Practice Overview
Production Trend (6 months)
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AR Aging
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Today's Schedule
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Today's Appts
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Checked In
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Complete
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Today's Production
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Week Total
Patients
| Patient | Phone | Last Visit | Recall Due | Balance | Status |
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Treatment Plans
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Lab Cases
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Active Cases
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In Lab
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Received / Ready
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Overdue
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Treatment Plan Responses
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Pending Outreach
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Accepted This Month
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Value Accepted
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Total Responses
| Patient | Plan | Decision | Decided | Notes |
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Pre-Visit Form Inbox
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Unreviewed
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Submitted This Week
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Total Submissions
| Patient | Form Type | Submitted | Status |
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Production Dashboard
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Today
— procedures
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This Week
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This Month
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Outstanding A/R
posted + billed
Recent Procedures
| Date | Patient | Procedure | Provider | Fee | Status |
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Communications
Reminder Queue
Recall Queue
SMS Log
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Staff Management
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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Patient Portal Announcements
New Announcement
Published Announcements
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Settings
Receptionist Profile
One photo is used everywhere the virtual receptionist appears — patient portal chat, admin module, future surfaces.
Paste any image URL, or upload below to replace the photo.
Scheduling & Booking Capacity
Caps the calendar so the office can't get overbooked. To manage staff use the Staff tab.
Hard cap on simultaneous appointments.
Grid block size on Today's Schedule. Most practices run 30–60 min hygiene visits and 60–120 min restorative.
Usually 1 — one patient per dentist at a time.
Office-wide ceiling at any one time.
Click each day to toggle. The booking calendar respects this — closed days won't accept appointments.
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.
Send reminders if patient hasn't completed it
SMS + email at 48h, 24h, and 2h before the appointment.
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.
Allow patient to request a specific provider
When on, the chat will honor "I want Dr. Vinton" if she's free at the requested time.
Applies when a brand-new patient has no history.
Comma-separated tags. Used when routing by specialty (implants, hygiene, cosmetic, etc.).
Booking text containing the keyword maps to the matching specialty. Longest keyword wins (so "sleep apnea" beats "sleep").
Fee Schedule — CDT Procedures
| Code | Description | Category | Fee | |
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Business Ops