Priority work
Follow Up
Latest activity
Recent work items
Live team
Currently on duty
0active CSRs
Clinic monitoring
Task volume by clinic
Patient enquiries and administrative tasks
Lead/Task Tracker
Create tasks directly inside a status group and keep ownership, clinic and actions visible.
Approved clinic information
Knowledge Hub
Search the practice profiles assigned to your account while speaking with callers. Answers stay inside the selected clinic.
Find clinic guidance
Search hours, contacts, booking rules, payment information, services and directions.
Do not type a patient name, phone number, email, diagnosis or clinical history. If the approved profile does not contain the answer, confirm with the clinic.
Team lead tool
Import a recall list
Expected columns: practicePatientId, patientName, phone, reason, dueAt and priority.