App Users
Appointment requests
Website enquiries
People who asked to be contacted through the public site. Anonymous when they arrive, so there is no patient record behind them yet.
Lifetime Warranty requests
A patient asking to join. Filing the request is all the app and the portal can do — the plan itself is created here, after the conversation and the payment.
Scheduled Consultations
Staff & Roles
Audit Log
Paperwork outstanding
Oldest first, because a queue sorted newest-first
Form library
Which question sets exist, and which of them a patient can actually be given.
Healing plan approval
Until a clinician approves this, every patient is told their healing plan is being reviewed — which is what the app and the portal should say, and what they will go on saying until somebody here approves it.
Travel
Patients fly into Boca and stay at the Hyatt on Palmetto Park Road. Pick a patient, build the package, and the portal and the app fill in for them.
Expenses
Photograph the receipt, say what it was for, and send it. Nothing is visible to anybody but you until you submit it.
Reorder
Ask for marketing or laboratory materials for your office. It goes to an administrator.
Implants
What is on the shelf, what went into a patient, and what to reorder. Scan a box as it arrives; scan it again in theatre against the case.
Compose
Preview
This is roughly how it appears on a patient's lock screen once push delivery is enabled.
Create a patient account
Makes the account and emails them a link to set their own password. They land on the patient portal, and the same login works in the app.
Set a date and the consult is booked — it appears on the Consults screen for that office's treatment coordinator. A virtual visit gets a video room that opens inside our own patient portal and app, not Zoom. An in person visit gets the office address in the email instead. The time goes in the email only; the text message never carries it, because there is no BAA anywhere on the carrier path. Emailing appointment details relies on your Google Workspace BAA being in place.
The message says an account is ready and nothing else — no appointment, no reason for the visit. A text crosses carriers with no BAA anywhere in the path, so the details stay behind the sign-in.
Your invitations
Who you have invited, and whether they have signed in yet.
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Patient refunds
A treatment coordinator or manager asks; an administrator approves and pays. Nothing here is visible to the patient — tell them yourself once it is sent.
Lifetime Warranty
Everyone enrolled, and everyone who has asked to be. A patient signs up in their portal; it arrives here as a request until a coordinator has spoken to them.
Stripe is connected but the plans have not been published to it yet. This creates one Stripe price per plan, using the amounts in this database, so the figure a patient is shown and the figure they are charged cannot differ.
Travel reporting
How many patients travelled to us, what it cost and where they came from. Trips are counted by the date the patient checked in, not the day the package was typed — a trip booked six weeks out belongs to the month it happened.
Quick ranges: last 12 months · last 3 months · year to date
Recipes to review
Nothing reaches the cookbook unchecked — what is safe to eat changes week by week.
Invitation wording
What a patient receives when a rep creates their account. Changes apply to the next invitation sent — nothing already sent is altered.
The text message may not carry {{consult}},
{{consult_type}} or {{office}}. SMS crosses carriers with no
BAA anywhere in the path; the database refuses to save it.
Preview
Filled in with an example patient and consult, exactly as the send does it.
Conversations
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Choose a conversation, or text somebody from the Patients screen to start one.
Patients
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Choose a patient on the left.
Sent History
Your requests
Request time off
Employee handbook
Only sections that have been published and approved appear here. Acknowledging one records that you read that version, with its exact words hashed into the record; if a section is republished you will be asked again. It is not a signature and does not claim to be.
Compliance
What each site owes, when it was last true, and when it comes round again. The office manager owns their own site; an administrator sees them all.
Cases on hold
Employment records
hr.employment. A staff member
with no row here sees an empty HR section and the sentence
“no employment record yet”. This is where that row is made.hr.guard_employment() refuses a create or a change from anyone else, for every
caller including the service role. ADP remains the system of record for pay and for PTO
balances; nothing on this screen is payroll.Add an employment record
Who works here
hr.employment.person_id is a
foreign key to profiles — and most of these people do not have one yet.
Where a name matches an account, Create record appears; where it does not, the line
says so. Nothing is matched automatically: this list holds two Laurens, two Daniels, and a
Daniel who is also the Dan on the lab’s cases.Who reports to whom
hr.manages() reads this table and nothing else — a role of
“manager” on its own shows them nobody.Messages
The same two rooms as the phone. A thread on a case is seen by whoever can see the case; a direct thread by the people in it. Nothing here can be edited or deleted — a correction is a new message.
Inventory
What is on the shelf, what it costs, and what needs reordering.
Overnight print queue
Grouped by the office whose printer runs the job. A case is only runnable once the designer has uploaded the design file.
Zirconia processing
Everything nested and milled. These fields live on the case, not in someone’s head.
Bench calendar
What the ceramist is working on, and when. A card with no bench date sits on its deadline and says so.
Delivery
In-person hand-off for Mizner, a carrier for Tampa and Jax. Offices see this the moment it is saved — and the office is who marks it delivered.
Treatment coordinator
The Done In One® procedure and the Lifetime Warranty — what to say, what it costs, and how to ask for the review afterwards. The prose is the packet; the prices come from the database, because a price printed into a page is a price somebody quotes six months after it moved.
Recut
Convert a designed restoration from one screw system to another rather than redesigning it. The engine detects the system the channels were cut for, takes the MUA axis from the seated Ti-base, re-cuts each channel and measures how every one of them seats.
Team
The lab’s directory: who a case can be assigned to, whose name a 2023 event carries, and who a direct message can be addressed to.
Possible duplicates
Names close enough to be one person. Nothing merges on its own — “Cliff” and “Clifford” are probably the same patient, but that is a judgment, not a rule. Saying so points one record at the other and deletes nothing, so a wrong call can be undone.