A Sustainable Mind

Front Office Dashboard
Demo · sample data
Monday, July 6 · Wichita Falls, TX
Appointments this week
84
▲ 9 vs last week
No-show rate
6%
▼ from 14% · automated reminders
Intake completed online
82%
▲ 31 pts since paper-only forms
After-hours questions answered
27
this week · 8 PM – 7 AM & weekends

Today’s schedule by provider · 8 AM – 5 PM

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Psychiatry / med management Counseling Telehealth Wellness / yoga Open slot

Calls this week answered by assistant vs. front desk

Answered by assistant Handled by front desk
View data table

No-show rate last 8 weeks

View data table

After-hours activity Last night

  • “Are you taking new patients?”
    → answered: yes, for psychiatry & counseling · booking link sent
  • “Do you take BCBS of Texas?”
    → answered from insurance list · benefits-check reminder offered
  • New-patient request (counseling, evenings preferred)
    → added to intake queue · digital intake forms sent
  • “Can I ask about adjusting my medication?”
    → flagged for staff review — clinical questions are never auto-answered
  • “What time do you open today?”
    → answered: office hours & parking directions for Suite 8

How the assistant stays in its lane

The assistant answers practice-logistics questions only — hours, location, insurance accepted, new-patient availability, appointment requests, and form reminders. Anything complex or clinical is flagged for staff review the next morning — never auto-answered. Every exchange is logged for your team.
Built HIPAA-conscious from day one: no patient chart access, minimum-necessary data, and staff keep the final say on every scheduling decision.
Estimated front-desk time saved this week: ≈ 6.5 hours of phone traffic moved to online booking, digital intake, and after-hours answers.