Work · treatment coordinator software
See what's still unfinished, and what has to happen next.
Today asks “what needs me now?”. Work asks “which treatment journeys are still in play?”. Every one carries its stage, next action, due date and owner, and what Clinqly is doing about it.
The treatment opportunity pipeline is part of Growth.
| Patient | Treatment | Stage | Value | Appointment | Payment | Next action | Due | Owner |
|---|---|---|---|---|---|---|---|---|
| Sarah Okonjo | Implant | Considering | £2,400 | Consult attended 4 Apr | None due | Call · 12 days quiet | Today | Emma · TCO |
| Tom Adeyemi | Clear aligners | Treatment accepted | £3,200 | None yet | Deposit required | Book treatment | Thu | Emma · TCO |
| Emma Carter | Clear aligners | Treatment proposed | £2,900 | Consult attended 4 Apr | None due | Follow-up · prefers Thu pm | Thu | Emma · TCO |
| Marek Lindqvist | Whitening | Consultation booked | £450 | Fri 09:00 held | £30 awaiting | Release at 18:00 if unpaid | 18:00 | Clinqly |
| Leon Barrett | Whitening | Qualified | £450 | None yet | None due | Follow-up · day 3 | Wed | Clinqly |
| Ruth Achebe | Crown | Considering | £780 | Consult attended 28 Mar | None due | Follow-up on due date | Mon | Clinqly |
| Priya Mistry | New patient exam | New | £65 | Thu 10:15 | £30 paid | Reminder 24h before | Wed | Clinqly |
| Hannah Grant | Hygiene → whitening | Treatment accepted | £450 | None yet | None due | Book treatment | Fri | Reception |
Completed this month · 6 · treatment started · 4Value is the proposed treatment value, shown where the practice records it.
Work is for treatment journeys. Handovers, missed appointments, payment checks and other things that need a person today live in Today.
Dental stages, not pipeline jargon.
A treatment journey moves through positions a dental team already recognises. Not every journey needs every stage. Considering is where plans go cold, so it gets the most attention.
Accepted means the patient said yes. Booked is a confirmed diary time. Work keeps them separate.
NewQualifiedConsultation bookedConsultation attendedTreatment proposedConsideringTreatment acceptedTreatment startedTreatment completedThese are the positions a treatment journey can move through. Not every journey needs every stage.
Your team doesn't inspect everything. They act on what Clinqly surfaces.
One owner per item. Clinqly, reception, your TCO or a clinician. Never “the team”.Prepared is not sent. Where a person should decide, Clinqly drafts and waits.Counts, not scores. Work shows how many journeys need attention, not performance metrics.Explore recovery