PAC Deployment

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PAC Deployment

Care scheduling workspace for client, facility, and provider collaboration

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User

Role

Dashboard

Session expires after 15 minutes of inactivity.

Administration
Export

Upcoming schedule

Open provider days

Facilities without visits

My facilities

My facilities

Facilities needing attention
My team
Automation

Facility Contacts

Patients

Patient details

Referrals

Facilities

Facility directory

Patient details

Complete the scheduled visit, cancel it, or move it to a different provider facility visit.

0 open business days 0 patients available

Next 6 months

Coverage dates

Covered facilities are derived from the provider's configured home state.

Messages

Conversation

Select a thread

Profile

Name

User

Role

Role

Title

Title

Email

Email

Phone

Phone

Profile type

Profile type

Licensure

Not entered

Active state licensure

Not entered

Collaborating physician

Not entered

Provider NPI

Not entered

Weekday availability

Not entered

MFA

Required

Access

Active

Territories

Not entered

Assigned facilities

Not entered

Home street address

Not entered

Home city

Not entered

Home state

Not entered

Home ZIP code

Not entered

Profile details

Contact information

Display settings

Theme and layout

Authenticator

MFA setup

Checking authenticator status...

Add this secret to your authenticator app.

Activity

Operational safety

Audit log

Territories

Facility types

Users

Facility directory

Company holidays

Inactive facilities

RVU key

Access model

User profiles

Partner Success

Report templates

Document import

Document import

Provider availability

Import provider availability

Drop an availability spreadsheet here or browse for a file.

Use the provider user email in the template so uploaded availability links directly to the matching PMHNP, Director of Clinical Practice, or Psychology Provider user. When the provider is working fewer than 8 hours, start and end times are required.

Download template

Patients

Import patient list and patient visit history (optional)

Upload an Excel workbook using patient name, MRN, DOB, gender, marital status, facility, and any optional encounter history fields you want to include. Add facility type when a facility has multiple types.

Download template

Facilities

Import facilities

Upload a spreadsheet or CSV to create or update facility profiles in one pass, including facility status, status-driven service dates, place of service, and optional assigned provider emails.

Download template

Resolution queue

Skipped import rows

Production direction

Architecture

Provider

Provider queue

Not clocked in

Patient details

Action items

Monthly metrics

Flagged items

RVU leaders

Provider and facility production sorted by captured actual and forecasted RVUs.

Providers

Facilities

Provider performance

RVUs, completed encounters, forecasted production, and follow-up capacity.

Monthly provider RVUs

Selected month, sorted by total production.

Provider RVU totals

All captured actual and forecasted RVUs.

RVUs by facility

Open a facility from the table to inspect operational context.

Five-month RVU trend

Current month includes actual RVUs plus forecasted scheduled work.

Patient throughput

How quickly patients move from intake to visits.

Open provider days

Provider capacity available for facility scheduling.

Daily scheduled encounters

Selected-month initial and follow-up volume by service day.

Patient flags

Work queues that should route directly to patient follow-up.

Operations signals

Messaging volume and schedule-change reasons that indicate friction.

Messaging volume

Client and patient-support message demand by subject.

Change reasons

Cancellation and reschedule drivers from audit activity.

Analytics

Revenue Cycle

Intake

Add patient

Patient PDFs

Facesheet and consent are required when adding a patient. Upload new PDFs here anytime you want to replace the current patient files.

Export

Export data

Filter data
Choose fields

Patient Schedule

Patient details

Initial Psychiatric Evaluation

Draft

Encounter context

Reference language

Update patient location

Date of Service

Add diagnoses

Close note?

This note is not signed. Save it as a draft before closing?

CPT helper

Patients

Schedule patient

Psychiatry scheduling uses open patient capacity by facility visit. Initial evaluations cannot be scheduled within 180 days of the last initial psychiatric evaluation.

Patient Schedule

Group therapy session

Interventions / techniques used
Participants in this group session

Patient Schedule

Add more patients

Choose a visit date to see eligible patients.

Provider Schedule

Add / Edit PTO

Submitted PTO

Scheduled PTO

PTO details

Provider Schedule

Facility assignments

Provider Schedule

Assign provider

Confirm this facility visit.

Partner Success

Schedule facility visits

Choose the visit date, facility, and reason for visit.

Partner Success

Import Facility Psychotropic Report

Upload the latest psychotropic medication report (PDF). When parsing is enabled, the system will compare the patient roster against active patients in the app and surface any missing patients as a Psychotropic Report Assessment action item.

Patient Schedule

Out of facility replacement

Recommended future patients will appear here.

Patient replacement

Replace discharged patient

Eligible replacement patients will appear here after discharge.

Patient Schedule

Patient swapped

The replacement patient was moved into this visit.

Patient Schedule

Confirm patient deceased

Confirm this patient is deceased and should be moved to discharged status.

User administration

Add user

User profile

User details

Add territory

Referral intake

Add referral

Facility administration

Add facility

Facility types and community census
Facility visit preferences
Use weekly preferences for recurring days like Monday or Wednesday. Use monthly preferences for patterns like third Thursday.
Medication restrictions
Pharmacy
Facility contacts

Add facility type

Facility profile

Facility information

Facility medication guidance

Facility Rx restriction

Facility staffing

Assign providers

Assigned Psychiatry Provider
Assigned Psychology Provider

Users

Bulk Assign Provider

Some selected facilities already have a different provider of the same type assigned. Replace those assignments?

Administration

Add / Edit company holidays

Holiday dates

Administration

Edit RVU key

Patients

Add / Edit payor information

Primary insurance
Secondary insurance
Tertiary insurance

Security

Create a new password

Your temporary password worked, but you need to create a new password before continuing.

Access model

Add user profile

Partner Success

Add Account Issue

Facility details

Add Pharmacy

UR Meeting

Add facility participants

UR Meeting

Add account issue

UR Meeting

Add transcript / recording

New message

Start an in-app conversation

Recipients
You can also select a facility or territory group to send to all assigned users.

Appointment change

Document change reason

Document why this appointment is being cancelled or rescheduled.

Provider Schedule

Update provider visit

Choose how to update this provider visit.