Patient roster
Viewing as Org Admin · interactive demo - synthetic dataCalls today27
Calls this week184
Needs callback6
Scheduled today4
Filters
Age band
Location
Roster 12 patients
| Patient | Location | Last / next contact | Status |
|---|
Org hierarchy
synthetic org - click checkboxes to reassignNorthfield Dental Group customer
| Location | Users assigned | Active |
|---|---|---|
| Maple Street Clinic | R. Bennett, S. Ortiz | |
| Harbor View Dental | T. Nakamura | |
| Lakeside Family Care | D. Foster | |
| Northgate Dental Group | R. Bennett, D. Foster |
Role levels
1 · Org Admin - full access across every customer
2 · Customer Admin - manages one customer's locations & users
3 · Location Admin - one clinic, sees its roster & metrics
4 · Agent - roster + call workflow only, no admin screens
2 · Customer Admin - manages one customer's locations & users
3 · Location Admin - one clinic, sees its roster & metrics
4 · Agent - roster + call workflow only, no admin screens
Metrics
updates as you log calls in the rosterOutcomes breakdown this week
Agent leaderboard this week
| Agent | Calls | Scheduled |
|---|---|---|
| RB R. Bennett | 58 | 14 |
| SO S. Ortiz | 51 | 11 |
| TN T. Nakamura | 44 | 9 |
| DF D. Foster | 31 | 6 |