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Smile Aesthetix Dental

Office Portal

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KPIs

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Category:

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Private — only visible to you, enforced at the database level.

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Private — owner only, enforced at the database level. Monthly totals only, never patient-level data.

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Production vs Collections

AR Aging

Trend

Owner commentary —

Your read of the month, kept alongside the numbers.

New Patient Question

Record the question only — never a patient's name or identifying details. This list may end up as public FAQ content on our website.

Date

Category

Question / Topic

Additional context (optional)

New Policy

Policy Title

Category

Document Type

Version

Effective Date

Policy Content

Upload PDF

Maximum file size: 10MB. Blank templates and written policies only — never a filled patient form.

New Note

Title

Content

New Task

Task

Assign to

Priority

Due date

Details (optional)

Complete task

What did you do? (required)

Add Document

Blank templates only — never upload a filled patient form.

Type

Format

Title

Category

PDF file

PDF only · max 10MB

Word master (optional)

The editable .docx original. Admins only — staff never see it. Export the PDF above from this file.

Training content

Notes (optional)

Who can see this

Document

Page 1

Training

Enter monthly numbers

Monthly totals only — never patient-level figures.

Month

Leave a field blank to record no figure for that month. Computed metrics aren't listed — they derive from the others.

Import KPI values

Never upload a raw practice-management export — files with more than three columns are refused.

Exactly three columns: month,metric_key,value. Month as 2026-06. Existing figures for the same month and metric are overwritten.

CSV file

Targets

Targets show as a dashed line on charts and as variance on the cards. Leave blank for no target.

Document categories

Rename a category and every document filed under it follows. Retiring hides it from new uploads but leaves existing documents alone. A category in use can't be deleted — retire it instead.

Manage checklists

Pick a bucket (cadence + position, or "no position" for group-only items). Add, edit, or remove items in it.

Cadence

Position

Bundle any items into a named group, then assign groups to people on the People tab.

Group

Items in this group:

Set each person's position and tick the groups to assign them. Role (Staff/Admin) is owner-only.

Account security

Two-factor authentication is OFF.

You have an admin/owner account. Turning on two-factor authentication is strongly recommended.

Scan this QR code with an authenticator app (Google Authenticator, Authy, 1Password), then enter the 6-digit code to confirm.

Or enter this secret manually:

6-digit code

Two-factor code

Enter the 6-digit code from your authenticator app.