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AC
Admin Center
0 Accounts
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Add Account
The person's real full name. It is what identifies them in the audit log.
Selections come only from the Law Firm Registration tab. This lawyer will only see patients whose Law Firm matches this exact name.
Where sign-in codes and notifications are sent.
At least 8 characters, with an uppercase letter, a lowercase letter, a number, and a symbol.
Administrators always have full access. For other account types, set page visibility in the Accounts & Page Visibility tab after creating the account.
✓
Accounts & Page Visibility
Open an account to control visible pages and page parts
LF
Register a Law Firm
This list is the only source for law-firm selections across the portal
A–Z
Registered Law Firms
0 Law Firms
AL
Audit Logging
A permanent, read-only record of every sign-in and every change to accounts and patient records. Entries cannot be edited or removed.
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When
User
Action
Target
Session
Country & IP
RV
Review History
A dated record that the audit trail was actually reviewed — the periodic activity review required by HIPAA §164.308(a)(1)(ii)(D). Each entry is permanent once logged.
BK
Backup & Restore
A complete copy of every record, kept in private
storage separate from the portal. Backups are removed automatically after 30 days. Every backup,
test and restore is written to the audit log.
ST
Portal Settings
Applies to
PR
Patient Registration
0 Registered0 Pending Day 1
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New Patient Details
Case Assignment
—
0 Patients Scheduled Today
New Appointment
New Patient Details
Case Assignment
Visit Details
Concussion Therapy Group Appointment Colors
Day 2 Exam Neuro OnlyTherapy Visits Neuro OnlyRe-Exam Neuro OnlyDay 1 Neuro OnlyFinal Exam Neuro Only
Status Colors
Patient Comments
Reschedule Appointment
Saving will set the appointment status to Reschedule and add a patient comment automatically.
New Break / Block
Detected as General — color is picked up automatically from the text (mention "Sway", "ACE", "Epley's", "Balance", etc.)
Are you sure you want to write off the selected claims?
Add Charge
New Payment
—
Patient Owes$0.00
Insurance Owes$0.00
Total Balance$0.00
MR
Meeting Rooms
Video meetings with anyone — patients, law firms, colleagues. Guests join from a link, no account needed.
Meetings
Live Transcripts
Recordings
Loading Internal Messaging…
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IP
Invite Patient
0 Sent
Compose a new invite
1Choose patient
2Forms to send
Only the ticked forms are unlocked by the invite link. Pre-filled from this patient's Forms checklist.
3Send via
MessageAuto-generated with secure form link — click to edit
Recent Invites
Select Visit Type
Select a patient to view demographics, exams, Day 1, notes, and billing.
D1
Patients Pending for Day 1
0 Pending
!
Day 1 Queue
Click a patient to start Day 1
IC
Incomplete Day 1
0 Incomplete
!
Incomplete Day 1 Records
CA
Completed Day 1
0 Completed
✓
Completed Day 1 Records
D2
Patients Pending for Day 2
0 Pending
!
Day 2 Queue
Click a patient to start their Day 2 exam
Signed & locked — closed clinical record
Patient Day 1: — | Day 1: 0/22
Edit
Please Confirm
Pregnancy status
Day 1 stays exactly as it was recorded. What you enter here is a dated update, shown on the badge from now on.
Optional on purpose. Leave it as Not recorded if it was not discussed, or if the patient would rather it were not written down.
Please Confirm
Add Amendment
This record is signed, so the original stays on file exactly as it was.
Your amendment is recorded alongside it with your name and the time.
Review Amendment
Form Validation — Missing Fields
Signed & locked — closed clinical record
0%Complete
—
New Patient
Day 1 Evaluation
No DOS set
1
Patient & Session Info
Injury Type
Select Injury Type
2
Mechanism of Injury (MOI)
This exact text becomes the Mechanism of Injury narrative in the ACE PDF.
Head Impacts
Post-Impact
3
History of Present Illness (HPI)
0 of 20 answered
Other
Risk Factors for Protracted Recovery
4
Past Medical History (PMH) & Social History
0 answered
Social History
5
Day 1 — Symptom Checklist
Total: 0 / 22
A. Injury Characteristics
— Select —
B. Symptom Checklist (0 = No, 1 = Yes)
Physical (0–10)
Cognitive (0–4)
Sleep (0–4)
Emotional (0–4)
Physical
0
/ 10
Cognitive
0
/ 4
Sleep
0
/ 4
Emotional
0
/ 4
Total Day 1 Symptom Score
Maximum 22
0
/ 22
Exertion & Overall Rating
D. Red Flags — Acute Emergency Referral Criteria
Refer immediately to the Emergency Department for sudden onset or worsening of any of the following: headaches that worsen · looks very drowsy or can't be awakened · cannot recognize people or places · increasing confusion or irritability · repeated vomiting · slurred speech · unsteadiness on feet · weakness or numbness in arms or legs · seizures or convulsions · less responsive than usual · neck pain · double vision.
6
Diagnosis — ICD-10 Codes
0 selected
0 codes selected
7
Assessment & Plan
Clinical Impression
Risk Factors for Assessment
Prognosis
Auto-Generated Boilerplate
Fill in patient name and DOI to generate boilerplate.
Plan
Follow-Up Action Plan
Sign-Off
Save Day 1 to selected patient
This will attach the Day 1 diagnosis details to the patient record and remove the patient from Pending for Day 1.
Log this each time patient information leaves the practice. HIPAA gives the
patient the right to ask who received it, and this is the record that answers them.
Log an Audit Review
Record that the audit trail was reviewed for this period, and what was found.
Log a Patient Request
The date received starts the statutory clock — 30 days for access, 60 days for an amendment.
Update Request
FM
Forms
Forms to Send
Tick the forms this patient needs to complete. The New Invite page pre-fills from this, and the invite link unlocks only the ticked forms.
0 selected
Demographics
Insurance & Attorney
Intake Form
Minor AuthorizationMinor
Claim Form (CMS-1500)
Documents
IE
Day 2
Saved exam records
0 Records
Saved Exams
EX
Exam Details
Saved exam record from Patient Lists
ExamNo date
i
Exam Summary
Dedicated patient exam view
R
Exam Results
Saved PDF/manual result preview
Patient: — | Exam: —
DN
Daily Notes
No Patient Selected
Signed & locked — closed clinical record
1
Patient & Session Info
S
Subjective — Daily Concussion Findings
SB
Test 3 — Auditory Screening Results
Online auditory screening — select the result for each ear.
No Auditory Screening PDF uploaded yet.
Patient: — | Daily Notes
Daily Note: —
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Protected Health Information & Access Notice
This portal contains Protected Health Information (PHI). Access is restricted to
authorized personnel only.
All information is confidential and protected under the Health Insurance Portability and
Accountability Act (HIPAA), the HIPAA Security Rule, and the
Maryland Confidentiality of Medical Records Act.
Unauthorized access, disclosure, copying, or misuse of information contained within this system is
strictly prohibited and may result in disciplinary action and applicable civil or criminal
penalties.
