Command Center

A modern front desk, clinical, billing, and treatment planning system for a dental office.

Today
Live
Wednesday, May 6
Live schedule • Last synced 12:34 PM
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Today’s Production Goal vs Actual

Goal tracking is always visible on the Command Center.
$14,820 / $20,000
Scheduled + completed production74% to goal · $5,180 remaining
Unscheduled Treatment$72,300Diagnosed treatment not booked yet
Production$14,820Scheduled treatment value today
Goal $20,00074%
Collections$9,460Payments already posted today
Open Tasks2117 recalls due · 4 insurance checks

Unread Messages

Texts needing reply8
Portal questions3

Recall Due

Hygiene due this week17
Perio maintenance6

Online Booking

Booked online today3
Needs confirmation1

Patient Portal Activity

1
Ryan Kim completed formsMedical history + insurance upload
9:18 AM
2
Patient viewed estimateCrown plan opened in portal
8:54 AM

Today’s Patient Flow Updated 10:58 AM

Use this to move patients from check-in, to chair, to checkout, without losing balance or insurance tasks.

PatientTimeProviderVisitStatusBalance

Needs Attention

Front desk tasks, recalls, and communication items.

1
Verify Insurance

4 patients need eligibility checked before they arrive.

Do Today
2
Unread Communications

11 messages across text, email, and portal.

Reply
3
Unscheduled Treatment

$72,300 diagnosed and ready for follow-up.

Follow Up
4
Recall List

17 hygiene patients due without future appointments.

Call/Text

Family / Guarantor

Daniel AlvarezSpouse · Guarantor · (209) 555-0121
Sofia AlvarezChild · Same account

Recent Communications

Text sent · 8:12 AMAppointment reminder confirmed.
Portal message · YesterdayPatient asked about crown estimate.
Email opened · May 3Treatment plan presentation viewed.
Maria AlvarezP-10042 · DOB 04/12/1992
In Chair $184.50 Due Alert
Ryan KimP-10071 · DOB 09/20/1988
Checkout MetLife $0.00
Angela BrooksP-10105 · DOB 01/08/1979
Waiting Treatment $92.00
Linda ParkerP-10147 · DOB 06/28/1965
Recall Due Guardian Perio
James TurnerP-10210 · DOB 11/03/1990
Emergency Needs Triage
MA

Maria Alvarez

Selected chart · P-10042 · Female · 34 years old · Delta Dental PPO

⚠
Medical Alert: Penicillin allergy
Show before prescribing or documenting medication.
Referral SourceGoogle Search
Preferred ProviderDr. Bennett
Last Visit DateApr 18, 2026

Patient Information

Core demographics and contact details.

Phone(209) 555-0148
Emailmaria.alvarez@example.com
Address1840 Oak Ridge Dr, Lodi CA
Emergency ContactDaniel Alvarez · Spouse · (209) 555-0121
Preferred ContactText message

Insurance & Account

Coverage and account responsibility.

Primary InsuranceDelta Dental PPO
Member IDDD-49201884
Annual Max Left$960.00 remaining
Responsible PartySelf
Account StatusGood standing · payment due today

Upcoming & Recent Visits

Appointments and recent activity.

1
Today · 9:30 AM

Crown Prep - Tooth #14 with Dr. Bennett.

In Chair
2
Apr 18, 2026

Periodic exam and bitewings reviewed.

Complete
3
Oct 18, 2026

Next hygiene recall due.

Recall

Open Items

What the office should not miss before the patient leaves.

1
Collect Balance

$184.50 estimated patient portion due at checkout.

Due
2
Attach X-Ray

Bitewing needed for crown insurance claim.

Claim
3
Schedule Follow-Up

Book crown delivery before the patient leaves.

Next Step
Available Slots2Open appointment times today
Online Booking3 SlotsBooked online today
Missed Visits1Patient needs to be contacted
Schedule Filled88%Booked time across all rooms
EmergencyHygieneRestorativeConsult

Room Schedule

Drag appointments between rooms/times. Hover over a slot to see appointment history and notes.

