MH²

MH² Portal Wiki

Operations, leadership reporting, and CRM

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MH² MH² Portal Wiki
Home
Leadership
  • Record Audit
Operations
  • Utilization
  • Case Loads
  • CRM
Provider
  • Patient Wiki
  • Treatment Plans
  • Record Meeting
Admin

Welcome to MH² Portal Wiki

Where Mental Health Meets Metabolic Health

Use the menu for Leadership (record audit), Utilization, and CRM. Admins can open Admin to manage roles.

Leadership

Reporting and documentation quality.

Open Record Audit in the Leadership menu to review encounter note checks from cerbo_sync.encounters.

Record Audit

Summary by provider (all eligible patients): only patients with at least one past patient-treatment appointment are included (current or former treatment patients). Each percentage is the share of that provider’s encounters in scope where the check passed (intake is patient-level: any encounter title contains “intake”; other checks use assessments, date of service, created date, and signed date).

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No encounter rows to audit, or the encounters table is empty.

Summary by provider

Provider Encounters Intake note Diagnosis code Date of service Created on DOS Signed on DOS

Encounter detail

Patient ID Encounter ID Created Intake note Diagnosis code Date of service Created on DOS Signed on DOS

Operations

Utilization and CRM for operations.

Open Utilization or CRM from the submenu.

Provider

Provider tools and patient-level workflows.

Open Patient Wiki or Treatment Plans from the Provider submenu.

Utilization

Utilization is not available. Set DATABASE_URL to use this page.

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Ave Patient Hrs % (T13 WKs) —
Ave Meeting Hrs % (T13 WKs) —
Ave Total Hrs % (T13 WKs) —

No provider or appointment data for utilization.

Capacity by Provider

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No capacity data.

Capacity by Provider Type

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No capacity by type data.

Case Loads

Case Loads are not available. Set DATABASE_URL to use this page.

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Provider by month

July 2025 through the current month plus two months. Patient count is distinct patients per provider per month.

No provider rows in this date range.

Summary Data

No summary rows found.

Provider Patient ID Month Appt Count by Month

Detailed Data

No case load rows found in appointments.

Provider Patient ID Appointment Type Program Month Appt Count by Month Total Duration by Month

Patient Wiki Control

Load one patient, ingest one source at a time, and review quality outputs with citations.

Relevant sources (select one)

Type Title Date Source Preview

No sources found for this patient.

Quality review

Shows output for the latest one-item ingestion request.

No results yet.

Processed JSON (flattened parser view)

Key Mapped topic Value

No processed rows yet.

Record Meeting

Record or upload a telehealth session, transcribe with Google Speech-to-Text, and generate a SOAP note with Vertex AI. Live telehealth requires self-hosted LiveKit (LIVEKIT_* env vars).

My meeting rooms

Reusable video links for colleagues or patients. Share the link — guests join with a display name only (no portal login).

    You
    Remote

      New session

      1

      Session & recording

      Create a session, upload or record audio/video.

        Live telehealth (requires LIVEKIT_* in server env).

        You
        Remote

        Record in browser for transcription. In a live visit: join video first, then record (reuses the call mic). Use headphones if you hear the patient on speakers.

        2

        Transcribe

        Open a session and attach a recording to enable transcription.

        3

        SOAP note

        Complete transcription first. SOAP generation will be enabled in a later step.

        Recent sessions

        ID Patient Title Mode Status Created

        No sessions yet.

        Treatment Plans

        Review signed plans or start a new structured plan on the Create tab (patient ID first).

        Treatment Plans require a configured database (DATABASE_URL).

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        Plan actions

        Patients with Patient-Treatment appointments in the last 30 days (or next 15 days) who need a plan created, care-team contribution, or outcomes scoring. Owner email comes from wiki_user_provider_map.

        Submitted plans

        Filter by who created the plan or by patient ID. Open PDFs for signed plans; drafts can be reopened from the table.

