Good morning, Olivia 👋
Clinical Operations Dashboard
Here's what's happening today.
Resource Library & Essential Downloads
Company Documents
Legendary Behavioral Services Employee Handbook
Effective August 2026
Mandated Reporting Guide
California mandated reporter responsibilities
Los Angeles Minimum Wage Increase — July 2026
City of Los Angeles · Effective July 1, 2026
California Labor & Employment Notices
California Minimum Wage 2026
Official minimum wage notice
California Paid Sick Leave
Healthy Workplaces / Healthy Families Act
Notice to Employees
Unemployment, Disability & Paid Family Leave
Whistleblower Protections
California employee protections
Workplace Discrimination & Harassment
California Civil Rights Department
Survivors of Violence
Right to leave and accommodations
Civil Rights Resources
LGBTQ+ Civil Rights
California Civil Rights fact sheet
Military & Veterans Civil Rights
California protections
Discrimination Is Against the Law
Civil rights in California
Immigrant Civil Rights
California Civil Rights fact sheet
📊 My Service Tracker
Monitor your assigned client caseload utilization
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⌕ Filter Your Caseload
Selected timeline used versus supervisor allocation
80%
Assigned Caseload
Authorization and service utilization by client
| Client | Payer | CPT codes | Allocated in timeline | Used in timeline | Utilization | Status |
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Calendar View
Schedule Calendar List
Session code linked to client auth utilization| Client | Date | Time | Type | Code | Auth | Unit | Mileage | Travel | Status | Action |
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Session History — ABA Session Note
Select a session from Schedule to view session history details. Admin sees all sessions; therapists/supervisors see their own sessions.
| Client | Date | Time | Type | Code | Auth | Unit | Note Status | Data Status | Action |
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ABA Session Note Editor
Open a session from Schedule or Session History to edit its note.
Program Book
Choose a client, then manage domains, programs, and goals.
Assigned Domains / Programs / Goals
Click any domain, program, or goal to edit it.
Client Data
View graphs and collected data only. No data can be added here.
| Client | Sessions | Programs / Goals | Data | Action |
|---|
Data Collection Summary
Session Stats
🔐 Clinical Director – Supervisor Tracking Console
Manage six-month authorizations, unit conversions, and operations tracking
Admin access only📝 Allocate Monthly Supervisor Units
Uses the client’s existing authorization. The monthly allowance equals
total authorized units ÷ authorization duration in months.
Allocations across supervisors cannot exceed that allowance.
Monthly allowance —
Already allocated —
Remaining —
Enter 0 units to remove this supervisor’s allocation for the selected month.
Authorized Services & Allocations
Existing client authorizations and monthly supervisor unit assignments
| Client | Payer | CPT Codes | Total Units | Supervisor Allocations | Status |
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Client + Authorization Intake
Create an authorization for an existing client or add a new client firstAll CPT rows use the payer above. New rows copy the authorization number above; you can edit or clear the number on each added row. Set units, modifier, and dates for each code.
Clients (Admin)
Clients are added through Client + Authorization Intake| Client ID | Name | Insurance | Address | DOB | Assigned CPT | Guardian | Guardian Phone | Assigned Employees | Actions |
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Employees (Admin)
Create therapists and supervisors| ID | First | Last | Phone | Cert # | Emergency | Role | Actions |
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Insurance Claims
Review rendered sessions, submissions, payments, and denials.
Accounting + Payroll Reporting i
Track employee compensation, billable payroll, non-billable payroll, mileage reimbursement, and rate management.
Accounting Category
Editable employee payroll and reimbursement controls.
| Employee Name | Total Billable Hrs | Total Non-Billable Hrs | Total Miles | Total Mileage Reimbursement | Total Payroll |
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ⓘ Rates are auto-calculated from hours and miles. Click on any rate field to edit. Don’t forget to save your changes.