Workflow
What it organizes
Bring appointment status from the practice system into a front-desk work queue without copying clinical notes..
Interactive Solution Concept
Explore how the core workspace could feel in practice. Everything below uses sample data, but the interactions represent the workflow I would tailor to your team, rules, and existing tools.
Provider workspace
Today, Dr. OseiHannah BrooksPatient since 2019 | 9:00 AM | Crown seatEst. $1,250 | Checked in | Seat crown, verify bite |
Devon AshfordNew patient | 10:20 AM | New patient examExam + X-rays | Forms complete | Review history before seating |
Marcus DelacroixPatient since 2021 | 11:30 AM | Hygiene recallCovered | No-show risk | Call to confirm or release slot |
Priscilla YatesPatient since 2016 | 1:15 PM | Filling — 2 surfacesEst. $340 | Confirmed | Await check-in |
Switch to the front desk, book a waitlist patient into an opening, or advance a status.
Workflow
Bring appointment status from the practice system into a front-desk work queue without copying clinical notes..
First build
One location, front desk and provider views, confirmation follow-up, and one recall list.
Proof
Unconfirmed visits awaiting action · Intake complete before arrival · Overdue recall tasks
Your Version