Source · Tebra

How the practice is running

Visit volume, who's showing up, and where patients drop off.

Patient status — Tebra ↔ Kommo

Active follow-up pipeline

How is this month going?

Live · last 30 days

Active patients over time

Attended visit · rolling window · monthly

Availability & Occupation

Booked (realized + scheduled) ÷ available · per provider

Patient Follow-Up pipeline

Kommo · List → Contacted → Scheduled · Termination

How often patients come in

Share of patients by visit frequency

How patients flow in

New · returning · came back

Who's doing what

Providers · schedule load · location

Where the schedule breaks

No-shows · cancels · reschedules

Recent visits

Latest 50
Source · Tebra

Patients & Refill

Last visit, attendance pattern, and a refill suggestion per patient.

Refill at risk

Stale last visit + no-show / reschedule pattern

All patients

Last visit · attendance · refill

No-shows & reschedules

By week / month · provider · click a bar to see who
From
To
Quick range
Referred
Status
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Kommo CRMPCP outreach pipeline — referral leads and partners. CRM activity, not clinical data.
Pipeline
Responsible
Status
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Anna · Sales Effort Kommo CRM

Anna · Phone & Fax RingCentral

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PCP Outreach · PCP List by Health Group

All PCP Leads (Prospecting + Pipeline + Nurturing)

Kommo CRMReferral partners — leads tracked in the CRM. Not all patients from a partner are here.
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Patients Referred

PCP Leads (Clinic Pipeline)

PCP Outreach · PCP List (Anna)

Pending Data Items

Data issues that may affect accuracy. Updated automatically.

TebraPayments received — the source of truth for revenue.
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Admin

Users

Who can access the dashboard. Add people, reset passwords, or revoke access.

Team access

UserRoleStatusPasswordLast loginActions
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New users and password resets use the default password MHMGForever$ and force a change on first login.