Client Portal
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AGJ
A Gifted Journey
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Welcome back, Parent

View your invoices, make payments, and upload documents.

Current Balance
$0.00
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Total Paid (YTD)
$0.00
This year
Invoices This Month
0
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Invoices

View and download invoices

Payment History

Receipts and records

Documents

Upload insurance & forms

Account Settings

Profile, password & more

Invoices

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Payment History

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Documents

Upload insurance cards, evaluations, IEP documents, or other forms.

Click to browse or drag files

PDF, JPG, PNG up to 10MB

Account Settings

Personal Information

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AGJ
A Gifted Journey
Employee
EE
Employee
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Welcome back, Friend

Here's a snapshot of your work.

Assigned Clients
0
Active assignments
My Documents
0
On file
Job Title
Position
Hire Date
Started

My Clients

View assigned clients

Documents

Clinical & onboarding files

Resources

Gusto, RBT renewal & more

Profile

Edit info & change password

My Clients

Clients currently assigned to you. Contact admin if you need an assignment changed.

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My Documents

Upload your certifications, signed onboarding forms, and other documents. Admin can also upload to you.

Click to upload a document

PDF, JPG, PNG, DOC up to 10MB

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Profile & Account

Update your personal info and change your password.

Personal Information

Editable fields update your employee record.

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Choose a strong password you don't use elsewhere.

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Sign out of your account on this device.

Client

 

Child

Name
DOB
Diagnosis

Parent / Guardian

Name
Email
Phone
Emergency

Insurance

Provider

Stats

Total Sessions
Assigned Since

Clinical Notes (shared with admin)

Clinical notes saved!
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Session History

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AGJ
A Gifted Journey
Admin
JT
Admin
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Overview

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Active Clients
Total in system
Outstanding Balance
Unpaid invoices
Revenue (YTD)
Paid this year
New Intakes
Needs review

Recent Activity

Latest payments, invoices, intakes, and sessions

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Clients

Manage all families and children in your practice

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Invoices

Create and manage client invoices

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Intake Forms

Review new family inquiries from your website

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Employees

Manage your team: BCBAs, RBTs, and staff

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Sessions

Session notes and service logs

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Documents

All client-uploaded files

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Settings

Practice info, services, and superbill defaults

Practice Information

Used on invoice headers and required for superbill PDFs (NPI, EIN).

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Services & CPT Codes

CPT codes flow into superbills. Set them once here and they auto-populate per line.

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Client

 

Invoices
Outstanding
Total Paid
Sessions

Child

Name
DOB
Diagnosis

Parent / Guardian

Name
Email
Phone
Emergency

Insurance

Provider
Added

Admin Notes

Clinical Notes (shared with assigned employees)

Clinical notes saved!

Invoices

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Sessions

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Payment History

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Documents

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Revenue Breakdown

Tap any time range to see its detail

This Month
 
Last Month
 
Year to Date
 
Last Year
 
All Time
 
Custom Range: to
DSO (days)
Avg days to collect
Avg Invoice
In range
Outstanding 90+ days
Needs collection
Total Outstanding
All unpaid invoices

Monthly Revenue

By Payment Method

Financial Summary

Paid vs Unpaid Invoices

Monthly Trend — Paid vs Unpaid + Collection Rate

Outstanding Aging

Unpaid invoices grouped by how long they've been outstanding

Revenue by Client Type

Top Paying Clients

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All Payments

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