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Notifications
2 notes near 48-hour deadline
Complete by 6:00 PM today
3 notes pending sign-off
James Kim · awaiting review
5 treatment plans expiring soon
Within 30 days
Sarah Mitchell — 100% compliance
Excellent documentation this week
Dr. Rivera
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Harmony Mental Health Clinic  ·   · 
12
Notes today
↑ 3 from yesterday
4
Pending review
Needs attention
98%
On-time rate
↑ 12% this month
3
Active therapists
All compliant
Therapists
SM
Sarah Mitchell, LCSW
5 notes today · Active 20 min ago
Active
JK
James Kim, LPC
3 notes today · Active 1 hr ago
Active
AT
Aisha Thompson, PhD
Invite pending · 0 notes
Pending
This week
Notes completed47 / 52
On-time submission98%
AI-assisted notes100%
2.4 min
Avg note time
6 hrs
Admin time saved
Recent notes — click any to open
Client ID
Clinician
Session date
Note format
Session time
Clinic
Harmony MHC
Clinician signature & attestation
Clinician name
License / credential
Date signed
I attest that this note accurately reflects the clinical encounter documented above, meets all HIPAA and COMAR documentation requirements, and was reviewed and approved by the clinician of record prior to submission.
HIPAA-compliant  ·  AES-256 encrypted  ·  Audit logged  ·  PHI never used for AI training
1
Enter your notes
2
Choose format
3
Review & submit
Therapist input — type, speak, or upload
0 characters
Active clinic shorthand: pt, sx, dx, tx, f/u, anx, dep, sl, CBT, DBT, EMDR, hw, wk, mo, SI, HI, mod, dec, inc  ·  Edit dictionary →
Tap to start recording your session notes Speak naturally — shorthand and clinical terms recognized
Click to upload your notes file Supports .txt, .docx — processed securely
Select output format
SOAP
Subjective · Objective · Assessment · Plan
DAP
Data · Assessment · Plan
BIRP
Behavior · Intervention · Response · Plan
GIRP
Goal · Intervention · Response · Plan
Expanding your shorthand...
Generated clinical note — review and approve before submitting
HIPAA-compliant  ·  AES-256 encrypted  ·  Audit logged  ·  PHI never used for AI training
Therapist management
Add, manage, and monitor your clinical staff
Add new therapist
SM
Sarah Mitchell, LCSW
Therapist · SOAP format · sarah@harmonymhc.com
47 notes this month  ·  98% on-time  ·  License: MD-LCSW-44821
Active
JK
James Kim, LPC
Therapist · DAP format · james@harmonymhc.com
31 notes this month  ·  97% on-time  ·  License: MD-LPC-30192
Active
AT
Aisha Thompson, PhD
Clinical Supervisor · BIRP format · aisha@harmonymhc.com
Invite sent · Awaiting account setup
Pending
Harmony Mental Health Clinic
 ·  COMAR & HIPAA compliant
Clinic information
Enabled note formats
Clinic preferences
Auto-delete session audio
Remove recordings immediately after transcription
Require therapist sign-off
Notes must be reviewed and approved before filing
Audit log timestamps
Append access log to each note record
AI training opt-out
Clinic data never used to train AI models
COMAR compliance mode
Maryland behavioral health documentation standards
Compliance status
Business Associate Agreement (BAA) signed with Anthropic
AES-256 encryption at rest and in transit
HIPAA Security Rule audit logging active
COMAR Maryland behavioral health standards enabled
PHI never used to train AI models — contractually guaranteed
Clinic shorthand dictionary
ShorthandExpands to
CMS-1500 Claim Generator
Generate a print-ready insurance claim form — upload to any payer portal or clearinghouse
Patient information
Insurance / payer information
Provider information
Service lines — diagnosis & procedure codes
Enter up to 4 codes separated by commas
CPT code
Description
Fee ($)
NarraScribe  ·  HIPAA-compliant AI clinical documentation
Clinical Notes
All documentation — filter by clinician or status
ClientClinicianDateFormatDiagnosisStatus
Client Records
Active caseload — click any row to view
ClientIDDOBInsuranceClinicianLast seenStatus
Patient Intake
Collect demographics, insurance, and consents
Demographics
Insurance
Consents
Clinical Assessments
Standardized screening tools
PHQ-9
Depression screening
9 questions · 5 min
GAD-7
Anxiety screening
7 questions · 3 min
PCL-5
PTSD Checklist
20 questions · 10 min
Columbia Scale
Suicide severity rating
6 questions · 5 min
AUDIT-C
Alcohol use identification
3 questions · 2 min
ASRS
Adult ADHD self-report
18 questions · 8 min
Recent assessments
ClientAssessmentDateScoreSeverityClinician
Marcus JohnsonPHQ-9Jun 7, 202612/27ModerateDr. Rivera
Tanya WilliamsPHQ-9Jun 7, 202618/27SevereSarah Mitchell
Kevin DavisPCL-5Jun 5, 202638/80ModerateJames Kim
Appointment Scheduler
Manage and schedule client sessions
Su
Mo
Tu
We
Th
Fr
Sa
Appointments
Compliance Center
Documentation compliance and audit readiness
94%
Overall compliance
42
Completed on time
This week
2
Overdue (>48hr)
Immediate action
3
Pending sign-off
Awaiting supervisor
Clinician compliance
Overdue notes
ClientClinicianSession dateHours overdue
Davis, K.James KimJun 5, 202654 hrs
Torres, A.Aisha BrownJun 5, 202652 hrs
Performance Reports
Weekly summaries and downloadable clinician reports
Weekly summary — June 2–8, 2026
47
Notes done
94%
On-time
38
Claims filed
3
Pending
Referral Management
Track incoming referrals through your pipeline
8
New
This week
5
In review
12
Accepted
2
Declined
New 8
Michael T.
