Practice Dashboard
A custom patient CRM concept for intake, communication, scheduling, and follow-up.
Total Patients
20
Demo records loaded
Needs Follow-Up
0
Open patient tasks
Forms Pending
0
Incomplete intake packets
Upcoming Visits
0
Next 14 days
Today's Action Queue
AI Staff Brief
Recall Opportunities
Intake Needs
Communication Snapshot
Patient Database
| Patient | Status | Next Visit | Care Need | Last Contact |
|---|
Patient Profile
Communication Center
Demo only: messages are recorded in the local timeline and are not sent.
Recent Communication
Appointment and Recall Board
Patient Forms Tracker
AI Workflow Assistant
Workflow Templates
New Patient Intake
Collects contact, insurance, visit reason, comfort preferences, and missing items for front desk review.
Appointment Request Triage
Sorts requests by urgency, provider preference, availability, and follow-up path.
Recall Campaign Prep
Builds a reviewed call list for overdue hygiene or treatment follow-up.
Staff Knowledge Base
Answers approved questions about office workflows, vendor contacts, forms, and basic IT steps.