Treatment Room 1
8:00 AMJames Turner

Emergency Visit

Urgent
9:30 AMMaria Alvarez

Crown Prep - Tooth #14

In Chair
Treatment Room 2
9:00 AMAngela Brooks

Filling - Tooth #19

Scheduled
2:30 PMSarah Mitchell

Bridge Consultation

Confirmed
Hygiene 1
10:00 AMRyan Kim

Adult Cleaning

Checkout
1:30 PMLinda Parker

Deep Cleaning - Quad 1

Arrived
Waiting Room
Walk-InThomas Green

Emergency Tooth Pain

Needs Triage

Week View

Provider-level weekly schedule with appointment type colors.

Mon8:00 Reed Cleaning11:00 Crown Prep
Tue9:00 Bridge Consult
Wed8:00 Emergency1:30 Perio
Thu10:30 Filling
Fri
No appointments yet

Month View

Monthly appointment overview for production and recall planning.

May 1
May 2
May 3
May 4Recall
May 5
May 6Crown
May 7
May 8
May 9Recall
May 10
May 11
May 12
May 13
May 14Crown
May 15
May 16
May 17
May 18Recall
May 19
May 20
May 21
May 22Crown
May 23
May 24
May 25Recall
May 26
May 27
May 28

ASAP / Waitlist

Patients ready to fill cancellations.

Linda ParkerPerio maintenance · any afternoon
Noah PetersonChild cleaning · after school
Devon HarrisCrown delivery · ASAP

Online Booking Status

Booked online today3
Pending approval1
Fully booked blockHygiene is full after 2:00 PM. Add patients to ASAP list or open overtime block.
Active Patient Context
This demo is not tied to one patient. Switch the selected patient and the clinical, billing, and treatment workflows represent that chart.
PatientSelected PatientInsurance · age · alerts update by chosen chart
AlertPenicillin AllergyShow before prescribing
VisitCrown Prep #14Today · Dr. Bennett
Voice NotesReadyChairside dictation available

Interactive Tooth Chart

Click any tooth to open Mesial, Distal, Occlusal, Buccal, and Lingual surface editor.

CompositeAmalgamCrownImplantWatch
#14: M/D/O/B/L charted#3: planned surfaces#2/#15: distal watch

Surface & Status Legend

Red badge active treatmentGreen badge completed surfacesOrange badge watch surface
Planned Work Completed Watch
MesialDistalOcclusalBuccalLingual

Procedure History Timeline Last updated 10:50 AM

Today · 9:42 AM · Crown Prep #14

Existing restoration failing with recurrent decay. Patient consented.

Apr 18 · 10:18 AM · Periodic Exam

Watch areas #2 and #15. Bitewings reviewed.

Mar 3 · 2:07 PM · Hygiene

Moderate plaque/calculus. Six-month recall recommended.

6-Point Perio Charting ?

Pocket, bleeding, recession, and mobility per tooth with history trend. Last updated 10:47 AM

Avg Pocket3.4mm
Bleeding Sites12%
Deep Pockets6
Mobility1 tooth
ToothMBBDBMLLDLBleedingRecessionMobility
#2No1mm0
#3No1mm0
#4No1mm0
#5No1mm0
#6No1mm0
#7No1mm0
#8No1mm0
#9No1mm0
#10No1mm0
#11No1mm0
#12No1mm0
#13No1mm0
#14Yes1mmI
#15No1mm0

Perio History Comparison

Multiple visits side-by-side so the provider can see improvement or decline.

Best VisitJan 12 · Stable
Current RiskModerate Watch
Trend+1.3mm since Jan
Jan 2026 Avg 3.1mm
Stable
Mar 2026 Avg 3.8mm
Watch
May 2026 Avg 4.4mm
Worse
Provider InterpretationBleeding and mobility worsened primarily around #14. Recommend perio therapy acceptance follow-up and shorter hygiene interval.
VisitAvg PocketBleeding SitesMobilityProvider
Jan 123.1mm40Kelly RDH
Mar 183.8mm80Kelly RDH
May 64.4mm13I on #14Dr. Bennett
Active Patient Context
This demo is not tied to one patient. Switch the selected patient and the clinical, billing, and treatment workflows represent that chart.
Total Accepted Value$2,710 AcceptedSigned and ready to schedule
Pending Value$1,250 PendingPresented, waiting for patient decision
Rejected / Deferred$0 RejectedNo declined treatment this month
Total Plan$3,960All active phases
Case Acceptance68%Last presented May 5, 2026
Patient Portion$1,740Amount to present
StatusPresentedAwaiting signature
Accepted$980Phase 2 perio therapy approved
Pending$1,730Phase 1 crown awaiting signature
Rejected$1,250Bridge alternate declined

