A reliable way to track doctor availability and time off is to register each doctor's regular hours, collect time-off requests through a form, approve them in a short workflow and show everything on a shared calendar used for booking. In Jestor, availability and absences are linked to
To manage telehealth appointment links and confirmations, store the video call link on each online appointment, send it to the patient with a confirmation request, and track whether the patient confirmed and joined. In Jestor, online appointments live in the same schedule as in-person visits, with links and statuses
You can send birthday and check-up reminders to patients by storing the birth date and next check-up date on each patient record and using automations that send an approved WhatsApp template on the right day. In Jestor, every message is recorded on the patient's card, and
To run a daily opening checklist for a clinic reception, list every step the first person must do — from systems and phones to the day's schedule and pending confirmations — and turn that list into a recurring task with a checklist that is completed and recorded every morning. In
A good way to track payments pending from insurance providers is to register every billed claim with the provider, amount, submission date and expected payment date, and to follow each one through statuses until it is paid or disputed. In Jestor, a Kanban of receivables shows which claims are overdue,
You can manage recurring treatment plans and session packages by registering each package with the number of sessions purchased, linking every attended session to it and calculating the remaining balance automatically. In Jestor, packages, sessions and payments are connected tables, so reception knows exactly how many sessions each patient has
To coordinate cleaning and sterilization schedules in a dental clinic, turn every routine into a recurring task with a checklist, an owner and a time slot, and record each completion with date and responsible person. In Jestor, tasks and checklists are organized by room and shift, so managers can see
You can handle patient consent forms without paper by sending the consent document digitally before the procedure, recording the signature status on the appointment, and storing the signed file with the patient's record. In Jestor, each consent is linked to a patient and procedure, and the team sees
An effective way to track expiration dates of medications and supplies is to record the expiry date for every lot received, keep lots linked to their products, and review a view that lists everything expiring in the coming weeks. In Jestor, lots, products and movements are connected, so the oldest
To manage lab exam requests and result delivery to patients, register each request with the exam type, lab and expected date, track it through phases until the result arrives, and notify the patient when it is ready. In Jestor, each request is a card on a Kanban, with SLA alerts
You can track revenue by doctor and service type by linking every completed appointment to the doctor who performed it and to a service with a defined price, then grouping those values in dashboards by doctor, service and period. In Jestor, the numbers update as appointments are completed, without exporting
To follow up with patients after a procedure using standard checklists, create a follow-up card automatically when the procedure is completed, attach a checklist with the questions every patient must be asked, and schedule contacts on fixed days. In Jestor, each contact is recorded on the card, and any