Team & Operations

Run the Team from the Same Login.

Clock-in and timesheets, tasks, team chat with patient tagging, HR documents that warn you before they expire, predictive inventory, and roles that hide what a person can't use.

1login for the whole team
5roles, ready to assign
Predictiveinventory
Today · Team
Call Corin B. about crown #30
Maya · due 11:00
Open
Verify Thursday's insurance
Front desk · due today
Done
Composite A2 runs out in 9 days
Inventory · reorder
Predicted
#front-desk · Dr. Ellison: "@Maya can you check Corin B. before 2?" (tag opens the profile)

Time and Tasks

Clock-in and Clock-Out

Timesheets with payroll export.

Staff Tasks

Self-added and assigned, with due dates.

Team Chat

Channels, and patient tagging that opens the profile.

Post the Huddle

One click from the huddle to the channel.

Supplies and Documents

Predictive Inventory

Usage watched per operatory; every item predicted before it runs out.

HR Documents

Licenses and certifications with expiry reminders.

Lab Directory

And lab-case tracking with schedule alerts.

Roles and Permissions

Five Roles

Owner, admin, provider, front desk, claims specialist.

Financial Fields Hidden

From staff without permission.

Hidden, Not Greyed Out

When a user can't use a control, they don't see it.

Audit Log

Every record access and change, by whom, when.

Ready to Make the Move?

Book a 20-minute demo and we'll map your migration on the call. No slides, no pressure, and migration is on us.

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