Sample practice dashboard. Fictional clients that update as you use the demo.About this demo

One calm place for the business side of the practice. Requests from the website form and actions in the client portal show up here. Nothing is emailed or connected. In a real build, client records and notes live only in a HIPAA-compliant system with a signed BAA (or stay in the EHR Debbie already uses), and this dashboard links to them instead of copying them. Licensure numbers follow Florida rule 64B4-2.002; Debbie and her supervisor remain the source of truth.

Good morning, Debbie.

Client portal view Open consultation form

What needs you today

Only the things that need a decision or a reply. Each has a reason and a working next step.

Today’s sessions

Mark a session complete and its hours count toward licensure, and the fee is added to the client’s balance. Notes stay in your EHR.

Consultation requests

From the website, Psychology Today and referrals. Open one to book the free call, add a note, welcome them as a client or refer them to someone you trust.

Received	Name	Who	Looking for	Format	Source	Status

Clients

Client	Type	Format	Rate	Next session	Paperwork	Balance

Sliding scale

Applications with the math done for you, using the 2026 HHS poverty guidelines. Documents are reviewed once and deleted.

Quick tier check

Household

Yearly income

FPL for household

Licensure hours

Florida MFT: 1,500 face-to-face hours and 100 supervision hours over at least 100 weeks

Referral network

Who sends clients your way, who you refer out to when needs, location or availability fall outside your scope, and when you last said thank you. Client details are never shared without a signed release.