Scheduling
Clients in care with no future appointment, most recently seen first — the order to call them in.
≤ 30 days
0
Live episode — book before it stalls
31–60
0
Stalling
61–90
0
Slipping away
91–180
0
Reactivation call
180+
0
Cold — different conversation
Never seen
0
Intake that never happened
| Client | Last seen | Sessions | Next appt | Balance | |
|---|---|---|---|---|---|
| Everyone in care has something booked. | |||||
Balance shown for context only. Some carry unadjudicated insurance rather than client debt.