Clinician tool

Waitlist management

A priority waitlist queue: referral date, acuity, preferred times, insurance, contact attempts, and disposition — with urgent referrals flagged for immediate attention.

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.

Waiting

Urgent + high

Urgent

Referral register

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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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Caseload analytics dashboard

Log each session and watch the numbers build — sessions this week and month, no-show and cancellation rates, outcome-score trends, and an estimated-revenue view. Charts stay on your device.

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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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