Tools
One place for every team tool. Pick what you need.
Clinical Team
Administration Team
01
Task Board
Daily checklists (remote + in-clinic), pending tasks with proof of completion, blocker flags, manager sign-off, and one-tap Teams sign-out reports.
Open
02
New Patient Triage
One page, one call — new vs. existing, emergency flows, recalls, and self-pay paths. The codes to load and the Oryx copy-paste blocks build themselves as you fill it. Includes a quick Code Guide tab and the Insurance Breakdown worksheet with the full carrier phone directory.
Open
03
Predetermination & Claims Tool
Standard predetermination and claim forms with live fill — pick the clinic, enter the details, print and mail.
Open
04
Tracking App
Front-desk trackers in one place — missed-call callbacks, the safe (cash & cheques), patient lab cases, incoming deliveries, returns awaiting refund, and patient payment plans. Toggle Odonto, Tareen, or both.
Open