Good morning, Admin

Here is today's operational picture across the practice.

Appointments today◫

4231 confirmed · 5 waiting

New enquiries◇

18+12% from last Thursday

Collected today£

£6,84024 completed payments

Outstanding!

£12,46017 patient balances

Appointments this week

Mon–Sat

MonTueWedThuFriSat

Today's queue

Live status

SW

Sarah Williams10:30 · Examination · Dr Mercer

Arrived

MR

Michael Reed10:45 · Implant review · Dr Shah

Waiting

EH

Emma Hughes11:00 · Hygiene · J. Clarke

Confirmed

AK

Adam Khan11:15 · Emergency · Dr Collins

Urgent

Recent enquiries

View all

LC

Lucy CarterComposite bonding · Website form

New

JT

James TaylorDental implants · Google Organic

Contacted

NK

Nadia KarimEmergency · Direct call

Urgent

Practice alerts

4 items

£

5 invoices overdueTotal outstanding £3,280

Review

R

23 recalls due this weekExaminations and hygiene

Send

W

7 patients on waiting list2 requested same-day availability

Open

Enquiries

Manage website, phone, referral and campaign enquiries from first contact to booked consultation.

New18Needs first response

Contacted27Active follow-up

Consultations booked14This month

Converted value£38.6kTreatment accepted

Enquiry	Interest	Source	Received	Owner	Status	Next action
Lucy Carter lucy@email.com	Composite bonding	Website	Today 09:14	Sophie	New	Call now
James Taylor	Dental implants	Google Organic	Today 08:42	Olivia	Contacted	Follow up
Nadia Karim	Emergency	Phone	Today 08:18	Reception	Urgent	Triage
Daniel Price	Clear aligners	Instagram	Yesterday	Sophie	Booked	View booking
Hannah Moore	Whitening	Referral	Yesterday	Olivia	Awaiting reply	Email

Appointments

Practice diary with clinician, room, treatment and patient status visibility.

Time

Mon 3

Tue 4

Wed 5

Thu 6

Fri 7

09:00

09:00 Check-up
S. Jones

09:00 Implant consult
M. Brown

09:15 Hygiene
E. Hall

09:00 New patient
T. Green

10:00

10:20 Filling
A. Smith

10:00 Review
K. Patel

10:15 Emergency
A. Khan

10:30 Implant review
P. Wood

11:00

11:00 Whitening
L. Evans

11:20 Exam
J. Lee

11:00 Hygiene
E. Hughes

12:00

12:00 Implant
R. King

12:15 Crown prep
H. Scott

12:00 Check-up
N. Ali

14:00

14:00 Bonding
C. White

14:20 Exam
B. Lewis

14:00 Consultation
D. Clark

14:30 Aligner review
M. Young

Patient Management

Central patient directory with appointments, treatment plans, payments, documents and communications.

Patient	ID	Last visit	Next appointment	Current plan	Balance	Status
Sarah Williams	CRN-20448	18 Jul 2026	6 Aug · 10:30	Restorative	£0	Active	Open
Michael Reed	CRN-20432	29 Jul 2026	6 Aug · 10:45	Implant	£1,200	In treatment	Open
Emma Hughes	CRN-20398	5 Feb 2026	6 Aug · 11:00	Hygiene	£85	Recall	Open
Adam Khan	CRN-20501	New	6 Aug · 11:15	Emergency	—	Urgent	Open

Treatments & Plans

Create, issue and track treatment plans from proposal through acceptance and completion.

Draft plans12Awaiting clinician review

Sent to patients24£76.4k proposed value

Accepted1771% acceptance

In treatment39Across all clinicians

Plan	Patient	Treatment	Clinician	Value	Created	Status
TP-2094	Sarah Williams	Crown + fillings	Dr Mercer	£1,170	31 Jul	Accepted	View
TP-2091	Michael Reed	Single implant	Dr Shah	£2,850	29 Jul	In treatment	View
TP-2088	Lucy Carter	Composite bonding	Dr Collins	£1,800	27 Jul	Sent	Follow up

Clinical Record

Demo patient workspace showing role-restricted clinical information and treatment history.

Clinical records contain sensitive health data. In a production system, access should be role-based, audited, encrypted and aligned with the practice's legal, clinical and data-protection obligations.

OverviewClinical notesMedical historyTreatment plansDocumentsPayments

Recent clinical activity

18

Routine examination18 Jul 2026 · Dr Mercer · Notes recorded

02

Dental hygiene02 Apr 2026 · J. Clarke · Completed

Current care

Treatment plan TP-2094Crown, composite restorations and hygiene

Accepted

Next appointment6 Aug 2026 · 10:30 · Surgery 1

Today

Recalls & Waiting List

Manage recommended reviews, hygiene recalls and patients waiting for earlier appointments.

Recalls due

43 this month

EH

Emma HughesHygiene recall · Due now

Due

NL

Neil LawsonDental examination · Due 10 Aug

Upcoming

RB

Rachel BrownImplant maintenance · Overdue 12 days

Overdue

Cancellation waiting list

7 patients

AK

Aaron KingAny weekday · Morning · Hygiene

Flexible

PM

Priya MehtaThu/Fri · Any time · Examination

Flexible

JB

Jack BrooksSame day · Emergency review

Priority

Services & Fees

Central fee catalogue. Each treatment can carry its own duration, clinician eligibility, deposit and pricing rules.

