The Front Desk menu
Who can do this: Everyone on your team. Reports is for Owners, Office Managers and Billing only.
Front Desk in the left menu groups the pages the front office works from each day. Hover over it to see the list (or click it when the menu is expanded). In the narrow menu, clicking Front Desk itself opens the huddle.
| Page | What it’s for |
|---|---|
| Huddle | Today’s, yesterday’s and tomorrow’s schedule and numbers. See Run the morning huddle. |
| Reports | Owner, Office Manager and Billing only. Appointment trends by provider, type, hour and patient mix over any date range. See Practice Reports. |
| Recall List | Patients overdue for recall appointments. |
| Unscheduled Treatment | Patients with pending treatment plans that need scheduling. |
| ASAP List | Patients who asked to be called if something opens up. |
| Broken Appointments | Patients who booked, then canceled or didn’t show, and never rebooked. |
| Reviews | Review requests you’ve sent and how patients responded. See Ask patients for reviews. |
| Membership Plans | Your in-house plan for uninsured patients. Only shown if your plan includes Membership Plans and you’re an Owner or Office Manager. Front Desk reach a patient’s membership from the patient card. |
The other pages you’ll use at the desk sit at the top of the left menu: Dashboard, Analytics (Owner, Office Manager and Billing only), Patients, Messages, Payments, Schedule and Phone.
The menu is a narrow strip of icons by default, with short group names. Point at a group to see its full list. The arrow at the top of the strip widens the menu.
The AI Receptionist group (Call Logs, Chat Logs and AI Settings) is separate. See Review what the AI handled.
Pulse isn’t in the menu. It’s the bell in the top bar. See Watch the Pulse feed. For a suggested daily routine, see A day at the front desk.