Leads & Managers
Manager tools
Planning and efficiency calculators for clinical and operations. No patient data is entered or stored.
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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Sales territories
Which rep the Ops Request Center routes each territory to. Changes go live on the next page load. Reps are picked from the Directory, so the name and the email always match.
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