Dashboard
Real-time overview of your waitlist operations
Needs Action Today
6Clear this queue first — clients waiting on you
Overdue Follow-ups
3- Ethan Rivera6d overdue
Insurance verification — left voicemail
- Sophia Nguyen3d overdue
Awaiting prior eval reports
- Aiden ColeToday
Confirm evaluation time
New Referrals — Needs Review
3- Olivia CarterReady
Ready to advance · 6d waiting
- Marcus Tinsley4d
Missing: Insurance, DOB — follow up soon
- Hannah Park2d
Missing: Referral, Reports
Pipeline
42
New
31
Eval WL
18
Eval Sched
14
Eval Done
27
Therapy WL
9
Scheduling
109
Active
Total Active
109
Eval Waitlist
31
Therapy Waitlist
27
Speech
84
OT
52
Red Alert
3
5
Clients waiting 70+ days
6
No contact in 14+ days
2
Needs follow-up
11
Incomplete actions
4
Sent but not completed
8
2 overdue, 1 due today
Dearborn
96
Ann Arbor
71
Virtual
41
Red Alert Clients
Emma Reed
42dEthan Rivera
30dSophia Nguyen
21dFollow-Ups Due
Noah Bennett
Confirm eval 24h prior
Mason Brooks
Send scheduling options
Ava Mitchell
Plan of care follow-up
Recent Activity
Olivia Carter advanced to Eval Waitlist
Ahlam Issa · 10m ago
Slot offer text sent to Emma Reed
System · 1h ago
Note added to Sophia Nguyen
Waleed Hamami · 2h ago
New website lead: Jenna Morrison
System · 2h ago
Noah Bennett — evaluation confirmed
Ahlam Issa · Yesterday
Intake coordinator assigned to Hannah Park
Ahlam Issa · Yesterday