CRM built by bespokecrm for Harborside Physiotherapy. Want yours?

Dashboard

Monday, March 16, 2026
Active Cases
6
currently in care
On Hold
1
paused cases
Waitlisted
1
pending intake
Upcoming Visits
6
next 7 days
Outstanding Claims
$601.00
not yet paid
Overdue Tasks
2
past due date
Upcoming Visits next 7 days
Mar 17
Client
9:00 AM Dartmouth
Mar 18
Client
10:00 AM Halifax South
Mar 18
Client
2:00 PM Halifax South
Mar 19
Client
1:00 PM Bedford/Sackville
Mar 19
Client
2:00 PM Dartmouth
Mar 20
Client
9:00 AM Halifax North
No-Show Log recent no-shows & cancellations
Mar 12
Client
No Show
Mar 10
Client
No Show
Zone Load upcoming encounters by zone
Bedford/Sackville
1
Dartmouth
2
Halifax North
1
Halifax South
2
Recent SOAP Notes
Mar 12
Draft
Mar 11
Signed — S: Patient went for walk around block with neighbour on weekend — first time in mon...
Mar 10
Draft
Mar 6
Signed — S: Patient reports pain down to 3/10. Able to do heel slides to 100 deg at home. Ri...
Mar 5
Signed — S: 6-week progress review. Patient reports L hand function much improved — can butt...
Tasks 2 overdue
Mar 14
Submit MSI claims for week of March 9
Simone · high
Batch submission: enc_10 (Eleanor) and any other outstanding MSI claims from last week.
Mar 19
Complete safety screen for new referral
Priya · high
Arthur Singh — new case at 3345 Robie St. Need home safety screen before first visit. Ground floor — should be straightforward.
Mar 16
Follow up on Margaret's ROM progress
Sarah · medium
Review hip flexion gains at next visit. Target 110 deg. If on track, begin discharge planning.
Mar 17
Update home exercise program for Robert
James · medium
Add community reintegration exercises — outdoor walking, transit training. Coordinate with OT.
Mar 20
Renew MSI authorization for Eleanor
Sarah · medium
Current auth expires 2026-08-05 but need to check visit count. She may exhaust 18 visits before expiry.