psychvisit
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Dashboard

Today
Today's Overview
0
Urgent Messages
0
Checkouts Pending
0
New Patient Requests
0
Provider Calls
0
Telehealth Patients
0
In-Office Patients
0
Spravato Sessions
0
TMS Sessions
0
Appt Requests
✓
Everyone's in office today
No scheduled PTO
Patient Messages 0
No patient messages. Messages from telehealth check-in forms will appear here.
Appointment Requests 0
No appointment requests. Requests from the Patient App will appear here.
Will Call No-Shows / Cancellations
$0 collected
No will-call patients. Click + to add a no-show or cancellation.
Urgent Messages
FR
Dr. Rafiq, MDP:0R:0D:0
No urgent messages for Dr. Rafiq
YN
Youn Nyo PA-CP:0R:0D:0
No urgent messages for Youn Nyo
No resolved messages yet

In-Office Patient Flow

TodayDr. Rafiq: 0PA: 0Seen Today: 0In-Office Form
Waiting0
With Provider0
Provider Done0
Send Forms
PWA includes all patient forms — works on desktop & mobile
Send Forms
Encounter Volume
0 encounters

Special Services

TMS / Spravato
0
Pending Auth
0
Active Treatment
0
Denied / Appeal
0
Completed
Pending Auth 0
No pending authorizations
Active Treatment 0
No active treatments
Denied 0
No denied requests
No completed treatments yet.
No denied requests.

New Patient Pipeline

Intake
PWA includes all patient forms
Send Forms
0
Leads
0
Awaiting Reg
0
Registered
0
7-Day Callback
0
Denied
0
Converted
New Leads
0
No new leads. Leads from Dialora AI or website forms will appear here.
Awaiting Registration0
No patients awaiting registration
Registered0
No registered patients pending chart creation
7-Day Callback0
No pending callbacks
No archived pipeline items

Clinical Triage

New Patients
New Triage Form
0
Total Triages
0
Today
0
Pending
0
Urgent
No triage submissions yet. Use the form to add new patient triages.

Patient Roster

0 patients
🔍
Name Phone Insurance Copay / RateBalanceNext Visit Actions
No patients in roster yet. Use AI Import above to upload your patient CSV, or patients will appear here as they register and check in.

Today's Schedule

Filter:
TimePatientProviderTypeCopay/RateStatus
No appointments scheduled for today. Schedule will populate from your EHR integration.

Will Call

0
Auto-populated from no-shows & cancellations
PatientPhoneReasonDateAttemptsNotes
No patients in will call list.
ⓘ After 3 call attempts, patients are flagged: when they call back, inform them we can only attempt 2 more outreach attempts before they are considered for the frequent no-show list and potential discharge.

Frequent No-Shows

0
PatientNo-Shows (12mo)Last No-ShowNo-Show FeesInsuranceStatus
No frequent no-show patients. Patients with 3+ no-shows will appear here.
No discharged patients.

Lovable Forms

Submissions0 total

Website Submissions

0
Appointment Requests0
No submissions yet.
Contact Submissions0
No submissions yet.
New Patient Registration0
No submissions yet.
Telehealth Check-In0
No submissions yet.
TMS Consultation0
No submissions yet.
Genetic Testing0
No submissions yet.
Financial Hardship0
No submissions yet.
CC Authorization0
No submissions yet.
Spravato Payment0
No submissions yet.

Kiosk Submissions

0
In-Office Check-In0
No submissions yet.
Spravato Check-In0
No submissions yet.
HIPAA Release0
No submissions yet.
Self-Checkout Appointment0
No submissions yet.
Feedback & Suggestion0
No submissions yet.
No archived submissions yet.

Spravato Center

REMS
0/4
Active
0
Ready DC
Chair 1Open
No patient assigned
Chair 2Open
No patient assigned
Chair 3Open
No patient assigned
Chair 4Open
No patient assigned

Spravato Ledger

Lot & Canister Tracking
0
Date Patient Chair Dose Lot #1 Lot #2 Unused Canisters Baseline BP PHQ-9 Status
No Spravato sessions recorded today. Sessions will appear here after check-in.
Date Patient Chair Dose Lot #1 Lot #2 Unused Baseline BP PHQ-9
No archived Spravato sessions.

