Dental

The Dental Portal is your practice's command centre inside Sysevo. It brings your patients, appointments, recalls, treatments, complaints, AI phone calls and reporting together in one place, with an AI voice agent that answers, books and recalls patients for you around the clock. This guide walks through every screen a practice user will touch — what it is, how to use it, and how to add or edit the records inside it.

Note on the screens in this guide: the live portal renders in a clean, light theme. The illustrative mockups below use the Sysevo docs-site dark style so they sit consistently alongside other product docs, but every label, column, button and tab shown matches the real interface exactly.

In this guide

• Getting around: layout & navigation
• Dashboard
• Live Calls
• Patients
• Patient Detail
• Appointments
• Appointment Detail
• Recalls (reminders)
• Emergency Log
• Treatments (treatment catalog)
• Complaints
• Calls (call history & triage)
• Call Detail
• Pipeline
• Outbound Campaigns
• Campaign Detail
• Emails
• Team
• Reports & Analytics
• Automations
• Settings
• Account: Billing & Contracts
• Your Profile & Notifications
• Help & Support
• Common workflows
• Glossary of statuses

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Getting around: layout & navigation

Every page in the Dental Portal shares the same frame: a left sidebar for navigation, a slim top header, and the page content in the main area.

The sidebar

The sidebar is grouped into labelled sections so related tools sit together. From top to bottom:

At the very top sits your practice logo (or a tooth icon and the word "Dental" if no custom logo is set). A chevron button collapses the sidebar to a narrow icon-only rail to give you more room — click it again to expand. Your scroll position in the sidebar is remembered as you move around.

At the bottom is your user card: your avatar and name, your practice name, a Sign out button, a light/dark theme toggle, and a Settings shortcut. Clicking your avatar opens My Profile.

The header

The desktop header shows your practice name (in your brand colour) with the label Dental Portal beside it. On the right are three controls:

• The Voice AI button — opens the AI voice agent hub for the dental portal.
• A documentation (book) icon.
• A notifications (bell) icon.

On mobile, the sidebar collapses behind a hamburger (menu) button and the page title is shown centrally with the bell on the right.

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Dashboard

Where: OVERVIEW → Dashboard (/dental/dashboard)

The Dashboard is your morning at-a-glance view. It opens with a friendly "Good morning" greeting and today's full date, plus a primary Book Appointment button in the top-right.

What it shows

KPI cards (top row) — four headline numbers, each with a short comparison line:

Today's Appointments — a table of the day's schedule with columns for Patient, Time, Treatment, Dentist and Status. A View all link jumps to the full Appointments screen. Status is shown as a coloured pill (Completed, In Progress, Confirmed, Pending, DNA).

Recall Pipeline (this month) — a small funnel showing how recalls are progressing this month: Due This Month → Contacted → Booked → Completed, each with a count and a progress bar, plus a headline recall success rate underneath.

Recent Calls — a compact feed of the latest calls with the caller's name, the outcome, the time, and a type tag (Inbound, Recall, Outbound). Icons flag whether a call ended in a booking, a decline, an emergency, or no answer.

How to use it

1. Scan the four KPI cards to gauge the day.
2. Work down Today's Appointments to see who is in and their status.
3. Check Recent Calls to see what the AI agent has handled overnight and this morning.
4. Use Book Appointment (top-right) to add a new booking without leaving the page.

Tip: The Dashboard is read-only apart from the Book Appointment button — it's a launch pad. Click View all to manage appointments, or open any sidebar section to act on what you see here.

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Live Calls

Where: OVERVIEW → Live Calls (/dental/live-calls)

This screen shows the AI voice agent's calls as they happen, in real time. A pulsing red dot and an "N Active" badge at the top tell you how many calls are live right now.

What each live call shows

Each active call appears as a card with:

• The caller's name and a call-type tag (for example Inbound — Emergency or Outbound — Recall).
• A one-line description of what's happening (e.g. "Patient reporting acute toothache upper right").
• A live duration timer and the agent name (AI Dental Agent).
• Two action buttons: Listen In (monitor the live audio) and End Call (hang up).

