Reception and To-Do

The work that keeps clients moving, in one list.

The reception view brings appointments, arrivals and follow-up tasks together, so the team can see what needs action and who owns it.

The reception day sheet with arrivals and a to-do list
One real day: the schedule above the to-do list Illustration using demo data.
The Control Centre

What reception works from

Appointments

See the schedule imported from the connected PMS and refresh it on demand.

Arrivals

Mark who has arrived and keep the day moving.

Assignments

Send a task to a named person or role.

Due work

See re-assessments, clients behind plan and other workflow items before they are missed.

Exercise alerts

Reported discomfort creates a to-do task and appears in the alerts bell.

Records

Reports, X-rays and supported documents can be filed back to the PMS.

To-Do

Give every follow-up an owner and a due date.

Posture 4 Health creates tasks for missed and cancelled visits, no next visit, widening appointment gaps, clients behind plan, re-assessments due and exercise discomfort. The team can assign each task, track it and close the loop. Staff can add their own too.

  • No-shows and cancellations, with an offer-a-new-time prompt
  • Visit gaps widening against what was planned
  • Re-assessments due and clients behind plan
  • Book, call, message or snooze from the same row
The to-do list under the day sheet
The to-do list Illustration using demo data.

See a real day on one screen.

We will walk through the day sheet and to-do list using your own visit types and roles.

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