Home dashboard
Leads, visits booked, lab panel revenue and ratings at a glance.
A custom practice CRM built for a longevity clinic, where the front office runs from one dashboard. This page explains what the demo includes, section by section.

The calendar shows appointments for the Ashburn, VA and Bethesda, MD locations side by side, color coded so the front desk can tell them apart instantly. Staff switch between Day and Week views, filter by clinic, and reveal cancelled visits when needed.
Left rail


All names and appointments shown are sample data.
Beyond the calendar, the demo brings the whole front office into one place.
Leads, visits booked, lab panel revenue and ratings at a glance.
Booking confirmations, reminders and review requests, each with an on/off switch. New message wording waits for clinic approval.
Appointments plus texts and emails in one place.
Patient contacts and records in one view.
Revenue tracked by where each patient came from.
Review requests and outbound campaigns.
An AI phone agent ("Vivian") connected to the same system.
Admin, Provider and Front-desk roles, two-factor sign-in, automatic sign-out after 15 minutes of inactivity, and a monthly PDF report.
Built as a working demo with sample data only (no real patients; messages are logged, not sent). The production version is planned to run on the clinic's own cloud environment under its healthcare privacy agreement once the clinic sets it up. New message wording waits for clinic approval.
The demo is private. Nothing here is presented as a confirmed client outcome.