Daily operations
Day Sheet
Open an existing sheet or begin the day’s activity.
System Time
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Open a day sheet
Choose an office and date. An existing sheet will open, or a new draft will be started.
1Select office
2Choose date
3Open sheet
Day sheet coverage
Calendar
Office
Status
Missing
Draft
Submitted
Pending Verification
Verified
Locked
No Patients
Closed/Holiday
Day sheet archive
History
Review activity, collections, balances and submission status.
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 |
|---|
Identity & access
Permissions
Delegate specific responsibilities without expanding a user’s role.
Choose a team memberRole defaults remain in place unless you add an explicit override.
📋 Transactions
| Date | Type | Description | Category | Receipt | Amount | Status |
|---|
Clinical workflow
Lab Cases
Track every case from impression through delivery.
| 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 | Net Cash Movement | 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 |
|---|
DATA PORTABILITY
Backup & Export
Create a complete recovery file or download one focused dataset.
🔒
Private by designFiles are prepared in this browser and downloaded to this device.
COMPLETE COPY
Admin onlyFull data backup
Recommended for recovery and secure long-term storage.
Customize included data ⌄
ONE DATASET
Quick export
Choose exactly what you need as a CSV file.
Recent export activityReview backup and export historyOpen 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 |
|---|
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🗂️ 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 |
|---|
CAPTURE WORKSPACE
Scan Center
Choose a task, confirm the office, then scan. Nothing is saved until you review and confirm it.
● Local processing
1
What are you scanning?Select one workflow
2
Confirm officeRecords stay within this office context
Choose an office to continue
3
Start scanningHold the patient QR inside the frame
SUPPLY CONTROL
Inventory
Track stock, measure usage and order before supplies run out.
OPENING COUNT · 7 AUGUST 2026
Authoritative stock control
Current stock is calculated from immutable counts, receipts, issues, transfers and corrections. The historical reference supplies item names and categories only.
Unlock the encrypted registry, then import the opening inventory count.
OUT0Requires count or receipt
LOW0At or below minimum
PURCHASE0Target replenishment
TRANSFER0Inter-office opportunity
ABOUT 5 SECONDS
Issue stock
| Item / Location | Category | Current | Minimum | Target | Status | |
|---|---|---|---|---|---|---|
| Loading encrypted local inventory… | ||||||
Generated purchase list
- Set PAR levels to calculate.
Transfer suggestions
- No suggestions yet.
28-day usage
- No issue history yet.
| Equipment | Category | Office | Location | Warranty | Status |
|---|
Schedule controls
Planned Closures
Manage office downtime and protect completed reporting periods.
Schedule a closure
Holiday, maintenance or planned downtimeMonth freeze
Administrative controlLocks the selected periodDay sheets in a frozen month cannot be edited until an administrator reopens it.
Active freezes
Scheduled 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 |
|---|
CLINICAL PERFORMANCE
Operations Intelligence
Explore patterns by clinician, office, and patient flow without displaying the entire network at once.
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
Historical records
Import Day Sheets
Bring prior activity into ClinicOS from a spreadsheet or email.
✓ Import an entire month or one day✓ Duplicate protection by office and date✓ Existing sheets remain accessible
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
Production review
My Sheets
Confirm your procedures, fees and laboratory activity.
PAYROLL WORKSPACE
Commission Reports
Build a report for one clinician and period. Previous reports stay safely filed in the archive.
01
Create a report
Choose who and when. You can review the figures before saving.
Payment proof is processed locally. Parsed payee names are not saved.
Period
Clinician
Office
Gross
Deductions
Due
Paid
Variance
Status
Actions
Welcome 👋
⚠️ Attention Queue
🕐 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
Organization setup
Offices
Manage locations, operating targets and group assignments.
Total offices—Configured locations
Active—Currently available
Groups—Ownership structures
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⚕️ Clinicians
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👥 Staff
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Clinical configuration
Procedures
Maintain the searchable treatment catalogue, default fees and lab requirements.
Procedures—Catalogue entries
Active—Available on day sheets
Categories—Treatment groupings
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Revenue configuration
Insurers
Manage providers and the processing fees used in reconciliation and clinician tallies.
Providers—Configured insurers
Active—Available for claims
Average fee—Processing rate
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Identity & access
Users & Access
Approve accounts, assign roles and control office visibility.
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📋 Audit Log
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