If no calls are active, you'll see an empty state: "No active calls — Live calls will appear here when the AI agent is active."

Today's stats

Below the live cards, three tiles summarise the day: Calls today, Avg. duration today, and Positive outcomes (as a percentage).

How to use it

1. Keep this tab open during busy periods to watch the AI handle calls.
2. Click Listen In to silently monitor a sensitive or emergency call.
3. Click End Call only if you need to intervene and stop the AI mid-call.

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Patients

Where: PATIENTS → Patients (/dental/patients)

The Patients screen is your full register. The header shows the total count of registered patients and a Add Patient button.

The patient list

A searchable, filterable table with these columns:

Searching and filtering

• Search box: type a name, phone number, or dentist to filter instantly.
• Filter buttons: All, Active, Overdue Recall, New — click one to narrow the list. Status badges are colour-coded (Active = green, Overdue Recall = red, New = teal).

If nothing matches, the table shows a friendly "No patients found" empty state.

How to add a patient

1. Click Add Patient (top-right).
2. Enter the patient's details — name, date of birth, contact number, assigned dentist and recall interval.
3. Save. The new patient appears in the register, initially marked New.

How to open / edit a patient

Click the chevron (›) at the end of any row to open that patient's full record (see Patient Detail), where you can review history and update their information.

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Patient Detail

Where: open any patient from the Patients list (/dental/patients/:patientId)

This is the complete record for a single patient. A Back to Patients link sits at the top.

Patient header

The header shows the patient's avatar, name and status badge, plus a row of key facts: DOB, phone, email, assigned dentist, and a line of identifiers — Registered date, NHS number, Patient ID. Two action buttons sit on the right:

• Call Patient — initiate a call.
• Book Appointment — start a new booking for this patient.

Recall status banner

A teal banner highlights the patient's Next Recall Due date, the recall reason (e.g. "6-month routine checkup"), and their last visit date, with a Book Recall button for one-click scheduling.

The four tabs

How to use it

1. Open the patient from the register.
2. Use the tabs to review their history before a visit or a call.
3. Use Book Appointment or Book Recall to schedule.
4. Use Call Patient to phone them directly.

Tip: The Treatments timeline is the fastest way to understand a patient's clinical story at a glance — completed items show a green tick, the upcoming recall shows a teal clock.

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Appointments

Where: PATIENTS → Appointments (/dental/appointments)

The Appointments screen is your practice diary. The header shows a quick summary (e.g. "8 today · 6 confirmed · 1 DNA") and a Book Appointment button.

Quick status tiles

Five clickable tiles across the top show counts per status — Confirmed, Pending, Completed, DNA, Cancelled. Clicking a tile filters the table to that status.

The appointments table

Searching and filtering

• Search box: filter by patient name or treatment.
• Dentist dropdown: All Dentists, Dr. Patel, Dr. Okafor, Hygienist Chen — narrow to one clinician's list.
• Status tiles: click any tile to filter by appointment status.

How to book an appointment

1. Click Book Appointment (top-right, or from the Dashboard / a patient record).
2. Choose the patient, treatment, dentist, date, time and duration.
3. Confirm. The booking appears in the table, usually as Pending or Confirmed.

How to open / edit an appointment

Click the chevron (›) at the end of a row to open the Appointment Detail, where you can change its status, read clinical notes, and reach the patient record.

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Appointment Detail

Where: open any appointment from the list (/dental/appointments/:appointmentId)

A single appointment's full view, with a Back to Appointments link and a status pill at the top.

What's on the page

Appointment Info — a panel of facts: Patient, Date & Time, Treatment, Duration, Clinician and Room.

Clinical Notes — the clinician's write-up of the visit, with a footer showing who recorded it and when.

