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Jordan Lee

Front Desk Clerk

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Clinic Overview

Summary of visits, intakes, and payments for today.

Intake

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2 Urgent - in progress
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4 New 6 In Progress 1 Complete 0 Suspended 1 Cancelled

Action Required

Generate Information 1 Callback 2 Insurance Coverage 1 Forms 1 Booking 1

Visits

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2 Draft 5 Scheduled 8 Upcoming 4 Completed 1 No Show 1 Cancelled

Action Required

Notify 2 Confirm 2 Payment 1 Visit 3

Payments

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Insurance Claims

$4,280
$2,560 8 Paid $1,280 4 Pending $440 2 Overdue

Client Payments

$2,840
$1,920 12 Paid $680 5 Pending $240 2 Overdue