UTILITY INTELLIGENCESmall workflow problems. One useful place.Public read-only preview · fictional data
DEMO PREVIEW · SYNTHETIC
AUTHORIZATION
Burn rate without the spreadsheet.
Track remaining units, safe pace, exhaustion risk, and when to start extension planning.
Use a neutral authorization label or internal reference. Do not enter patient names, DOBs, Medicaid IDs, or other PHI.
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PACE
Authorization trackers
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WORKLOAD & CAPACITY
Planned. Scheduled. Completed.
Save simple reporting periods and see the session funnel, open capacity, attendance gap, caseload, and workload context without deciphering a wall of numbers.
Showing all periods
MILEAGE
Track the miles. Keep the math boring.
Log trips, filter by month or date range, and estimate reimbursement using the rate saved on each trip.
Showing all trips
TRIPS
Mileage ledger
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DATES & DEADLINES
Keep important dates visible.
Save renewal, extension, follow-up, credential, work, or personal dates and filter the queue by a month or custom range.
Open deadlines
DATE QUEUE
Dates & deadlines
PORTAL / ACCOUNT DIRECTORY
Know where to sign in—without making this a password vault.
Keep portal URLs, login identifiers, account references, MFA notes, and where the password is stored externally in one account-scoped directory.
We do not recommend storing passwords here.
Utility Intelligence is an organizational directory, not a password manager. Store passwords in a dedicated password manager or other secure external location. Do not enter passwords, recovery codes, security-question answers, MFA backup codes, or MFA secrets anywhere in this directory.
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Showing all portals
DIRECTORY
Saved portals & accounts
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CHECKLISTS
Reusable little wins.
Create, rename, reorder, duplicate, reset, and finish repeatable checklists without turning them into a project-management system.
Showing all checklists
ACTIVE
Active checklists
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COMPLETEDCompleted checklists0
QUICK NOTES
A catch-all that stays useful.
Pin, search, edit, archive, or delete short work notes. Keep patient information somewhere appropriate—not here.
Quick Notes is not a clinical note, EHR, or PHI storage area. Do not enter patient names, DOBs, IDs, diagnoses, or other protected health information.