Status Actions — three buttons to update the appointment's outcome:

Right-hand panels:

• Patient — a mini-profile (name, DOB, phone) with a View Patient Record button.
• Recent Calls — recent calls tied to this appointment (e.g. reminder confirmations, booking confirmations).

How to update an appointment's status

1. Open the appointment.
2. Click the relevant Status Action — Mark Completed, Mark DNA, or Cancel.
3. The status pill updates and the change flows back to the Appointments list and Dashboard counts.

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Recalls (reminders)

Where: PATIENTS → Recalls (/dental/recalls)

Recalls are your patient reminder engine — the screen for chasing patients who are due (or overdue) for a routine checkup. This is where the AI recall calling really earns its keep. The header reads "Recall Management" with a live summary like "3 overdue · 4 due · 2 booked · 1 declined".

Stat cards

Four cards summarise the recall pool: Overdue, Due, Booked, Declined, each with a count and icon.

The recall table

Searching and filtering

• Search box: filter by patient name.
• Filter buttons: All, Overdue > 30 days, Due This Month, Booked, Declined.

How to start an AI recall campaign

1. (Optional) Tick the checkboxes next to the patients you want to target. The "select all" checkbox in the header selects everyone currently shown.
2. When one or more patients are selected, a Start AI Recall Campaign (N) button appears, showing how many are selected.
3. Click it to launch an AI calling campaign for those patients. The AI will phone them within your allowed calling window (set in Automations).
4. Alternatively, click the standalone Start AI Recall Campaign button to set up a campaign without a pre-selected list.

You can also click the phone icon at the end of a row to call a single patient.

Tip: Use the Overdue > 30 days filter, select all, then Start AI Recall Campaign to clear your most overdue backlog in one action.

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Emergency Log

Where: PATIENTS → Emergency Log (/dental/emergency-log)

The Emergency Log records urgent patient contacts — toothaches, broken teeth, abscesses and walk-ins — captured by the AI agent or your team. The header shows the number of emergency contacts logged with a Log Emergency button.

Severity stats

Three cards split emergencies by pain level: Severe (8–10), Moderate (5–7), and Total This Month.

Emergency cards

Each emergency appears as a card showing:

• A pain score badge (e.g. "8/10"), colour-coded — red for severe, amber for moderate, yellow for mild.
• The patient name (with "(Walk-in)" noted where relevant) and the call time.
• The dentist the case was routed to (shown as "→ Dr. Patel").
• A description of the problem in the patient's own words.
• An Outcome line (e.g. "Emergency appointment booked 10:00 today" or "Seen same day, temporary crown placed").
• A View Call button to open the related call.

How to log an emergency

1. Click Log Emergency (top-right).
2. Record the patient, pain level (0–10), a description of the problem, the dentist it's routed to, and the outcome.
3. Save. The new entry appears at the top of the log and updates the severity stats.

This screen doubles as your triage record — it shows how each urgent contact was assessed by pain level and what action was taken.

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Treatments (treatment catalog)

Where: CLINICAL → Treatments (/dental/treatments)

The Treatment Catalog is the master list of every procedure your practice offers, with its duration, price and whether it's an NHS or private treatment. The header shows how many treatments are configured and an Add Treatment button.

Category filter

A row of category buttons lets you filter the list: All, Preventive, Diagnostic, Restorative, Surgical, Implants, Cosmetic, Orthodontics, Endodontic, Prosthetic. Each category has its own colour pill.

The treatment table

How to add a treatment

1. Click Add Treatment (top-right).
2. Enter the treatment name, category, default duration, price, and whether it's NHS or private.
3. Save — it joins the catalog and becomes available when booking appointments.

How to edit a treatment's price or duration

1. Click the pencil (edit) icon at the end of a treatment row.
2. The Duration and Price cells turn into editable fields.
3. Type the new values.
4. Click the save (disk) icon to confirm, or the X to cancel.

Tip: Edits to duration and price happen inline — no separate page. This makes it quick to keep your fee list current.

