What does the dashboard overview show?
Your dashboard leads with Patient Readiness:
- How many patients are ready for today and tomorrow. A visit is ready when every form attached to it is submitted
- The patients who are not ready yet, each with a one-tap Remind (or Send forms if nothing was sent)
- When the next automatic reminder will go out for each visit
- For admins, a setup checklist until the basics are done, such as sending your first intake form
Calendar and appointment pages show readiness too.
Get every patient ready before the visit.
Start with Intake, then add booking, reminders, and payments when you need them.
Cancel anytime · BAA included