My open items
14
Overdue
3
My active clients
68
Showing only clients assigned to you · every item links to its pipeline stage · view full pipeline
New assignments
2Rosa Delgado AC-7990
New referral · Santa Clara · needs intake call · ▸ Intake In Progress
Reschedule requests
3Carlos Mendez AC-7823
Wants Thu makeup · 1 of 2 this month · ▸ Course in Progress
Denise Carter AC-7455
Monthly cap reached · staff-review path · ▸ Course in Progress
Sam Whitfield AC-7720
Alameda · reschedules barred by county · ▸ Course in Progress
Stalled / no recent activity
2Kevin Park AC-7644
No sessions logged in 14 days · ▸ Payment Pending
Nicole Tran AC-7301
On LOA 31 days · reactivation due