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πŸ“ Referral Dashboard

Pro-Active Health Network
v2.81
🚨 Urgent (10+)
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Need referral now
⚠️ Warning (8-9)
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New referral needed
βœ… FYI (6-7)
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Coming up
πŸ“Š Active
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With referrals
πŸ‘€ My Clients -
πŸ‘₯ All Clients -
πŸ₯ GP Providers
πŸ—ΊοΈ Discovery
πŸ“¦ Archive Clients
πŸ“± SMS History
πŸ“œ Action Log
πŸ‘‘ Owner's Portal
πŸ‘₯ Staff Management
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Client Type Clinic Practitioners Professions Referrals Other Actions
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Client Type Clinic Practitioners Professions Referrals Other Actions
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πŸ“± SMS History

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πŸ“œ Action Log

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πŸ₯ GP Provider Classification

Classify GP providers to improve referral source detection accuracy

πŸ“Š Total
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All tracked providers
🏒 Platform
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$35/referral (Apex, Medlinks)
πŸ‘€ Client GP
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Free - client obtained
🏠 Internal
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Free - clinic network GP
⚠️ Needs Review
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Verify classification
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Provider Number Organization / GP Name Unique Clients Total Referrals Auto Classification Override Notes
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πŸ—ΊοΈ
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πŸ“¦ Archive Clients

Re-engage lapsed clients (4+ months inactive) - excludes former clinics

⏸️ No backfill in progress
πŸ“Š Total
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πŸ“‹ Not Contacted
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βœ… Interested
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πŸ“… Booked
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🎯 Avg Score β„Ή
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Client Phone Priority Last Clinic Sessions Professions Last Visit Notes Status
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πŸ‘‘ Owner's Portal
πŸ‘₯ Total Staff
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βœ… Active
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⏳ Pending
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🚫 Revoked
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Clients
πŸ“ˆ
Active Clients
β€” β€”
πŸ‘΄
Age Demographics
β€” β€”
πŸ”„
Retention Rate
Coming Soon
Financial
πŸ’°
Referral Sources
β€” β€”
πŸ’΅
Revenue Tracking
Coming Soon
πŸ“Š
ROI Dashboard
Coming Soon
Operations
πŸ₯
Sessions by Clinic
Coming Soon
βœ…
Compliance Monitor
Coming Soon
πŸ‘₯
Practitioner Load
Coming Soon

πŸ“ˆ Active Clients

View:
Clinics:

πŸ’° Financial ROI

Coming soon: Track savings, compliance, and system value.

πŸ‘₯ Staff Management

β„Ή

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βš™οΈ Clinic Configuration

Select which clinics to include in the Archive Clients list

0 Active
0 Closed
0 Total
0 clinics selected
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πŸ“¦ Backfilling Archive Clients...

0%
Initializing...
βœ… Runs in background
You can safely navigate away or close this page.
The backfill will continue and data will appear when complete.