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Complaints

Where: CLINICAL → Complaints (/dental/complaints)

The Complaints screen tracks patient complaints from receipt to resolution. The header shows how many are open and under review, with a Log Complaint button.

The complaints table

How to log a complaint

1. Click Log Complaint (top-right).
2. Record the patient, subject, a full description, priority, and who it's assigned to.
3. Save — it appears in the table as Open.

How to manage a complaint

Click the chevron (›) to open the Complaint Detail.

Complaint Detail view

Where: /dental/complaints/:complaintId

The detail page shows:

• A header with the complaint subject, reference number, filing date and who raised it, plus a status pill.
• Complaint Details — Subject, full Description, Priority, and Assigned To.
• An Activity Timeline — a chronological log of every note and action, each stamped with the author and time. A text box at the bottom lets you Add a note to the timeline.
• A Patient panel with contact details and a View Patient link.
• An Actions panel with Mark Resolved, Escalate to Manager, and Close Complaint buttons.

How to add a note or resolve a complaint

1. Open the complaint.
2. To add an update: type into the "Add a note to this complaint…" box and click Add Note.
3. To change its state: click Mark Resolved, Escalate to Manager, or Close Complaint in the Actions panel.

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Calls (call history & triage)

Where: OUTREACH → Calls (/dental/calls)

The Call Log is the complete history of every call — inbound, outbound and AI recall — handled by the practice and the AI agent. The header shows how many calls happened in the last 7 days.

Searching and filtering

• Search box: filter by caller name or outcome text.
• Type filter buttons: All, Inbound, Outbound, Recall. Each type has its own icon — an incoming-arrow phone for Inbound, an outgoing-arrow phone for Outbound, and a phone for Recall.

What each call row shows

• The caller's name and a type tag (Inbound / Outbound / Recall).
• The date, time and duration.
• The outcome (e.g. "Booked appointment for recall checkup", "Emergency slot booked — pain upper right", "Patient declined recall at this time").
• A short AI summary line beneath the outcome.

How calls support triage

The outcome and summary lines show how the AI triaged each call — booking routine recalls, escalating pain to emergency slots, logging complaints, and leaving voicemails when there's no answer. Use the Inbound filter to review what patients called in about, or Recall to review the AI's outbound recall results.

How to open a call

Click the chevron (›) at the end of a row to open the Call Detail with the recording, transcript and AI summary.

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Call Detail

Where: open any call from the Call Log (/dental/calls/:callId)

The full record of a single call, with a Back to Calls link and a type pill at the top.

What's on the page

Recording — an audio player with a play button and a progress bar so you can listen back to the call.

AI Summary — a teal-highlighted, plain-English summary of what happened, including the call sentiment (e.g. "Positive") and whether any concerns were raised.

Transcript — the full back-and-forth as chat bubbles: the AI Agent's lines on the left, the patient's replies on the right, each labelled by speaker.

Right-hand panels:

• Call Info — Patient, Date, Duration, Type, and Dentist.
• Actions Taken — the concrete actions the AI completed, such as "Appointment booked — 12/09/2026 09:00 with Dr. Patel" and "SMS confirmation sent".

How to use it

1. Open a call from the Call Log (or from a patient's Calls tab).
2. Read the AI Summary for the quick version.
3. Play the Recording or read the Transcript if you need the detail.
4. Check Actions Taken to confirm what the AI did on the patient's behalf.

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Pipeline

Where: OUTREACH → Pipeline (/dental/pipeline)

The Treatment Pipeline is a kanban-style board that tracks higher-value treatment cases (implants, crowns, Invisalign, veneers and similar) from quote to completion. The header shows the number of active cases and the total pipeline value, plus an Add to Pipeline button.

The columns (stages)

Cases move left-to-right through five stages, each a colour-coded column with its case count and combined value:

What each case card shows

• The patient name and the treatment (e.g. "Full Implant (Upper L4)").
• The case value in pounds.
• The assigned dentist.
• How many days the case has been sitting in its current stage.

