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 — no deploy needed. Reps are picked from the Directory, so the name and the email always match.
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