AI Matrx Logo

Behavioral health clinic

Pinecrest Gate Behavioral Health · Behavioral health clinic · Madison, WI

Ximena Yamashita is the intake coordinator at Pinecrest Gate Behavioral Health, an outpatient clinic, and she uses this to take each care episode from referral to intake, treatment and handoff on time while patients check their own appointments online.

HealthcareProjectsClient portals4 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 stage rule set · 1 agent
Use this template

Episode board

Care episodes
Referral received3
Sandoval-Meyer, Phineas: individual therapyPhineas Sandoval-MeyerIndividual therapy
Gilchrist, Greta: intensive outpatientGreta GilchristIntensive outpatient
Eastwick, Ione: medication managementIone EastwickMedication management
Intake scheduled4
Farnsworth-Ode, Dagny: individual therapyDagny Farnsworth-OdeIndividual therapy
Hollowell, Esperanza: psychiatric evaluationEsperanza HollowellPsychiatric evaluation
Thackeray, Wystan: couples and familyWystan ThackerayCouples and family
Stonebridge, Idris: individual therapyIdris StonebridgeIndividual therapy
Assessment complete4
Jorgensen-Pike, Nerys: individual therapyNerys Jorgensen-PikeIndividual therapy
Strickland, Mordecai: couples and familyMordecai StricklandCouples and family
Corrigan, Kasimir: psychiatric evaluationKasimir CorriganPsychiatric evaluation
Vandermeer, Bronwyn: individual therapyBronwyn VandermeerIndividual therapy
In treatment9
Prendergast, Bettina: individual therapyBettina PrendergastIndividual therapy
Dalrymple, Declan: couples and familyDeclan DalrympleCouples and family
Quimby, Wilhelm: individual therapyWilhelm QuimbyIndividual therapy
Merriweather, Mercedes: intensive outpatientMercedes MerriweatherIntensive outpatient
Corrigan, Quincy: medication managementQuincy CorriganMedication management
4 more
Handoff planned3
Jorgensen-Pike, Honora: individual therapyHonora Jorgensen-PikeIndividual therapy
Kilbride, Ambrose: medication managementAmbrose KilbrideMedication management
Dovedale, Talia: intensive outpatientTalia DovedaleIntensive outpatient
Handed off3
Prendergast, Bettina: psychiatric evaluationBettina PrendergastPsychiatric evaluation
Dalrymple, Declan: individual therapyDeclan DalrympleIndividual therapy
Jankowski-Rhodes, Jasper: group therapyJasper Jankowski-RhodesGroup therapy

Tables

Care episodes

26 sample rows · 18 columns

Each course of care from referral through intake, assessment and treatment to handoff, with its dates.

EpisodePatientProgramStageReferred byClinicianReason for care
Thackeray, Wystan: couples and familyWystan ThackerayCouples and familyIntake scheduledSchool counselorPetra UnderhillManaging anger with teenagers at home
Stonebridge, Idris: individual therapyIdris StonebridgeIndividual therapyIntake scheduledEmployer programIngrid Tennyson-AbeSocial anxiety at school
Gilchrist, Greta: intensive outpatientGreta GilchristIntensive outpatientReferral receivedPrimary careIngrid Tennyson-AbeStress and burnout in nursing
Hollowell, Esperanza: psychiatric evaluationEsperanza HollowellPsychiatric evaluationIntake scheduledSelf-referralIngrid Tennyson-AbeConflict and communication in a marriage
Eastwick, Ione: medication managementIone EastwickMedication managementReferral receivedHospital dischargeIngrid Tennyson-AbeRecovering after a hospital stay
Farnsworth-Ode, Dagny: individual therapyDagny Farnsworth-OdeIndividual therapyIntake scheduledHospital dischargePetra UnderhillGrief after losing a parent
Sandoval-Meyer, Phineas: individual therapyPhineas Sandoval-MeyerIndividual therapyReferral receivedAnother clinicPetra UnderhillMedication review for depression
Vandermeer, Bronwyn: individual therapyBronwyn VandermeerIndividual therapyAssessment completePrimary careIngrid Tennyson-AbeTrouble sleeping and constant worry
Corrigan, Kasimir: psychiatric evaluationKasimir CorriganPsychiatric evaluationAssessment completeAnother clinicIngrid Tennyson-AbeLow mood after a job loss
Strickland, Mordecai: couples and familyMordecai StricklandCouples and familyAssessment completeEmployer programIngrid Tennyson-AbePanic attacks at work
Jorgensen-Pike, Nerys: individual therapyNerys Jorgensen-PikeIndividual therapyAssessment completeSchool counselorPetra UnderhillTrauma after a house fire
Pemberton-Hale, Hartley: individual therapyHartley Pemberton-HaleIndividual therapyIn treatmentAnother clinicPetra UnderhillPostpartum anxiety

14 more rows

Appointments

89 sample rows · 9 columns

Every call, session and meeting on the clinic schedule, with who it is for and who is seeing them.