How to add a case

1. Click Add to Pipeline (top-right), or click the + Add case button at the bottom of any column.
2. Enter the patient, treatment, value and dentist.
3. Save — the card appears in the chosen stage.

Tip: The total pipeline value in the header is a quick gauge of your forward revenue from larger cases. Watch the "days in stage" figure to spot cases that are stalling.

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Outbound Campaigns

Where: OUTREACH → Outbound (/dental/outbound)

Outbound Campaigns are AI-driven recall and outreach calling runs — for example, clearing a month of overdue recalls or following up after implant treatment. The header reads "Outbound Campaigns — AI-driven recall and outreach campaigns" with a Create Campaign button.

Summary stats

Three tiles at the top summarise all campaigns: Total contacts reached, Appointments booked, and Overall conversion rate.

Campaign cards

Each campaign is a card showing:

• The campaign name (e.g. "June Overdue Recalls"), a status pill (Running, Completed, Scheduled, Paused), and the created date.
• The script the AI uses for that campaign.
• A row of figures: targets, contacted, booked, declined, and a Conversion percentage.
• For Running campaigns, a progress bar showing how many contacts have been reached so far.

How to create a campaign

1. Click Create Campaign (top-right).
2. Give it a name, choose the patient list to target, pick the call script, and set the schedule.
3. Launch. New campaigns start as Scheduled and move to Running when calling begins.

How to open a campaign

Click the chevron (›) to open the Campaign Detail.

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Campaign Detail

Where: open any campaign from Outbound (/dental/outbound/:batchId)

The detail view for a single campaign, with a Back to Campaigns link, the campaign name and start date.

Controls

Two buttons sit at the top-right:

• Pause Campaign — temporarily stop the AI calling.
• Retry No Answers — re-attempt everyone who didn't pick up.

Summary stats

Four tiles: Total patients, Booked, Declined, and No Answer.

Per-patient results table

How to use it

1. Open the campaign to see exactly how each patient responded.
2. Use Retry No Answers to give non-responders another try.
3. Use Pause Campaign if you need to stop calling (for example, over a holiday).

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Emails

Where: OUTREACH → Emails (/dental/emails)

A built-in mailbox for patient and practice correspondence. The header has a Compose button.

Folders

A left-hand list of folders: Inbox (with an unread count badge), Sent, Starred, and Archive. Click a folder to switch views.

The email list

A search box filters by subject, sender, or preview text. Each email row shows the sender (or "To: recipient" in Sent), the subject, a preview line, and the date. Unread emails are highlighted with a bolder style and a teal dot.

How to use it

1. Click a folder to switch between Inbox, Sent, Starred and Archive.
2. Use the search box to find a specific message.
3. Click Compose to write a new email.
4. Click any email to read it.

The mailbox handles both patient emails (enquiries, complaints follow-ups) and system messages such as NHS claim summaries and supplier reminders.

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Team

Where: OPERATIONS → Team (/dental/team)

The Team screen is your staff directory — dentists, hygienists, the practice manager, receptionists and nurses. The header shows the number of staff members and an Add Staff button.

Staff cards

Each team member is a card with:

• Their initials avatar, name and role.
• For clinicians, a count of active patients.
• Contact details: email, extension/phone, and working schedule.
• A row of specialism tags (e.g. Implants, Restorative, Cosmetic).

How to add a staff member

1. Click Add Staff (top-right).
2. Enter their name, role, email, phone/extension, schedule and specialisms.
3. Save. They receive an invitation email to access the portal (per the Help Centre guidance).

Tip: The dentists and hygienist listed here are the same names that appear in the Dentist dropdowns when booking appointments and assigning patients, so keep this list accurate.

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Reports & Analytics

Where: OPERATIONS → Reports (/dental/reports)

The Reports screen turns your practice data into charts. The header shows the reporting period (e.g. "January – June 2026") and an Export PDF button.

