Hello, there
Clinic Insights: Key Performance Metrics
Today's appointments
0
Checked-in
0
In consultation
0
Completed
0
Today revenue
$0
Monthly target
0%
Patient records
0
Upcoming appointments
0
Today
Cases by service
This month
Payment methods
All clinic invoices amount in July
$0 USD
vs total last month $0 USD
Today's worklist 0
All bookings
0
—
Checked-in
0
—
In visit
0
—
Completed
0%
—
Daily flow
Appointment load by hour
Booking pipeline
Where things stand
Performance
Top doctors
| ID ↓ | Patient | Phone | Doctor | Room / Branch | When | Treatment | Dur. | Reminders | Status | Src | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
Loading… | |||||||||||
Calendar
—
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Scheduled
Rescheduled
Completed
Cancelled
Patients
Analytics
Money in and out for the selected period. Billed counts invoices raised; Collected counts payments actually received; Expenses is materials used + lab bills + staff payouts.
Billed
—
invoices raised
Collected
—
—
Outstanding
—
still owed
Expenses
—
materials + lab + payouts
Net profit
—
billed − expenses
Margin
—
net ÷ billed
Total
—
filtered
Unique patients
—
Completion rate
—
This month
—
Lab spend
—
this period
Open lab cases
—
Income vs expenses
Billed: collected vs outstanding
Where the money goes
Payment methods
Revenue by doctor
Revenue by branch
Top treatments by revenue
Appointment status
Appointments by doctor
Top treatments (visits)
This week
Appointments by branch
Lab spend by lab
Departments
Each department is reported separately — its own revenue, its own doctor payouts, its own lab bill. A doctor belongs to one department, and everything they bill is counted there.
| ID | Department | Branches | Doctors | Services | Revenue (this month) | Collected | Outstanding | Actions |
|---|---|---|---|---|---|---|---|---|
| No departments yet | ||||||||
Employees
| Name | Role | Branch | Schedule | Phone | Payout | Actions |
|---|
Treatments & Pricing
| Treatment | Description | Doctor | Branches | Duration | Price range | Actions |
|---|
Doctor Schedule
📊 Time off summary
Pick an employee above to see how much time off they've taken.
🌴 Upcoming time off
| Doctor | Branch | From date | To date | From time | To time | Reason | Conflicts | Actions |
|---|
🕓 Past time off
| Doctor | Branch | From date | To date | From time | To time | Reason | Conflicts | Actions |
|---|
Clinic information
Basic details — shown on the header of every invoice PDF
Notifications
Automated WhatsApp messages
24h reminder
Reminder 24h before
2h reminder
Reminder 2h before
Confirmation
On booking
Follow-up
4h after appointment
Low-stock WhatsApp alerts
Checks stock twice a day (08:00 and 18:00) and WhatsApps you what's running low. You reply ORDER 1 and the order goes to that supplier — nothing is sent to any supplier until you reply.
Enabled
Turn the twice-daily check on or off
Auto-send without asking me
⚠️ Sends a real purchase order to the supplier with no approval, once that supplier hits the item count below. Leave off unless you're sure.
Branches
Manage your clinic branches — used in appointments, invoices & the branch filter
Rooms
Manage clinic rooms for appointment assignment (e.g. Room A, Room B, Room C), grouped by branch
Role permissions
Choose which pages each role can see. Owner always sees everything. Use the Owner/Doctor/Receptionist pills at the bottom of the sidebar to preview a role's view immediately after saving.
Account
Your login
Invoices
Turnover this year
$ 0.00 ex. VAT
Turnover this month
$ 0.00 ex. VAT
Turnover this week
$ 0.00 ex. VAT
Collection
Across the invoices currently shown
Billed
$0.00
Collected
$0.00
Outstanding
$0.00
Filtered results
0
Avg invoice
$0.00
Payment methods
Invoice status
Select dates
| Appt ID | Client | Practitioner | Room | Branch | Number | Status | Total | Paid | Balance | Date | Due date | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Loading invoices… | |||||||||||||
| Appt ID | Patient | Date | Doctor | Treatment | Status | Amount | Actions |
|---|---|---|---|---|---|---|---|
Loading… | |||||||
Payments
Tap Payments
$11,280
Cards · 1.5–2.9% fee
Whish Money
$4,190
Local wallet · same-day settlement
Cash / Manual
$2,950
Recorded at front desk
Total collected
$18,420
This month
| Patient | Method | Amount | Date | Status |
|---|---|---|---|---|
| John Doe | Tap | $450.00 | 28 Jun 2026 | Completed |
| Ahmad Fares | Whish | $200.00 | 30 Jun 2026 | Completed |
| Nour Aziz | Cash | $150.00 | 1 Jul 2026 | Completed |
| Rana Khalil | Tap | $820.00 | 29 Jun 2026 | Pending |
Installment Plans
Payments due 0
Nothing sends automatically — open WhatsApp per patient with the message already written.
