The other surfaces patients and staff use. These open in a new tab.
| Patient | Phone | Last Visit | Recall Due | Balance | Status |
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| Patient | Plan | Decision | Decided | Notes |
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| Patient | Form Type | Submitted | Status |
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Recent Procedures
| Date | Patient | Procedure | Provider | Fee | Status |
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Team Roster
| Name | Role | Credentials | Phone | Color | Active | ||
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Weekly Shift Schedule
Who works which days. Click a cell to edit hours.
| Staff Member | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday |
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New Announcement
Published Announcements
Receptionist Profile
One photo is used everywhere the virtual receptionist appears — patient portal chat, admin module, future surfaces.
Scheduling & Booking Capacity
Caps the calendar so the office can't get overbooked. To manage staff use the Staff tab.
Patient Intake Form
Controls when the intake form link goes out after a booking, plus reminder cadence. Returning patients with a completed intake from the last 12 months are skipped automatically.
Appointment Reminders
Control how often patients are reminded before their visit. Each reminder fires once per appointment and always states the real date & time. Toggle any off, or choose the channel.
Booking Rules
Controls how the chat assistant assigns providers when a patient books online. Defaults favor continuity (the patient's last provider gets first refusal) with specialty fallback.
Fee Schedule — CDT Procedures
| Code | Description | Category | Fee | |
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