Designed for Step-by-Step staff with a focused, external-facing experience.
Today and next
Upcoming schedule
Compliance signal
Recent activity
Patients
Patient record
Patient details
Calendar horizon
Placement
Schedule a patient into an intake hour or follow-up slot
Profile
Name
User
Role
Role
Title
Title
Email
Email
MFA
Required
Access
Active
Display settings
Theme and layout
Activity
Step By Step access
User profiles
Facilities
Facility directory
Operational safety
Audit log
Provider
Provider queue
Completion
Mark seen + follow-up
Availability
Import availability
Drop a CSV schedule export here or browse for a file.
Expected columns: provider,start,end. All patient visits are treated as virtual.
Patients
Import patient list
Upload a CSV of existing patients. This import is visible only to MindCare operations.
Expected columns: name,mrn,dob,phone,facesheet_submitted,facesheet_name,status,notes
Example
Availability export
provider,start,end Dr. Elena Rivera,2026-03-19T08:00:00-04:00,2026-03-19T10:30:00-04:00 Dr. Elena Rivera,2026-03-26T08:00:00-04:00,2026-03-26T10:30:00-04:00 Dr. Elena Rivera,2026-04-02T08:00:00-04:00,2026-04-02T10:30:00-04:00
Production direction