All values below are illustrative demo fees, not a claim about CrownCare or universal UK dental pricing. A live practice should publish only its verified current fee schedule.

General Dentistry

Routine and restorative care

New patient examination£95

Routine examination£65

Composite fillingFrom £165

Dental crownFrom £795

Edit category →

Hygiene & Gum Care

Preventive maintenance

Hygiene appointment£85

Extended hygiene£120

Airflow stain removal£110

Periodontal sessionFrom £145

Edit category →

Dental Implants

Consultation and restorative stages

Implant consultation£95

Single implant packageFrom £2,850

Bone graftingFrom £550

Implant maintenance£125

Edit category →

Cosmetic Dentistry

Smile enhancement

Cosmetic consultation£75

Composite bondingFrom £300/tooth

Teeth whiteningFrom £395

Porcelain veneerFrom £850

Edit category →

Clear Aligners

Orthodontic care

Aligner consultation£50

Minor alignmentFrom £2,200

Comprehensive alignersFrom £3,500

Replacement retainerFrom £180

Edit category →

Emergency Care

Urgent appointments

Emergency assessment£95

Temporary restorationFrom £85

Simple extractionFrom £195

Out-of-hours surchargeConfigurable

Edit category →

Payments & Invoices

Track invoices, deposits, refunds, payment status and outstanding patient balances.

Collected this month£86.4kPrivate treatment receipts

Outstanding£12.46k17 balances

Deposits held£4.2kUpcoming treatment

Refunds£4203 transactions

Invoice	Patient	Treatment	Total	Paid	Balance	Due	Status
INV-6082	Michael Reed	Implant treatment	£2,850	£1,650	£1,200	20 Aug	Part paid	Open
INV-6080	Sarah Williams	Restorative care	£1,170	£1,170	£0	Paid	Paid	Receipt
INV-6071	David Hall	Aligners	£3,500	£2,000	£1,500	1 Aug	Overdue	Remind

Leads & Marketing

Measure where enquiries originate and how efficiently high-value treatment leads convert.

Leads this month126Across all channels

Consultations booked5846% booking rate

Plans accepted3153% of consultations

Accepted value£92.8kAttributed treatment

Lead source

Google Organic42 leads · 19 consultations

33%

Google Ads31 leads · 16 consultations

25%

Patient referrals22 leads · 13 consultations

17%

Social media18 leads · 6 consultations

14%

High-value pipeline

Dental implants14 open opportunities

£38.4k

Clear aligners9 open opportunities

£24.1k

Cosmetic dentistry17 open opportunities

£21.8k

Reports & Analytics

Operational, financial and patient-flow reporting for practice management.

Appointment performance

Utilisation and attendance

Total appointments864

Completed781

Cancelled54

No-show29

Patient growth

Current month

New patients92

Returning patients418

Recall rebooked76%

Active patients3,842

Treatment mix

By completed revenue

General dentistry34%

Implants28%

Cosmetic18%

Hygiene / other20%

Team & Clinicians

Manage clinicians, staff schedules, treatment eligibility, rooms and operational access.

Team member	Role	Special interest	Today	Room	Portal role	Status
Dr Daniel Mercer	Principal Dentist	Restorative	09:00–18:00	Surgery 1	Clinician Admin	Active	Manage
Dr Maya Collins	Dentist	Cosmetic	10:00–19:00	Surgery 2	Clinician	Active	Manage
Dr Adam Shah	Implant Dentist	Implants	09:00–17:00	Implant Suite	Clinician	Active	Manage
Jessica Clarke	Hygienist	Periodontal care	08:00–16:00	Surgery 3	Clinical Limited	Active	Manage
Sophie Grant	Treatment Coordinator	Implants / Cosmetic	09:00–17:30	Office	Coordinator	Active	Manage

Users & Permissions

Role-based access controls for clinical, reception, finance and administration teams.

Permissions shown are a demo model. Production access should follow least-privilege principles, use strong authentication, maintain audit logs and be reviewed regularly.

Practice Admin

Dentist

Hygienist

Reception

Treatment Coordinator

Finance

Marketing

ModuleViewCreateEditDeleteExport

Patients✓✓✓ ✓

Clinical records✓✓✓

Appointments✓✓✓✓✓

Payments✓✓✓ ✓

Fees✓✓✓ ✓

Users & roles✓✓✓✓✓

Reports✓ ✓

Practice Settings

Configure bookings, communications, security, rooms, business details and system behaviour.

Online booking requests

Accept appointment requests from the public website.

Appointment reminders

Send configured email/SMS reminders before appointments.

Emergency booking flag

Highlight urgent website requests for reception review.

Waiting list automation

Surface suitable waiting-list patients when a slot is cancelled.

Two-step staff sign-in

Require an additional authentication step for staff accounts.

Marketing attribution

Record campaign/source information against incoming leads.

Practice details

CrownCare Dental & Implant Centre45 Wimpole Street, London, W1G 8SB

Edit

020 7946 0248Primary reception number

Edit

Security & audit

Last admin sign-in6 Aug 2026 · 08:02 · Successful

Secure

Audit events today184 user and record events

View log