Therapist Practice OS

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Guide / How to Use page for a quick walkthrough of how everything fits together.

Today's focus

Quick actions

• New client — open and create a page
• New session — open and create a page
• New appointment — open and create a page
• View active clients — see , Active Clients view
• View pending notes — see , Pending Notes view
• View payments due — see the Payments due list below

Key stats

• Active clients: count of Clients where Status = Active
• Sessions this month: count of Sessions this calendar month
• Notes pending: count of Sessions where Note Status = Pending
• Payments pending: count of Payments where Status = Due

Upcoming appointments

Recent sessions