Recent searches
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No intakes found. Check the spelling, or try a phone number or submission number such as S-1039.
Press Enter to see all results in the intake queue.
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Good morning, Sheryl

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Tuesday, September 1, 2026 · All locations

Live · Updated 4 minutes ago

Where intakes are today

    2.
{{ flowTotal }}Active intakes · an intake can appear in more than one stage

Needs attention now

Most urgent first. Each item shows the next step we recommend.

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Nothing needs attention right now
Every intake is on track. New intakes will appear here as they arrive.

Today's tasks

Grouped by next action. Blocking tasks first.

Matching

Preference details stay inside each intake.

Intake funnel

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Open intakes by stage
Stage Cases Share of open cases Average time since received Oldest case View cases
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SLA is the time we promise to reach a client. We make first contact within 48 hours of receiving an intake, and book the first visit within 3 days of choosing a provider. The clock pauses while we are waiting on the client. “At risk” means less than 24 hours remain.
Filter
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Show these columns
On smaller screens these start hidden to avoid sideways scrolling. Priority, client, received and SLA, status, next action, owner and Open always show.
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Priority Client Age / review Service Payer status Received · SLA Location Status Match readiness Next action Owner Open intake
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No intakes match these filters
Try removing a filter above, or clear them all to see every active intake.

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Requirement not met

We cannot match or schedule until these are received:

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What this client is asking for

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How to reach the client

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Client preferences

Client preferences available. The client shared identity preferences to help with matching. They are kept separate and only shown to authorized staff.

Authorized details · your view was recorded in Activity history

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    •

The client did not share identity preferences.

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What this client needs

Service, age, location and insurance must be met. Other needs and preferences help rank providers.

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Client preferences
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{{ mt.selectedName }} is selected. Next step: confirm the first appointment from the panel on the right.

No exact match

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Recommended matches

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Next opening {{ p.next }} {{ p.accepting }}

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This is not the top recommendation. You will be asked for a reason.
No provider meets every need. The closest options are listed under Alternative matches.

Alternative matches

These providers meet every requirement but have more than one tradeoff. Talk with the client before choosing one.

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This is not the top recommendation. You will be asked for a reason.

Why other providers are not shown

These providers do not meet a requirement, so they cannot be selected for this intake.

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Summary. {{ rp.summary }}
Scenario
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Notifications

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No notifications in this category.

Forms

Form Studio · {{ tenant.name }}

Preview the client form

Every form goes through Draft, Validation, Internal review and Published. Published versions cannot be changed. Past intakes always stay linked to the version the client filled in.

Form
Version
Status
In use
Owner
Open
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  • {{ r.name }}{{ r.audience }} · Version {{ r.ver }} · Owner: {{ r.owner }}
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    •

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Preview as a client
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    2.

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Step {{ sec.n }} · {{ sec.title }}

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Smart Match

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Updated just now

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What {{ sm.c.first }} asked for on the form

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Preference profile available. {{ sm.c.prefCount }} shared on the form. Viewing is recorded.
Preferences: {{ p.label }} · {{ p.importance }}
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Provider fit

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Next step

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Match strength is the share of the client's needs a provider meets. Requirements must all be met before a provider is listed here.

{{ p.name }}, {{ p.cred }} Best match {{ p.strength }}
{{ p.metLine }} · {{ p.summary }} Next opening {{ p.next }} · {{ p.accepting }}
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Could not be matched

These providers miss a requirement, so they are not recommended.

  • {{ n.name }}, {{ n.cred }}Requirement not met · {{ n.why }}
    •

Matching Studio

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Requirements decide who can be recommended. Preferences only change the order. Weights are this practice's choices, not clinically validated rules. Every change is simulated and approved by a second person before it is published.

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  1. {{ p.rank }}. {{ p.name }}{{ p.why }}{{ p.pts }} points
    2.

Points are the sum of the weights for every preference the provider meets. Identity preferences count only when the client shared them.
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Rule simulation

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Projected using active intakes. No client sees a change until you publish.
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Therapist profiles

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Access health

Who can sign in, and what to check. Select an item to act on it.

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Specified, screens not designed yet. This page lists what the module will do, so navigation, permissions and audit rules can be built consistently.

What you will be able to do

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About this module

Who uses it
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Type of page
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Permissions and scope
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Related:

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What do you need from the client?
Message the client will receive
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Display settings

Choose an option and the whole page changes right away, so you can see what is comfortable. Nothing is kept until you select Save settings.

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Start with a preset

Not sure? Try Comfortable reading first.

Fine-tune

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Preview

A sample of what you will see every day. The page behind this window changes too.

Jordan Whitfield
Missing insurance information · Received 26 hours ago
Needs information
Marcus Reyes
No staff member assigned yet · Received 28 hours ago
New

Karen Whitfield said she will send the insurance card tonight. See the message
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