Visual Treatment Plan Presenter

Large patient-friendly image area
#14 crown finding + perio therapy explanation
Phase 1

Crown #14 + build-up
$1,730

Phase 2

Perio therapy
$980

Phase 3

Bridge option
$1,250

PresentedAcceptedRejected
Patient signature capture

Plan Phases

PhaseProcedureToothFeeInsurancePatientStatus
Active Patient Context
This demo is not tied to one patient. Switch the selected patient and the clinical, billing, and treatment workflows represent that chart.
Patient A/R$33,335Open patient balances
Payment Plans14Active monthly plans
Insurance vs Actual+$320Better than estimate this week
Checkout3 WaitingReady for quick checkout

Patients Ready to Checkout

Select a patient below, then open Quick Checkout for that patient.

3 Waiting
Current$12,420
30 Days$8,900
60 Days$6,210
90+ Days$5,805

Quick Collect

Collect the selected patient balance now without opening the full wizard.

Patient Ledger Last updated 10:52 AM

Charges, payments, insurance estimates, actual insurance, and remaining balance.

DateDescriptionProviderChargePaymentIns. Est.Ins. ActualBalance

Walkout Statement Preview

Selected Patient

Today’s patient portion: $184.50
Scan QR code to pay online, text the statement, or open the portal balance page.

Statement Balance$184.50
Insurance RemainingPending EOB
Due Today$184.50
DeliveryText + Portal
Payment LinkReady
Checkout ReminderOffer next appointment booking and confirm crown seat date before patient leaves.

Payment Plan Tracker

May 15$250 Paid
Jun 15$250 Due
Jul 15$250 Due
Eligibility4 PendingGreen/yellow/red status tracking
Claims43 Open$38,240 outstanding
Attachments7 NeededX-rays or narratives missing
Denials3Appeal templates ready
Selected Patient

Verified · Delta Dental PPO

Angela Brooks

Needs check · Aetna

Devon Harris

Expired · Cigna

Claim Status Pipeline ?

Every claim card has a direct one-click attachment uploader.

Created

CLM-88421Selected patient · $1,420 · bitewing needed

Submitted

CLM-88408Ryan · $164 · all attachments ready

Pending

CLM-88355Angela · attachment warning

EOB Received

CLM-88344Ready to post

Paid / Denied

CLM-88371Denied: missing narrative

Claim Queue Last updated 10:41 AM

ClaimPatientPayerDateAmountStatusAction
No claims match the current filterWhen filters are applied, empty claim results will show here with a shortcut to create or search claims.

Denial Reasons Library

Missing X-rayOne-click appeal with attachment request.
Frequency limitationGenerate benefit appeal note.
Missing narrativeInsert clinical note template.
Images Today42X-rays, intraoral photos, and scans captured
Claim Ready35AI quality check passed
Needs Retake4Blur, cone cut, or missing tooth area
AI Findings18Provider review queue

Image Gallery Viewer

Grid view with lightbox, AI findings overlay, quality scoring, and claim attachment readiness.

#14 distal · 87%Bitewing★★★★★
Margin clearIntraoral Photo★★★★☆
Pano quality 92%Panoramic★★★★★
Scan readyDigital Scan★★★★☆

Before / After Comparison

Before · Initial ExamFractured distal cusp on #14Bitewing + intraoral photo show recurrent decay and failing margin.
After · Restored#14 crown seated and contacts verifiedPost-op image approved and ready for patient walkthrough or claim attachment.

AI Findings Queue

Visible overlay-style findings similar to modern dental imaging tools.

1
Caries detected on #14 distal

87% confidence · provider must confirm before charting.

Review
2
Image Quality Score

5/5 stars · claim-ready bitewing series.

Passed
3
Auto-Code Suggestion

D2740 + D2950 suggested from chart/image/note.

Suggested
Reminders126 SentText and email confirmations this week
Opened71%Automated campaign open rate
Replied38Patient responses this week
Booked22Appointments from campaigns

Communication Timeline

Texts, emails, patient portal activity, forms, reviews, and campaign actions.

Today · Text

Patient confirmed crown prep appointment.

Today · Portal

Ryan completed medical history and insurance upload.

Yesterday · Email

Sarah opened treatment estimate and financing options.

May 2 · Campaign

Linda booked perio maintenance from recall campaign.

