Does anything need me? i

Six checks and the clinic’s licence, refreshed when this page opens. Amber means look; green means fine; grey means not set up yet. Click a tile to go there.

Clinicians i

The roster, three kinds side by side. Clinicians: name, credentials, NPI, email, and who is also an admin; they feed the Evaluating Clinician dropdown, the signer lists and the contact line on exports. Staff (front desk, coordinator, billing) and admin-only accounts are never offered as a clinician anywhere. The Role picker on each row moves a person between kinds. Writes clinicians.json.

An assistant (COTA · SLPA · PTA) always signs a session note under a named supervising clinician. This decides whether that supervisor must also sign it. Your state's practice act and your payers set the rule — choose the one that matches them.

Admins & access i

Admins see this page, the Audit Log, and receive the clinic's admin notices (a signed evaluation, one reverted to draft, a signed progress or discharge report, a removed record) unless Receives notices is unticked on their row. Access is checked against the person's real signed-in Microsoft account. Clinicians who are also admins are ticked on the Clinicians page; this list is for people who need admin access but should not appear in the clinician dropdown (the practice's tool maintainer, operations). These are admin-only accounts: Clinic settings, the roster, storage health and setup checks; a patient record opens in 🔒 read-only review and every such open is written to the Audit Log; they never edit, log, sign, create a patient or use Bina's AI on a record, and they take no seat.

Access & handover i

Who can edit and who can sign each patient, computed from the roster, the access policy and the evaluation itself — read-only here (change a patient's Also treating / Signing clinician on its Profile; roles on Clinicians). Handover moves a clinician's patients to another clinician in one step — ownership, co-treating and open signature requests — and audits every row. Reads the patient index; nothing is scanned.

Documents i

What leaves the building and in which shape: the two referral-package templates (pulled live from the Templates folder on every export — edit the letter in Word, keep the {{MERGE_TAGS}}), and which export formats clinicians may use.

Identity & branding i

Clinic name, contact details and logo, used in report footers, the referral letter and family letters. Stored in config.json; a blank field falls back to the built-in default.

Closes the eval and progress family letters: sign-off line · clinician name · "{clinic name} {team line}". A clinician can set their own in ✍️ My Writing Preferences; blank = these defaults. The graduation letter keeps its own celebratory closing.

📤 Upload PNG

Replaces the banner at the top of every export. Wide landscape PNG works best (roughly 3:1).

Storage location i

📚 Resource library i

What the 🏠 Home Program card and the family portal select from. 🏛 Standard items are Bina-authored and the same in every clinic; 🏥 Clinic items are yours and never leave the clinic. Edit a standard item and it becomes a clinic copy; Retire hides it here without deleting it. The state (authored · licensed · reference only) decides what can be sent to a family; goal tags make an item findable.

Books i

The curated books clinicians pick from on Plan & Goals → 📚 Recommended Reading → 📖 Add from list. Stored in config.json (reading_list). Category groups the picker (e.g. “For Parents” / “For Children”). Leave the list empty and Reset to fall back to the built-in default.

👪 Bina for Families i

Each family gets a private, encrypted page of their child's evaluation, goals and home program — sent from the clinician's own mailbox or phone, opened with the child's date of birth and a PIN the family chooses. Bina's servers hold only ciphertext they cannot read.

The At home card on the Treatment page, where the clinician writes, versions and prints a home program or sensory diet. It works on every plan; with Bina for Families, the plans also reach the family page. Off hides the card and leaves the plans out of the next family-page update; plans already written stay on the record.

⭐ Google review i

Ask families for a Google review from their Bina for Families page — a card in the clinic's name with the clinic's link, at the moment you choose. Shown once per family per episode; the family can dismiss it. Bina never reads, stores or counts a review.

Reminders i

What Bina reminds each clinician about, in ⚡ Needs you today, on the Treatment page and in the patient list. These are reminders inside Bina only: nothing is sent to anyone.

Calendar i

Clinicians can connect their Jane calendar in 📅 My calendar, so Today shows their visits, each matched to the patient with its next step. The calendar only reads: it never changes a record.

🧪 Beta features i

Features Bina is still shaping with the clinicians who use them. Each is Off until you switch it on, for Selected clinicians you tick on the roster or for Everyone; a clinician who has one sees a small Beta tag on it with Tell us, which opens the feedback form. Turning a feature off removes only what it shows; nothing it stored in a record is undone. Staff and admin-only accounts never see a beta feature.

