Admin Access

Client Management

Name Facility Status DOB Gender Actions

Facilities

Name Invite Code Clients Status Actions

System Users

Name Username Role Facility Actions

Form Templates

No form templates created yet. Start by creating one!

Form Submissions

Date Client Form Signed By Actions
No submissions found.

Audit Logs

Timestamp User Action Resource IP Address Details
No audit logs found.

Bulk Data Import

Import Clients

Paste JSON array from IntakeQ export. Must contain unique "id" field.

Import Form Templates

Paste JSON array of form schemas.

Import Successful


                

                

                    
 Import Failed

                    

                

            


            
            


                

                    
IntakeQ Sync

                


                
                

                    

                        

                            
Sync Status

                            
No sync runs yet. Click Sync to pull clients from IntakeQ.

                            

                                
                                Syncing...
                            

                            

                            

                                
                            

                        

                        
                        
                    


                    
                    

                        
                    


                    
                    

                        
Failures

                        
    
                            
                        

                    

                


                
                

                    

                        
Review Queue

                        
                    


                    

                         Loading review queue...
                    


                    

                        All clients are matched to a facility.
                    


                    

                        
                    

                

            


            
            

                

                    
Global Settings

                    
Configure system-wide parameters for compliance and alerts.

                


                

                    

                        

                             Compliance Targets
                        

                    


                    

                        
                        

                            
                            

                                
                                reports / day
                            

                            
Minimum number of reports required for "Green" status.

                        

                    


                    

                        

                             Time Intervals (Shifts)
                        

                    


                    

                        
                        

                            
                            
                            
Start of 'Day' hours. Checks during day shift use Day Interval.

                        

                        

                            
                            
                            
End of 'Day' hours. Checks after this time use Night Interval.

                        


                        
                        

                            
                            

                                
                                hours
                            

                            
Maximum time allowed between checks before status becomes "Needs Update".

                        

                        

                            
                            

                                
                                hours
                            

                            
Maximum time allowed between checks before status becomes "Needs Update".

                        

                    


                    

                        
                    

                

            


        

    


    
    

      

        
Deep Sync All Clients?

        

          This pulls IntakeQ progress notes and form responses for every client. Expect ~2 calls per client at minimum; more if any client is stale. If the daily IntakeQ quota runs out mid-run, the sync stops cleanly and saves what it fetched.
        

        

          
          
        

      

    


    
    


    
    
    

        

            
            

                

                    

                

                

                    
                    
                

            


            
            

                

                
            

        

    


    
    

        

            

                

                    

                    
Toggle a universal form off to hide it from this client's shift report.

                

                
            

            

                
                
                
            

        

    


    
    

        

            

                
Submission Details

                
            

            
            

                
            

            
             

                
            

        

    

    
    

        

            

                

                     
                

                

                

            

            
            

                
                
            

        

    


    
    

        

            
        

        

            
Action Successful

            

        

        
    


    
    

        

            

                

                
            

            

                

                    

                        
                        
                    

                    

                        
                        
                    

                

                

                    

                        
                        
                    

                    

                         
                        
                    

                

                 

                    

                        
                        
                    

                    

                        
                        
                    

                

                

                     
                     
                

                

                    
                    
                

                

                    

                        
                        
                    

                    

                         
                         
No diagnoses recorded.

                    

                

            

            

                
                

                    
                    
                

            

        

    

    
    
    

        

            

            

                

                    
                    
                

                 

                    
                    
                

                

                    
                    
                

            

        

    


    
    

        

            
            

            

                 Reject Facility
            

            

                You are about to reject . 
                This will delete the facility record.
            


            

                
                
Please select an existing Active facility to move the  associated clients to.

                
                
            


            

                
                
            

        

    

    
    

    
    

        

             

                

                    

                        
                        Staff Compliance: 
                    

                    
Tracking report submissions (excluding Admins & internal staff)

                

                
            

            
            

                

                    
                        

                            Staff Member
                            Total Reports
                            Avg / Week
                            Last Submission
                        

                    
                    
                         
                         

                             
                                
                                No active staff found for this facility (excluding admins).
                             
                         

                    
                

            

        

    

    
    
    

        

            

            

                

                    
                    
                

                

                    
                    
                

                 
                

                    

                        
                        
                    

                    

                        
                        
                    

                


                

                    
                    
                

                

                    
                    
                

                

                    
                    
                

            

        

    


    
    

        
        

             

                

                
            

            
            

                
                

                     

                        
                        
                    

                     

                        
                        
                    

                    
                    

                        
                        
                        
                        
                    

                    

                        
                    

                


                
                

                    

                        
Form Fields

                        
                    


                    

                        
                         
No fields added yet. Click "Add Field" above.

                         

                             Drag fields to reorder
                         

                    

                

            


            

                
                
            

        

    


    
    

        

            

                
Copy ID Token (manual)

                
            

            

                

                    The browser blocked the automatic clipboard write. Select the token below and press Ctrl+C to copy manually.
                

                
            

            

                
            

        

    



    
    

        

            

                
AI Prompt Template — Form Schema Guide

                
            


            

                
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                 Prompt copied to clipboard
                Paste this prompt into ChatGPT, Claude, Gemini, etc.