Dashboard

Lifestyle focus

Good morning!

One thing at a time. Capture the rest and come back to what matters.

🎯 NOW
↝ NEXT0
☀ TODAY0
✦ Top 3 for Today
🧠 Brain Dump
Saved to your Brain Dump — not turned into a task unless you choose to.
〰 I Got Distracted

Save the interruption and return to your current task.

🐾 Pets

Momentum

Points & progress

Level 1
0pts
Today +0 pts 0 credited actions
0 day streak Used 1 day
100 points to Level 2
Catch-up score Separate from points · improves as overdue work clears
100/100

You're caught up.

One useful action is enough to create momentum.

Every note counts. Submitted notes earn 20 total points.
No credits logged yet.

Right now

Orient → act → transition

Parking Lot

Ideas 0

Schedule

This week

Same visual language: Week → Month → Day

Today

Needs attention

Workload

Quick status

Money

This week's earning progress

Possible$0
Visits completed$0
Ready / earned$0
Updates as visits are completed and notes are submitted.
Deposit / source details
AOC batch—
Poco—
Other—
Expected deposit—
AOC cutoff — Next batch —

Documentation

Backlog

Completed visits still needing documentation.
20 pts total when submitted

Health

Today

Check-in—
Food—
Movement—
💧 Water0 / 80 oz
🍽 Next meal — 🌙 Bed —

Pet care

Pet family

Guinea pigs: Momo, GusGus, BooCats: Loki, Ollie
— —

Conversational control

Talk to your assistant

Local AssistantReads and changes the data saved inside this app. Supports scheduling, editing, status changes, and undo.

iPad-friendly

Mobile Session Capture

Tap into the large text box and use the microphone on the iPad keyboard to dictate your session memory cues. Keep patient identifiers limited to initials or internal codes.

Close visit

Today, yesterday + unfinished

Selected visitThe app will automatically choose the visit closest to the current time, then lock it when you start documenting.
Choose a visit, then use the buttons above to close the visit and note.

Dictation-ready scratchpad

What happened in the session?

On iPad: tap this box → tap the microphone on the on-screen keyboard → speak naturally → tap Save.

Smart Scribe

Dictation → polished clinical draft

Dictate naturally. The scribe corrects spelling, capitalization, punctuation, and clinical wording while preserving only the facts you provided. It does not invent data, trials, cueing, or patient performance.

Choose a visit above to attach the draft to its date of service.
Patient shortcutsChoose a visit to load phrases from that patient’s prior saved notes.

Fast command

Tell the assistant what to change

Archived work tools

Home Health is on standby

Your visit tracker, capture, pay logic, and documentation tools are preserved here so you can reactivate them later without rebuilding anything.

Quick source filter

AOC evaluation workflow

Evaluation Scribe

Parent interview → clinical observations → age expectations → baselines → goals → final print draft.

✓ Prompts for missing information✓ List-format oral mech✓ Goal generator from baselines✓ Print / Save as PDF

AOC documentation deadline

Sunday cutoff → Tuesday billing

On track
Submit notes bySunday
Billing batchTuesday
AOC eligible next batch$0
Notes still blocking billing0

The app can show a notification when it is open or resumes near a deadline. Exact background alerts require Web Push.

Schedule

Add a home-health visit

Documentation

Notes needing attention

Saved clinical drafts

Notes by visit date

Visits

Visit & note tracker

JobPatientDateTimeVisitNotePayMilesSession / draft

AOC • Speech Therapy

AOC Evaluation Scribe

Document while you interview and observe. The app only uses information you enter; blank fields stay unknown or not assessed.

Completion0%
Missing / review—Run the check before finalizing.
Draft storageDevice onlyUse initials/client codes and avoid unnecessary PHI.

Local Smart Eval Scribe

Capture naturally while you evaluate

Type messy notes or dictate into your device. Routing stays on this device and does not send clinical text to the cloud.
The scribe preserves your facts and only cleans/organizes wording. Review every routed sentence.

Saved AOC evaluations

Resume a draft

1 • Evaluation header

Client & evaluation details

Age —
2 • Parent interview & historyFill in short phrases while you talk; the scribe builds the paragraph.
3 • Assessment & standardized testingKeep reported, observed, and standardized information distinct.
MeasureRawStandardPercentileAge equivalentSeverity / descriptor
Receptive Language
Expressive Language
Communication Composite
4 • Age expectationsAutomatically uses the uploaded AOC/Therapy 2000 reference material based on chronological age.

