Dashboard
Recent Alerts
View Allπ₯€ Today's Random UAs
Housing Availability
Recent Activity
Comment Board
Team Feed
Clients
Clients (Archived)
Archived clients (discharged or inactive). You can review records and restore clients if needed.
Clinical Hub
At a Glance βΌ
Workflows
Open Items
Clinical Export Key
Client Clinical Records
Vitals & Notes
Medications
Appointments
Client Registration
Alerts
Waitlist
| Client | Contact | Priority | Status | Added | Actions |
|---|
Housing
Rooms & Beds
House Roster
Unassigned Clients
@House Chores
Assignments run Sunday through Saturday. Current week:
Loading...
Drag a resident onto a chore to schedule them for this week.
Chore Templates for Select a House
Templates feed the weekly assignments below.Residents
House Rules & Expectations
Random Drug Tests
UA Test Log
| Client | Date / Time | Type | Collection | Result | Notes | Actions |
|---|---|---|---|---|---|---|
| UA tests will appear here once logged. | ||||||
Rent Collection
| Client | House | Weekly Due | Owed | Last Payment | Method | |
|---|---|---|---|---|---|---|
| Loading rent details⦠| ||||||
Visitors
| Client | Visitor | Date | Check-In | Status | Items | Notes | Actions |
|---|
Document Library
π Medication Administration Record (MAR)
| Time | Client | Medication | Dose | Route | Status | Administered By | Actions |
|---|---|---|---|---|---|---|---|
| Loading today's MAR... | |||||||
Property Inventory
Court & Legal
AA / NA Documentation
β οΈ Incident Reports
| Date/Time | Client | Category | Severity | Reported By | Status | Description | Actions |
|---|---|---|---|---|---|---|---|
| Loading incidents... | |||||||
Nightly Census Reports
Clinician Assignments
| Client Name β | Therapist β | Psychiatrist β | Caseworker β | Practitioner/MD β | Last Updated β |
|---|
Staff
| Team Member | Job Role | Compensation | PAY | Last Login | Actions |
|---|
Activity Log
| Time | Event | Client | Actor |
|---|
Messages
Analytics & Reports
Client Status
Program Distribution
Compliance Status
Recent Activity
Financials
Loading financial dataβ¦
Networking Contacts
| First Name | Surname | Job Title | Phone | Location | Notes | Actions | ||
|---|---|---|---|---|---|---|---|---|
| Loading networking contacts... | ||||||||
Intake Forms
Select an intake form type from the dropdown above to begin the intake process for a new client.
- Phone Intake: Quick initial contact and assessment
- Full Inpatient: Comprehensive inpatient admission form
- PHP/IOP/OP: Partial hospitalization, intensive outpatient, or outpatient programs
- Sober Living: Residential sober living admission
Phone Intake Form
Full Inpatient Intake Form
PHP/IOP/OP Intake Form
Sober Living Intake Form
Settings
Organization Settings
Customize branding and default timezone for your organization.
BCE Sober Living
Eastern Time (ET)
Add a website to show here.
AI Assistant
Roll out Claude Sonnet 4.5 AI responses for every client profile and workflow.
Test Data
Populate the dashboard with sample clients and activity for demos or QA.
Database Cleanup
Remove duplicate clients and test data (e2e test clients, malformed names, etc.)
β οΈ This action cannot be undone. Use with caution.Clean Old Messages
Remove all messages from the old messaging system. Staff chat messages are preserved.
β οΈ This will delete all messages from the old system but preserve staff chat.