KPI summary

Four headline figures with year-on-year comparisons:

The charts

• Appointments per Month — a bar chart of monthly appointment volume.
• Revenue by Treatment — horizontal bars showing how much each treatment type contributed this month.
• Recall Success — a funnel of Due → Contacted → Booked → Completed, with the recall conversion rate (booked ÷ contacted).
• DNA Rate Trend — a bar chart of the did-not-attend percentage by month, with a callout highlighting the best month.

How to use it

1. Read the KPI summary for the headline performance.
2. Use the four charts to dig into appointments, revenue, recalls and DNA trends.
3. Click Export PDF to download the report for sharing or your records.

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Automations

Where: OPERATIONS → Automations (/dental/automation)

The Automations screen is where you control how the AI calls and reminds patients. Changes are saved with the Save Automation Settings button at the bottom; a green "Settings saved" confirmation appears briefly.

AI Recall Calling

A master on/off toggle at the top of this card switches AI recall calling on or off. When on, the AI automatically calls patients whose recall is overdue beyond your threshold. Three settings control its behaviour:

AI Call Script

A text editor for the script the AI reads on recall calls. Above it sits a row of clickable variable tags you can drop into the script to personalise each call:

• {patient_name}
• {practice_name}
• {last_visit_date}
• {recall_due_date}
• {dentist_name}

Appointment Reminders

A toggle to switch automated reminders on, plus two individual reminder toggles:

• SMS — 48 hours before — a text reminder 48h before the appointment.
• AI Call — 24 hours before — a voice call 24h before to confirm attendance.

How to configure automations

1. Toggle AI Recall Calling on.
2. Set the overdue threshold, max attempts and calling window.
3. Edit the AI Call Script, inserting variable tags where you want personalised details.
4. Turn on the SMS and AI Call reminders you want.
5. Click Save Automation Settings.

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Settings

Where: ACCOUNT → Settings (/dental/settings)

Settings holds your practice's core configuration. Changes save with Save Settings; a green "Settings saved" confirmation appears briefly.

Practice Information

Editable fields for your practice details:

Opening Hours

A per-day editor for Monday through Sunday. Each day has an open/closed toggle and, when open, an open time and close time. Toggling a day off shows "Closed".

Recall Intervals

Sets the default recall interval for patients — choose 3, 6, 9 or 12 months. Individual dentists can override this per patient (set on the Patient Detail page).

How to update settings

1. Edit any Practice Information field directly.
2. Adjust Opening Hours — toggle days open/closed and set times.
3. Pick a default Recall Interval.
4. Click Save Settings.

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Account: Billing & Contracts

Billing

Where: ACCOUNT → Billing (/dental/billing)

The Billing screen manages your Sysevo subscription (this is your practice's plan with Sysevo — not patient invoicing).

Current plan card shows your plan (e.g. "Dental Pro Plan"), the monthly price, what's included, and three live figures: Next billing date, Payment method (masked card), and AI calls this month. Two buttons — Change Plan and Cancel Plan — let you adjust your subscription.

Invoice History is a table of past and upcoming invoices: Invoice number, Period, Amount, Date, and Status (Paid or Upcoming). Paid invoices have a download icon to save the PDF.

To download an invoice: find the row in Invoice History and click the download icon (available on Paid invoices).

Contracts

Where: ACCOUNT → Contracts (/dental/contracts)

The Contracts screen lists your signed agreements with Sysevo — for example the Platform Service Agreement, AI Voice Processing Addendum, Data Processing Agreement, and NHS Data Security agreement. Each row shows the document name, version, signed date, expiry, and a status badge (Active or Expired), with a download icon to save a copy.

To download a contract: find the agreement and click its download icon.

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Your Profile & Notifications

My Profile

Where: click your avatar in the sidebar (/dental/profile)

Your personal account page. It has:

• Personal Information — First Name, Last Name, Email, Job Title, Phone, with a Save Changes button.
• Change Password — Current, New and Confirm password fields with an Update Password button.
• A profile card with your avatar, name, role and practice, plus an Upload Photo button.
• Account Details — your account type, portal and member-since date.

