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Practice management

Leads, tasks, reports, permissions, and running the org.

6 articles

Managing leadsTrack prospective patients from first call or enquiry to booked visit — your acquisition pipeline, fed by the AI Receptionist.2 min read

Using tasksThe shared to-do board for everything that is not a visit — follow-ups, chasing forms, onboarding steps — assigned and tracked.2 min read

Reading reportsRead the Activity, Revenue, Patient A/R, and Claims report tabs, and export the data behind them.2 min read

Notification settingsSet organization-wide email and SMS defaults per event type, let members override their own, and manage the feature toggles that live nearby.3 min read

Working across multiple locationsLocation is a thread, not a screen: how the location you set flows through visits, calendars, inventory, and claims for multi-site practices.3 min read

Roles, licences, and permissionsThe four independent gates behind what a person can do — role, licence, patient visibility, and prescribing — and the symptom each produces when missing.3 min read

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