Clynotion
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Use your Google Workspace account.
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Your account is signed in, and it does not have a role. Contact Evan to be assigned one.
Roles
Each role is a list of sections and tools. Admin always has the full product, except Melissa’s post-cutoff corrections.
Staff assignments
Pick a role, then press Save changes. Nothing is stored until you do. A person with no role sees no product content.
Your practice
Clynotion is the practice product. Open a tool to continue.
Roles & access
Decide what each person can open.
Everything's caught up.
Open a toolCompliance registry
Recurring practice clocks and per-clinician credential clocks. Mark done from Home or here — one click.
Practice calendar Credential clocksSix clocks per roster clinician. Unknown dates show as overdue until you set a completion.
SimplePractice ingest
Paste a documentation report CSV (headers: appointment_id, documentation_status or signed, age_hours). Client name columns are never stored.
Intake log
Case codes only — no client names. Clynotion issues IN-0001… before SimplePractice.
Eligibility
Record that coverage was checked. This does not bill anyone.
Denial analysis
Suggestions never recommend changing a diagnosis or CPT to get paid. Documentation gaps are flagged for clinician review only.
Settings
Denial retention
Original uploads default to 90 days. Claim rows default to 24 months. The audit log stays 6 years and cannot be changed. Shortening a period that would delete stored files asks you to type a confirmation.
Billing
Credentialing follow-ups, encounter reconciliation, and claims aging. Claims stay in SimplePractice.
Needs action
Billing obligations
Off until an Admin turns it on. Turning it on does not send mail by itself. The digest never includes addresses, personal phone, personal email, or emergency contacts.
Recent employee changes
Credentialing changes waiting on approval
These do not change the credentialing record until approved. Returning one requires a note. Nothing here is emailed.
My employee file
Contact and emergency contacts
Specialties
Trainings
Certifications
Examples: CPR/First Aid and mandated reporter. These save on the employee file and do not change credentialing.
Staff directory
Off until an Admin turns it on. Staff do not see Employee View while this is off.
Credentialing
Payer enrollment for the practice and each clinician.
Upload payers.csv, people.csv, and/or grid.csv. A payers-only file updates the playbook and does not change people or enrollments. Nothing is saved until you confirm. The encrypted file is backed up first.
Preferred payers.csv header: payer, family_members, type, accepts_licenses, notes, electronic_payer_id, practice_network, practice_network_note. The first five columns still work. Blank cells do not erase stored notes, licenses, payer IDs, or network status. A blank payer name with how-to text continues the previous payer. A linked alias matches on a later payers-only import and updates the kept payer.
Onboarding & compliance
Owner / back-office only. Status, dates, and Drive links — never SSN, bank, or DOB.
Compliance alerts RosterAdd hire
Weekly hours
One total for the week.
Payroll week
Weekly hours settings
Unchecked people are not enabled. A directory account is not an admin and is not enabled until you save it. You can enable yourself.
Checked means future reminders go out at the times above, only to people you enable. Uncheck and save to stop them. A time that already passed is not sent late. The operations mailbox must stay connected. These reminders are separate from the test Send buttons.
Preview and the reminder check render the message only. They do not send email.
Test weekly hours
Enter these yourself. The form does not fill hours in, and saving here does not write the payroll week.
4. Summary preview for MelissaSupervision notes · Start session
Mark who’s present, then capture on the session surface. Meeting bot is deferred.
Recent sessions
Reopen a recent draft or finalized note for this practice.
Manage practice roster
Import people from Google Workspace, set each person’s role, then add them to the roster.
Check attendees and set role for this session. Voice enroll/check-in is optional.