To update your details: edit the Personal Information fields and click Save Changes. To change your password: fill the three password fields and click Update Password.

Notifications

Where: /dental/notifications (also reachable via the bell icon)

A feed of practice alerts — AI campaign starts, DNA alerts, new complaints, booking milestones and overdue-patient warnings. Each entry has an icon, title, description and timestamp; unread items are highlighted. A Mark all read button clears the unread count.

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Help & Support

Where: ACCOUNT → Help (/dental/help)

The Help Centre is your support hub. It offers three quick-action cards — Documentation, Support Tickets, and Contact Us — and a Frequently Asked Questions list covering common topics like starting a recall campaign, handling declined calls, customising the AI script, DNA handling, assigning dentists, and adding team members. Click a question to expand the answer.

Documentation

Where: /dental/docs

A library of guides grouped into Getting Started, AI Recall System, Patient Management, and Reports & Analytics, each with several articles (e.g. "How the AI Recall Campaign Works", "Adding & Editing Patients", "Exporting Reports as PDF").

Support Tickets

Where: /dental/tickets

A table of your support requests with Ticket ID, Subject, Created, Updated, Priority, and Status (Open, In Progress, Resolved, Closed). Click a ticket to open it, or New Ticket to raise one.

To submit a ticket (/dental/tickets/new):

1. Click New Ticket.
2. Enter a Subject.
3. Choose a Category — Technical Issue, Billing, Feature Request, Account / Access, AI Agent Issue, or Other.
4. Set a Priority — Low, Medium, High, or Urgent.
5. Write a detailed Description.
6. Click Submit Ticket. You'll get a confirmation with a reference number and email updates.

Contact Us

Where: /dental/contact

Lists the ways to reach Sysevo — Email (support@sysevo.com), Phone (0800 555 1234, Mon–Fri 09:00–17:30), and Live Chat — alongside a simple Send a Message form (Subject and Message). Submitting shows a "Message Sent" confirmation.

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Common workflows

Clear your overdue recall backlog

1. Go to Recalls.
2. Filter by Overdue > 30 days.
3. Tick the header select-all checkbox (or pick individual patients).
4. Click Start AI Recall Campaign (N).
5. Track results in Outbound → [your campaign] and the per-patient results table.

Handle an emergency call

1. The AI agent triages the call; you can watch it in Live Calls and Listen In if needed.
2. The contact is recorded in the Emergency Log with a pain score and outcome.
3. An emergency slot is booked — review it in Appointments.

Book and complete a routine visit

1. From Patients or Appointments, click Book Appointment.
2. Choose patient, treatment, dentist, date and time.
3. On the day, open the Appointment Detail and click Mark Completed (or Mark DNA / Cancel).
4. The Dashboard and Reports update automatically.

Keep your fees up to date

1. Go to Treatments.
2. Click the pencil icon on a treatment.
3. Edit the Duration and Price, then click save.

Resolve a patient complaint

1. Go to Complaints → open the complaint.
2. Add updates via the Add Note box on the Activity Timeline.
3. When done, click Mark Resolved (or Escalate to Manager / Close Complaint).

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Glossary of statuses

Appointment statuses: Confirmed · Pending · Completed · In Progress · DNA (did not attend) · Cancelled.

Patient statuses: Active · Overdue Recall · New.

Recall statuses: Overdue · Due · Booked · Declined.

Call types: Inbound · Outbound · Recall.

Complaint statuses: Open · Under Review · Resolved · Closed. Priorities: High · Medium · Low.

Campaign statuses: Running · Completed · Scheduled · Paused.

Pipeline stages: Quote Sent · Accepted · Scheduled · In Progress · Completed.

Support ticket statuses: Open · In Progress · Resolved · Closed.

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This guide covers the client-facing features of the Sysevo Dental Portal. For help, use the in-portal Help Centre, raise a Support Ticket, or contact the Sysevo team via Contact Us.