Walk in already caught up.
Intake, scheduling, coverage, prior auth and chart prep are handled before the client arrives. You read a short summary, not a stack of forms.
Tuesday
New client at 10:00
- Intake packet completeHistory, goals and consent
- Booked, reminder queuedThe day before, by text
- Coverage confirmedBenefits checked ahead of the visit
- Prior auth packet readyBuilt from existing notesNeeds you
- Chart summary readyPlan, scores and new records


