Enter DOB and evaluation date to load age expectations.

Reference library: Therapy 2000 Criterion Referenced Assessment Norms; Gard, Gilman & Gorman; Brown; Miller & Chapman; Bowen. Use the individual child’s language exposure and clinical context when interpreting norms.

5 • Communication findingsWrite naturally. Use “Polish narratives” to clean grammar without adding clinical facts.

Speech sound

Articulation / phonology

6 • Oral peripheral / oral-mech examAOC list format. Blank is not assumed WFL.
Structure / functionRatingComments / observations
Lips
Dentition
Tongue
Hard palate
Soft palate
Cheeks
Jaw
Facial symmetry
Posture / trunk control
Select findings above to create the list.
7 • Feeding / swallowingOpens when relevant; use clinical observations rather than assuming normal swallowing.
8 • Strengths, needs & functional impactThese feed directly into goal generation.
9 • Baselines & goal generatorEnter the real baseline first. Suggested percentage targets are drafts and remain editable.

Goals will appear here after you enter baselines.

10 • Final review

Ask me what is missing

Run the check when you are nearly finished. It will prompt only for information that is missing or needs review.

Your final draft will appear here. It is an editable/printable working draft for transfer into the AOC documentation system.

Month view

Calendar

Month View shows up to 15 visits, events, and tasks per day. Tap an item to edit it. Copy a visit, open + Add item on the date/time you want, then use the Paste visit button inside the calendar form.

Sun
Mon
Tue
Wed
Thu
Fri
Sat

Appointment book • 15-minute increments

This week

Week View now follows Day View: the same appointment-book timeline and 15-minute spacing across all seven days. Tap a time slot to add something; tap a visit or item to open it.

Appointment book • 15-minute increments

Day View

Later todayOpen tasks
0

Poco a Poco Therapy

Company launch roadmap

Track the practice from setup through operations, credentialing, marketing, referrals, and growth.

Roadmap progress

0% complete

Launch sequence

Milestones

Business

Company to-dos

Bianca Art

Create once. Capture the process. Build the catalog.

The first goal is intentionally small: conceptualize Painting #1, start painting, and record the process while you create.

Original painting→Record the process→Social / stream→Accessible print→Repeatable catalog

Current piece

Painting #1

Creative rhythm

3 protected Bianca Art sessions / week

Art owns the routine. The same calendar simply shows the blocks.
Current focus Painting #1 Conceptualize the first piece, then start painting while recording.
Session length 3 hr minimum Three hours are protected; you can keep painting longer when you are in flow. Painting + recording remain one creative block.
Cadence 3× / week Automatically placed around work, gym, visits, and existing calendar items.

The goal is protected creative time, not another planning system. Automatic placement avoids your learned therapy windows. Manual moves stay protected during background planning; pressing Reflow Art Sessions intentionally recalculates all three sessions for the next 7 days.

Painting #1

Start-to-product sequence

One visible next milestone at a time; no task explosion.

Business guardrails

Keep the launch accessible

Affordable firstStart with the more accessible 140 lb print option; keep 300 lb as a later premium/test option.
Process is contentRecording is part of painting — not a separate production project that delays the artwork.
One original → many assetsOriginal, prints, reels/shorts, streaming clips, website content, and future catalog value.
Passive later, creative nowBuild the repeatable product/content system only after Painting #1 actually exists.

Care for myself

Today's basics

These are protected health anchors, not overdue tasks. They move around real work instead of turning red when life shifts.
☀ MORNING LAUNCHWake target 7:30 AM
One wake reminder, one follow-up, then the schedule adapts from when you actually get up.
Wake-time logRecent 14 days
💧 WATER0 / 80 oz
80 oz base goal. Each water log earns +1 Momentum; reaching the daily goal adds +5. On gym days, use thirst/sweating as a cue for additional fluids.
🍽 EAT + RESETPlanning…
Breakfast, lunch, and dinner automatically appear on the same Calendar. Fixed work is protected first; then Gym/Art flex around these care blocks.
🌙 SLEEP RHYTHM11:30 PM → 7:30 AM
Wake7:30 AM
Wind down10:45 PM
Sleep11:30 PM
Automatic Gym/Art planning stays inside your waking day. Late manual appointments are respected, and wind-down adapts when needed.