Patient Portal Preview

Welcome, Patient
Dental Office Portal

Campaign Results

Opened71%
Replied38
Booked22
Reviews14
No failed campaign sendsBounced emails, failed texts, and portal delivery issues will appear here.
Lab Cases18 Open7 due this week
Inventory Alerts9 LowAnesthetic, burs, gloves, composites
Incoming5 OrdersMaterials and lab shipments expected
Chairside Stock94%Critical supplies available

Lab Case Tracking Last updated 10:37 AM

Track crowns, bridges, dentures, aligners, impressions, scans, shipping, and due dates.

CasePatientTypeLabDueStatus
LAB-2041Selected PatientCrown #14Pacific Dental LabMay 15In Production
LAB-2036Sarah MitchellBridgeElite CeramicsMay 18Needs Shade
LAB-2029David NelsonCrown DeliveryPacific Dental LabTodayReceived

Inventory Control

Low-stock alerts, reorder points, categories, vendors, and chairside supply readiness.

1
Composite A2

Below reorder point · preferred vendor Henry Schein.

Low
2
Septocaine 4%

2 boxes left · used heavily in restorative rooms.

Critical
3
Nitrile Gloves Medium

Reorder suggested next supply run.

Watch
No purchase orders waiting for approvalSupply requests will appear here when inventory drops below reorder point.
No expired supplies foundExpired anesthetic, materials, and sterile stock warnings will appear here.
No delayed lab shipments todayLate crowns, bridges, aligners, and denture cases will show here when a delivery date is missed.
Users24 ActiveProviders, front desk, billing, admin
Audit Events1,284Tracked this month
BackupsCurrentLast successful backup 2:00 AM
Locations3 OfficesCentralized reporting enabled

Roles, Permissions & Compliance

Role-based access, HIPAA-friendly controls, audit logs, backups, and multi-location setup.

Provider

  • Charting, notes, images, prescriptions
  • No financial adjustments unless allowed
  • Digital signatures and clinical approvals

Billing

  • Claims, EOB, ledger, adjustments
  • No clinical note deletion
  • End-of-day balancing tools

Audit Log

Every sensitive action should be traceable.

10:42 AMDr. Bennett signed crown prep note for selected patientSigned
10:21 AMFront Desk updated Delta Dental eligibilityInsurance
9:58 AMBilling posted card payment for $383.50Payment
9:30 AMPatient checked in and medical alert displayedAlert
No permission conflicts detectedConflicting roles, inactive users with access, and risky admin changes will appear here.
No failed backups or security alertsBackup failures, suspicious logins, and audit exceptions will be listed here immediately.
Last backup2:10 AMNightly cloud backup completed successfully.
Active users1814 online · 2 providers logged in chairside.
Compliance98%HIPAA checklist reviewed this week.
Update statusCurrentv2.8.4 installed · maintenance window Sun 2 AM.

Recent Settings Activity

Latest important configuration changes.

1
Billing defaults updatedQuick checkout receipt template changed by Sarah · 10:48 AM
Today
2
2FA enforced for providersSecurity policy updated by Admin · 8:22 AM
Today
3
New user role createdRead-Only Auditor added for outside CPA review.
Yesterday
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General

Core app defaults, localization, quick actions, and workflow behavior.

Last saved 10:58 AM

Regional & Workflow Defaults ?

Auto-Save & Favorites ?

Auto-save clinical notesSave draft note changes every 30 seconds.
Auto-save treatment plansKeep proposed plans from being lost during presentation.
Apply tax rules automaticallyUse practice tax defaults on taxable products and services.
Quick actions / favorites
New AppointmentCollect PaymentMessage PatientClinical Note
General tip These defaults affect all operators unless a user-specific preference overrides them.

Practice Information

Practice identity, locations, operating hours, and branding essentials.

Last saved 10:55 AM

Practice Profile ?

Logo uploadedPortal branding active

Locations & Hours ?

Main OfficeNorth Satellite
Monday8:00 AM – 5:00 PMOpen
Tuesday8:00 AM – 5:00 PMOpen
Wednesday8:00 AM – 5:00 PMOpen
Thursday8:00 AM – 5:00 PMOpen
Friday8:00 AM – 2:00 PMShort Day

Users & Roles

User accounts, access levels, credentials, and role-based permissions.

Last saved 9:42 AM

User Directory ?

