System Time
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Select office and date
Choose an office and date, then click Load / New.
Missing
Draft
Submitted
Pending Verification
Verified
Locked
No Patients
Closed/Holiday
Date
Office
Clinicians
Patients
Collected
Balance
Status
Actions
🔒 My HR
Enter your 4-digit PIN to access your HR information.
📱 Trusted Devices
| User | Device | Browser | Device ID | Status | Last Seen | Added |
|---|
🔐 Device Restriction
Admin onlyRestrict to Approved Devices
When enabled, users can only log in from approved devices above.
Register and approve all devices before enabling this.
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⏱ Session Timeout
📋 Recent Access Log
| User | Device ID | Browser | Status | Time |
|---|
Select a user to view and edit delegated permissions such as HR, leave, payroll review, and finance.
📋 Transactions
| Date | Type | Description | Category | Receipt | Amount | Status |
|---|
| Patient | Type | Office | Lab | Shade | Sent | Expected | Status | Lab Fee | Payment |
|---|
| Title | Type | Assigned To | Provider | Due | Completed | Hours | Status |
|---|
| Team Member | Period | Type | Appraiser | Self % | Super % | Status |
|---|
🏦 Cash Control
💰 Cash Position (Last 30 Days)
📊 Cash Accountability Summary
| Office | Cash Income | Expenses | Deposits | Owner Collections | Expected On Hand | Variance | Status |
|---|---|---|---|---|---|---|---|
| Select date range and click Run. | |||||||
⚠️ Open Cash Variances
Date
Office
Variance
Explanation
🧾 Expense Line Items
Date
Office
Category
Description
Vendor / Invoice
Amount
Method
🏛 Bank Deposits
Date
Office
Amount
Bank
Ref #
Status
👤 Owner Collections
Date
Office
Owner
Amount
Reason / Notes
📊 Cash Accountability Report
| Date | Office | Cash Income | Expenses | Deposits | Owner Collections | Exp. On Hand | Actual Count | Variance | Explanation |
|---|---|---|---|---|---|---|---|---|---|
| Select a date range and click Run Report. | |||||||||
| Date | Office | Expected | Actual Count | Discrepancy | Deposited | Status |
|---|
⚠️ Security Note: Full backups export all data you have access to. Exports are generated in your browser and downloaded locally. The service role key is never exposed. Store backup files securely.
💾 Full Data Backup
Admin onlyExports all accessible tables as a JSON bundle. Data is filtered by your office access and RLS.
📤 Quick Exports
Financial
Operations
📋 Backup / Export Log
| Type | Status | Created By | Started | Completed | Notes |
|---|
📊 Planned vs Actual
| Category | Office | Planned | Actual | Variance | Status |
|---|
💳 Expenses
| Description | Category | Office | Vendor | Date | Due | Amount | Status |
|---|
🔎 Patient / Procedure Search
Find patients by UUID/name and count procedure activity such as cleanings, extractions, dentures, RCTs.| Date | Office | Patient | Procedure | Clinician | Fee | Insurance |
|---|
🛡️ Patient Registry
Local patient UID registry status, storage location, and backup guidance.Loading registry status…
🗂️ Patient Index
Patient records from the local encrypted registry. Unlock the registry to view names and DOB.
🔐 Names and dates of birth are stored in the encrypted registry on this device only. Cloud records reference the Patient UID only. Registry must be unlocked to display patient details.
| Name | DOB | OD Chart # | Office | Last Seen |
|---|
📷 Scan Center
Shared phone-camera scanner for insurance intake and inventory barcode workflows.| Item | Category | Office | Unit | Current | Reorder | Ideal | Status |
|---|
| Equipment | Category | Office | Location | Warranty | Status |
|---|
📅 Add Holiday / Closure
🔒 Month Freeze
Freezing a month prevents edits to all day sheets within that period. Admin only.
Active Freezes
📋 Closures
| Office | Start | End | Days | Reason | Created |
|---|
Jamaican statutory payroll rates and thresholds. Rates are configurable — no code changes required.
✅ Active Rule Set
📋 All Rule Sets
| Year | Effective From | Effective To | PAYE Threshold/mo | NIS Rate | NHT Rate | Ed Tax Rate | Status | Source |
|---|
Generate Payroll
💵 Payroll Records
| Staff | Office | Period | Gross | Deductions ℹ | Net Pay | Employer Cost | Days | Status |
|---|
💳 Staff Loans
📊 Leave Balances — All Staff
Request Leave
🗓 Leave Records
| Staff | Type | Start | End | Days | Status | Notes |
|---|
🧠 Operations Intelligence
Select a date range and tab
All intelligence is generated from submitted day sheets.
Patients seen: …
Collections by Payment Type
Collections by Office
Production by Clinician
Expenses
Compliance
Insurance by Provider
Pre-Authorizations
Month-over-Month
By Insurance Provider
By Office
Aging Buckets (Days Outstanding)
⚠ Disputed Claims
📤 Import Past Day Sheets
Multiple clinician blocks per file supported. Duplicate check is by selected office + date. Existing sheets will show a View Existing link.
Follow-up Queue
Patient names display only when stored on this device.📥 Insurance Remittance / EOB Intake
Upload Sagicor · Guardian · Canopy statements. Preview first, then confirm matched payments.Date
Provider
Patient
Claimed
Paid
Denied
Outstanding
Status
Actions
My Sheets
Your day sheets requiring review
Generate Commission Report
📊 Saved Reports & Payments
Record commission payments from the row actions. Payment proof parsing is local-only; parsed payee names are never saved to Supabase.
Period
Clinician
Office
Gross
Deductions
Due
Paid
Variance
Status
Actions
Welcome 👋
🕐 Recent Activity
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⚠️ Offices Requiring Attention
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✅ Operational Validation
Real-world scenario tests — cash, budget, insurance, registry, reporting.
📊 Executive Dashboard
Executive Dashboard
Select a period and click Refresh to load.
⚡ Action Required
Collections by Payment Type
This Month⚡ Alerts
Production by Clinician
This MonthBy Office
This MonthRecent Submissions
Insurance Claims
Recent Audit Activity
🏢 Offices
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⚕️ Clinicians
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👥 Staff
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📋 Procedure Types
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🏥 Insurance Providers
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👤 Users
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📋 Audit Log
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