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Active clients
24
+2 this month
Open tasks
11
3 due today
Appointments today
6
Synced to Outlook
Overdue invoices
2
$560 outstanding
Clients needing attention
AT
Alex Thompson
NDIS report overdue · Invoice $280
Urgent
JS
Jordan Smith
Initial assessment due Fri
Review
RC
Riley Chen
All tasks up to date
On track
CM
Casey Morgan
Follow-up call scheduled
On track
SK
Sam Kowalski
Progress note in progress
In progress
Tasks due today
NDIS Progress Report
Alex Thompson · Dr. Patel
Invoice follow-up
Riley Chen · Admin
Session notes – morning
Sam Kowalski · Dr. Wu
8 more tasks across the practice
View all tasks →