AppointmentPatientCare episodeKindAppointment timeClinicianFormat
Prendergast, Bettina: intake callBettina PrendergastPrendergast, Bettina: psychiatric evaluationIntake callJul 14, 1:00 PMIngrid Tennyson-AbeTelehealth
Dalrymple, Declan: intake callDeclan DalrympleDalrymple, Declan: individual therapyIntake callJul 16, 4:00 PMIngrid Tennyson-AbeTelehealth
Jankowski-Rhodes, Jasper: intake callJasper Jankowski-RhodesJankowski-Rhodes, Jasper: group therapyIntake callJul 21, 7:00 PMPetra UnderhillTelehealth
Prendergast, Bettina: assessmentBettina PrendergastPrendergast, Bettina: psychiatric evaluationAssessmentJul 22, 2:00 PMIngrid Tennyson-AbeIn person
Dalrymple, Declan: assessmentDeclan DalrympleDalrymple, Declan: individual therapyAssessmentJul 24, 6:00 PMIngrid Tennyson-AbeTelehealth
Jankowski-Rhodes, Jasper: assessmentJasper Jankowski-RhodesJankowski-Rhodes, Jasper: group therapyAssessmentJul 29, 8:00 PMPetra UnderhillIn person
Jorgensen-Pike, Honora: intake callHonora Jorgensen-PikeJorgensen-Pike, Honora: individual therapyIntake callAug 4, 6:00 PMIngrid Tennyson-AbeTelehealth
Kilbride, Ambrose: intake callAmbrose KilbrideKilbride, Ambrose: medication managementIntake callAug 7, 8:00 PMIngrid Tennyson-AbeTelehealth
Dovedale, Talia: intake callTalia DovedaleDovedale, Talia: intensive outpatientIntake callAug 11, 3:00 PMIngrid Tennyson-AbeTelehealth
Jorgensen-Pike, Honora: assessmentHonora Jorgensen-PikeJorgensen-Pike, Honora: individual therapyAssessmentAug 12, 6:00 PMIngrid Tennyson-AbeIn person
Prendergast, Bettina: psychiatry visit 1Bettina PrendergastPrendergast, Bettina: psychiatric evaluationPsychiatry visitAug 17, 3:00 PMIngrid Tennyson-AbeIn person
Kilbride, Ambrose: assessmentAmbrose KilbrideKilbride, Ambrose: medication managementAssessmentAug 17, 9:00 PMIngrid Tennyson-AbeTelehealth

77 more rows

Patients

24 sample rows · 9 columns

The people the clinic cares for, how to reach them and how their visits are paid for.

PatientDate of birthPhoneEmailBest way to reachHealth planMember ID
Ambrose KilbrideAug 10, 1985(608) 555-0112ambrose.kilbride@madisonpostbox.netEmailCapitol Mutual CarePCG4414447
Bettina PrendergastJan 1, 1956(608) 555-0101bettina.prendergast@madisonpostbox.netText messageNorthwoods Health PlanPCG4410300
Bronwyn VandermeerSep 9, 1972(608) 555-0117bronwyn.vandermeer@madisonpostbox.netPhone callCapitol Mutual CarePCG4416332
Dagny Farnsworth-OdeFeb 20, 1979(608) 555-0118dagny.farnsworth@madisonpostbox.netEmailBadger Valley HealthPCG4416709
Declan DalrympleJun 12, 1963(608) 555-0102declan.dalrymple@madisonpostbox.netPhone callCapitol Mutual CarePCG4410677
Esperanza HollowellJul 3, 1986(608) 555-0119esperanza.hollowell@madisonpostbox.netText messageState MedicaidPCG4417086
Fabian Mortensen-AhlJul 11, 1998(608) 555-0107fabian.mortensen@madisonpostbox.netText messageCapitol Mutual CarePCG4412562
Greta GilchristMar 19, 1966(608) 555-0123greta.gilchrist@madisonpostbox.netPhone callBadger Valley HealthPCG4418594
Hartley Pemberton-HaleOct 16, 1971(608) 555-0110hartley.pemberton@madisonpostbox.netText messageSelf-pay—
Honora Jorgensen-PikeMar 27, 1978(608) 555-0111honora.jorgensen@madisonpostbox.netPhone callNorthwoods Health PlanPCG4414070
Idris StonebridgeMay 25, 2000(608) 555-0121idris.stonebridge@madisonpostbox.netEmailNorthwoods Health PlanPCG4417840
Ione EastwickAug 2, 1973(608) 555-0124ione.eastwick@madisonpostbox.netEmailState MedicaidPCG4418971

12 more rows

Also included

  • Your care at Pinecrest GateClient portal
  • Episode boardStage rules
  • Friday handoff listDigest

Related templates