Upheal desperately needs a Session-to-Revenue Reconciliation Dashboard

Practice management requires verifying that every completed session has been fully documented and billed. Right now, this requires manual cross-referencing across four separate views: Calendar, Sessions, Billing, and Reports.

The need: A single reconciliation report or dashboard that shows, for each session in a date range:

• Session date, client, duration

• Progress note generated? (yes/no, status)

• Note signed off? (yes/no, date)

• Invoice created? (yes/no, amount, status)

• Payment received? (yes/no, amount, date)

• Match status: ✓ (all steps complete) or ⚠ (missing note, unsigned note, no invoice, no payment, or amount mismatch)

Why this matters: Without this view, therapists must manually verify the chain for every session each week — a process prone to errors and gaps. A built-in checklist prevents unbilled sessions, unsigned notes, and missed payments from slipping through.

Ideal outcome: A weekly or custom-date-range report showing which sessions are fully reconciled and which ones need follow-up action. This is a basic Practice Management workflow need, and it should be already built in to this platform. Please develop this immediately! Sitting here on a Friday afternoon, manually cross referencing is a huge pain…