0
Practice Health Score
Conversion Rate0%
Review Velocity0%
Occupancy0%
Recall Rate0%
Rota Coverage0%
0 treatment plans need follow-up
No lapsed plans at this time
0 reviews pending
No review triggers pending
No rota gaps detected
All shifts are covered
Treatment Plan Conversion
0%
No data yet
Active Patients
0
No data yet
Plans Awaiting Booking
0
No data yet
Pipeline Value
£0
No data yet
Revenue & Treatment Conversions — 6 Months
Follow-Up Performance
Day 1 — Initial email0%
Day 3 — SMS reminder0%
Day 7 — Finance offer0%
Day 14 — Education email0%
Day 30 — Final outreach0%
Priority Follow-Ups Today
| Patient | Treatment | Value | Days Since | |
|---|---|---|---|---|
| No follow-ups due today | ||||
Live Activity
No recent activity
CRM · Patients
Patient Records
0 registered patients · 0 active treatment plans
All Patients
| Patient | Treatment Plan | Plan Value | Last Visit | Status | Lifetime Value |
|---|
Active Patient Journeys
No active patient journeys yet
Scheduling · Calendar
Appointments
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Today
0
This Week
0
Confirmation Rate
0%
AI-Booked (Week)
0
Automation · Plans
Treatment Plans
142 active plans · 24 awaiting booking · £184K pipeline
James Thompson
Full Dental Implant — Upper Right
36
Follow-up progressDay 3 / 5
Emma Davies
Invisalign Full Treatment
50
Follow-up progressDay 1 / 5
Robert Chen
Porcelain Veneers x6
75
Follow-up progressDay 7 / 5
Lisa Patel
Composite Bonding x4 teeth
95
Follow-up progressBooked
Automation · Nurture
Patient Journeys
Automated follow-up sequences for treatment plans
Active Sequences
0
Plans with active follow-up
Emails Sent
0
Total sent
Open Rate
0%
Of sent emails
Click Rate
0%
Of sent emails
No active follow-up sequences — create a treatment plan to start one automatically.
Email Log
| Patient | Day | Sent | Status | |
|---|---|---|---|---|
| No emails sent yet | ||||
Treatment · Finance
Financing Options
Define your practice financing options — these are shown to patients in follow-up sequences
Active Options
0
Max Treatment Value
£0
Lowest Interest Rate
0%
Reputation · Reviews
Review Management
No reviews yet
0.0
★★★★★
Google Rating
0 reviews
0.0
★★★★★
Trustpilot Rating
0 reviews
0
+
New This Month
0% trigger response rate
Review Sentiment Analysis
No reviews yet — reviews will appear here once patients submit them
Automation · Reputation
Reputation Engine
Post-appointment triggers · Smart timing · Platform routing
Triggers Sent Today
0
Response Rate
0%
Google vs Trustpilot
0/0
5-Star Rate
0%
Trigger Workflow — Post Appointment
Appointment Ends
Auto-detected
AI Pre-Screen
Predict satisfaction
Review Request
2hrs post-appt SMS
Google / Trustpilot
Smart platform routing
Dashboard Update
Real-time tracking
Today's Review Triggers
| Patient | Treatment | Sent At | Platform | Status | Rating |
|---|---|---|---|---|---|
| No review triggers sent today | |||||
Team · Scheduling
Clinical Team
0 team members
No team members yet — click + Add Staff to get started.
Weekly Rota
| Staff | MON | TUE | WED | THU | FRI | SAT | SUN |
|---|---|---|---|---|---|---|---|
| Add staff members to generate a rota | |||||||
Chair Utilisation Heatmap — This Week
No utilisation data yet
Under-utilised (<30%)
Low (30-60%)
Optimal (60-90%)
At capacity (>90%)
Finance · Pay & Hours
Pay & Hours
Auto-calculated from rota · Export ready
Total Payroll
£0
0 staff members
Total Hours
0
Employer NI
£0
Auto-calculated
Payroll Status
—
No staff added yet — add your team to calculate payroll.
Intelligence · Health
Practice Health Score
Composite score combining key practice performance metrics
0
Health Score
Overall Practice Health: No Data Yet
Add patients and treatment plans to generate your health score.
Occupancy Rate
0%
Conversion Rate
0%
Review Velocity
0%
Recall Rate
0%
Rota Coverage
0%
Health Score Trend — 6 Months
Recommendations
Recommendations will appear once your practice has data.
Intelligence · AI
AI Insights
Machine learning-powered practice intelligence
Avg Confidence Score
0
No data yet
Predictions Made
0
No predictions yet
Accuracy Rate
0%
Last 90 days
Revenue Recovered
£0
AI-assisted this month
AI Treatment Confidence Distribution
Intelligence · Forecasting
Revenue Forecast
90-day revenue projection based on current pipeline and historical conversion
Forecast — 30 Days
£0
No data yet
Forecast — 60 Days
£0
No data yet
Forecast — 90 Days
£0
No data yet
Pipeline Value
£0
0 active plans
90-Day Revenue Forecast
Insights · Performance
Analytics
Treatment conversion, review growth, revenue trends
Revenue YTD
£0
Plans Recovered
£0
Review Growth
0
Avg Treatment Value
£0
Revenue by Treatment Type
Review Growth — 6 Months
Security · Audit Trail
Security & Activity
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Events Today
0
Events This Week
0
Active Sessions
1
Total Logins
0
Activity Feed
Login History
Archived Records (GDPR)
Platform · Configuration
Settings
Practice configuration and automation preferences
Practice Profile
Pearl (AI Receptionist)
Follow-Up Settings
Review Settings
Payroll Settings
Integrations
Billing
Practice Profile
Download a full JSON export of all practice data (GDPR Right of Access)