Dashboard

Take decisive action with the Dashboard

Get an overview of key patient, provider, and clinic metrics. Spot gaps and trends, and prioritize efforts that impact outcomes

Avoid costly problems

Eligibility

Stop treating visits without authorizations (tracked by visits, not by notes completed)

Medicare threshold

Track Medicare patients approaching their yearly thresholds

Required signatures

Ensure documents sent out for doctors' signatures are signed and returned

Plan ahead

Upcoming visits

See a high-level view of weekly visits with appointment type totals

Case overview

Track cases (engaged = not fully booked; lost = not seen in a week) to prioritize re-engagement

AI visit filler

Fill schedule availability with waitlist entries (you maintain control / approve appointments)

Engage patients

Plan of care compliance

See and reach out to patients who are under-scheduled (automate text or email reminders)

NPS surveys

Automate feedback requests based on specific triggers to improve your practice

Online reviews

Pair review requests with feedback surveys to ask your happiest patients for Google reviews

Dashboard mockup

Customize your view

Owners, clinicians, front office staff, and billers can adjust dashboard views to show exactly what’s most important to your work

Explore our capabilities

Learn about the capabilities that reduces busywork, speeds up workflows and helps your practice grow and thrive

Patient management

Resolve issues faster by having the data you need in one place

Billing

Handle all claims and billing related workflows in one place

Clinician efficiency

Streamline the way clinicians document and provide care

Patient experience

Give patients an experience that will keep them coming back

Relationship management

Build trust with your patients and help spread the word

Practice management

Oversee operations and scale your practice confidently

Book a demo

Let’s get the ball rolling by letting us know how to contact you and a little information about your practice.

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