Unified Operations Dashboard

Back to Portal

Click any dashboard below to open it in a new window. All systems are live and updated in real-time. Open All Dashboards List

Front Desk Dashboard
Core System
Live

Central hub for patient check-ins, service tracking, and daily operations across all locations.

3
Locations
Live
Sync
24/7
Access
Front Desk Checklist
Daily Tasks
Active

Essential daily procedures and checklists to ensure smooth front desk operations.

Daily
Tasks
SOP
Based
Updated
Weekly
Notes & Inquiries
Team Notes
Real-time

Send notes between staff, track inquiries with priority levels and resolve status.

Cloud
Sync
3
Priority
Locations
Filter
Activity Dashboard
Analytics
Live Data

Real-time monitoring of all client activities across systems with advanced filtering.

14
Sources
30s
Refresh
All
Locations
Patient Calendar
Scheduling
Synced

Professional scheduling system with multi-staff columns and appointment management.

Multi
Staff
Pro
Version
Views
Multiple
Billing Inquiries
Financial
Active

Track and manage billing questions, insurance claims, and payment issues.

Track
Issues
Assign
Staff
Export
CSV
Patient Balances
NEW
Real-time

Monitor outstanding balances, track aging, and manage patient payment reminders.

0
Active
$0
Total
CSV
Export
Marketing Calendar
Marketing
Updated

Plan and track marketing campaigns, promotions, events, and holidays.

Events
Track
Recurring
Support
Team
Access
Warm Leads
Growth
Active

Track potential clients from events, manage follow-ups, and convert leads to patients.

Leads
Track
Convert
Patients
Score
System