NameRoleEmailLast LoginStatus
Dr. Emma BennettProviderebennett@demo-dental.com10:41 AMActive
Kelly WardHygienistkelly@demo-dental.com10:33 AMActive
Sarah MillsFront Desksarah@demo-dental.com9:55 AMActive
Michael RayBillingmray@demo-dental.comYesterdayLimited

Role Templates & Permissions ?

ProviderHygienistFront DeskBillingAdminRead-Only
Can delete notesProvider + Admin only
Can adjust feesBilling + Admin
Can view reportsProvider, Billing, Admin
Can post paymentsFront Desk, Billing, Admin

Security & Compliance

Authentication, device security, lockouts, audit logs, and HIPAA-focused controls.

Last saved 8:22 AM

Authentication Policy ?

Enforce two-factor authenticationRequired for providers, admins, and billing users.
Strong password policyMinimum 12 characters, complexity enabled, 90-day rotation.

Compliance & Audit ?

Audit log accessAdmins can review patient chart, payment, and settings changes.
HIPAA attestation requiredUsers attest annually to privacy and security policy.
BAA on fileDevice encryption enabledScreensaver lock active
Compliance summary 24 of 25 checklist items completed. Outstanding: refresh annual breach response training acknowledgment.

Notifications & Communication

Appointment reminders, recall intervals, campaign defaults, and portal communication settings.

Last saved Yesterday 4:12 PM

Templates & Timing ?

Recall & Portal Defaults ?

Allow voice remindersSend voice reminders only when SMS fails.
Online booking notificationsNotify front desk instantly when portal bookings are made.

Clinical Settings

Clinical documentation, charting defaults, templates, AI behavior, and imaging defaults.

Last saved Yesterday 2:30 PM

Charting & Templates ?

Clinical note templatesPrescription templatesCustom codes

AI & Imaging Defaults ?

Require provider review of AI findingsNothing is charted automatically until reviewed.

Billing & Financial

Fees, carriers, payment types, receipt templates, tax rules, and adjustment standards.

Last saved 11:03 AM

Fee Schedules & Payments ?

Checkout & Statements ?

Show next appointment prompt in checkoutRequire staff to offer follow-up booking before closing checkout.
Auto-generate statement QR codeInclude online payment QR code on every walkout statement.

Integrations & Hardware

Connect devices, imaging tools, payment services, portals, clearinghouses, and APIs.

Last saved Monday 1:18 PM

Connected Systems ?

Sensor A · ConnectedPano Unit · ConnectedReceipt Printer · ConnectedPayment Processor · Stripe

API Keys & Webhooks ?

Appearance & Branding

Theme, density, fonts, widget layout, and visible branding across the office experience.

Last saved Yesterday 5:06 PM

Visual Preferences ?

Branding Controls ?

Primary logo activeHeader badge enabled
Branding note Updates here affect receipts, portal screens, reminder headers, and exported documents.

Data & Backups

Backup status, exports, retention policy, archives, system usage, and maintenance status.

Last saved Today 2:10 AM

Backups & Retention ?

System Usage & Maintenance ?

1.2M records stored98.7% uptimeNext maintenance Sun 2 AM
Automatic maintenance updatesInstall approved minor updates during the maintenance window.
Maintenance status System is current. No blocking updates. Database integrity check passed this morning.
Production$318,400Projected this month
Case Acceptance68%$72,300 accepted
Hygiene84%Reappointment rate
No-Shows4.8%Down from 7.1%

Production by Provider

Real-looking demo chart with axis labels and values.

$20k$15k$10k$5k$0
BennettShahKellyHygiene
Best ProviderKelly RDH · $18.4k
Avg / Provider$13.3k
Gap To Goal$5.2k
Target: $20k/dayActual production by provider

Collections Trend

Month-to-date collections with labeled weekly trend.

$250k$200k$150k$100k$50k
$118k$176k$221.9k
Wk 1Wk 2Wk 3Wk 4
MTD Collected$221.9k
Collection Rate92%
Refunds$420
Blue: ActualGreen: Goal pace

Procedure Mix

JS-driven demo chart with real labels and dollar totals.

Custom Report Builder ?

Select columns, date ranges, providers, locations, and export the result.

＋No saved custom reports yetCreate a saved report template for provider production, insurance A/R, hygiene recall, or case acceptance.
Last updated: just now