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Team Feed

Archived clients (discharged or inactive). You can review records and restore clients if needed.

At a Glance ▼

Workflows

Open Items

First Name *

Last Name *

Preferred Name

Phone *

Email

Date of Birth

Gender SelectFemaleMaleNon-BinaryOther

Level of Care Sober LivingIOPPHPInpatientDetox

House / Program

Emergency Contact Name

Emergency Contact Phone

Relation

Insurance Provider

Insurance ID

Weekly Rate

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Diagnosis / Notes

Primary Therapist${/* options filled by JS */ ''}

Case Manager${''}

Bed / Room Preference

Cancel Register Client

First Name *

Last Name *

Phone *

Email

Date of Birth

Priority (1 = urgent) 1 - Immediate placement 2 - High priority 3 - Standard

Level of Care Sober Living Detox Inpatient PHP IOP Outpatient

Referral Source

Insurance Name

Drug of Choice

Serious Conditions

Motivated? Yes No

Notes

Clear Add to Waitlist

Client	Contact	Priority	Status	Added	Actions

Assignments run Sunday through Saturday. Current week: Loading...
Drag a resident onto a chore to schedule them for this week.

Chore Name *

Area

Frequency Daily Weekly Bi-Weekly Monthly

Description

Notes

Clear Add Chore

Sample Size (%) Minimum Tests

Generate Selection

Selected Clients

Client *

Date *

Time

Test Type Random Admission For Cause Follow Up

Collection Method Urine Saliva Blood Hair

Result Pending Negative Positive Inconclusive

Detected Substances

Notes

Clear Log UA Test

Client	Date / Time	Type	Collection	Result	Notes	Actions
UA tests will appear here once logged.

Client *

Visit Date

Visitor Name *

Relationship

Items Brought

Items Searched

Notes

Clear Log Visit

Client	Visitor	Date	Check-In	Status	Items	Notes

Team Member	Job Role	Compensation	PAY	Last Login	Actions

Time	Event	Client	Actor

Recent Activity

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

Client Name *

Phone Number *

Email

Date of Birth

Referral Source

Drug of Choice

Serious Conditions

Motivated? Yes No

Notes

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature * Clear Signature

Clear Submit Phone Intake

Client Name *

Phone Number *

Email

Date of Birth *

Gender Select Female Male Non-Binary Other

Level of Care Inpatient

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist ${/* options filled by JS */ ''}

Case Manager ${''}

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature * Clear Signature

Clear Submit Inpatient Intake

Client Name *

Phone Number *

Email

Date of Birth *

Gender Select Female Male Non-Binary Other

Level of Care PHP IOP Outpatient

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist ${/* options filled by JS */ ''}

Case Manager ${''}

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature * Clear Signature

Clear Submit PHP/IOP/OP Intake

Client Name *

Phone Number *

Email

Date of Birth *

Gender Select Female Male Non-Binary Other

Level of Care Sober Living

House / Program

Bed / Room Preference

Emergency Contact Name

Emergency Contact Phone

Insurance Provider

Insurance ID

Weekly Rate

Primary Diagnosis

Important Medical Information

All critical medical notes appear here (allergies, medications, conditions).

Primary Therapist ${/* options filled by JS */ ''}

Case Manager ${''}

Medical Cannabis Card Upload photo of medical cannabis card if applicable

Signature * Clear Signature

Clear Submit Sober Living Intake

Organization Settings

Customize branding and default timezone for your organization.

Company Name

Company Website Used for the footer link and branding preview.

Support Email Displayed in the footer contact section.

Support Phone Shown as the on-call cell number in the footer.

Logo URL Provide a publicly accessible image URL (PNG or SVG recommended).

Primary Timezone Impacts date/time display and scheduler operations.

Save Settings

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.

Load Demo Test Data

HIPAA Compliance Overview

This system is designed to comply with the Health Insurance Portability and Accountability Act (HIPAA) of 1996 and its regulations regarding the protection of Protected Health Information (PHI).

Security Measures

• Encryption: All data is encrypted both in transit (TLS/SSL) and at rest (AES-256)
• Access Controls: Role-based access control (RBAC) ensures users only access appropriate information
• Authentication: Secure login with password requirements and session management
• Audit Logging: All access to PHI is logged and monitored in the Activity Log
• Data Backup: Regular automated backups with secure storage

User Responsibilities

• Maintain confidentiality of login credentials
• Never share passwords or leave workstations unlocked
• Only access PHI necessary for your job function
• Report any suspected security incidents immediately
• Log out when finished or when leaving your workstation

Privacy Practices

• Minimum necessary standard: Access only the PHI required for your role
• Patient rights: Clients have the right to access their records and request amendments
• Disclosure limitations: PHI is only disclosed as permitted or required by law
• Business associate agreements: All third-party services handling PHI are HIPAA compliant

Incident Response

If you suspect a breach or unauthorized access to PHI, immediately:

1. Notify your supervisor or the Privacy Officer
2. Document the incident details
3. Do not delete or modify any related data
4. Follow your organization's incident response procedures