Patients
The Patients area has two parts: a daily roster of the patients you're seeing, and a full profile behind every name. Together they give your team everything they need to greet each patient prepared — their history, insurance, forms, and treatment plans, all in one place.
The Patients area has two parts: a daily roster of the patients you’re seeing, and a full profile behind every name. Together they give your team everything they need to greet each patient prepared — their history, insurance, forms, and treatment plans, all in one place.
The patient roster
The Patients page opens on today’s roster, grouped into Today and Tomorrow so you can prep ahead.
Each patient card shows a readiness label so you can see who’s good to go and who needs a little prep before they arrive:
- Ready — everything is in order.
- Needs prep — something needs attention before the visit.
- Critical — something must be handled before the patient is seen.
Cards also carry small flags that explain what’s outstanding — for example a new patient, missing insurance, incomplete forms, an outstanding balance, a non-English speaker, a premedication requirement, or a triage alert.
How to open a patient
- On the Patients page, find the patient under Today or Tomorrow.
- Click their card to open the full patient profile.
The patient profile
A patient’s profile is organized into tabs along the left. The tabs are, in order: Profile, Communications, Insurance, Forms, Treatments, and Invisalign.
Profile
The Profile tab is the patient at a glance: their details, clinical summary (allergies, conditions, medications), doctor’s notes, family members, comfort preferences, conversation starters, next appointment, and a financial summary. Read this first when a patient walks in.
Communications
The Communications tab is the patient’s full message history across every channel. Filter it by All, Emails, Texts, Calls, Surveys, Recalls, or Reminders, grouped into This week, This month, and Earlier. Each item carries a status such as Delivered, Read, Replied, Confirmed, Booked, Answered, AI handled, No answer, or Voicemail.
Insurance
The Insurance tab shows the patient’s coverage in detail: their plan(s) marked Primary or Secondary, the carrier and network status, member and group details, and when coverage was last verified. Coverage is broken down by category — Preventive, Basic, Major, Orthodontics, and Implants — alongside the annual maximum, what’s used and remaining, the deductible, frequency limits, pre-authorizations, and claims history.
Forms
The Forms tab tracks every form assigned to the patient and where each one stands — completed, pending, sent, or not sent — with the date it was sent or completed and the channel it went out on.
Treatments
The Treatments tab is your guide to presenting and following up on treatment. It lays out each proposed treatment in a suggested order — Lead with, Then, and Save for last — with the fee, the insurance share, and the patient’s out-of-pocket cost. It also includes how to frame each treatment, likely objections and how to handle them, and a read on what this patient has accepted or declined before.
Invisalign
The Invisalign tab is a dedicated space for clear-aligner cases.
How to find what you need on a patient
- Open the patient from the roster (or from any message or appointment).
- Click the tab you need along the left — for example Insurance before quoting a cost, or Communications to see what’s already been said.
- Use the Profile tab as your starting point whenever you’re not sure where to look.