Live clinic tools · Setup & daily work
The diary tells you what is booked. Unfinished work shows what still needs attention, with a route back to the record where it can be resolved.
Unfinished work
Open Unfinished work in the clinic app, or find it under More on your phone. Filter all visible work, your own work, unassigned items or handovers awaiting your acceptance.
Review pending booking requests, appointments awaiting payment, past visits needing a status update, outstanding assigned forms and completed visits with no signed visit note. An item clears when the underlying record resolves it.
Owners and administrators can take administrative ownership and request a handover to another active owner or administrator. The recipient accepts or declines; sending a request does not transfer responsibility.
Due follow-ups, cover proposals, patient replies awaiting review and overdue unanswered check-ins appear within existing aftercare access. Open the follow-up to review the reply or manage cover.
Appointment checks cover the previous 90 days through today. Clinical note tasks retain clinical-record permissions; aftercare keeps its own responsible practitioner and accepted-cover controls. Owners also see failed operational message deliveries. Work-list ownership does not grant patient-record access, and the list does not monitor emergencies.
Clinic setup
Clinic owners open Clinic setup to see what is configured and what they still need to check. The guide links directly to the relevant clinic settings.
Check active bookable practitioners, online-bookable treatments, approved forms and published working hours. These checks refresh from the current clinic configuration.
Review staff access, imported or starting records, booking connections and a controlled rehearsal. Record each check with its review date, or mark it for another review.
Use the existing controlled booking rehearsal and confirm the result before accepting real bookings. Payment and messaging connections still require their own setup.
This guide is for already provisioned clinics. It does not open public self-service trials, activate services, or certify clinical or regulatory readiness. Owner checks record a review at a point in time; revisit them when relevant settings change.
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