Clinician tool

Caseload analytics dashboard

Log each session and see your caseload at a glance — sessions this week and month, no-show and cancellation rates, outcome-score trends, and an estimated-revenue view, all charted. A companion to the Case management tracker. Every entry stays on your device.

Stays on this device. Everything you enter here is saved only in this browser (IndexedDB) and is never sent to Meridian or any server — it works offline. Because entries can include client information, use a private, encrypted device, and clear or export to your EHR when you're done. This is a scratchpad, not the medical record of truth.

Sessions this week

Attended

Sessions this month

Attended

No-show rate

0 of 0 slots

Est. revenue (month)

$0 all-time

No sessions logged yet

Add a few sessions above and your caseload metrics and charts will build here. Everything stays on this device.

Looking to manage clients rather than sessions? The Case management tracker keeps a per-client register with treatment-plan due dates, billing status, and overdue alerts.

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Case management tracker

Client register with session dates, billing status, treatment-plan due dates, outcome scores, and overdue alerts.

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Referral helper

Build a referral in minutes: pick the need, payer, and catchment area to get matched NH options, then compose a copyable referral summary — no identifiers required.

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Referral tracking sheet

Log outgoing and incoming referrals: source, date, reason, follow-up status, and outcome.

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Waitlist management

Priority queue with referral date, acuity, preferred times, contact attempts, and disposition.

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Log a session

You might also find helpful…

Case management tracker

Referral helper

Referral tracking sheet

Waitlist management