The Practice Manager serves as the primary front-desk dashboard in Clerk. It provides a real-time view of daily operations, including appointments, expiring care plans, subscription renewals, patient alerts, assigned tasks, and tracked inventory. From this screen, staff can also add appointments and patients.
Daily Appointments View
Today's Snapshot shows appointment statuses for the day (not confirmed, confirmed, no show, completed, rescheduled, canceled).
Appointments move visually through columns as patients progress from upcoming, to checked in, to checkout.
Patients can be marked In Office to indicate they are present but not yet checked in; this status will suppress the Missed Appointment Reminder from going out if Review Wave is integrated.
Practice Manager Tabs
Expiring Careplans
Displays patients whose care plans expire within two weeks.
Provides patient contact information.
Allows staff to acknowledge outreach .
Subscriptions
Displays upcoming subscription renewals and failed renewals due to expired cards.
Supports searching by patient and date range.
Allows updating payment methods and editing payment frequency.
Requires an active payment integration to populate.
Patient Alerts
Displays active alerts tied to patients.
Indicates whether alerts are patient-facing at kiosk check-in.
Allows alerts to be acknowledged, edited, completed, or deleted.
Tasks
Displays clinic-level and patient-related tasks.
Shows due dates, status, assigned staff, and related patient (if applicable).
Supports completing, editing, or deleting tasks.
Inventory
Tracks quantities of selected products.
Highlights low-stock items when counts reach or fall below set thresholds.
Allows manual adjustment of inventory counts.
Thresholds are defined in individual product settings.
Appointment Tile Icons
Appointment tiles may display icons to quickly convey patient or appointment status:
Bell: Patient has an alert
Green: today
Black: future
Red: past due
Heart: Patient is on a care plan (hover to view details)
Building: Patient is in the office but not checked in
Note: Appointment note exists
Clipboard: Patient is in treatment
Checkmark: Appointment is completed