        Start a new plan

        Enter a patient ID and click Load plan to pull Cerbo reference data. The plan fields below are always visible; they update after a successful load.

        Treatment plan

        Patient name, DOB, and chart ID appear here after you click Load plan.

        Background information

        Cerbo sync and reference data — confirm in chart before documenting.

        Cerbo demographics, treatment team, encounter diagnoses, active medications, and active supplements load here after you load a patient. Use as reference only; confirm in chart.

        Treatment plan inputs

        Dates, diagnoses, and long-term goals for this review cycle.

        Diagnoses

        Auto-populated from Cerbo (read-only). Remove any that are no longer active.

        Long-term goals

        Broad outcomes that may span multiple treatment-plan periods—not limited to goals you will fully complete within this review cycle.

        Active plan

        Document problems, short-term goals, and interventions for concerns you are actively treating during this plan period—targets you expect to move during this review cycle.

        Problems & short-term goals

        Choose a problem from the list or select Other to specify. Short-term goals are numbered sequentially across all problems—select outcomes achievable within this plan’s review period.

        Active interventions

        Assign each intervention to one or more numbered short-term goals.

        Maintenance plan

        List ongoing treatments that maintain clinical gains and support stability—e.g. medications or supports continued after acute improvement. These are not tied to short-term goals.

        Each maintenance intervention must be linked to an initial problem from the standard list (required before signing), even when that problem is not on your active problem/goal list for this plan.

        Care team

        Use Save changes to store plan edits only. When your review is done, check your box and click Route plan (checking alone does not route). The plan owner routes first to open a 7-day window for other clinicians. Only the plan owner may Sign plan, which locks the document and generates the PDF.

        Plan outcomes

        Enter a patient ID to list their treatment plans, then open a plan to record implementation scores and problem trajectories.

        Plan outcomes

        CRM

        CRM is not available. Set DATABASE_URL to use CRM.

        Owner Related Task source Due Description Status

        No pending actions.

        Name Email Phone Type Status Tags Created Date

        No contacts. Add one to get started.

        Name Email Phone Website Status Tags Contact count

        No organizations yet.

        First name Last name Source Is patient Hear about Submitted First response Method Response time

        No Jotform submissions yet.

        Contact

        Sticky notes

        Misc info

        Tags

        No tags yet.

        No items yet.

        Organization

        Sticky notes

        Misc info

        Tags

        No tags yet.

        No items yet.

        Edit patient misc info

        Cerbo patient ID is matched from this contact’s email to the patient’s primary email in Cerbo (email1). It cannot be edited here.

        Edit referrer misc info

        Employer is set via Associations (type Employment). Edit referrer profile fields here.

        Edit organization misc info

        Manage tags

        Assign tags

        No categories yet.

        Create tags

        Edit / delete

        Filter list

        Choose options below, then Apply filters. A row matches if it has any of the selected tags. Use Clear all to show the full list again.

        Tags
        Tags

        Add association

        Edit note

        Edit task

        Add contact

        Add task

        Import CSV

        Upload a CSV. The first row must be headers. See the template for allowed columns.

        Allowed values for constrained columns

        Free-text columns (for example name or first_name) are not listed here. Values are case-sensitive unless noted.

        Add organization

        This organization has suborganizations. Remove or reassign them before assigning a parent.

        Create the top-level organization first, then add departments.

        Admin

        Control who can see which parts of the MH² Portal.

        Admin access is required to view this page.

        Portal access overview

        Assign roles to users, then set which primary views each role can see. Portal Lite staff typically need home and operations.

        Core roles
        adminleadershipoperationsprovider
        Primary views
        homeleadershipoperationsprovideradmin

        User Roles

        Assign one or more roles to each staff email.

        Edit user access

        Comma-separated — valid: admin, leadership, operations, provider.

        Role Views

        Control which primary pages each role can access.

        Edit role visibility

        Comma-separated — valid: home, leadership, operations, provider, admin.

        Add interventions

        Choose options from the catalog or add custom lines below. The button label updates for active versus maintenance interventions.