Today ·

Welcome back, clinician

Your practice command center. Live KPIs, action queue, today's schedule — everything that needs your attention.

Action queue

Needs your attention

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Schedule

Today's appointments

Quick actions

Get things done

Trend

Revenue · last 14 days

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Inbox

Pending notes

Patients

Your patients

Click any row to open the chart. Search by name, MRN, or diagnosis.

Name	MRN	DOB	Diagnosis	Visits	Balance	Status

Schedule

Weekly schedule

Click any 30-min slot to book. Click an appointment to edit. Press ? for shortcuts.

Documentation

Clinical notes

SOAP notes linked to patients. Local-first — nothing leaves this device.

Date	Patient	Type	Preview	Status

Library

Home exercise program

140+ curated PT exercises across 13 regions. Filter, drop into a patient's HEP, print a branded handout.

Insights

Practice insights

Auto-generated patterns from your data. Discharge candidates, capacity, risk flags, opportunities.

Billing

Invoices & CPT codes

Outpatient PT billing — full CPT 97000 series, 8-min rule, click-to-add line items.

Date	Patient	Codes	Units	Amount	Status

Reference

Medicare 8-minute rule

Time-based codes only. Service-based codes (97161–97164) bill 1 unit regardless of time.

Time-based minutes	Billable units
0–7 min	0 units
8–22 min	1 unit
23–37 min	2 units
38–52 min	3 units
53–67 min	4 units
68–82 min	5 units
83+ min	6 units (one per additional 15 min)

Reports

Practice reports

Revenue, visits, top codes, and patient mix — pulled from your local data.

Year-end

Annual practice summary

Collected revenue, visits, patients seen, month-by-month and top CPT codes for a calendar year — print for your taxes & bookkeeping.

Accounts receivable

What you’re owed

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Revenue

Daily paid revenue · last 30 days

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Cadence

Sessions by day · this month

Identify your busy days and your quiet ones.

Collections

Invoice status · this month

Paid vs. outstanding vs. draft.

CPT mix

Top billing codes · this month

Where your revenue is actually coming from.

Caseload

Patient mix by diagnosis

Active roster composition.

Attendance

Attendance & no-shows · last 90 days

Every no-show is an unbillable hour for a cash-pay practice — watch the trend.

Payer mix

Where the money comes from

Collected revenue and active caseload by payor.

Settings

Practice settings

Configure your practice info. Used on printed invoices and patient handouts.

Identity

Practice information

Practice name

Provider name

NPI

License #

Federal Tax ID SSN or EIN — CMS-1500 box 25

Tax ID type

Address

Phone

Hours

Hours of operation

Used by the schedule for open / closed shading and by the patient portal (roadmap).

Billing

Default rates & visit defaults

Default visit duration / type for one-click booking, and your billing-rate sheet for the CPT codes you actually run.

Default duration

Default visit type

Custom CPT rates

Voice

Voice dictation preferences

Tune how the Web Speech API drafts SOAP text.

Recognition language

Auto-capitalize new sentences

Add sentence terminator if missing

Notifications

In-app reminders

CB Business is local-first — no SMS / email goes out automatically. These toggles control on-screen nudges in the Today action queue.

Flag unsigned notes after

Flag overdue invoices after

Plan-of-care nudge

POC recert window Medicare 90d · verify per payer

HEP adherence nudge self-reported proxy

Sample data

Demo data

Load realistic seed data so you can explore the full workflow.

Data & privacy

Local-first storage

All patient data lives in this browser only (cb-biz-* keys). Cloud sync + BAA on the v1 roadmap.

Backup passphrase (optional)

Leave blank for an unencrypted file. Encrypted .cbenc backups cannot be recovered without the passphrase.

Last backup: never

Security

Practice PIN & auto-lock

A privacy screen for shared devices — it deters casual access to patient info on an unattended screen. Not real authentication or encryption: data on this device is not protected by this PIN.

Practice PIN (not set)

Auto-lock after inactivity

The PIN is stored only as a salted hash on this device, never in plaintext. Auto-lock saves immediately; it shows the lock screen after inactivity (most useful with a PIN set).

Activity log

On-device audit trail

A running record of note and data events on this device. No patient names are stored — records are referenced by id or initials only.

Stored on this device with your records — not a substitute for a HIPAA risk analysis.

Cloud sync (end-to-end encrypted)

Sync across your devices

Your data is encrypted in this browser before it ever leaves, using your passphrase. The sync layer only sees ciphertext — it can never read patient records.

Enable encrypted sync

Sync passphrase

Confirm passphrase

We cannot recover this — if you lose the passphrase, the encrypted sync data is gone.

Provider: Local (mock) — for testing; cloud server coming soon.

Sync status: off

Help

Help & support

Common questions about CB Business. Want migration help? Email founders@cliniciansblueprint.com.

Important

Disclaimer & your responsibility

CB Business is an open-beta tool provided “as is,” without warranty. It is not medical, legal, billing, coding, or tax advice. CPT/ICD suggestions, the 8-minute-rule calculator, SOAP templates, outcome interpretations, and receipts are aids only — you are solely responsible for clinical decisions, accurate coding and documentation, and compliance (HIPAA, payer rules). No reimbursement, HSA/FSA acceptance, or audit outcome is guaranteed. Data is local to your browser; safeguarding PHI and backups is your responsibility. Product names mentioned are trademarks of their respective owners, used for identification only. To the fullest extent permitted by law, Clinicians Blueprint is not liable for damages arising from use.

What's included in the $99/mo Business tier?

Everything in CB Premium (full study/reference platform — 45+ modules, 169 cases, HEP Builder, billing codes, post-op protocols) PLUS this Business app: patient roster, schedule, SOAP notes, invoices with CPT codes, practice reports. One subscription, both products.

Is this HIPAA-compliant?

CB Business is local-first — data stays in your browser, with no third-party tracking of patient records. You remain solely responsible for HIPAA compliance and safeguarding PHI; CB Business is a tool you operate, and no Business Associate Agreement is offered for the local beta. Only store information you are authorized to keep on your own device.

Can I submit insurance claims from here?

v1 invoices are printable / exportable / superbill-ready. Direct EDI 837 claim submission to clearinghouses (Office Ally, Availity, Change Healthcare) is on the 2027 roadmap. For now, the invoice has every data field a clearinghouse needs — you submit manually.

Switching from WebPT / Jane / SimplePractice?

Use Settings → Import data (JSON). For CSV migration from another system, email us during the open beta and we'll help where we can.

How does pricing compare?

Platform	Solo price	PT-specific content?
CB Business	$99/mo	Yes — full study platform
WebPT	$159/mo	Some
Jane App	$99/mo	No (multi-discipline)
SimplePractice	$69–99/mo	No (MH origin)

Welcome back, there