A

Table View

Classic sortable table with inline status badges. All active sequences in one scannable list. Best for offices with high volume who need to search, sort, and filter across all patients and types.

Practice Operations › Sequences
Search patients... Lisa M.
23
Active sequences
156
Completed this month
92%
Delivery rate
Trust Level:
Supervised
Semi-Auto
Full Auto
Confirmations auto-send after 30 days of 100% approval
All (23) Confirmations (8) Follow-ups (6) Rebooking (5) Reactivation (4)
Patient Sequence Type Step Next Send Status Actions
John Miller Confirmation Step 2 of 3 Tomorrow 7:30 AM Active Pause
Sarah Chen Confirmation Step 1 of 3 Thu 10:00 AM Active Pause
Robert Park Follow-up Step 2 of 3 Fri 2:00 PM Review View
Angela Davis Follow-up Step 1 of 3 Today 4:00 PM Active Pause
Tom Williams Reactivation Step 1 of 3 Tomorrow 10:00 AM Active Pause
Lisa Hernandez Reactivation Step 2 of 3 Mon 9:00 AM Active Pause
Mike Torres Rebooking Step 3 of 3 Wed 11:00 AM Active Pause
Design rationale: The table view is the workhorse for managing 23+ active sequences. Sortable columns let the manager find specific patients or filter by type quickly. The trust gauge is the key strategic UI: it shows the practice's graduation path from human-supervised to fully autonomous outreach. The note "Confirmations auto-send after 30 days of 100% approval" makes the graduation criteria transparent and motivating. Pause/Resume per row gives fine-grained control.
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B

Timeline Lanes

Each sequence type is a horizontal lane, patients appear as dots moving through step positions. Provides a visual sense of pipeline flow and where patients cluster. Best for pattern recognition at a glance.

Practice Operations › Sequences
Supervised
Semi-Auto
Full Auto
Lisa M.
23
Active sequences
156
Completed this month
92%
Delivery rate
Confirmations 8 active 48h → 24h → 4h before
Pause All
Step 1 (48h)
Step 2 (24h)
Step 3 (4h)
Follow-ups 6 active 3-day → 7-day → 14-day
Pause All
Step 1 (3d)
Step 2 (7d)
Step 3 (14d)
Rebooking 5 active 30-day → 60-day → 90-day overdue
Pause All
Step 1 (30d)
Step 2 (60d)
Step 3 (90d)
Reactivation 4 active 6-mo → 12-mo → 18-mo lapsed
Pause All
Step 1 (6mo)
Step 2 (12mo)
Step 3 (18mo)
Design rationale: The timeline lane metaphor makes it instantly visible where patients cluster within each sequence. If all dots are piling up at Step 1, the office manager knows messages are queuing but not progressing (maybe delivery issues). If dots are concentrated at Step 3, the sequences are about to complete. The "Pause All" per lane gives type-level control (e.g., pause all reactivations during a holiday week). Trade-off: clicking an individual dot to see patient details is harder than scanning a table row — this view favors pattern recognition over individual management.
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C

Kanban Board

Columns by sequence step (Pending, Step 1, Step 2, Complete) with patient cards that move between them. Visualizes progress and makes bottlenecks obvious. Best for tactile, drag-and-drop thinkers.

Practice Operations › Sequences
All types Search... Lisa M.
Trust Level
Supervised
Semi-Auto
Full Auto
23 active 156 completed this month 92% delivery rate
Pending 5
John Miller
Confirmation
Crown prep • Scheduled to send
Sarah Chen
Confirmation
Cleaning • Thu 10 AM
Karen Liu
Follow-up
Root canal • 3 days post
David Brown
Reactivation
Last visit 7 months ago
Amy Patel
Rebooking
Cleaning overdue 35 days
Step 1 Sent 8
Robert Park
Follow-up
Sent 3 days ago • No reply
Angela Davis
Follow-up
Sent 2 days ago • Opened
Tom Williams
Reactivation
Sent 5 days ago • No reply
Mark Johnson
Confirmation
Sent today • Confirmed
+ 4 more
Step 2 Sent 6
Lisa Hernandez
Reactivation
Sent 12 days ago • No reply
Mike Torres
Rebooking
Sent 8 days ago • Opened
Nina Patel
Follow-up
Sent 6 days ago • Replied
+ 3 more
Complete 4
James Wright
Confirmation
Confirmed • Attending tomorrow
Rosa Martinez
Follow-up
Booked follow-up visit
Chris Lee
Reactivation
Rebooked after 9 months
Pat Howard
Rebooking
Exhausted • No response
Design rationale: The kanban board maps the patient outreach journey to a visual pipeline. Office managers can see at a glance where patients are "stuck" (e.g., many patients at Step 1 with "No reply" means the initial message might not be compelling). The Complete column shows both successes (green border, "Confirmed") and exhausted sequences (muted border, "No response"), making conversion rates tangible. Trust gauge is tucked into the sidebar to save horizontal space for the board. Trade-off: mixing sequence types in the same columns can be confusing — the type badges help, but filtering to one type at a time would improve clarity.
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