Cognitive Workshop Dashboard
Secure staff access to Cognitive Workshop operations.
Cognitive Workshop Dashboard
Encounter Activity
All current non-voided encounters and their documentation / review status.
No encounter activity.
Sessions Awaiting Encounter / Signature
Sessions that occurred but still require the normal signed encounter workflow. These records are non-billable and do not use authorization units.
No sessions are awaiting encounter completion.
Missing Progress Notes
Signed encounters that exist but do not yet have an associated progress note.
No encounters are missing progress notes.
Encounter Review Queue
Documentation-complete encounters awaiting Owner/Admin QC approval. A signed encounter and matching progress note are required to appear here.
No encounters awaiting approval.
Authorization Alerts
Clients with expired authorizations or authorizations ending within 30 days.
No current authorization alerts.
Credential & Document Alerts
Documents expiring within 60 days or already expired.
No current alerts.
Staff Updates
Recent staff changes that may warrant an Owner/Admin follow-up or conversation.
Upcoming Staff Milestones
No upcoming staff milestones.
No new staff updates.
Relationship Follow-ups Due
Agency and care-manager relationship follow-ups due today or overdue.
No relationship follow-ups are due.
Agency Operations Due
Administrative obligations that are overdue, due today, or within their reminder window.
No agency obligations currently require attention.
Add New Client
Create a client record and assign the case to a clinician.
Active Clients
0 active clients
Client profile
Select a client.
Documents Awaiting Review
Review client documents submitted by clinicians before they are filed in the permanent Client Files record.
No client documents are awaiting review.
Archived Clients
Former clients are preserved here and can be restored to the active caseload.
No archived clients.
My Account
View your account details and manage your own login information.
Change Password
Staff Account Management
Create staff accounts, assign roles, archive or restore staff access, and reset temporary passwords. Archiving preserves records while ending dashboard access.
Staff Directory
Search, filter, and review employment and account information.
| Name | Role | Provider Type | Credential | Status | Employment / Account Dates | Actions | |
|---|---|---|---|---|---|---|---|
| No staff accounts loaded. | |||||||
Staff Profile
Clinical expertise, populations served, service areas, and current case availability.
Caseload & Availability
Clinicians may update their own desired caseload and availability. Professional profile fields remain Owner/Admin controlled.
Case Matching
Rank clinicians by specialty, geography, service fit, preferences, and current capacity.
Enter case criteria to find clinician matches.
Staff Documents
Licenses, certifications, insurance, registration, clearances, training records, and other staff documents.
| Staff Member | Document | Type | Expiration | Status | Actions |
|---|---|---|---|---|---|
| No documents uploaded. | |||||
Master Billing Ready List
Approved encounters from all clinicians, ready for one agency-wide billing export.
| Select | Date | Clinician | Client | Medicaid | ABSolute | Authorization | Time | Units | Location |
|---|---|---|---|---|---|---|---|---|---|
| No billing-ready encounters. | |||||||||
Billing Export History
Review encounters previously marked exported. Historical records are read-only.
| Service Date | Exported At | Clinician | Client | Time | Units | Service |
|---|---|---|---|---|---|---|
| Historical billing records have not been loaded. | ||||||
Original Billing Export Archives
Exact copies of billing Excel workbooks generated by CW. Generated does not mean marked exported or sent to the biller.
| Batch | Generated At | Original Filename | Clinician Filter | Encounters | SHA-256 | Original Workbook |
|---|---|---|---|---|---|---|
| No billing archives loaded. | ||||||
Clinical Documentation
Monthly summaries, treatment plans, recurring case requirements, and documentation reminders.
Create recurring monthly summary and treatment-plan schedules directly from each client profile.
Internal Communications
Flexible staff notes, reminders, case follow-ups, scheduling messages, and administrative communication.
Add Internal Note
Open Internal Communications to load notes.
Completed and archived notes
Completed history will load with this section.
Staff-to-Leadership Conversations
Private two-way conversations between staff and an Owner or Admin. This is not staff-to-staff messaging.
Start a Leadership Conversation
Open Internal Communications to load conversations.
Conversation
Resolved conversation history
Resolved conversations will appear here.
Estimated Mileage
Automatic ZIP-based travel estimates from home base to in-person encounters and back to home base.
Manage Client Travel ZIP Codes
No mileage loaded.
Tools & Training
CW clinical tools, onboarding, SOPs, training materials, and staff reference resources.
Add either a file or external link. Uploading a file takes priority over a link. Resources categorized as Training can be acknowledged and tracked by staff.
Referrals & Relationships
Track referral patterns by agency and care manager, plus relationship outreach and follow-up activity.
Referral information has not been loaded yet.
Referral Clients
Select a referral count to view clients.
Outreach History
No outreach recorded yet.
Intake Pipeline
Track prospective clients from first contact through intake completion and activation.
No intake records loaded yet.
