π
Inquiry Tracker
Sign in with your organization Google account to continue.
Sign in with Google
All States
CA
WA
OR
NY
All Services
Individual Therapy
Relationship / Couples Therapy
Sex Therapy β Individual
Sex Therapy β Relationship
WPATH Letter Evaluation
Cigna: All
Cigna: Yes
Cigna: No
Show closed
Show waitlist
Show complete
β Ώ Kanban
β° Table
π Paperwork
π³ Cigna
β³ Waitlist
β Complete
New Inquiry
Γ
Date
Client Name *
Phone
Email
State
CA
WA
OR
NY
Service
Individual Therapy
Relationship / Couples Therapy
Sex Therapy β Individual
Sex Therapy β Relationship
WPATH Letter Evaluation
π₯ Partner Information
Partner Name
Partner Phone
Partner Email
Referral / Presenting Question
Cigna Insurance
No
Yes
Flow Stage
Initial Contact
Needs Follow Up
Response Pending
Consultation Scheduled
Intake Scheduled
Letter Eval Scheduled
Waitlist
Complete
Closed
π³ Cigna Benefits
Benefits checked / verified
π Scheduled Date & Time
π Paperwork Status
Intake documents sent to client
Documents completed & returned
Reminder sent to client
Close Reason (optional)
β Not specified β
Booked / started elsewhere
Out of network / cost
No response
Not a clinical fit
Declined / changed mind
Other
Internal Notes
π Contact Log
Add
Cancel
Add Inquiry