Workflow
What it organizes
Scheduled appointments surface with confirmation, intake, and insurance status attached.
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Interactive Solution Concept
A front-desk portal for a dental or medical practice
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. OseiToday's patients4
Next opening2:40 PM
At risk1
Hannah 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.
First build
Where I would start
Start with two roles, one location, the confirmation queue, and the overdue recall list.
Proof
How it earns its keep
No-show rate · Percent of intake complete before arrival · Overdue recall count and aging
Your Version