Internal — Scheduling

Scheduling dashboard

Open the days and times each doctor is available, then manage incoming requests. Confirm by email or text in one click. Demo data loads automatically.

Open availability

Pick an office and doctor, then click a day to open or close that doctor's times. Patients and the assistant only see open, unbooked slots.

Currently open slots

Appointment requests

0
Total requests
0
Pending
0
Confirmed
0
Attorney referrals
Appointment requests
Patient Appointment Doctor & reason Reference Status Actions

"Email" and "Text" open your mail or messaging app with the confirmation pre-written. Prototype data is stored only in this browser.

Attorney portal — manage

Update what referring attorneys see online, and give each law office a login. Attorneys only ever see their own clients.

Client cases

Attorney logins & firm access

Pending sign-ups (awaiting approval)

Active access

Document requests from attorneys

New patient referrals (from attorneys)