A

Sidebar Panel

Slides in from the right (40% width) over the call dashboard. The dashboard remains visible but dimmed behind the panel. Preserves spatial context — the front desk can still see recent calls while on the phone.

Practice Operations › Call Dashboard
Maria S.
34
Inbound
12
Outbound
89%
Answer rate
Recent calls table (dimmed behind panel)
Active — 2:34
Close X
JM
John Miller
Identified via Caller ID + PMS
Last visit Jan 15, 2026 — Cleaning
Next scheduled Tomorrow 9:30 AM — Crown Prep
Outstanding treatment $2,400 crown + $800 filling
Insurance Delta Dental — 70% covered
Payment history Always on time
Suggested Talking Points
Confirm tomorrow's appointment
Crown prep takes ~90 min, arrive 15 min early
Offer payment plan for remaining $960 balance
Quick Actions
Confirm Apt Reschedule Transfer to Dr. Add Note
Booked
Info Only
Callback
Transfer
Design rationale: The slide-in sidebar panel is the least disruptive option. The front desk person can see both the call context and the dimmed dashboard behind it, so they don't lose their place. The 40% width is enough to display all patient data without scrolling for most patients. The close button returns to the full dashboard when the call ends. Trade-off: on smaller monitors (below 1280px), the panel may feel cramped. The dimmed dashboard is still partially readable in peripheral vision, which helps when managing multiple lines.
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B

Full Takeover

Replaces the dashboard entirely during an active call. All patient context is visible at once in a spacious two-column layout. Best when the call requires full attention and the dashboard can wait.

Practice Operations › Active Call
2:34
Back to Dashboard Maria S.
JM
John Miller
Caller ID: (404) 555-1234 • Patient since 2019 • Identified via PMS lookup
Active — 2:34
Patient Snapshot
Last visit Jan 15, 2026 — Cleaning
Next scheduled Tomorrow 9:30 AM — Crown Prep
Outstanding treatment $2,400 crown + $800 filling
Insurance Delta Dental — 70% covered
Est. patient responsibility $960
Payment history Always on time
Recent History
Jan 15, 2026 — Prophylaxis, exam. Dr. Nguyen noted crown needed on #14.
Jul 8, 2025 — Prophylaxis, bitewing x-rays. No issues.
Jan 12, 2025 — Emergency visit, chipped #14. Temp filling placed.
Call Notes
Type notes during the call...
AI Suggested Talking Points
Confirm tomorrow's 9:30 AM appointment for crown prep
Crown preparation takes approximately 90 minutes — arrive 15 minutes early
Offer: payment plan for remaining $960 balance (insurance covers $2,240)
Mention: temporary crown placement, avoid hard foods on that side
Quick Actions
Confirm Appointment Reschedule Transfer to Dr. Nguyen Add Note to Chart
End Call — Outcome
Booked Info Only Callback Needed Transfer
Design rationale: Full takeover gives the front desk person maximum context with zero distraction. The two-column layout separates patient data (left, reference) from actionable intelligence (right, talking points and buttons). The call notes area lets them document the conversation in real time, which feeds back into the PMS. This layout can show recent visit history and more detailed AI talking points because there is room. Trade-off: the front desk person loses sight of the call dashboard entirely, which can be a problem if a second call comes in on another line or if a colleague needs to see the missed calls queue.
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C

Compact Overlay

Small floating card at bottom-right of the dashboard with expandable sections. The dashboard stays fully visible and functional. Best for multi-tasking — the front desk can handle the call while monitoring other activity.

Practice Operations › Call Dashboard
John Miller — 2:34
Maria S.
34
Inbound
12
Outbound
3
Missed
89%
Answer rate
Time Caller Duration Outcome Agent
2:34p John Miller active On call Maria
2:15p Sarah Chen 3:12 Booked Maria
1:48p Robert Park 1:45 Info Lisa
12:55p Unknown 0:00 Missed --
12:30p Tom Williams 2:08 Booked Maria
John Miller
Active — 2:34 • Crown prep tomorrow
Expand
Patient Info v
Last: Jan 15 — Cleaning
Next: Tomorrow 9:30 AM — Crown
Balance: $2,400 + $800
Insurance: Delta Dental 70%
Talking Points v
• Confirm tomorrow's appointment
• Crown prep ~90 min, arrive early
• Payment plan for $960 balance
Quick Actions ^
Booked Info Callback
Design rationale: The compact floating card is the least intrusive option. The full dashboard remains operational underneath, so the front desk can still see missed calls, answer other lines, or check quality scores while on the phone. The expandable sections keep the card small by default but allow drilling into patient details when needed. The trade-off is information density — at default size, only the most critical info is visible. The front desk person needs to expand sections to see the full picture, which costs a click during a live conversation. Best for experienced staff who know most patients and just need a quick reference.
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