Patterns over time

Mood tracker

Quick check-ins stay in your app for a rolling 12 months so you can look back for patterns.
12-month log
How are you feeling?
Tap a mood, then save.
Last 7 days—No entries yet
Last 30 days—No entries yet
PatternStart loggingA few check-ins will make day-of-week and recent-trend patterns visible.
Recent moodLast 30 days
Review 12-month mood history 0 entries

Normal rhythm

Routine settings

Set these once. Meals still flex automatically around real appointments and work.

Wind-down stays 45 minutes before bedtime. These are preferred anchors, not rigid appointments; the planner moves meals when your day changes.

Calories today0No target set
Protein today0gEstimated intake
Steps today0Quick-log friendly
Movement today0 minWalks, swims, workouts

Fitness

Gym

2 hr 45 min reserved · minimum 5 sessions each rolling 7 days.
Planning the next 7 days… —

Nutrition first

Tell me what you ate

Vitamins & minerals optional / estimated

Nutrition estimates automatically fill vitamins/minerals the app can reasonably recognize. Blank means not estimated — not zero. Package labels are still best when you have them.

Food estimates are approximate. Edit any number before saving when you know the package label or measured portion.

Today's nutrition

Daily totals

Latest weight—

Daily nutrition targets

Profile setting · stays saved until you change it.

Set these once; they will stay saved until you intentionally change them.

Movement

Steps & movement

Quick taps first. Detailed entry only when you need it.
Detailed movement entry
Weekly trend

Day log

Daily nutrition history

Revisit any date to see everything you ate and the day's nutrition totals.

Calories0
Protein0g
Carbs0g
Fat0g
Fiber0g
Vitamins & minerals
Vitamin A0 mcg
Vitamin C0 mg
Vitamin D0 mcg
Vitamin B120 mcg
Folate0 mcg
Calcium0 mg
Iron0 mg
Magnesium0 mg
Potassium0 mg
Sodium0 mg
Zinc0 mg

Meals that day

0 meals

Food log

Recent meal entries

DateMealDescriptionCaloriesProteinCarbsFat

External memory for pet care

Pet Care

Guinea pigs: Momo, GusGus, BooCats: Loki, Ollie

Care stays visible without reducing your accountability score.

Cat litter system

Litter box running

Tray is clean.
RUNNING
Litter box power
Waste tray

The warning stays visible until you explicitly mark the tray clean and/or the box back on. Changing a problem state to resolved gives immediate green visual closure.

Handled today

Already done

Next care

Needs attention

Due stays visible without a score penalty.

Momo · GusGus · Boo

Guinea pigs

C&C cage · paper bedding

Loki · Ollie

Cats

Automated food · water · litter

Supplies

Restock before it becomes urgent

Status: Stocked → Check supply → Low. Low items can become calendar tasks.

Recent care

Care log

Customize Pet Care

Add care item

Customize Pet Care

Add tracked supply

Pet Care

Add supply run

Possible from this week’s visits$0Updates from entered base rates + earned/potential visit bonuses
Business miles this week0
Potential mileage deduction$0Based only on trips classified business/self-employed
Trips logged this month0

AOC pay memory

Base rate + automatic bonuses

The app remembers each patient’s most recent nonblank base pay. For AOC, visits starting after 5:00 PM add $5 automatically; submitting the note within 48 hours of the visit adds another $5.

Tax-ready trip log

Log mileage from place to place

Odometer photo reader

Upload a before or after photo. AI will read the odometer and place the number in the correct field for you to review.

Saved addresses are suggested locally while you type. Verify + ZIP checks only the address you entered against the U.S. Census Geocoder and lets you choose the standardized address with ZIP code.

Start typing an address to reuse recent locations and your saved Home Office. If start/end odometer are entered, the app calculates trip miles automatically. The deduction estimate uses the IRS business rate for the trip date only when you classify it as business/self-employed.

Home office + 2026 vehicle record

Saved business starting point

Save this once, then use the Home Office buttons in the trip form instead of retyping the address.

Annual mileage support

Built around IRS recordkeeping fields

Date, destination, business purpose, mileage for each business use, and total annual miles. From/to addresses are kept so the destination and route are easier to reconstruct later.

