Escalation Workbench
Overdue callbacks first. Change tier, log a follow-up, or draft a non-attendance letter.
| Patient | Payor / Claim | Manager | Tier | Callback | Last contact | Actions |
|---|
Final Discharge SLA Reports
Track cases reaching final authorized session with contractual 5-day insurer report filing deadlines.
| Patient Name (Click for Dossier) | Insurer / Ref | Final Session Date | Days Left in SLA | DC Report Status | Action |
|---|
Master Policy & Episode Directory
Search and manage all historical and active episodes across all clinic locations.
| Patient Full Name (Click for Dossier) | Phone | Claim / Policy | Location | Insurer | Manager |
|---|
Universal Data Importer & Batch Management
Import Jane appointment CSV reports with pre-commit review grid, last-slash session parsing, patient insurer memory inheritance, and 1-click batch rollback.
Requires confirmation before saving • Zero unwanted duplicates
| Batch ID | Import Timestamp (UK) | File Name | Evaluated Rows | Ingested (New / Updated) | Batch Actions |
|---|
Master Data Directories
Reference lists for branches, insurers, practitioners, and case managers. Imports flag unknown values for one-click adding. Insurer aliases drive normalisation (directory-first).
Branches / Locations
Practitioners
Case Managers
Insurers / Payors
User Management
Invite staff, set their role and caseload. Invited users get an email to set their own password.
Administrators only
You need an admin account to manage users.
Invite a new staff member
Must match the manager name on their patients' episodes (this is what scopes what they see).
Staff
| Name | Role | Caseload | Status | Actions | |
|---|---|---|---|---|---|
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Configurable Branding & Theme Settings
Customize clinic name, header initials, sub-tagline, and appearance mode.
Empty slots by site
Callback Queue
Scheduled callbacks derived from logged contact attempts. Overdue items surface first.
| Due | Patient | Payor | Manager | Tier | Last Contact | Action |
|---|
| Patient | Phone | Task | Status | Physio | Branch | Manager | Payor | Claim | Sessions | Last attended | Lag | Clear |
|---|
| Patient | Phone | Task | Status | Physio | Branch | Manager | Payor | Last attended | Overdue | Clear |
|---|
| Name | Open | Overdue | At risk | IA | Plan | RFAT | DC | Worst lag |
|---|
Communications Centre
Compose stage-templated SMS / email. Sends are mocked and logged to the patient audit trail.
Merge tags: {name} {clinic} {sessions_left} {next_appt}