Refer a client to another CSWN provider. Replaces the Google Forms + Adobe process.
My Referrals
Loading...
My Supervisees
Providers under your supervision and their client charts.
Loading...
Co-Sign Queue
Progress notes from your supervisees awaiting your co-signature.
Loading...
Client Charts
Your assigned clients and their clinical records.
Sort:
Client
Last Session
Total Notes
Draft Notes
Insurance
Status
Loading...
—
Client Info
Insurance
Progress Notes
Superbills
/
⚠ This client's insurance lapsed at last re-verification. Add a new insurance plan on the Insurance tab to clear this notice.
⚠ A claim for this client was denied by insurance. See Admin > Denial Management to resubmit or void it.
Progress Notes
All your session notes.
Needs Note
Date
Client
Service Code
Diagnosis
Status
Signed
Loading...
New Clinical Note
All fields save automatically as a draft until signed.
Draft
✦ AI Assist is enabled. Use the AI Assist buttons to generate draft text — always review before signing.
AI draft — review all clinical content before signing
1
Session Information
View Intake Form▾
2
Diagnosis *
3
Mental Status Examination
4
Risk Assessment *
5
Medications
✦ AI Assist
6
Subjective Report
✦ AI Assist
7
Objective Content
✦ AI Assist
8
Interventions Used
9
Assessment & Treatment Plan Progress
✦ AI Assist
10
Plan *
✦ AI Assist
Electronic Signature
Signed notes cannot be edited.
Group Notes
Group therapy session notes (CPT 90853).
Loading...
CPS Reports
NYS OCFS-LDSS-2221A Mandatory Reporting
Loading...
Treatment Plans
Active and historical treatment plans for your clients.
Loading...
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.
Loading appointments...
Transcript Notes
Generate SOAP note drafts from Google Meet transcripts. Client AI consent required per HIPAA.
Generate Note from Transcript
⚠ This client does not have active AI transcription consent (requires both your provider-level consent and the client's own consent, granted from their portal's Session Recording tab).
✦ AI is generating your note draft…
Unmatched Transcripts
Drive recordings we could not confidently match to one of your clients. Assign one below to generate a draft note.
Ambiguous Calendar Sessions
Calendar events whose initials matched more than one of your clients. Assign the correct client below, or delete the Calendar event if no session actually happened.
Automated Drive transcription is not yet active for this account.
AI Draft Jobs
Client
Format
Status
Draft
Created
Actions
Loading...
Announcements
Secure Messages
Client Messaging — For provider-to-provider communication, use Google Chat.
Conversations
Loading...
Select a client to start a conversation
Resources
Clinical resources, forms, and practice documents.
Staff Directory
You can reach out to us at any time. Please allow one to two business days for a response.
Loading...
Policies & Procedures Library
CSWN's governing policies, protocols, and staff/EHR guides.
Google Classroom
Required trainings and continuing education courses.
Loading...
Training
Required and optional training for CSWN providers.
Currently active group sessions and staff marked out of office, from connected Google Calendars. Requires a group session's Calendar title to include "group", and Out of Office to be set via Calendar's own Out of Office event type.
Active Group Sessions
Loading...
Out of Office
Loading...
Prior Auth
Quick links to payer prior-authorization systems.
Loading...
Letters
Compose and download clinical letters with CSWN letterhead.
Compose Letter
Client name and DOB are filled in automatically. Draw or type your signature below to embed it on the PDF.
Loading...
Policies & Procedures Library
CSWN's governing policies, protocols, and staff/EHR guides.
Loading...
Payment Statements
Your payment history from CSWN.
Loading...
Pay Period History
Your approved and paid pay periods, most recent first.
Pay Week
Sessions
Amount
Status
Loading...
Create Superbill
Line items come from signed session notes in this period.
Superbills
Generate and share superbills with clients for out-of-network reimbursement.
Date
Client
Service Code
Billed
Payer
Shared
Loading...
Draft Claims
Claims are auto-created when you sign a note. Edit, then "Flag for Review" when ready for billing.
Billing Note: Draft claims are reviewed by the billing team before submission. Flag a claim as "Ready for Review" once all CPT codes and diagnoses are confirmed. Contact gabrielf@commonsensemh.com with billing questions.
