See It in Action

Walk Through the Modules Your Team Uses Every Day.

These are simplified drawings of Summit’s screens, built from its own components and shown with demo data. Choose a module, or step through them in order from the dashboard to the circle of care.

Every name, figure and record shown here is demo data.

summitclient.io/admin/dashboard
Dashboard
Search clients, sessions, notes
LMLeah MorenoClinical Director
Sessions Today
34
18 done, 16 to go
Active Clients
86
+3 new this week
Notes Awaiting Signature
7
1 overdue past 24 hours
Funding Used
71%
Across funded clients
ClientLead ClinicianFundingFunding UsedStatus
JE
Jordan Ellis
Age 6 · English
Leah MorenoOAP Core Services$12,400 of $16,000Active
RP
Riya Patel
Age 9 · English, Gujarati
Daniel OseiAccess Subsidy$4,400 of $9,600Active
ZT
Zoe Tremblay
Age 5 · English
Nadia FarahOAP Core Services$1,600 of $8,000Needs Follow-Up
OH
Omar Haddad
Age 8 · Arabic, English
Leah MorenoOAP Core Services$14,000 of $24,000Active

See the Whole Practice at a Glance.

The dashboard opens with the numbers that run a clinic, read live from the schedule, the notes queue and funding.

  • Sessions, active clients and notes awaiting signature
  • A client list with status tags for every record
  • Funding spent and left on each allocation
One Session, Recorded Once

Book It Once. Everything Else Follows.

A session is booked once and its note signed once. Record a few trials and change the session length, and watch the timesheet, the funding line and the family statement update from the same record.

Requesting, Independent
Manding · Acquisition
14 / 16
Follows Two-Step Directions
Listener Responding · Acquisition
9 / 12
Waiting for a Turn
Social · Generalisation
7 / 10
2h 00m
Timesheet
ABA 1:12.00 h
Documentation0.50 h
Week to Date38.50 h
Funding
ABA 1:1, 2.00 h220.00
Spent to Date4,180.00
Remaining17,820.00
Family Statement
Oct 9 · ABA 1:1220.00
Requesting88%
Balance17,820.00
Four Views, One Record

Everyone Sees Exactly What Their Role Allows.

Summit is one product with four views. Each keeps the same shell and components, and access narrows from the administrator to the circle of care. Choose a view to preview its navigation.

Admin Console

Administrator View

Every portal, report, billing record and setting in their own clinic, and any family's portal as that family sees it, read-only.

Who
Clinical directors and operations
Signs In With
Password, plus an authenticator code when the clinic requires it
Lands On
Dashboard
Access narrows from Administrator to Total Care. Each view shows only what its user can open, and the database enforces the same boundary.

See what your clinic is capable of.

Book a free consultation or ask a question.

Book a demo →

Or email your question to info@summitclient.io