Therapist Practice Dashboard
Therapist Practice Dashboard with Income Goal and Unsigned Notes. Track sessions, cancellations, unsigned notes, income against goal and clients who have not rebooked, with no clinical detail. Free to clone.
Therapist Practice Dashboard is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Practice Helper and Lantern. Its automations include Consultation request reply, Friday recap email and Monday rebooking check.
by @taskade
What you can do with Therapist Practice Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Therapist Practice Dashboard works
- Consultation request reply: when a consultation request is added, then Draft the reply and Comment the draft on the request.
- Friday recap email: when Every Friday at 4 PM, then Find unsigned notes and List the unsigned notes.
- Monday rebooking check: when Every Monday at 8 AM, then Find active clients and For each quiet client.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Practice Helper, Lantern
- Automations: Consultation request reply, Friday recap email, Monday rebooking check
- Workspace: 7 projects, 2 AI agents, 3 automations