Date
Client
CPT
Diagnosis
Payer
Fee
Status
Loading...
Edit Draft Claim
⚠ No insurance on file — this client may be self-pay.
⚠ Provider NPI not on file — update your profile before submitting.
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
Loading...
Insurance Panels
Your credentialing status with each payer.
Payer
Panel Owner
Status
Panel Status
Completion Date
Notes
Loading...
My Profile
Provider Information
Loading...
Payment & Overhead
Loading...
Availability & Schedule
Weekly Schedule — In-Person vs. Telehealth
Clients see this on their portal to know which days you're in-person vs. telehealth.
Loading...
Accepting New Clients
Admin sees this when assigning new intakes.
Record Access Requests
Client requests to receive copies of their records.
Loading...
Settings
Profile & Availability
Profile & Contact
—
Availability
Clinical Preferences
Note & Signature Preferences
AI Assist
Enable AI-Assisted Documentation
When enabled, AI Assist buttons will appear in progress note sections to help draft clinical text. AI-generated content should always be reviewed before signing. This feature is off by default per CSWN policy.
Powered by Google Gemini. All data is processed securely and not used for training.
Off
Session Transcription & AI Drafts
When ON, sessions where the client has ALSO consented can be transcribed and an AI draft note created for your review. You must review and sign every note. This is global for your account and can be turned off anytime.
Last changed: —
Off
Connect your Google Calendar to sync appointments automatically.
Loading...
Connect Google Drive to auto-capture Meet transcripts as AI-drafted session notes.
Loading...
Intake Form Defaults
Select which forms are automatically sent when you are assigned a new client. Uncheck to disable. At least one form is recommended.
Loading...
Fee Schedule
Full fees billed to insurance. Sliding scale applies to client responsibility.
Loading…
Notifications
Notification Preferences
Choose what you're notified about. Delivery is a later phase.
Security & Access
Two-Factor Authentication
Authenticator app (TOTP)
Add a second step at sign-in using an authenticator app (Google Authenticator, Authy, 1Password). Status: —.
1. In your authenticator app, add an account and enter this setup key manually:
—
Issuer: CSWN. Enter the key above manually — no QR code (the secret must not leave this system).
2. Enter the 6-digit code from the app to confirm:
Two-factor authentication is enabled.
Save these one-time backup codes somewhere safe. Each works once if you lose your authenticator.
Sign-in & Password
Your account signs in with Google. Passwords are managed in your Google Account — change yours at myaccount.google.com/security. To secure this account further, enable Two-Factor Authentication above.
Active Sessions
Devices currently signed in to your account
Loading…
Login History
Recent sessions for your account
Loading…
My Activity Log
Last 30 days — read-only per HIPAA §164.312(b)
Loading…
Welcome to CSWN EHR
Before you begin, please review and acknowledge the following policies. These acknowledgments are required and recorded per HIPAA §164.308(a)(5).
Please check all three boxes to continue.
New Message
New Group Note
Group Interventions Used
Participants
Clients appear here when assigned to you or after they sign a Group Informed Consent naming you as a facilitator.
Treatment Plan
Goals & Objectives
Signing confirms clinical accuracy and locks this plan.
Add Addendum
Note Actions
Fee Agreement
Edit Client
Name
Basic
Contact
Demographics
Clinical / Admin
Admin Notes
Import To-Do Screenshots
Upload one or more screenshots of your TherapyNotes to-do list. Creates a note shell (client, date, CPT code) for each "Create a Progress Note" item — never any clinical content. Items that can't be matched automatically are flagged for you to resolve by hand.
Contact Note
Log Contact Attempt
Send Form to Client
Form Response
Add Client
Insurance (optional)
NYS CPS Report — OCFS-LDSS-2221A
Section 1 of 7
Section A — Report Information
Section B — Child Information
Section C — Person Responsible
Section D — Nature of Maltreatment
Section E — Description
Section F — Reporter Information
Section G — Signature
By signing below, I certify that the information provided is true and accurate to the best of my knowledge, and that I am making this report in good faith as required by NYS Social Services Law.