Today
The chase list
Needs tidying up
Commission
| Date | Patient | Clinic | Treatment | Outcome | Check-in | Dentist outcome | Cost | Paid | TPC |
|---|
What is owed is counted by the date the treatment was
finished. What has been paid is counted by the date the money went out — so a June treatment
settled in July belongs to July's run, which is what the bank statement will say.
Commission is 1% of the treatment cost, worked out by the system. It
becomes claimable once the dentist outcome is Treatment Complete, the payment
status is Paid in full and the invoice number is filled in. From there it is
claim → approve → pay: a coordinator claims the lines they want paying, a manager
who is not paid by that claim signs it off, and accounts get a spreadsheet. The amount is
frozen at the moment it is claimed, so a treatment cost edited afterwards cannot
quietly change what accounts has already been told.
By coordinatorClick a name to see only their leads underneath. Click it again to go back to everyone.
| Coordinator | To claim | Awaiting approval | Ready to pay | Owed | Waiting on an invoice | Held back | Paid | Paid out |
|---|
Referrals, went-ahead and no-shows are counted by the date
the enquiry came in. Finished treatment and its value are counted by the date the treatment
was finished — so a dentist can show no referrals this month and still show completed work,
because it was referred earlier.
Who the team is referring to, and what happens to those
patients once they get there. A dentist only appears once someone has referred to them.
Reports
—
Lead activityCounted by the date the enquiry came in. Treatment value is counted by the date the treatment was finished.
After they saw the dentist
Appointments
Conversion rate
Converted as a share of those who turned up.
Where the appointments came from
Week by weekEvery figure on this page, period by period.
Who did not turn upAppointments marked FTA. Cancelled and rescheduled are counted separately, above.
No-show rate
By day of the week
Which days people are most likely to miss.
| Day | Appointments | Missed | Rate |
|---|
Why they are still thinkingThinkers and lost leads by the reason recorded against them, and what is sitting behind each one.
How they were followed upCheck-ins in this period by coordinator, split by whether anybody was actually reached.
Every figure here is read live, and is scoped the same way the rest of the tracker is: a coordinator sees their own work, a manager sees the group.
| TPC | Leads | Converted | Conversion | Payable now | Value |
|---|
Who can sign inA coordinator sees their own leads. A manager sees everyone's, marks commission paid, and manages these lists.
| Name | Role | Coordinator record | Status | Last opened | Last change |
|---|
This is where the dropdowns come from. Adding something here makes it
available to everyone straight away. Retiring something hides it from the dropdowns but leaves
every past lead exactly as it was — nothing is ever deleted.
| Name | Status |
|---|