Build the dashboard around your review
Add, remove, change, and reorder widgets for Client Overview, Progress Tracking, Outcomes, Client Risk, Goals, Habits, journal insights, visualizations, AI-supported conversations, and Agent activity.
See what changed between appointments.
Know where to look next.
Bring shared client activity, repeated measures, goals, habits, assessments, and assignment status into a configurable provider dashboard instead of reconstructing the week from separate records.
What it helps you do
Turn client activity into a reviewable picture, not another pile of data.
The dashboard keeps the selected client, time range, and care context in view. Providers choose the widgets that matter for their work and can investigate a trend without treating a chart as the complete clinical picture.
See repeated signals across time
Change the date range, select the signal, and open charts in full screen to compare repeated mood, progress, habit, goal, or other available entries instead of relying on the latest value alone.
Review assessments with their timing
Choose an available assessment in the Outcomes widget and view administrations over time, keeping the score beside the measure guidance, care changes, and client discussion that affect interpretation.
Separate availability, sharing, and completion
An empty view can reflect connection status, sharing choices, no completed activity, or a date range with no data. The dashboard helps you check those workflow states before assuming what happened.
Focus attention without outsourcing judgment
Risk and insight widgets can bring a recorded signal forward for review. Providers still confirm unexpected information with the client and use direct assessment and established procedures for safety decisions.
Give the team a consistent review surface
Assigned providers work from the same client-specific plan, activity, and progress views, reducing the time spent locating the information needed for follow-up and care-plan updates.
Review the week before the appointment has to reconstruct it.
Start free to build a client dashboard, or request a demo to see measures, activity, and progress views together.