Settings

Manage staff access and dropdown options

Changes are saved automatically and apply immediately across the entire app.

Doctors / Dentists

Dr. Alex Morgan

Dr. Jamie Rivera

Dr. Taylor Brooks

Dr. Jordan Lee

Dr. Morgan + Dr. Lee

Dr. Casey Patel

Treatment Coordinators

Maya

Sophia

Rachel

Front Desk

Other (See Notes)

Booked By (Appointment Setters)

Barbara

Front Desk

Caroline

Natalie

Keila

AI Agent

Anabelle

Existing Patient

Tooth Traffic

Marketing Sources

Digital / Meta

Google

Dr. Referral

Patient Referral

Existing Patient

Television

Radio

Employee Referral

Insurance Referral

Friend

Tooth Traffic

Other (See Notes)

Treatment Descriptions

AOX

Implant

FMR

NPE

Arch / Restorative

Ortho

AOX / NPE

Virtual Consult

Limited Exam

Treatment Statuses

Completed

Planned

In Progress

Declined

Referred Out

Patient Statuses

Ready to Start

Collected

Lost – Do Not Contact

Following Up / In Conversation

NPE

Referred to Specialist

Refused Treatment

Health Concerns

Specific Reasons (Not Closed)

Thinking About It

Financial

Fear

Time

Shopping Around

Other (See Notes)