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Practice management

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

9 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

Timesheets — clocking in, manual entries, and payable timeLet your team clock in and out from the account menu, fill in shifts they forgot, and give admins a per-member breakdown of worked, break, and payable time with hourly rates and export.8 min read

Configuring notifications and remindersSet organization-wide email and SMS defaults per notification, schedule appointment reminders with confirmation requests, customise message templates, and let members override their own alerts.5 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

Two-step verificationTurn on a 6-digit authenticator code at sign-in, keep a backup so you don't get locked out, and reset it for a team member who has lost their device.5 min read

Mentioning teammatesType @ to tag a colleague in a note, task, or lead — they get an in-app notification that takes them straight to what you wrote.3 min read

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