Today's patient work
5 patients to work through. Same records as Performance, just simpler.
Overdue
3 · Should already have been contactedBeatriz Ngatai
Second attempt - voicemail left 24 Jul, try alternate number
Voicemail · Owner Jenna
Overdue by 3 days
$4,600
Casimir Bellweather
Book start appointment
Initial fee paid 20 Jul. Start date still to be booked. · Owner Ange
Overdue by 2 days
$9,200
Elspeth Danforth
Prepare referral letter
Awaiting specialist opinion · Owner Ange
Overdue by 1 day
$14,500
Due today
2 · Calls, messages and other actionsMarguerite Solheim
First follow-up call - discuss payment plan options
Discussing cost with partner · Owner Ange
Due today
$5,200
Bramwell Ostrander
Confirm initial fee payment and offer start dates
Reached · Owner Ange
Due today
$8,900
Waiting on patient
1 · Ball is in their courtFenwick Adeyemi
iPortfolio record action
Prototype placeholder - available after integration. · Owner Ange
Waiting on patient
$3,850
Upcoming
2 · Scheduled work that is not due yetRosalind Petrakis
Pre-start checklist - hygiene review booked
Owner Marisol
Due in 4 days4 Aug 2026
$9,450
Thaddeus Okonkwo-Reid
Create recall for 18 Jan 2027
Owner Jenna
Due in 14 days14 Aug 2026
$8,000