Role-correct by default
The same clinic day. Different responsibility.
Each person starts with the work they can actually complete. Shared context survives the handoff without exposing another role's controls or records.
- 01Role view
Clinic owner
Start with the work that changes the day, then see what is waiting on the team.
- Review overdue clinic work
- Approve or return the current channel proof
- Confirm who owns the next growth action
- 02Role view
Front desk
Move arrivals, intake, leads, and follow-up without searching through chats or retyping records.
- Recover any intake missing its visit
- Assign the active provider
- Close the approved follow-up with proof
- 03Role view
Provider
Open the assigned visit, review permitted context, complete care, and hand back only the next approved action.
- See today's assigned visits
- Review the patient brief
- Complete or cancel with the correct next responsibility
- 04Role view
Practice manager
Keep the day, team, leads, channel, and exceptions moving from one operational view.
- Resolve a blocked clinic handoff
- Confirm today's provider coverage
- Review the next channel deadline
- 05Role view
Marketing team
Connect offer, content, page, channel, and response path before producing another asset.
- Confirm the active offer and deadline
- Review the selected treatment lineup
- Prepare the manual export or production handoff