Intake Screenings
Track and manage prospective client screenings.
Internal Referral
Refer a client to another CSWN provider. Replaces the Google Forms + Adobe process.
Co-Sign Queue
Progress notes from your supervisees awaiting your co-signature.
Client Charts
Your assigned clients and their clinical records.
| Client | Last Session | Total Notes | Draft Notes | Insurance | Status | |
|---|---|---|---|---|---|---|
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Progress Notes
All your session notes.
| Date | Client | Service Code | Diagnosis | Status | Signed | |
|---|---|---|---|---|---|---|
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Group Notes
Group therapy session notes (CPT 90853).
CPS Reports
NYS OCFS-LDSS-2221A Mandatory Reporting
Treatment Plans
Active and historical treatment plans for your clients.
Intake Forms
Schedule
Upcoming appointments from your Google Calendar.
📅 Your appointments are pulled from your @commonsensemh.com Google Calendar. To schedule a session, create an event in Google Calendar and invite the client via their email. Google Meet is automatically added to the event.
Transcript Notes
Generate SOAP note drafts from Google Meet transcripts. Client AI consent required per HIPAA.
| Client | Source | Status | Draft Note | Created |
|---|---|---|---|---|
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AI Draft Notes
Drive-based transcription pipeline. Requires provider opt-in and client AI consent.
| Client | Format | Status | Draft Note | Created | |
|---|---|---|---|---|---|
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Announcements
Secure Messages
Client Messaging — For provider-to-provider communication, use Google Chat.
Peer Consultation
Resources
Clinical resources, forms, and practice documents.
Prescriptions
eRx prescription management (DoseSpot integration — simulated mode).
New Prescription
Letters
Compose and download clinical letters with CSWN letterhead.
Compose Letter
Training Library
Required and optional training for CSWN providers.
Payment Statements
Your payment history from CSWN.
Superbills
Generate and share superbills with clients for out-of-network reimbursement.
| Date | Client | Service Code | Billed | Payer | Shared | |
|---|---|---|---|---|---|---|
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Prior Authorizations
Active authorizations for your clients. Alert threshold triggers an email when sessions run low.
| Client | Payer | Service | Sessions | Expires | Status | |
|---|---|---|---|---|---|---|
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Draft Claims
Claims are auto-created when you sign a note. Edit, then "Flag for Review" when ready for billing.
| Date | Client | CPT | Diagnosis | Payer | Fee | Status | |
|---|---|---|---|---|---|---|---|
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Client Statements
Send itemized billing statements to clients.
Client Balances
Track outstanding balances across your caseload.
Office Booking
Reserve a room at any CSWN location for in-person sessions.
Provider Directory
Active providers at CommonSense Wellness Network. Contact information for clinical coordination.
| Name | Credentials | Role | Google Voice |
|---|---|---|---|
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Insurance Panels
Your credentialing status with each payer.
| Payer | Panel Owner | Status | Panel Status | Completion Date | Notes |
|---|---|---|---|---|---|
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My Profile
Payment Settings
Payment Requests
Send payment requests to clients via Square or Stripe.
Billing Inquiries
Calendar Sync
Connect your Google Calendar to sync appointments automatically.
Transcription & AI Notes
Connect Google Drive to auto-capture Meet transcripts as AI-drafted session notes.
Record Access Requests
Client requests to receive copies of their records.
Settings
Select which forms are automatically sent when you are assigned a new client. Uncheck to disable. At least one form is recommended.