Workflows
A calm visual journey through your day.
Five quiet stages. Same tools. Less chaos.
01 · Before the day starts
The day, organized before you arrive.
- Confirmations sent overnight
- Schedule risks flagged early
- Waitlist matches ready
Morning brief
Today- 14 confirmations sent
- 2 schedule risks flagged
- 6 waitlist matches ready
02 · During the day
Triage, fill, and reply — without losing focus.
- Messages sorted by urgency
- Open chair time matched to recall
- Drafts staged for staff approval
Open chair
11:00 AM · 60 min · Op 2
Dr. Patel · Hygiene
Best match: Emily T. — recall overdue 4 mo.
Reschedule — Crown prep
SMS · 2 min agoHighHi, can I move my Tuesday appointment?
Suggested reply
Hi Mark — Friday at 2:30 PM with Dr. Patel works.
03 · After treatment
Close the loop after every visit.
- Follow-ups scheduled by visit type
- Claim packets prepared with checklists
- Patient communication staged for review
Follow-up
Crown seat — Michael R.
48-hr check-in · drafted
Claim packet
- Narrative
- X-rays attached
- EOB needed
04 · Every week
Quiet visibility into what's actually working.
- Recall recovery by cohort
- Schedule density by op
- Outstanding claims by age
Week in review
- Recall recovered38 patients
- Open chair time filled11 hrs
- Claims past 30d4 open
05 · Staff review layer
Nothing reaches a patient without staff approval.
- Drafts queue with one-tap edit
- Approval log per teammate
- Reversible actions, every time
Approval queue
3 awaiting review- Recall draft for Emily T.Hygiene · 4 mo overdue
- Reply to Mark D.SMS · suggested time
- Insurance follow-upAetna · claim age 23 d