Daily operational screens for office managers and practice staff. Phase A focuses on behavior adoption (huddles, captures, playbooks, storefront management) before introducing patient metrics in Phase B.
Lisa Torres (Office Manager, Smile Center Buckhead) opens the PWA at 7:45 AM. She sees the H-Score, AI-prioritized action cards, and at end-of-day, the activity summary scorecard.
Primary entry point: H-Score, swipeable action cards (storefront alert, content capture, playbook focus), and collapsible activity summary.
Mobile PWAExpanded view when Lisa taps an action card. Shows context, impact metric, current photo preview, and clear call-to-action.
Mobile PWAAfter 4 PM scorecard: captures submitted, huddle status, website updates, playbook views, streak counter, and tomorrow preview.
Mobile PWA5-minute morning huddle at 8:30 AM. Displayed on the office TV (or Lisa's phone as fallback). Shows H-Score, behavior focus from playbook, team recognition, and yesterday's win.
Landscape TV display for the 5-minute huddle. H-Score, behavior focus, team recognition, yesterday's win, and countdown timer.
TV / LandscapeSame huddle content optimized for Lisa's phone. Used for prep or as TV fallback. Includes "Mark Huddle Complete" action.
Mobile PWATrack huddle completion streaks, calendar heatmap, past focus topics, team participation rate, and completion trends.
Mobile PWAAI-prioritized patient outreach: confirmations, follow-ups, and reactivations. Lisa reviews AI-drafted messages before sending, and monitors automated sequence cadences. Phase B (PHI-dependent).
Prioritized list of patients needing outreach. AI sorts by urgency and revenue impact, drafts messages automatically, surfaces quick-send actions.
Mobile PWA + WebAI-drafted message approval screen. Shows patient context, editable message, confidence score, channel selection, and conversation history.
Mobile PWAManage active follow-up sequences: appointment confirmations, treatment follow-ups, rebooking reminders, and reactivation campaigns with trust-level graduation.
Desktop WebReal-time call management for the front desk: live call stats, missed call queue, active call patient context with AI talking points, and Voice AI monitoring with transcript review. Phase B (PHI-dependent).
Real-time call management: live stats, recent call log, missed call callback queue, and Cinnamon phone quality scores with team leaderboard.
Desktop (Front Desk Station)Patient context panel during a live call: snapshot, insurance, outstanding treatment, AI-suggested talking points, and quick action buttons.
Desktop (Front Desk Station)Review AI-handled calls: transcripts, quality scores, escalation decisions, and 7-day quality trends. Flag calls for training improvement.
Mobile PWAManage all automated communication sequences: confirmations, follow-ups, rebooking, reactivation. Control the AI trust level from Supervised → Semi-Auto → Full Auto. Phase B (PHI-dependent).
Overview of all active automations with trust-level gauge, per-type status cards, delivery metrics, and live activity feed.
Desktop WebSingle sequence deep dive: patient context, message timeline with approval actions, graduation tracker toward autonomous operation.
Desktop WebManage the practice's digital storefront: website content, Google Business Profile, and directory listings. Ensure NAP consistency and brand compliance. Phase A (PHI-free).
Digital Health Score (76/100), website preview, GMB status with star rating, directory sync health, approved asset gallery, and brand compliance checks.
Desktop WebEdit practice website sections: Hero, Providers, Services, Gallery. Pull approved assets from Content Engine. Template-driven (SGA Legacy/Gen4/MODIS).
Desktop WebCross-platform listing health: NAP consistency check, per-directory sync status, hours/phone mismatches, bulk update actions.
Desktop WebChampions receive daily capture prompts, shoot photos/video with guided overlay, and submit to the Content Engine pipeline. Phase A captures team/office/brand content only — no clinical photography. Phase A (PHI-free).
Today's capture prompt with themed checklist (team culture, office tour, provider spotlight), tips, streak counter, and quick stats.
Mobile PWACamera interface with overlay guides (rule of thirds, framing instructions), mode selector (Photo/Video/Selfie), and guide type selector.
Mobile PWAReview captured photo, add caption and voice note, select content type, check quality indicators, submit to Content Engine pipeline.
Mobile PWABrowse, read, and reference practice playbooks — phone scripts, greeting protocols, handoff techniques, follow-up workflows. Includes Grant training videos and practice-type variants. Phase A (PHI-free).
Browse all playbooks by behavior/topic. Featured "This Week" playbook, search, category filters, bookmarks, read time, and completion tracking.
Mobile PWARead a specific playbook: Grant training video, scripted dialogue with highlighted key phrases, key points, practice-type variants, team completion tracking.
Mobile PWAQuick-access scripts for common situations: phone greetings, insurance questions, price redirects, voicemail. Tap to expand, copy to clipboard, favorite for fast access.
Mobile PWA