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Mental Health Practice

Willowmere Counseling Collective · Mental health practice · Minneapolis, MN

Lowell Prescott administers a small counseling practice and uses this to answer inquiries within a day, run each clinician's session schedule, make sure notes get finished and chase unpaid statements.

HealthcareIntakeLinked tables5 tables · 20 views · 1 form · 6 row actions · 1 agent
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By status

Inquiries
New3
Individual inquiry - CallowayWebsite formIndividual
Couples inquiry - Ibarra and NwosuProvider directoryCouples
Individual inquiry - Osei-BonsuPhone callIndividual
Contacted2
Teen inquiry - parent of OkadaReferral from clinicianTeen
Individual inquiry - BrightwaterPhone callIndividual
Intake booked1
Assessment inquiry - Vasquez-LundWebsite formAssessment
Waitlist1
Family inquiry - TellerProvider directoryFamily
Not a fit1
Individual inquiry - MarchettiWebsite formIndividual

Tables

Inquiries

8 sample rows · 9 columns

Everyone who has asked for an appointment, from first message to intake booked or waitlist.

InquirySourceLooking forReceivedStatusReply byOwner
Individual inquiry - CallowayWebsite formIndividualOct 17, 2026NewOct 18, 2026@installer
Couples inquiry - Ibarra and NwosuProvider directoryCouplesOct 18, 2026NewOct 18, 2026@installer
Teen inquiry - parent of OkadaReferral from clinicianTeenOct 15, 2026ContactedOct 14, 2026—
Individual inquiry - BrightwaterPhone callIndividualOct 12, 2026ContactedOct 16, 2026@installer
Assessment inquiry - Vasquez-LundWebsite formAssessmentOct 9, 2026Intake bookedOct 11, 2026—
Family inquiry - TellerProvider directoryFamilyOct 7, 2026WaitlistOct 9, 2026—
Individual inquiry - MarchettiWebsite formIndividualOct 2, 2026Not a fitOct 4, 2026—
Individual inquiry - Osei-BonsuPhone callIndividualOct 16, 2026NewOct 16, 2026—

Sessions

14 sample rows · 11 columns

Every scheduled and completed session, with whether the note is finished.

SessionClientClinicianWhenTypeFeeStatus
Individual - CallowayWinnifred CallowayRhea Winterbourne, LCSWOct 18, 2:00 PMIndividual$140Scheduled
Couples - IbarraMarcelo IbarraEmeka Balogun, LMFTOct 18, 4:00 PMCouples$170Scheduled
Intake - Lindqvist-OdeJasper Lindqvist-OdeEmeka Balogun, LMFTOct 18, 7:00 PMIntake$190Scheduled
Individual - VenkataramanPriyanka VenkataramanRhea Winterbourne, LCSWOct 14, 3:00 PMIndividual$90Scheduled
Assessment - TavitaTavita FaleoloSaskia Vandermeer, PsyDOct 16, 6:00 PMAssessment$300Scheduled
Individual - BrightwaterOdalys BrightwaterSaskia Vandermeer, PsyDOct 22, 9:00 PMIndividual$160Scheduled
Individual - Calloway (last)Winnifred CallowayRhea Winterbourne, LCSWOct 11, 2:00 PMIndividual$140Completed
Couples - Ibarra (last)Marcelo IbarraEmeka Balogun, LMFTOct 11, 4:00 PMCouples$170Completed
Individual - Venkataraman (last)Priyanka VenkataramanRhea Winterbourne, LCSWOct 13, 3:00 PMIndividual$90Completed
Individual - Brightwater (last)Odalys BrightwaterSaskia Vandermeer, PsyDOct 12, 9:00 PMIndividual$160Completed
Individual - MarchandEzekiel MarchandRhea Winterbourne, LCSWOct 4, 8:00 PMIndividual$140Late cancel
Individual - SolbergAnnika SolbergEmeka Balogun, LMFTSep 18, 5:00 PMIndividual$140Completed

2 more rows

Clients

8 sample rows · 12 columns

Everyone in care: how they pay, who sees them and how many sessions are done.

ClientStatusPhoneEmailPaymentClinicianBook session
Winnifred CallowayActive(612) 555-0131winnie.c@mailbox-demo.netPrivate payRhea Winterbourne, LCSW—
Marcelo IbarraActive(612) 555-0132marcelo.i@mailbox-demo.netInsuranceEmeka Balogun, LMFT—
Priyanka VenkataramanActive(612) 555-0133priya.v@mailbox-demo.netSliding scaleRhea Winterbourne, LCSW—
Jasper Lindqvist-OdeIntake(612) 555-0134jasper.lo@mailbox-demo.netInsuranceEmeka Balogun, LMFT—
Odalys BrightwaterActive(612) 555-0135odalys.b@mailbox-demo.netPrivate paySaskia Vandermeer, PsyD—
Ezekiel MarchandOn break(612) 555-0136zeke.m@mailbox-demo.netInsuranceRhea Winterbourne, LCSW—
Annika SolbergDischarged(612) 555-0137annika.s@mailbox-demo.netPrivate payEmeka Balogun, LMFT—
Tavita FaleoloActive(612) 555-0138tavita.f@mailbox-demo.netSliding scaleSaskia Vandermeer, PsyD—

Statements

8 sample rows · 8 columns

What each client has been billed and what is still unpaid.

StatementClientAmountIssuedDueStatusMark paid
Statement - Calloway, month 1Winnifred Calloway$560Sep 3, 2026Oct 3, 2026Paid—
Statement - Ibarra, month 1Marcelo Ibarra$340Sep 8, 2026Oct 8, 2026Paid—
Statement - Venkataraman, month 1Priyanka Venkataraman$180Sep 28, 2026Oct 13, 2026Overdue—
Statement - Brightwater, month 1Odalys Brightwater$480Sep 30, 2026Oct 13, 2026Sent—
Statement - Tavita, assessmentTavita Faleolo$600Oct 6, 2026Oct 15, 2026Sent—
Statement - Calloway, month 2Winnifred Calloway$420Oct 15, 2026Nov 14, 2026Draft—
Statement - Marchand, month 1Ezekiel Marchand$280Sep 18, 2026Oct 10, 2026Overdue—
Statement - Solberg, finalAnnika Solberg$140Sep 13, 2026Sep 28, 2026Paid—

Also included

  • Mark contactedRow action
  • Intake bookedRow action
  • Mark completedRow action
  • Mark no-showRow action
  • Mark paidRow action
  • Mark sentRow action

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