Carviq Dashboard
● Off Shift🧭
Team
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Visits Today
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Next Appt
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Current Gap
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Miles Today
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New Inquiries
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AVS Pending
📨 Inbox
🗺 Field Ops
🚗 Shifts
🎯 Leads
📋 Clinical
📊 Insights
🔴 Urgent
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Needs immediate attention
🟡 Moderate
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MD review needed
🟢 Routine
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AI draft ready
✅ Resolved Today
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Threads resolved
🧠 AI Learning
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Edit rate: —
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📊 Clinical Inbox Metrics
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💬 Inbox
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📝 Notes
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📨 AVS
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After Visit Summaries Complete
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🧾 Superbill
💉 Vaccine Planner
Carviq recommends — clinician confirms. Schedules follow ACIP minimum ages & intervals with catch-up logic.
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📌 Tasks
Open
Completed
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🕐 Scheduled
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🚗 Mileage & Reimbursement
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👥 Team & Roles
Roles are additive: admin = manage team, see all schedules, dashboard access · md = physician workflows · rn = nurse workflows (vaccines, own schedule only). Changes take effect immediately in the app — no update needed.
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📞 Messaging Lines
Assign Spruce lines and VFD access to workers
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📋 GBL Delegates
Clinically licensed workers who manage the Get Better List
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👥 Members
Active
Paused
Churned
All
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Active Families
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Active Children
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MRR
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Avg Tenure
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📝 Adult PC Waitlist
| Name | Phone | Date Added | Notes | ||
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📊 Practice Analytics
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Total Visits
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YTD
This Month
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In-Person
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Active Members
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Utilization
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IP ÷ 6 slots/day
💬 Text Encounters
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Pending Inquiries
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Monthly Visit Volume
Visit Type Mix
Month-by-Month Summary
| Month | Total | In-Person | Sick Visits | Nurse Visits | Virtual | Checkups | 💬 Text | ⏱ Avg Resp |
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🎯 Lead Funnel Analytics
Total Leads (YTD)
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Converted to Member
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Conversion Rate
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M&G → Member
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Conversion Funnel
Lead Sources
Membership Interest Mix
👩⚕️ Provider Utilization
| Provider | Total Visits | In-Person | Virtual | Checkups | Sick Visits | Utilization % |
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Visits by Provider
Utilization %
💬 Communications
Auto-populated from practice messagesMessages Total
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This week
Calls
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Talk Time
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Secure Msgs
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Scheduled
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Weekly Message Trend
By Teammate
| Teammate | SMS Sent | SMS Rcvd | Calls | Talk Min |
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💉 Vaccine Reports
Doses YTD
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This Month
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Unique Patients
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Lots Expiring <90d
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Monthly Doses Administered
Top Products
Wastage Log
| Date | Vaccine | Lot # | Doses Wasted | Reason |
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Administration Log
| Date | Patient | Vaccine | Lot # | Site |
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🏥 ED Avoidance
Total ED & UC Visits
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In selected period
ED Visits
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UC Visits
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Avoidable
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Overall Rate
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Per 1,000 member-months
Member-Months
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In selected period
Monthly ED/UC Volume
Avoidability Breakdown
Rate per 1,000 Member-Months
Visit Log
| Date | Patient | Type | Avoidable | Contacted First | Time of Day | Chief Complaint |
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💰 Financials
MRR
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Active Members
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Families
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Avg Rev / Family
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New vs Churned by Month
Membership Type Mix
Churn by Month
| Month | Churned | New | Net |
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Churn by Reason
Paused Memberships
Total Paused
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MRR on Hold
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📦 Supply Costs
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Monthly Run Rate
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Cost / Visit
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% of Revenue
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Open Balance
Recent Invoices
| Date | Vendor | Invoice # | Gross | Credits | Net | Balance |
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📅 Forward 30-Day View
Scheduled (next 30 days)
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In-Person
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House calls + office
Virtual / Remote
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Calls, consults, meet & greets
Avg / Week
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In-person visits per week
Scheduled Appointments — Day by Day
| Date | In-Person | Virtual | Appointments | Util % |
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🏥 Client Onboarding
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📣 Release Notes
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🧠 AI & Learning
🎙️
Teach Your AI How You Write
We'll show you real parent messages and AI-generated drafts. Tell us if the draft sounds like you — or edit it to match your voice. The AI learns from every interaction.
🟢 System Uptime & SLA
Uptime
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Current Streak
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Since last incident
Avg Response
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DB round-trip
P95 Response
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95th percentile
Incidents
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In period
Uptime Timeline
Today
Daily Breakdown
| Date | Checks | Up | Down | Uptime % | Avg Response |
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Recent Incidents
No incidents recorded.
SLA Target: 99.9% uptime = max 43 min downtime/month. Monitored every 5 minutes internally + UptimeRobot external checks.
Export this data for partner SLA reports.
Export this data for partner SLA reports.
Patient Dashboard
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📋 Forms
🎨
Brand & Theme
Not set
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| Name | Slug | Status | Submissions | Created | Actions |
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📅 Scheduling
📄 Documents
📄
Drop a school form PDF here or click to upload
⏳
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🏷️ Fields
📋 Clinical Notes
Click to load notes…
📋 Waitlist Management
How far ahead to look for checkups coming due
Suggestions will never propose slots sooner than this many days out — protects your schedule from last-minute changes
🌙 AI suggestions generate once nightly (around 2 AM)
⚙️ Settings
📷 How to Get a Great Signature
1. Sign on blank white paper
Use a dark pen (black Sharpie works best). Sign naturally — don't try to make it "neat."
Use a dark pen (black Sharpie works best). Sign naturally — don't try to make it "neat."
2. Take a photo
Use your phone camera. Good lighting, no shadows. Get close — fill the frame with just the signature.
Use your phone camera. Good lighting, no shadows. Get close — fill the frame with just the signature.
3. Keep it simple
White background, dark ink, nothing else in the photo. We'll handle cropping and cleanup.
White background, dark ink, nothing else in the photo. We'll handle cropping and cleanup.
💡 Tips: PNG with transparent background is ideal if you have one. Otherwise a phone photo works great. Avoid lined paper, colored backgrounds, or pencil.