Patient Snapshot
First Name
Last Name
DOB
Patient ID
Insurance
-
Enter either Patient ID, or First Name + Last Name + DOB, then click Pull from charts.
Revenue Estimate
Current Estimated Revenue
$0.00
Potential Estimated Revenue
$0.00
Encounter Setup
HIPAA-FIRST | DOCTOR-ONLY WORKSPACE | Recording retention: 60 days
AI Chart Notes
AI chart notes appear here during encounter
Manual Doctor Notes
Editable
Manual notes save continuously. Final merged notes appear when the appointment is ended or opened from the notes queue.
Assistant analysis will appear here
Assistant Suggestions
0 codes
Assistant code suggestions surface as encounter progresses
Suggested Codes
0 items
Code
Description
Amount
Status
No codes logged yet
Billing Queue (Finalized Only)
No finalized notes
High-level queue only. Click Open to launch the full billing detail window with finalized notes, ICD-10, CPT, transcript, and audio playback.
| Appointment | Patient | Insurance Plan | Appointment Time | Expected Revenue | Open |
|---|---|---|---|---|---|
| No finalized notes available. | |||||
Appointment History
No encounters yet
Background Notes Queue
No queued appointments
| Appointment | Patient | Notes | EHR | Action |
|---|---|---|---|---|
| No queued appointments yet. | ||||
| Encounter | Patient | Date | Final CPT | Revenue | Transcript |
|---|---|---|---|---|---|
| No completed encounters to show. | |||||
Encounter Data
Select an encounter to load transcript, recordings, notes, and codes.
No encounter selected.
Encounter Audit Trail
Select an encounter to load doctor activity.
No encounter selected.
Revenue Reports
Not generated yet
Total Encounters
0
Consented Encounters
0
Total Projected Revenue
$0.00
Total Earned Now
$0.00
Avg Projected / Encounter
$0.00
Daily / Weekly / Monthly Revenue Trend
No trend data yet.
By Insurance Plan
| Plan | Encounters | Projected | Earned |
|---|---|---|---|
| No data. | |||
Payer Performance by Visit Type
| Type | Encounters | Projected | Earned |
|---|---|---|---|
| No data. | |||
CPT Code Frequency
| Code | Description | Frequency | Projected |
|---|---|---|---|
| No CPT usage data. | |||
Missed Opportunity Analysis
| Potential Code | Component | Count |
|---|---|---|
| No missed opportunity records. | ||
Settings
System and user configuration
General Practice Settings
Not saved yet
Integrations + Quick Access
Loading integration snapshot...
2FA Security
Loading 2FA status...
Not saved yet
Authenticator App Setup
Generate a QR code, scan in an authenticator app, then verify.
CPT Codebook
Loading codebook...
| Code | Title | Medicare Rate |
|---|---|---|
| Codebook is loading... | ||
Select a CPT code to view or edit details.
Favorites + Payer Rates
Select insurance plan, add CPT code + fee rate, and save. No JSON editing needed.
Current Plan Fee Schedule
No payer rates configured.
Not saved yet
Insurance Plans (Admin)
Add insurance plans with plan-specific CPT + ICD-10 code lists.
Configured Plans
No plans configured.
Custom Rules + Code Bundling (CCI)
Custom Rules
No rules yet
Bundling Rules
No bundling rules yet
Preferences
Local preferences are active
Not saved yet
HIPAA Settings
Compliance and integration status
Consent Templates + Retention Policy
Templates
No templates loaded
Role-based Access + PHI Masking
Encryption Status
Loading encryption status...
BAA Documents
Stored BAA Documents
No documents yet
Audit Log Viewer
No audit records loaded.
Compliance + Integration Snapshot
Loading HIPAA snapshot...