| Appt ID | Patient | Invoice | Payment | Due | Amount | Last reminded | Actions |
|---|
| Appt ID | Patient | Treatment | Total | Paid so far | Next due | Progress | Actions |
|---|---|---|---|---|---|---|---|
| No installment plans yet | |||||||
Income Report
Revenue
$0.00
Inventory cost
$0.00
Materials used by billed treatments — set per-treatment on the Treatments page
Lab costs
$0.00
External lab bills (crowns, aligners…) sent this period — tracked on the Lab Cases page
Net profit
$0.00
Revenue minus inventory & lab costs
Staff payouts
$0.00
What's owed to doctors this period (commission/fixed)
Clinic income
$0.00
Net profit after paying out staff — what the clinic keeps
Month by month
Every cost this clinic carries, side by side: materials, external labs, and what's owed to doctors — so Net profit and Clinic income always add up from the columns next to them.
| Month | Revenue | Inventory cost | Lab cost | Staff payouts | Net profit | Clinic income |
|---|
Income by department
Revenue follows the doctor who did the work; lab costs follow the case's doctor. Anything whose doctor has no department set lands in Unassigned.
| Department | Visits | Invoices | Billed | Collected | Outstanding | Lab cost | Net of lab |
|---|
Doctor payouts
What each doctor earned this period and what's owed them — the detail behind the "Staff payouts" card above. Rates are set in ⚙ Payout settings.
| Doctor | Treatments billed | Revenue | Product cost | Payout method | Payout | Status |
|---|
Lab Cost
External lab bills — crowns, aligners, dentures and other work sent out to dental labs. Tracks what each case cost, how much has been paid, and how it was paid. Data comes from the Lab Cases page.
Total lab cost
$0.00
Billed by labs this period
Paid to labs
$0.00
Received / settled with labs
Outstanding
$0.00
Still owed to labs
Lab cases
0
Cases sent this period
Lab spend by lab
Click a lab to see every case — cost, paid, outstanding and how each was paid.
| Lab | Cases | Cost | Paid | Outstanding | Paid by method | Status |
|---|
Lab spend by branch
Same lab bills, split by which branch's doctor sent the case — useful when different branches use different labs.
| Branch | Cases | Cost | Paid | Outstanding | Status |
|---|
All lab cases
Every case in the current filter, patient and lab side by side. Set cost, what's paid, and where the case stands with the lab — it all saves automatically.
| Appt ID | Patient | Lab | Branch | Case | Sent | Cost | Patient $ | Margin | Paid | Method / quick pay | Attach | Outstanding | Payment | Case status | Remake / credit (returned) |
|---|
Month by month
| Month | Cases | Lab cost | Paid | Outstanding |
|---|
Inventory
| Item | In stock | Threshold | Cost | Batch | Expires | Supplier | Branch | Status |
|---|
Stock Orders
Products grouped by supplier. Each supplier can be set to Manual or Automatic below. Low-stock items are pre-selected with a suggested reorder quantity — adjust the message, then send it yourself. Use “Add supplier order” to build a brand-new order by hand. Pick a branch tab to see just what one location needs to reorder (items with no branch set always show, since they're shared).
Lab Cases
Track work sent out to a lab — crowns, bridges, dentures, aligner sets, braces components — from "sent" to "fitted" so nothing sits waiting unnoticed. A case past its expected date shows as Overdue.
| Appt ID | Patient | Case type | Lab | Doctor | Branch | Sent | Expected | Status | Payment |
|---|
Lab spending
Your labs
Lab Catalog
Two prices per product: Clinic $ is what the lab charges you, Patient $ is what you charge the patient (your margin is the difference). A new lab case starts from these two prices automatically — still editable per case on the Lab Cost page, and the patient price flows into that patient's invoice as a suggested line. Changing a price here only affects future cases — it never rewrites the prices already saved on an existing case, so delivered work stays billed at what it actually cost/charged.
Materials Used
| Appt ID | Patient | Appointment | Doctor | Branch | Treatment | Materials used | Cost | Edit log | Source |
|---|
Patient Reactivation
Patients ranked by how long since their last visit. Click a row to review their history and send a personalised WhatsApp message — the app drafts it, you edit and send now or schedule it.
| Patient | Last visit | Months inactive | Status | Message |
|---|---|---|---|---|
Loading… | ||||
Waitlist
Patients waiting for an earlier slot. When an appointment gets cancelled, the app offers to notify whoever's waiting for that doctor or treatment — nothing sends automatically without a click.
| Patient | Phone | Doctor pref. | Treatment | Wants | Added | Status | |
|---|---|---|---|---|---|---|---|
Loading… | |||||||
Automated Workflows
Background jobs
Running via Supabase Edge Functions + n8n
Auto status check
Pings the doctor/receptionist if an appointment's status isn't updated 30 min after its time
No-show follow-up
Sends a WhatsApp reschedule prompt automatically when a patient is marked no-show
Monthly performance report
Plain-language summary of no-show rate, reactivations, and revenue impact each month
Patient reactivation tracking
Flags patients inactive 6+ months and highlights when they've just rebooked
Low-stock alerts
Notifies you when an inventory item drops below its reorder threshold — same switch as Settings → Low-stock WhatsApp alerts
Payments
Every payment received and refund issued, newest first. Payments are green, refunds red.
Collected by method
| Appt ID | Date | Patient | Department | Invoice | Type | Method | Amount | Recorded by | Note | Receipt |
|---|
Users
Staff who can sign into this clinic. Roles decide what each person sees: Owner (everything), Doctor (own schedule & patients), Receptionist (front desk & billing).
Activity Log
A running record of key actions — invoices, payments, refunds, lab cases, price and user changes — newest first.
| When | Who | Action | Details |
|---|