Agency Operations
Track recurring business obligations, renewals, contracts, insurance, attestations, subscriptions, and upcoming administrative deadlines.
Agency operations have not been loaded yet.
Administrative Portal Checklist · Periodic website reviews and visit history
Administrative Portal Checklist
Keep important agency websites from going unnoticed. Store portal names and links only—never passwords, security answers, or access tokens.
Add Administrative Portal
Portal checklist has not been loaded.
Strategic Outreach & Growth Tracker
Track programs, partnerships, community visibility, venues, and other business-development opportunities.
Add Strategic Outreach Initiative
Strategic outreach initiatives have not been loaded yet.
Client Contact Tracker
Administrative view of when active clients were last seen, based on non-voided encounter records.
Record meaningful phone, text, email, care-team, and other contacts that occur outside a therapy session.
Contact tracker has not been loaded yet.
Follow-ups that are due or overdue appear first.
Contact history has not been loaded yet.
Staff Relationship Tracker
Owner-only relationship, career-development, retention, and thoughtful check-in tracking.
Staff relationships have not been loaded yet.
Supervision & Case Consultation
Track supervision assignments, sessions offered, attendance, missed sessions, and consultation participation.
Clinical Supervisor Designation
Owner-only control for granting a clinician access to manage their assigned supervision and consultation records.
Supervision Assignment
Record Supervision or Consultation
Supervisees / Participants & Attendance
Check every person included in this supervision or consultation event, then select their attendance status.
Supervision Assignments
Session & Attendance History
LAC Licensure Hours
Internal tracking aid for direct, indirect, and supervision hours. Supervisor approval is required for submitted and encounter-derived hours.
Licensure-Hour Goals
Optional internal targets. Enter 0 to leave a category without a goal.
Submit Work Hours
Weekly Clinical Activity
Saturday–Friday reporting. Compensation figures are provisional and are not payment statements.
Revenue & Clinician Compensation
Owner-only tracking for billed revenue, collections, clinician earnings, agency revenue, and outstanding payments.
Operations Analytics
Current caseload, service activity, staffing, and growth indicators for owner planning.
Active Service Mix
Analytics have not been loaded.
Six-Month Encounter Trend
Analytics have not been loaded.
Clinician Caseload & Activity
Analytics have not been loaded.
Payer & Service Rate Schedule
Owner-only expected reimbursement rules. These rates are never included in billing exports or shown to staff.
Clinician Compensation Settings
Set the normal compensation calculation for each clinician. Individual revenue entries can still be overridden.
Clinician Compensation Statement
Uses the clinician and service-date filters above. Statements show clinician earnings without disclosing agency revenue.
Revenue records have not been loaded yet.
Audit Review
Controlled, read-only access to client and staff documentation.
Document access is monitored and recorded in the audit trail.
Audit Review Accounts
Owner-only account creation, expiration, download permission, disabling, and password reset.
| Reviewer | Expiration | Downloads | Status | Actions | |
|---|---|---|---|---|---|
| No audit review accounts loaded. | |||||
Manage Reviewer Scope
Owner-approved clients and clinical record dates determine document access. Payer information is for verification; it does not automatically authorize clients.
Select an auditor to load clients.
0 clients approved
Client Documents
Preview-only unless the Owner has explicitly enabled downloads.
| Client | Document | Type | Date | Status | Access |
|---|---|---|---|---|---|
| Client documents have not been loaded. | |||||
Staff Documents
Compliance and credential documents available for authorized review.
| Staff member | Document | Type | Expiration | Verification | Access |
|---|---|---|---|---|---|
| Staff documents have not been loaded. | |||||
Audit Trail
Owner/Admin view of important activity such as client creation, backups, imports, and record changes.
Login Security
Recent successful and failed login attempts, account protection events, source IP addresses, and browser/device information.
Login activity has not been loaded yet.
Agency Vendors & Contacts
Owner/Admin operational directory for the companies and outside contacts Cognitive Workshop relies upon. Do not store passwords, security answers, or access tokens here.
Add Vendor
Record who they are, what CW uses them for, and how an administrator should contact or reorder from them.
Vendor records have not been loaded.
Incentive & Bonus Ledger
Private Owner/Admin tracking for proposed, approved, processed, paid, and voided staff awards. This ledger does not issue payments or automatically award bonuses.
Add Bonus Record
Creating a record does not approve or distribute the award.
Bonus records have not been loaded.
Data Management
Bulk import, export, backup, verification, and migration tools.
Agency Profile & Provider Information
Owner-managed agency details used for encounter documentation.
This area is the control center for moving CW data between systems and protecting against data loss.
Exports
Full backup format: CW-DATA-v1.
Bulk Import
Backup Protection
CW creates a server-side snapshot every 14 days and keeps the most recent 8 automatic backups.
| Date | Type | Records | Verification | Actions |
|---|---|---|---|---|
| No backups yet. | ||||