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Carviq

▼ Daily Workflow

📋Today

📅Week View

🗺️Map

⚙️Scheduling

▼ Inbox & Clinical

💬Clinical Inbox

📄Follow-up / AVS

📌Tasks

▼ Patients

👥Patient Dashboard

📥Inquiry Queue

📄Documents

💉Vaccine Planner

🧾Superbill

▼ Admin

📊Analytics

📋Membership

💰Financials

📦Inventory

💉Vax Report

⏱️Shift History

💬Comms

👥Team & Roles

📋Forms

Carviq Dashboard

● Off Shift

🧭

Team Loading…

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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

📨 Clinical Inbox

📊 Metrics

🗺 Live Map

📅 Today

📆 This Week

🩺 Checkups

📋 Shift History

📥 Inquiries

📝 Waitlist

🎂 Birthdays

📞 Check-Ins

📊 Analytics

💬 Comms

💉 Vax Report

🏥 ED Avoidance

💰 Financials

📅 Forward

📨 AVS

🧾 Superbill

💉 Vax Planner

📦 Inventory

📌 Tasks

👥 Team

📨 Clinical Inbox

🔴 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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Providers: Appointment

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💬 Inbox

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📝 Notes

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📨 AVS

▸ After Visit Summaries Complete 0

🧾 Superbill

💉 Vaccine Planner

Carviq recommends — clinician confirms. Schedules follow ACIP minimum ages & intervals with catch-up logic.

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📌 Tasks

All Open Completed

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🚗 Mileage & Reimbursement

to

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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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👥 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	Email	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

Data refreshes weekly from Spruce reports

Upload Spruce Report

Messages 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

Upload Invoice

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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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👥 Patient Dashboard

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📋 Forms

🎨 Brand & Theme Not set

▸

Name	Slug	Status	Submissions	Created	Actions
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📅 Scheduling

← Back to Appointment Types

New Appointment Type

Name *

Duration *

min

Price optional

Description optional, 512 char

512

Image

📷

Click to upload

1.5 MB max · JPEG, GIF, PNG

📅 Calendars ▶

📍 Location ▶

⏱ Scheduling Rules ▶

🔄 Buffers ▶

📋 Intake Questions ▶

🏷 Category ▶

🔧 Required Resources ▶

🎨 Color ▶

📝 Post-Booking Message ▶

🔒 Visibility ▶

🚗

Extended Variant

When the drive to a patient exceeds the threshold, automatically book the extended version instead. The patient just sees their appointment — no messaging about the swap.

Extended Type

Drive Threshold

min drive

💡 Example: Link "In-Home Checkup" (60 min) → "In-Home Checkup Extended" (90 min). If drive time from previous appointment is >25 min, the extended version is booked instead — giving the provider more time to make the trip worthwhile.

✨

AI Setup Assistant

Describe your practice and AI will recommend categories, appointment types, groups, and availability — all in one shot.

🔄 Scheduling Engine

Controls which booking page patients see at /schedule.

Open patient booking → Preview native page → Preview legacy page →

📥 Import Appointments from Acuity

Import past 30 days + next 6 months of Acuity appointments into Carviq. Existing imports are skipped (safe to run multiple times).

Maps Acuity appointment types and calendars to their Carviq equivalents. Geocodes patient addresses for route optimization.

📅 Calendar Sync

Connect personal calendars to block busy times from scheduling. Uses CalDAV (supports Google, Apple iCloud, Fastmail, and any CalDAV server).

💬 SMS Notifications

Automated outbound SMS for appointment confirmations and reminders.

Send booking confirmation SMS Send 24hr reminder SMS (daily at 6 PM ET)

Confirmation Message Template

Reminder Message Template

📱 Send Test SMS

Send a sample confirmation & reminder to your phone to preview what patients will receive.

Recent SMS Log

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🏷 Categories

Group appointment types on the public booking page (e.g. "Well Visits", "Sick Visits"). Patients see categories as sections when choosing an appointment type. Optional — not needed if you only have a few types.

📝 Default Post-Booking Message

This template is used when appointment types have "Use default template" enabled.

Insert:

Tokens like {{first_name}} are replaced with the patient's actual info when the message is shown.
{{#if …}} shows text only when a value exists. Example: {{#if provider_name}}with {{provider_name}}{{/if}} — only shows "with Dr. Trey" if a provider is assigned.

📍 Practice Locations

Used for routing, office visit addresses, and drive time calculations.

🏥 Office Address

Auto-fills on office visit appointments

🏠 Provider Home Address

Used for route optimization (start/end of day)

⚙️ Scheduling Preferences

Global defaults that apply to all appointment types unless overridden by a group or type.

Slot Increment

How granular booking slots are

Arrival Window

Flex window shown to patients (e.g. "arrive between 9:30-10:00")

Min Transition Time

Minimum gap between any two appointments, regardless of type buffers

Buffer Defaults by Location Type

These apply when an appointment type does not have custom buffers set. Override per-type in the type editor.

🏠 Home Visits

Before:min

After:min

🏥 Office Visits

Before:min

After:min

💻 Virtual Visits

Before:min

After:min

📅 External Calendar (CalDAV) Buffer Defaults

Applied to events synced from Apple/Google Calendar during the transition to native scheduling. Prevents overbooking around existing appointments.

Before:min

After:min

📄 Documents

📄

Drop a school form PDF here or click to upload

📎 Choose File