Open slot · Today board · 2:30 PM
Consult · Dr. Patel
Same-day cancel left an open chair. Waiting list still untouched.
Best fit queuedMaya Chen · overdue
/// For specialty clinics
Fill open chairs.
Ledger watches cancellations and overdue lists, texts the right patient, books the visit, and leaves your desk a receipt.
Open slots, outreach, booking, and booked value stay tied to the chairs that actually get filled.
Watch open slots
Cancels and at-risk times surface on Today.
Text the right patient
Best-fit outreach before the chair goes cold.
Book & receipt
Confirmed visit with booked value attached.
At risk
Outreach · overdue patient · 9:02 AM
Hi Maya — a consult opened today at 2:30 with Dr. Patel. Want it?
Yes, that works. Can you confirm?
Booked for 2:30. Confirmation is on your phone.
Thursday · your schedule
1:00Hygiene · Room 2
2:30Maya C.
Consult · Dr. Patel
Confirmed · reminders set
4:00New patient · Room 1
Booked value$485
The leak
Open slots don’t wait
Specialty schedules are perishable. When a chair goes empty, the work to fill it usually loses to the phone and the walk-ins.
01
Empty chairs
A same-day cancellation leaves production on the table while the waiting list sits untouched.
02
Chase work that never ends
Overdue patients and quiet referrals need follow-up your team can’t dial all day.
03
No proof of recovery
Most tools count texts and reminders. You need booked visits you can show the owner.
How it works
Watch → text → needs you → book → receipt
Each step shows the clinic UI — Ledger handles the chase; your team steps in only when judgment is required.
Tap a stage · or watch the loop
Step 1
Watch
Open chairs and cancellations show up as opportunities — not another spreadsheet.
Ledger · Board
Board
Open slot · tomorrow
2:30 PM · consult
Cancellation logged this morning
Best fit waiting
Maya R. · overdue follow-up
Chairs to fill today
3
Mission control
The desk your team already understands
Today, Needs you, the Board, and Results — one place to see what’s waiting, what’s moving, and what got booked.
Today
What needs the front desk right now.
Jordan Lee · co-pay questionNeeds you
Sam Ortiz · open slot fitAgent working
Board
Every patient in the recovery pipeline.
Waiting
4
Working
6
Booked
3
Results
Booked value with receipts behind it.
Total booked value
$12,480
18 patients booked this month · not “messages sent”
Needs you
Judgment stays with staff — one queue.
When a patient asks something the playbook can’t answer, it lands here — not buried in a shared inbox.
2 waitingStaff in charge
Automation that knows when to stop
Opening texts come from your playbook. When a patient asks about insurance, clinical detail, or anything ambiguous, it surfaces in Needs you — not a silent send.
- Approve or edit drafts before they go out when you want a closer look
- Hand work back to the agent after you answer once
- Never lose the thread in a personal text chain
Needs you
1 waitingPriya Shah · referred consult
“Will my insurance cover the sleep study if Dr. Kim ordered it?”
Awaiting staff reply · agent paused
Results
Credit only what got booked
Ledger’s Results page mirrors how clinics already think about production — booked patients and estimated value, with a paper trail.
Total booked value
Estimates for planning — confirmed bookings carry the receipt.
$12,480
Alex Chen
Hygiene opening filled · Tue 9:00
$185
Morgan Ellis
Referral consult booked · Thu 1:30
$425
Riley Park
No-show recovered · same-week slot
$310
Who it’s for
Built for specialty clinic ops
If your schedule lives and dies on referrals, follow-ups, and same-week fills, Ledger is the recovery layer beside the PMS — not another inbox.
Specialty clinics
Referral-heavy practices where a missed consult isn’t just an empty hour — it’s downstream care that never starts.
Front-desk leads
Teams drowning in phone tag who still need final say when a patient asks something only staff can answer.
Ops & owners
Leaders who want chairs filled and a receipts trail they can trust — not vanity “messages sent” dashboards.
Next step
See Ledger on your schedule
Walk through a real recovery loop with your team — cancellations, Needs you, and receipts — in under thirty minutes.