Today
Thursday, October 8
Dry run: nothing is sent yet.
Every message, order and claim is prepared and recorded exactly as it would go out, so you and your staff can check it. Switch things on in Settings when you're ready.
Appointments today
5
3 confirmed · 2 not yet
Waiting for your OK
3
orders, claims, campaigns
Ready for pickup
2
1 waiting over a week
Due, not booked
21
call list for open slots
Can get emails
34
11 new this week
Waiting for your OK
Lab order: Lens Shapers: progressive glasses, $685.00 (order or_db5cykkg6163bw)
Asked by agent · Thu Oct 8, 5:20pm. Nothing is sent until someone approves.
Insurance claim: Sun Life claim, $685.00 (claim cl_rws23kirstk7tk)
Asked by agent · Thu Oct 8, 5:20pm. Nothing is sent until someone approves.
Email campaign: "Winter sun (ski trips)" to 34 people (campaign cp_5xkilh6tj7pphp)
Asked by staff:front · Thu Oct 8, 5:20pm. Nothing is sent until someone approves.
Today's appointments
| Time | Patient | Visit | Status | Messages |
|---|---|---|---|---|
| 10am | Sarah Moore | Eye exam | confirmed | |
| 11am | Omar Haddad | Eye exam | confirmed | |
| 1:30pm | Maria Gomez | Contact lens fitting | booked | |
| 3pm | Leo Brooks | Eye exam | confirmed | |
| 4:30pm | not linked | Eye exam | booked |
What goes to your phone this morning
Good morning. Squints Optical, 2026-10-08 Today: 5 appointments (3 confirmed, 2 not yet) 10am exam ✓ 11am exam ✓ 1:30pm contact lens fitting 3pm exam ✓ 4:30pm exam (no patient linked) 21 patients are due and not booked: the call list is on the dashboard. 1 patient asked to reschedule. Orders: 2 ready for pickup (1 waiting over a week), 1 at the lab. Waiting for your OK: 3 (buttons below). Claims: 1 submitted over 2 weeks ago and not paid. Texts waiting for a person: 3. Email list: 34 can get emails, 11 new sign-ups this week. Dry run: 52 messages recorded, not sent (switch on in Settings).
Sent on Telegram at 8:00 with Approve / Decline buttons. No names or health details go to Telegram.
Ready for pickup
| Patient | Order | Ready since | |
|---|---|---|---|
| Zoe Lopez | glasses | Thu Oct 8, 5:20pm | |
| Ravi Patel | glasses | Tue Sep 29, 5:20pm |
Replies waiting for a person
| When | From | Reply | |
|---|---|---|---|
| Thu Oct 8, 4:20pm | Sofia Rossi | staff review Do you have the round tortoise frames in stock? | |
| Thu Oct 8, 3:20pm | Owen Gagnon | book request BOOK | |
| Thu Oct 8, 2:20pm | Priya Shah | no upcoming appointment R |
Call list: due for an exam, nothing booked
All due patients →| Patient | Due | Group | Phone |
|---|---|---|---|
| Ravi Patel | 2025-09-05 | Yearly (flag) | (555) 555-0117 |
| Priya Shah | 2025-10-14 | Yearly (flag) | (555) 555-0104 |
| Kai Sato | 2025-11-04 | Child / teen | |
| Omar Haddad | 2025-11-06 | Child / teen | (555) 555-0101 |
| Owen Gagnon | 2025-11-07 | Child / teen | (555) 555-0121 |
| Lily Singh | 2026-08-28 | Child / teen | (555) 555-0120 |