Goal bank i

A clinic-shared goal library every clinician sees in the 🏦 Goal Bank (🏥 Clinic group) beside their own ⭐ Custom goals. One short-term goal per line; keep wording name-free ("the client"). Writes config.json (goal_bank).

House style i

Clinic-wide vocabulary rules every clinician's AI drafts follow (and get flagged against), the abbreviation glossary that stops the AI guessing at shorthand, and the switch for automatic term learning. A clinician's own preference wins on a direct conflict. Writes config.json.

The AI will rephrase around it — clinicians see a flag on slips, without an auto-swap.

Progress scale i

For goals that aren’t count-shaped (self-regulation, participation), notes record one of these five rungs plus the clinician’s note; the tool works out improved / regressed itself. Rename the rungs or their anchors here — the same five for every clinician.

🗂 Chart migration

Migrate patients from another EMR in one sitting: drop each patient's exported chart (PDF or Word — unzip a Jane batch export first), Analyze reads every chart (goals · demographics · the full session history, no time bound) with the treating clinician detected from the chart's own entries, then Apply creates one draft evaluation per patient — owned by its clinician and flagged in their ⚡ Needs you today band (👥 Caseload) as Migrated chart to review. At review the clinician chooses what the record keeps — the goals and the imported sessions, or the goals only (the chart's sessions and their notes are removed; the goals and their baselines stay). Patients already in Bina are skipped, never merged. The open workspace is cleared when applying.

Storage health i

Scans the Patients folder structure for trouble: folders holding more than one eval file, likely duplicate-patient folders (name variants, DOB typos), and misplaced files. Reads folder listings only — no file contents are ever downloaded.

Record integrity i

Finds the three defects an imported chart could carry before 2026-08-30: a fabricated 0% baseline dated the evaluation, duplicate notes from one visit, and a 0% that follows a real measurement and draws as a collapse. Reads each patient's newest eval file. It reports only — every one needs your judgment, so nothing here writes to a record.

📐 Goal survey i

Reads each patient's newest record and counts how every goal and objective states its criterion — a ratio of trials, a percent, a cue limit, a duration, consecutive sessions, a hierarchy — and what the session and progress notes under each objective recorded (minutes, a cue count, a percent, an N of M, a yes/no, nothing measurable). Read-only: nothing is written to any record. The wording and names show only here, in this browser, and are not saved; only the counts (numbers, no names, no wording) go to Bina with the usage counters.

📁 Record copies i

Since October 2026 every signed session note, progress or discharge report and evaluation is filed at signing as a PDF record copy in the patient's folder (Notes/ for notes, Signed/ for the rest). Documents signed before that have no copy. This reads each patient's newest record and files the copies that are missing — a note from its signed text, a report from its signed record — exactly as the signing would have, and updates the record with each copy's hash. Signed evaluations follow in a second pass: each record whose signing has no copy is opened in read-only review on the page behind this one, its copy rendered from the record as it stands and saying so, and when the run ends the last record stays open there. A record someone has open is left alone. Running it again files only what is still missing.

🔎 Check the copies first

Writes the record copy of every signed note, report and evaluation in memory, reads it back, and checks it against the document it copies: every piece of text, every chart label, every table row cell by cell, the order of the sections, characters the font cannot print, and text off the page or overlapping. Nothing is filed and no record is written. Each evaluation is opened in 🔒 read-only review on the page behind this one, one at a time.

Setup check i

Nine lines that prove this browser and this account can work here: signed in as an email, the records home, the licensed package, the roster, a real write to Patients and to Admin under your own account, the patient index, one AI reply, and the result reaching Bina. Every clinician runs it once in their own browser — the Admin write only means something under their account.

Diagnostics i

Version, host and the last few hundred PHI-scrubbed events from this browser — the same report a clinician copies from ? → 🩺 Copy Diagnostic Report.

Sending puts the same report in front of Bina support without anyone opening this clinic's folder: every patient name in the index is removed first (and if the index cannot be read, nothing is sent), dates and folder names are replaced, and the report never carries a file's contents. When the app hits an error it sends one on its own, at most once every two minutes.

Speech models on this device

🎤 Dictate and Speak-it run on this device. The models (~40 MB + ~250 MB) download once per browser and are fetched quietly in the background at launch; on a new device you can pull them now so the first dictation doesn't wait.