Good morning 👋
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Today's Appointments
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Arrived / Completed
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No Shows
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Today's Revenue
Today's Schedule
Pending Follow-Ups
Lead Sources
0
Patients
WhatsApp 0%
Ads 0%
Referral 0%
Walk-in 0%
Weekly Volume
Doctor Performance
Appointment Calendar
📆 External Calendar Sync
Connect your calendar to sync appointments automatically
Google Calendar
Not connected
Microsoft Outlook
Not connected
Apple Calendar
Not connected
Patient Records
Filter Patients
| Patient | Last Visit | Urgency | Billing | Actions |
|---|
Receptionist Dashboard
Quick check-in and appointment management for today
Today's Appointment Queue
Patient Status Pipeline
Follow-Up Tasks
Pending
0Completed
Billing Overview
$0
Unpaid Balance
$0
Partial Payments
$0
Collected
Billing Records
Redesigned billing list with compact filters and cleaner actions.
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| Invoice / Patient | Treatment | Doctor | Amount | Paid | Balance | Status | Date | Actions |
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Reports & Analytics
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Total Patients
0
Total Appointments
0%
Completion Rate
0%
No-Show Rate
$0
Total Revenue
$0
Avg Revenue / Patient
$0
Outstanding Balance
Doctor Load
Lead Conversion
Monthly Volume
Revenue by Treatment
Appointment Status Breakdown
Urgency Distribution
📚 Resource Manager
Publish content to patient portals — articles, worksheets, videos & session notes
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Session Notes
0
Worksheets
0
Videos
0
Guides
All Types
📋 Session Notes
📠Worksheets
🎬 Videos
📖 Guides
All Status
✅ Published
📄 Draft
| Title | Status | New Badge | Actions |
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💊 Medications Manager
All patient medication lists, stock status, and order controls
0
In Stock
0
Running Low
0
Order Pending
0
Total Medications
Patient Medication Lists
âš™ï¸ Settings & Administration
👤 My Profile
Update your personal account information
🥠Clinic Settings
Configure clinic-wide preferences
Enable WhatsApp Reminders
Auto-send appointment reminders via WhatsApp
Auto No-Show Follow-Up
Create follow-up task when patient does not show
Billing Notifications
Notify about unpaid invoices over 30 days
📆 Calendar Sync
Show calendar sync options across the CRM. Disable to hide all sync UI from staff.
📠Clinic Locations
Used in WhatsApp templates as
{{clinic_location}}📋 Session Types
Manage booking session names, default duration, MRN requirement, and eligible doctors.
👥 User Management
Add, edit, or remove clinic staff accounts
🩺 Doctor Schedule Settings
Manage doctor working hours and specialties
💬 WhatsApp Auto-Reminders
Send appointment reminders via CallMeBot (free), Twilio, or Meta Business API
🆓 CallMeBot Setup (Free)
- Save +34 644 59 78 18 in your phone as "CallMeBot"
- Send exactly:
I allow callmebot to send me messageson WhatsApp - You'll receive an API key — enter it below
📠Message Templates
Click a variable to insert at cursor:
{{patient_name}}{{patient_first}}{{patient_phone}}{{treatment}}{{appt_date}}{{appt_time}}{{doctor_name}}{{clinic_name}}{{clinic_location}}{{clinic_phone}}{{clinic_website}}{{billing_status}}{{amount_due}}{{amount_paid}}{{total_amount}}{{urgency}}{{today_count}}{{urgent_count}}
{{patient_name}}{{patient_first}}{{patient_phone}}{{treatment}}{{appt_date}}{{appt_time}}{{doctor_name}}{{clinic_name}}{{clinic_location}}{{clinic_phone}}{{clinic_website}}{{billing_status}}{{amount_due}}{{amount_paid}}{{total_amount}}{{urgency}}{{today_count}}{{urgent_count}}
Recent Reminder Log
No reminders sent yet.
âœ‰ï¸ Email / SMTP Settings
Configure email delivery for booking confirmations, reminders, and staff alerts.
📧 Email Triggers
Choose which events automatically send emails to patients and staff.
Booking Confirmation (Patient)
Email sent when an appointment is booked
24h Reminder (Patient)
Sent the day before an appointment
1h Reminder (Patient)
Sent one hour before appointment
No-Show Follow-Up (Patient)
Empathetic email when patient misses session
Payment Reminder (Patient)
Sent when invoice is overdue
Post-Treatment Follow-Up (Patient)
Check-in after session completion
Welcome Email (New Patient)
Sent when a new patient record is created
Morning Briefing (Doctor)
Daily schedule emailed to each doctor at 8am
No-Show Alert (Doctor/Admin)
Instant alert when no-show is marked
Morning Briefing (Receptionist)
Daily stats email to reception team
New Online Booking Alert (Admin)
Alert when patient books via the booking portal
Daily Summary Report (Admin)
End-of-day stats email to admin
📋 Email Log
Click "Load Log" to view email history.
âš ï¸ Danger Zone
Irreversible actions — proceed with caution