Practice invoice & task management
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Billing Team
User Management
Manage who has access and what they can see
NameEmailRoleJoinedLast Sign InWidgetRole & Access
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Accounting
All outstanding invoices
Outstanding
£0
0 invoices
Overdue
£0
0 invoices
Due ≤7 days
£0
0 invoices
Paid This Month
£0
0 invoices
Invoice #RecipientSurgeonTypeAmountDue DateStatusLast ChaseActions
Billing Chase
Invoices needing to be chased — sorted by urgency
Task Board
Assign and track ad-hoc tasks across your team
0
tasks assigned to you
Showing your personal queue highlighted below
To Do0
In Progress0
Waiting0
Done0
Clinic Board
Admin team marks which clinic dates are ready for billing
Surgeons
Contact directory — profiles, secretaries and contract details
Time Log
Timesheet reporting — weekly and monthly breakdown
Clinics Ready for Billing
Admin submits clinic sessions — billing team picks them up as tasks
📅 Clinic Billing Calendar
Mon
Tue
Wed
Thu
Fri
Sat
Sun
To Do In Progress Done Amendments
Upload Invoices
Import CSV or Excel files
📂
Drop your file here
Supports .csv, .xlsx, .xls
Dictations
Upload surgeon audio — AI transcribes · shared team queue
🎙️
Drop audio file here or click to upload
MP3, WAV, M4A, OGG, WEBM, FLAC · Max 500MB
⚠️
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Incoming Call!
Timer will start — assign surgeon when the call ends