Mileage ledger

Trips

DateJobFrom → ToPurposeClassMilesRatePotential deduction

Other money

Income / expense entries

Automatic review

This week's summary

Reflection

Save a weekly check-in

History

Saved weekly reviews

Temporary project mode

Moving

Keep the move in one place while the most important items still flow into Now, Next, and Today.

Capture without switching tasks

Brain Dump

Get it out of your head first. Decide what it becomes later.

InboxNot tasks yet
ProcessedCompleted / handled thoughts

Focus • finish • reset

Tasks

Home shows what to do. This page is where you organize it.

🎯 NOWOne task only
↝ NEXTKeep the queue short
☀ TODAYEverything else that genuinely belongs today
All Tasks & FiltersOpen the original Task Command Center

Appearance

Customize on any device

Choose a background, keep your current colors, or optionally apply its matching palette. Appearance settings sync with your saved app state.

Health fields

Show / hide tracking

Planner colors

Calendar & task colors

One place for the colors you actually see in the planner. Built-in lanes share one color across Calendar and Tasks when they represent the same area.

Work sources

Jobs shown on the calendar

Rename or add work sources here. Their colors are managed once in Planner Colors above.

App appearance

Customize what you see

Colors preview as you choose them. Apply changes confirms the current look, saves it, and requests a cloud sync.

Current saved appearance loaded.

Illustrated backgrounds

Choose one of your approved bright, whimsical or seasonal backgrounds. Picking the artwork alone keeps your current colors; matching colors are always optional.

Assistant behavior

What should it prioritize?

Mac + iPad + iPhone

Cloud Sync

Connect one private account so every device sees the same visits, note statuses, tasks, calendar, health check-ins, mileage/pay, and assistant changes.

Cloud safety New devices check/download cloud data before Auto Sync can upload anything.
Device priority The phone is the primary field device. Normal sync is automatic and two-way; if another device also changed, both copies are merged and synced back automatically.

Recommended architecture

Supabase

One authenticated account + one protected database row containing your app state. Row Level Security restricts the row to the signed-in user.

Connection

Your private sync project

This build is already preconfigured for your Supabase project. You should not need to edit these fields. Never paste a service-role/secret key here.

Step 2

Sign in

Checking sign-in status…

Sync controls

Cloud data

Local only
Ready
Emergency recovery controls

You should not need these during normal use. Auto Sync merges phone + cloud changes automatically.

One-time database setup

Before sync will work

Create a Supabase project, run the included supabase_setup.sql file in its SQL Editor, then enter the Project URL and browser-safe publishable key above. After that, sign in with the same account on your Mac, iPad, and iPhone.

Backup & restore

Cloud Sync + local backup in one place

Local backup

Export backup

Download a JSON copy any time as an extra layer of protection in addition to Cloud Sync.

Restore

Import backup

Importing replaces the current local data.

Clinical safety

Clinical draft vault

Independent

Smart Scribe drafts are versioned separately from the rolling app history. Typing creates device-protected working versions; pressing Save Draft also queues a protected cloud-vault copy when you are signed in.

Saved clinical drafts will appear here automatically.

Recovery protection

Automatic version history

Protected

This device keeps rolling recovery points and a separate protected clinical-draft vault. Normal sync is automatic and two-way: when two devices changed, the app merges both copies and archives the prior cloud version. Pull/Push are emergency recovery controls only.

On this device
Cloud history
Tap Load history to view protected prior cloud versions.

Danger zone

Clear all local data

A recovery point is created before local data is cleared.

Home Health • Documentation

Edit recalled session details

These are memory-support notes for your documentation workflow. They do not mark the visit note complete.

Task

Edit task

Choosing a reminder turns app alerts on. If your device allows notifications, you will also get a device notification; the in-app ding works while the app is open or when you return to it.

Personal calendar

Add calendar item

Choosing a reminder enables notifications when supported.

Visit capture

Visit

Visit tracker

Edit visit

This edits this visit only. Use Undo if you need to reverse the change.

Quick capture

Add a task

Capture it here and stay exactly where you are.
Put it
Priority
Time

Moving

Add a moving task

Choose where it belongs, then add it to your Moving plan.

Focus rescue

What pulled you away?

Task actions

Task

Add task