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 due once the dentist outcome is Treatment Complete,
the payment status is Paid in full and the invoice number is filled in. Nothing
needs to be claimed — the system works it out at 1% of the total treatment cost, and a manager
marks it paid.
By coordinatorClick a name to see only their leads underneath. Click it again to go back to everyone.
| Coordinator | To pay | Worth | Waiting on an invoice | Held back | Paid | Paid out |
|---|
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.
Enquiries
Conversion rate
Converted as a share of every enquiry that came in.
Where the enquiries came from
Week by weekEvery figure on this page, period by period.
Who did not turn upEnquiries 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 | Enquiries | Missed | Rate |
|---|
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 |
|---|
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 |
|---|