HubsteriaGuardian — Master Reference

The single source of truth for building and improving our TherapyNotes-parity app. Built from all 155 TherapyNotes help-center articles (fetched 2026-10-24), our screenshot study and research. When behavior is unclear, check here first; when this is wrong or missing, update it here.

Chapters

1. 01-end-to-end-journey.md — the whole patient journey, from adding a patient to getting paid, plus how the screens connect.
2. 02-practice-staff-patients.md — practice setup, staff, roles, patients, security, subscription.
3. 03-clinical-workflow.md — scheduling, notes, groups, outcome measures, telehealth, AI, eRx, portal, messaging.
4. 04-billing-claims-era.md — charges, payments, claims, ERA, codes, reports.
5. 05-app-build-status.md — what our app already has, what's missing, and build priorities.

• sources.md — every source article with its link.

Ground rules

• Use fictional data only; never real patient information.
• Prices and limits are as documented (many effective 12/1/2026); keep them configurable.
• Anything listed under "Open questions" needs confirming before we build it as a hard rule.