Dashboard

Appointments Today

DNA Rate (30d)

Billing MTD

Outstanding AR

Overdue Invoices

Active Patients

Compliance Overdue

Open Referrals

Activity

Workflow

Appointment Workflow

Automation Rules

WHEN Appointment date condition (scheduledAt-1day AND status=Booked OR status=Confirmed) → THEN notify Active · local

WHEN Appointment enters → THEN notify Active · local

WHEN Invoice date condition (status=Sent AND invoiceDate+30) → THEN setField + notify Active · local

WHEN ComplianceItem date condition (dueDate-14days AND status=Due) → THEN notify Active · local

WHEN Employee date condition (wwccExpiry-30days AND status=Active) → THEN notify Active · local

Invoices

ID	patient	appointment	provider	totalAmount	gapAmount	bulkBilled	invoiceDate	status	Actions

Invoices

ID	patient	provider	totalAmount	gapAmount	bulkBilled	invoiceDate	status	Actions

Settings

Data Ownership

Your data lives in this file and your browser. Take it anywhere, any time.

Import from spreadsheets

Drop a CSV exported from Excel, Notion, Smartsheet or Airtable. Columns are matched to fields by name; statuses and links are validated, bad rows are skipped with reasons.

Import Patients (CSV)

Import Appointments (CSV)

Import Providers (CSV)

Import Clinical Notes (CSV)

Import Invoices (CSV)

Import Referrals (CSV)

Import Staff (CSV)

Import Leave Requests (CSV)

Import Suppliers (CSV)

Import Purchase Orders (CSV)

Import Compliance Items (CSV)