Anxiety · Jun 7
Carla M.
PTSD · Jun 6
Robert S.
Depression · Jun 5
In review 5
James W.
Depression · Jun 4
Nina P.
Bipolar II · Jun 3
Accepted 12
Sarah K.
OCD · Sarah Mitchell
David R.
ADHD · Dr. Rivera
Declined 2
Anonymous
Capacity · Jun 2
Treatment Plans
Active plans, goals, and expiration tracking
18
Active plans
5
Expiring in 30 days
Review needed
3
Due for review
Expiring soon
Marcus Johnson — treatment plan expires June 30, 2026.
Tanya Williams — treatment plan expires July 15, 2026.
Active plans
ClientClinicianDiagnosisStartReview dateStatus
Marcus JohnsonDr. RiveraF41.1 — GADJan 6, 2026Jun 30, 2026Review due
Tanya WilliamsSarah MitchellF32.1 — MDDFeb 3, 2026Jul 15, 2026On track
Kevin DavisJames KimF43.10 — PTSDMar 1, 2026Aug 1, 2026On track
Group & Family Notes
Group therapy, family, and couples sessions
New session note
Recent notes
TypeClinicianDateMembersCPTStatus
Group therapyDr. RiveraJun 5, 2026690853Approved
Family therapySarah MitchellJun 4, 2026390847Pending
Telehealth Sessions
HIPAA-compliant video sessions
Telehealth — Coming Q3 2026
Secure video sessions, virtual waiting rooms, and auto-documentation from session transcripts.
COMING Q3 2026
Client CRM
Contacts, communication history, follow-up reminders
MJ
Marcus Johnson
CLT-001 · Dr. Rivera
Emergency contact
Sarah Johnson — Spouse — (410) 555-0191
Communication history
Jun 7 — Session note
SOAP completed · Dr. Rivera
Jun 5 — Reminder
Appointment reminder sent · Confirmed
Follow-up reminder
Billing Support
CPT validation, claim review, denial management
$24,800
Revenue this month
↑ 12%
38
Claims submitted
5
Pending payer
2
Denials
Documentation mismatches
Kevin Davis (Jun 5) — Note documents 38 min but CPT 90837 requires 53+ min. Recommend 90834.
Angela Torres (Jun 3) — Missing diagnosis code on CMS-1500.
Claims queue
ClientDateCPTPayerAmountStatus
Marcus JohnsonJun 790837BlueCross$185Approved
Kevin DavisJun 590837Aetna$185Denied
Insurance Verification
Verify client eligibility before sessions
Eligibility check
Recent verifications
ClientPayerVerifiedStatusCopay
Marcus JohnsonBlueCrossJun 7, 2026Active$25
Tanya WilliamsMedicaidJun 7, 2026Active$0
Kevin DavisAetnaJun 5, 2026Needs auth$40
Authorization Tracking
Prior auths, renewal tracking, session limits
12
Active
3
Expiring in 30 days
Renew now
1
Expired
2
Pending approval
Renewal alerts
Kevin Davis (Aetna) — expires June 15. 2 sessions remaining. Request renewal immediately.
Angela Torres (United) — expires July 1. Begin renewal process.
Active authorizations
ClientPayerAuth #ApprovedUsedExpirationStatus
Marcus JohnsonBlueCrossAUTH-884213012Dec 31, 2026Active
Kevin DavisAetnaAUTH-442192018Jun 15, 2026Expiring
Angela TorresUnitedAUTH-559012410Jul 1, 2026Renew soon
Practice Analytics
Revenue, clinical outcomes, practice insights
$24,800
Revenue this month
↑ 12%
186
Sessions this month
↑ 8%
94%
Compliance rate
↑ 3%
4.8
Avg sessions / client
Revenue trend — monthly
Feb
Mar
Apr
May
Jun
Up 12% month-over-month
Sessions by clinician
Sarah Mitchell54
Dr. Rivera48
James Kim44
Aisha Brown40
Discharge Summaries
Document discharges and treatment outcomes
New discharge summary
Recent discharges
ClientClinicianDateTypeStatus
Robert ChenDr. RiveraMay 30, 2026Successful completionApproved
Executive Dashboard
Practice-wide overview — real time
Compliance
94%
↑ 3% vs last week
Late notes
2
Past 48-hour window
Pending approvals
3
Active clinicians
4
All active today
Clinician productivity
ClinicianNotesComplianceStatus
Sarah Mitchell, LCSW24100%Compliant
Dr. Rivera, PsyD1896%Compliant
James Kim, LPC1583%1 overdue
Aisha Brown, LCPC1271%2 overdue
AI insights
3 notes due today across your team.
Aisha Brown dropped to 71% compliance.
5 treatment plans expire within 30 days.
2 notes may not support selected CPT code.
Provider Credentialing
License tracking and renewal alerts
Renewal alerts
Sarah Mitchell — LCSW license expires June 30, 2026. Renewal required.
James Kim — LPC license expires September 30, 2026.
Active credentials
ClinicianLicense typeLicense #StateExpirationStatus
Dr. RiveraLicensed PsychologistMD-PSY-12345MDDec 31, 2026Current
Sarah MitchellLCSWMD-LCSW-44821MDJun 30, 2026Expires soon
James KimLPCMD-LPC-38291MDSep 30, 2026Renewal due
Aisha BrownLCPCMD-LCPC-99102MDMar 31, 2027Current
NarraScribe  ·  HIPAA-compliant behavioral health documentation  ·  narrascribe.com