π Referral Dashboard
Pro-Active Health Network
v2.81
| Client | Type | Clinic | Practitioners | Professions | Referrals | Other Actions |
|---|
| Client | Type | Clinic | Practitioners | Professions | Referrals | Other Actions |
|---|
π± SMS History
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π Action Log
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π₯ GP Provider Classification
Classify GP providers to improve referral source detection accuracy
π Total
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All tracked providers
π’ Platform
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$35/referral (Apex, Medlinks)
π€ Client GP
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Free - client obtained
π Internal
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Free - clinic network GP
β οΈ Needs Review
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Verify classification
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πΊοΈ
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π¦ Archive Clients
Re-engage lapsed clients (4+ months inactive) - excludes former clinics
βΈοΈ
No backfill in progress
π Total
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π Not Contacted
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Interested
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π
Booked
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π― Avg Score
βΉ
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π Owner's Portal
π₯ Total Staff
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β
Active
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β³ Pending
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π« Revoked
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Clients
Active Clients
β
β
Age Demographics
β
β
Retention Rate
Coming Soon
Financial
Referral Sources
β
β
Revenue Tracking
Coming Soon
ROI Dashboard
Coming Soon
Operations
Sessions by Clinic
Coming Soon
Compliance Monitor
Coming Soon
Practitioner Load
Coming Soon
π Active Clients
View:
Clinics:
π° Financial ROI
Coming soon: Track savings, compliance, and system value.
π₯ Staff Management
βΉ
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