The Clinic Portal gives you a real-time command centre for your practice, allowing you to monitor revenue, manage AI communications, and automate administrative workflows.
1. 📊 Clinic Dashboard
Get an immediate snapshot of your practice’s financial and operational health.
Financial Metrics: View Total Billings, Revenue per Consult, and Revenue Per Hour to track efficiency.
Operational Volume: Monitor Total Appointments and total AI Receptionist Calls in real-time.
Service Opportunities: The dashboard highlights potential billing opportunities (e.g., Care Plans, Health Assessments) based on your current patient load.
Practice Insights: Keep track of Potential Lost Billings and Documents Pending to ensure nothing slips through the cracks.
2. 📞 AI Front Desk & Call Logs
Monitor exactly how the AI is handling patient interactions.
Live Call Logs: View a chronological list of all calls handled by the AI, including the caller's name, phone number, and call duration.
Status Updates: Quickly see the outcome of every call, such as Booked, Reschedule Completed, or Failed.
Transcripts: Click the "..." menu next to any call to view the full transcript or listen to the interaction.
3. 🧠 Knowledge Base
This is the "brain" of your AI. Update this section to ensure the AI answers patient queries accurately.
Clinic Details: Input your Official Name, Address, and Main Phone number.
Opening Hours: Set your standard operating hours, including weekends and public holidays.
Billing & Payments: Define your billing policy (e.g., mixed-billing, bulk billing criteria) and consultation fees so the AI can quote prices correctly to patients.
Services: Update Appointment Options and Core Clinical Services to inform the AI about what your clinic offers (e.g., Skin Checks, Iron Infusions).
4. 🗓️ Rescheduling & Campaigns
Automate patient recalls and urgent roster changes without manual phone calls.
Urgent Rescheduling: If a doctor calls in sick or an emergency arises, use the Reschedule tool. Select the Doctor, the Date/Time range, and the Reason (e.g., Doctor unavailable, Emergency scheduling). The AI will automatically call patients to rebook them.
Recall Campaigns: Set up campaigns to recall patients for specific clinical needs, such as Care Plans or overdue immunisations.
Campaign Strategy: Customise the Caller ID, set the Max Attempts (how many times the AI tries to call), and enable SMS Fallback to send a text message if the patient doesn't answer.
5. 📄 Document Scanner
Streamline your correspondence workflow.
Automated Sorting: The scanner connects to your inbox to review incoming documents.
Intelligent Routing: The system identifies the patient and the treating doctor, sorting the document directly into the appropriate doctor’s inbox for review.
Status Tracking: Monitor documents through the Review, Import, and Completed stages to ensure all correspondence is filed correctly.