TMS Center

Visitor Log
0
Active Patients
0
Total Sessions Today
0
Completed Treatment
0
Missed Sessions
0
Caps In Stock
Re-order Supplies
Add Stock
Small
0
Medium
0
Large
0
Issue Cap to Patient — $50.00
Cap Issue Log
No caps issued yet.
No active TMS patients. Click "+ Add TMS Patient" to get started.

Suboxone Tracker

Patient Management
0
Active Patients
0
Visits This Month
$0
Revenue This Month
0
Pending Drug Tests
No active Suboxone patients. Click "+ Add Suboxone Patient" to get started.

Spravato Log Book

REMS Visitor Log
0
Active Patients
0
Total Sessions
0
Completed Treatment
0
Missed Sessions
No active Spravato patients. Click "+ Add Spravato Patient" to get started.

PTO Requests

Time Off
0
Pending
0
Approved
0
Denied
0
Total Requests
All PTO Requests
No PTO requests yet. Click + Request Time Off to submit one.

PTO & Time Off Tracking

Staff: 1 hr PTO per 26 hrs worked (40 hr/wk cap, no overtime) · Providers: 10 days PTO + 40 hrs sick/yr · Federal holidays closed

Dr. Faisal Rafiq — Owner: No PTO tracking

EmployeeRoleHrs/WkPTO AccruedPTO UsedPTO BalanceSick UsedSick Balance
No PTO records yet. PTO balances will appear here as staff and providers accrue time.

2026 Federal Holidays (Office Closed)

Jan 1 — New Year's Day
Jan 20 — MLK Day
Feb 16 — Presidents' Day
May 25 — Memorial Day
Jun 19 — Juneteenth
Jul 4 — Independence Day
Sep 7 — Labor Day
Oct 12 — Columbus Day
Nov 11 — Veterans Day
Nov 26 — Thanksgiving
Dec 25 — Christmas

Clinical Scales Library

Assessment Tools

Scale Submission Ledger

0 submissions
Scale Patient Sent Via Date Sent Status Score Actions
No scale submissions yet
Page 1 of 1

Clinical Skills Library

Quick Reference

Vitamin Store & OTC

Square Integrated
Fullscript Patient Store
Copy & text this link to patients for online supplement ordering
0 products
Page 1

Settings

Firebase
Stripe
Twilio
Claude AI
Slack
ClaimMD
Cloudflare TURN
Providers
No providers added yet. Click + Add Provider to get started.
Staff Members
No staff members added yet. Click + Add Staff to get started.
Credentialing & Insurance
Upload your credentialing PDF so Psychvisit AI can verify insurance acceptance per provider when analyzing new leads.
📄
Upload Credentialing PDF
Click to browse — .pdf up to 10MB
Currently Accepted (30+ plans)
Anthem BCBS, Empire BCBS/NYSHIP, Emblem/GHI, Medicare, Aetna PPO/HMO, United Healthcare, Oxford, Cigna, Multiplan, Oscar, Magnacare, PHCS/Multiplan, Beacon Health, Optum, ValueOptions, Amerigroup, Fidelis, Healthfirst, Molina, WellCare, Affinity, MetroPlus, CDPHP, MVP Health, Independent Health, EmblemHealth HIP, GHI CBP, 1199 SEIU, UFT, NYC Municipal
Provider Credentialing Status
Dr. Rafiq
✓ 30+ plans
Youn Nyo
✓ 30+ plans (under Dr. Rafiq)

Practice Info & Form Links

Practice details included in all patient-facing links, reminders, and registration messages. Form URLs used by Send Link, Triage, Registration, and Reminder buttons.

Practice Information
Form Links (Patient-Facing URLs)

Webhook Forms & API Endpoint

All Lovable patient-facing forms and the API endpoint they POST to. These power the Notifications sidebar, Pipeline, and automated notifications.

