Total Clients
0
Registered individuals
👥
Active Programs
0
Running now
📅
Pending Tasks
0
Need action
📋
Unbilled Lines
0
Awaiting billing
💳
Recent Clients
Pending Tasks
Approvals Expiring Soon
Within 60 days
| Client | Phone | Status | Programs | Approvals | Last Activity |
|---|
← Back to Clients
Overview & Approvals
Enrolled Programs
Medical
Billing
Contacts
← Back to Programs
Client Roster & Intake Tracking
Deposit, registration, billing per client
| Client | Deposit Rec'd | Deposit Amt | Deposit Note | Registration Rec'd | Billing Lines | Total Billed |
|---|
| Contact | Relationship | Phone | Linked Clients | Flags |
|---|
← Back to Agencies
Departments
Billing, Payroll, Intake, etc. — each with its own contact
| Department | Contact Person | Phone |
|---|
| Name | Role | Phone | School/Grade | Assignments |
|---|
← Back to Staff
Staff Information
Application Details
Assigned Programs
Assigned Clients
| Client | Program | Agency | Service | Hours | Rate | Total | Notes | Invoice # | Status |
|---|
General Application
Full intake form (matches the paper application)
Send this to families. Submissions appear under Clients as "Pending Review".
Quick Intake Form
Shorter contact/registration form
| Start | End | Client | Program | Service | Agency | Hours | Rate | Total | Invoice # | Billed | Billing Schedule | Notes |
|---|
📧 Microsoft 365 / Outlook
📬
Connect Outlook
Sync emails to auto-log on each client's activity timeline.
📞 Phone System
Connect your phone system to auto-log calls on client timelines.
📱
RingCentral
VoIP / Cloud
☎️
Vonage
Business
🔷
Twilio
API-based
All Communications
Simchas Hachaim
New Client Registration
Complete all sections. Fields marked * are required.
1
Client Information
2
Contact Information
3
Insurance & IDs (Sensitive — restricted)
Encrypted, staff-only
4
Primary Contact / Guardian
5
Agency & Services
6
Notes