interpersonal conflict with a supervisor.
Objective
Mood: euthymic with mild anxiety. Affect: appropriate and congruent. Speech: normal rate and volume. Thought process: logical and goal-directed. No evidence of psychosis or perceptual disturbance. PHQ-9 score: 8 (mild). GAD-7 score: 10 (moderate).
Assessment
Client continues to make gradual progress toward treatment goals. Anxiety remains a primary area of focus. CBT coping strategies discussed. Medication compliance confirmed.
Plan
Continue weekly individual therapy. Reinforce CBT thought records between sessions. Coordinate with prescriber regarding current medication regimen. Next appointment: May 20, 2026 at 9:00 AM.
✨ AI Documentation Assistant
Claude Suggestion — Assessment
Client demonstrates moderate response to CBT interventions with measurable improvement in sleep hygiene. Anxiety symptoms remain present but are within manageable range. Continued focus on cognitive restructuring and workplace coping strategies is indicated.
Billing Summary
| CPT Code | 90837 — Psychotherapy, 60 min |
| Diagnosis | F33.1, F41.1 |
| Payer | Medicaid NC |
| Allowed | $124.00 |
| Modifier | GT (Telehealth) |
Billing & Claims
CMS-1500 · 837P EDI · Availity integration
$12,480
MTD Billed
$3,210
Pending
$9,270
Collected
$840
Denied
Recent Claims
| Client | DOS | CPT | Payer | Billed | Status | |
|---|---|---|---|---|---|---|
| Angela Burch | 05/13/26 | 90837 | Medicaid | $124.00 | Pending | |
| Maria Espinoza | 05/13/26 | H2019 | Medicaid | $87.50 | Pending | |
| Harold Creech | 05/12/26 | 90837 | BCBS | $180.00 | Paid | |
| Latoya Garrison | 05/12/26 | 90837 | BCBS | $180.00 | Paid | |
| Robert Simmons | 05/11/26 | 90792 | Medicare | $245.00 | Denied |
Schedule
Tuesday, May 13, 2026
| Time | Client | Service | Clinician | Location | Status | |
|---|---|---|---|---|---|---|
| 9:00 AM | Angela Burch | Individual Therapy | Dr. Rivera | Telehealth | Completed | |
| 10:00 AM | Maria Espinoza | CST Service | T. Rhodes | Community | Completed | |
| 11:00 AM | Group Session | Group Therapy | S. Johnson LPC | Office — Rm 2 | In Progress | |
| 1:00 PM | Harold Creech | Individual Therapy | S. Johnson LPC | Office — Rm 1 | Scheduled | |
| 2:30 PM | Latoya Garrison | Individual Therapy | Dr. Rivera | Telehealth | Scheduled | |
| 3:30 PM | James Whitfield | Psychiatric Eval | Dr. Rivera | Office — Rm 3 | Scheduled |
Alerts
3 items require attention
⊗
Missed Medication — Robert Simmons
Metformin 08:00 dose not logged. 3 hours overdue. Flagged by Med Pass automatic monitoring.
◑
Medication Refill — Angela Burch
Sertraline: 2 days supply remaining. Contact pharmacy or prescriber to authorize refill.
✓
PHQ-9 Submitted — Harold Creech
Score: 8 (Mild Depression). Submitted via patient portal on May 13 at 8:42 AM. Available for review in patient chart.
Secure Messaging
HIPAA-compliant staff and patient messaging
Inbox
Angela Burch
Today 8:14 AM
Hi, just a quick question about my next appointment time…
Patient Portal
S. Johnson LPC
Yesterday 4:30 PM
Can you cover the 2pm group on Friday? I have a conflict with…
Select a message
💊 ClearMind Med Pass
Medication Administration Record — Tuesday, May 13, 2026
⊗
Robert Simmons — Metformin 08:00 dose not logged. 3 hours overdue.
◑
Angela Burch — Sertraline refill: 2 days supply remaining. Contact pharmacy.
11
Administered Today
1
Missed / Overdue
2
Refused
5
Clients Active
Today's Medication Schedule
08:00 ✓ Complete
12:00 ◑ Partial
20:00 Upcoming
Client
08:00
12:00
20:00
PRN
Robert Simmons
Missed
—
Pending
—
Angela Burch
✓ JA
✓ JA
Pending
—
Maria Espinoza
✓ TR
Refused
Pending
1 given
Harold Creech
✓ SW
—
Pending
—
Latoya Garrison
✓ SW
✓ SW
Pending
—
🛡️ ClearMind Comply
OIG exclusion checks · License tracking · Supervision hours · Compliance alerts
✓
OIG Clear — All Staff
2
Licenses Expiring Soon
12
Staff Monitored
●
Supervision On Track
OIG Exclusion Check History
| Staff Member | Role | Last Check | Result |
|---|---|---|---|
| Sarah Johnson | LPC | May 13 | ✓ Clear |
| Marcus Webb | LCAS | May 13 | ✓ Clear |
| Dr. Rivera | Psychiatrist | May 13 | ✓ Clear |
| Tina Rhodes | Peer Support | May 10 | ✓ Clear |
| James Carter | QP | May 10 | ✓ Clear |
License & Credential Tracker
| Staff | Credential | Expires | Status |
|---|---|---|---|
| Sarah Johnson | LPC #C6721 | Aug 2026 | Current |
| Marcus Webb | LCAS #A2341 | Dec 2026 | Current |
| Dr. Rivera | MD #M8892 | Mar 2027 | Current |
| Tina Rhodes | PS Cert | Jun 2026 | ⚠ Expiring |
| James Carter | QP Cert | Jul 2026 | ⚠ Expiring |
Supervision Hours Tracker
| Supervisee | Supervisor | Required (Monthly) | Completed | Remaining | Status |
|---|---|---|---|---|---|
| Tina Rhodes | S. Johnson LPC | 4 hrs | 3.5 hrs | 0.5 hrs | In Progress |
| James Carter | S. Johnson LPC | 4 hrs | 4.0 hrs | 0 hrs | Complete |