API Endpoint
POST mypsychvisit.com/api/submit-form
All forms below POST to this single endpoint. The formType field identifies the source form.
Registered Forms11 forms
#FormURL
1New Patient Intakemypsychvisit.com/become-a-new-patient
2New Patient Registrationmypsychvisit.com/new-patient-registration
3Contact Formmypsychvisit.com/contact
4Appointment Requestmypsychvisit.com/appointment-request
5Telehealth Check-Inmypsychvisit.com/telehealth-check-in
6In-Office Check-Inmypsychvisit.com/in-office-check-in
7Spravato Check-Inmypsychvisit.com/spravato-check-in
8TMS Consultationmypsychvisit.com/tms-request
9Genetic Testingmypsychvisit.com/genetic-testing-request
10Financial Hardshipmypsychvisit.com/financial-hardship
11Credit Card Authorizationmypsychvisit.com/cc-credit-auth

Appointment Reminders

Automated SMS reminders sent to patients before appointments via Twilio.

Reminder Settings
Message Template (24-hour) — use {time}, {provider}, {date} as placeholders
Edit the message above. Use {time}, {provider}, and {date} as dynamic placeholders.
Check-In Sound Notifications

Play an audible notification when a patient checks in. Different sounds for in-office and telehealth.

No-Show & Cancellation Policy

Charges and messages sent when a patient is marked No-Show or Late Cancel.

No-show charges are automatically added to the patient's balance. Staff can charge card on file or waive the fee from the schedule view.

Pricing

Private pay rates used across the dashboard, AI assistant, payment processing, and patient forms. Changes sync to Firebase and apply immediately.

Pricing is stored in Firebase and used across all dashboard features.
Spravato — Buy & Bill

Quick Links

Practice-wide bookmarks bar — visible to all staff and providers. Changes apply immediately.

No bookmarks added yet. Use the form below to add your first link.
Links appear in the bookmarks bar at the top of every page for all users

Integrations

API keys and service connections powering psychvisit

🔒
Enter passcode to access API keys and integrations

✺ Psychvisit AI Configuration

Model instructions, accepted insurance, and provider routing rules for AI-powered lead analysis and team chat.

Model Instructions
These instructions guide Psychvisit AI when analyzing leads, answering team chat questions, and making provider recommendations.

Payment Ledger

StripeSquare
$0
Today's Total
0
Transactions
$0
Copays
$0
Fees / Letters
$0
Suboxone
$0
via Stripe
$0
via Square
Time ▲▼ Patient ▲▼ Email ▲▼ Source ▲▼ Type ▲▼ Amount ▲▼ Method ▲▼ Status ▲▼
No payments recorded today. Payments from Stripe and Square will appear here.

Medical Letters

$50/letter
Create Medical Letter
Generate with AI or write manually — $50 per completed letter
Click to upload PDF, DOC, or image
Letter History
Loading letters...

Discharged Patients

0 patients
0
Total Discharged
0
Non-Compliance
0
AMA
0
Treatment Complete
0
Transferred
PatientProviderDischarge TypeReasonDischarged OnLetter
No discharged patients yet. Use "Submit Discharge" to discharge a patient.

Appointment Requests

0 pending
0
Pending
0
Approved
0
Denied
0
Total
Patient ▲▼ Provider ▲▼ Visit Type ▲▼ Requested Date ▲▼ Time ▲▼ Status ▲▼ Actions
No appointment requests yet. Requests from the Patient App will appear here.

Telehealth Center

Video Visits
0
Today's Check-Ins
0
Paid
0
Payment Pending
$0
Revenue Today
0
Reschedule Requests
Time ▲▼ Patient ▲▼ DOB Visit Type Assign Provider Insurance Pharmacy Copay ▲▼ Payment ▲▼ Actions
No telehealth check-ins today. Send the patient link to get started.
Patient Queue 0
No patients waiting
Select a Provider Room
Offline
0 patients
Select a Provider Room
Select a provider room from the sidebar, then start your camera to begin seeing patients.

Office Supplies

Inventory & Ordering
0
Total Orders
0
Pending
0
Urgent
$0
Est. Cost
Quick Order: Amazon Instacart
Request Office Supplies
Supply Requests & Orders
No supply requests yet. Use the form above to request items.

Mail Drop

Enter the office passcode to access the mail drop area.

Psychvisit Waiting Room
Faisal Rafiq MD PC DBA Psychvisit — Amityville, NY
Team Chat
No group messages yet. Start the conversation.
Psychvisit AI
Hi! I'm connected to your psychvisit dashboard. Ask me about insurance verification, CPT/ICD-10 coding, medication interactions, patient routing, or anything clinical.
System