Source · Tebra

How the practice is running

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

Patient status

Tebra

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

Patients

Distinct patients seen · by month · by week · by provider

Visits

Completed visits · by month · by week · by provider

Billing

Tebra charges by provider · billed, not collected

Who's doing what

Schedule load · appointment type · location

Where the schedule breaks

No-shows · cancels · reschedules

Recent visits

Latest 50
Source · Tebra

Front desk

Who is coming in and how they pay. Who was terminated, with the notes on file.

Payment · insurance
Source · Tebra

Patients & Refill

The live Tebra refill queue up top, then last visit, attendance pattern and a refill suggestion per patient.

Refill requests · Tebra

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

Audit

Tebra and Kommo checked against each other. Every total ties to its parts.

Tebra ↔ Kommo ledger

Active follow-up pipeline
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.