Leads & Managers
Manager tools
Planning and efficiency calculators for clinical and operations. No patient data is entered or stored.
Capacity planning
Tech Scheduler
Model clinical-team staffing across a date range: per-tech day assignments, appointment lengths and class sizes, projected booking capacity and visit-type mix vs. target volume.
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Scheduling capacity
Patient Scheduling Efficiency Model
New-patient scheduling capacity per scheduler: dial funnel, answer and success rates, and how many schedulers a monthly target needs. Exports to PDF.
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Capacity modeling
Setup Tech Efficiency Model
Daily per-tech capacity by session type: adjust shift length, gaps, and visit mix to see patients-per-day and how many techs a monthly target needs. Exports to PDF.
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