Search or add a patient at the top. Under it, one Today list: everyone who needs something from the team right now, in order, with the button that does it. Everything else is folded below. Phorest stays the record of truth.
Create a treatment plan
Consultation in, plan out.
Opens Build a plan ›
Create an offer
A membership for one patient, priced as you go.
Shows who has one, or start one for anyone ›
Create a reply
A patient, a rep, a company, a new enquiry.
Opens Replies ›
Create a PSD
A patient specific direction, for Kelsey to sign.
Opens the PSD page ›
Find or add a patient
Start typing to open anyone's thread. Not on here yet? Add them in one line, and tick the box if a consultation is booked so they queue for a plan.
Today
▾They repliedrecord what they said0▾Messages to sendevery patient owed a message: plan chases, follow-ups, check-ins0
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Nothing waiting on the team right now.
Plans and membership builds sent
… this month
Everyone who has been sent a treatment plan or a build your own membership, newest first.
Waitlist
+ Add to the waitlist
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Resolved
Who is hoping for something sooner. One master list, not tied to a diary date.
Failed membership payments
Who needs chasing, and how long they have been gone.
Everyone else
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Patients with nothing owed right now: not back yet, messaging only, settled. Sent plans are in the card above. Search at the top finds anyone.
The next six months
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Counts only, no money. This month first, then the five ahead, so you watch it build. Enquiries and consultations come from the daily tally, everything else from the plans and memberships on here.
Enquiries, plans, acceptances and memberships, month by month, filling in as the months pass.
PSD, … open
Patient specific directions, request one or open the register