Northgate Wellness
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Natkiva
{{ railClinicA }}{{ railClinicB }}{{ railClinicC }}
«
»
{{ n.label }} {{ n.badge }}
{{ n.label }} {{ n.badge }}
{{ n.label }} {{ n.badge }}
Settings
AW
Ask {{ aiName }}
Clear ×
{{ wm.q }}
{{ wm.a }}
{{ wm.used }}
{{ wm.listLabel }} {{ wm.planLabel }} Open › Undo Show the tasks › Show the report {{ wm.calPatient }}
{{ wca.label }}
{{ wcd.head }}
{{ wcl.text }}
{{ wct.head }}
{{ wch.label }}{{ wct.more }}
{{ wcb.label }}{{ wm.calMore }}
{{ wp.label }} {{ wp.label }}
{{ wm.pickNote }}
{{ wa.label }}
Enter to send
↑
Roadmap
{{ meInitial }}
{{ meName }}

{{ title }}

data-glass="card"
{{ g.initial }} {{ g.name }} {{ g.meta }}
No matches for “{{ globalSearch }}”
Show all matches in Patients ›
Create
☎ {{ phoneLabel }}
{{ previewText }}Exit preview

{{ title }}

{{ subtitle }}
Clear
{{ k.label }}
{{ k.value }}
{{ k.meta }}
Rearrange tiles ›
Rearrange tiles Reset to default Done
{{ haHint }}
{{ ht.n }}
{{ ht.label }}
‹ ›
Morning briefing
{{ bs.title }}
{{ l.text }}
Needs attention {{ attentionCount }}
{{ at.title }}
{{ at.detail }}
{{ at.age }}
Nothing needs attention
Missed calls, AI escalations, and overdue invoices land here.
{{ todayTitle }} {{ locLabel }} ▾ Calendar ›
{{ ap.time }}
{{ ap.title }}
{{ ap.who }}
{{ todayEmptyText }}
Paid invoices All paid invoices ›
{{ hp.who }}
{{ hp.meta }}
{{ hp.amount }}
No paid invoices yet.
Recent activity
{{ av.text }}
{{ av.age }}
Memberships All memberships ›
{{ hm.name }}
{{ hm.meta }}
{{ hm.state }}
No memberships yet.
Reports Open reports ›
{{ hr.label }}
{{ hr.delta }}
{{ hr.value }}
Reviews All reviews ›
{{ hv.name }} {{ hv.stars }}
{{ hv.body }}
{{ hv.meta }}
No reviews yet.
Calculator Open ›
{{ calcMem }} {{ calcLine }} {{ calcDisplay }}
{{ ck.label }}
Messenger {{ hmUnread }} Open ›
{{ hr.title }}
{{ hr.preview }}
{{ hr.time }} {{ hr.unread }}
{{ hmEmptyText }}
Patient messages {{ pmtUnread }} Open ›
{{ pr.title }}
{{ pr.preview }}
{{ pr.time }} {{ pr.unread }}
{{ pmtEmptyText }}
Usage this month {{ usageTileMonth }} Open ›
{{ ur.label }} {{ ur.now }} {{ ur.prevText }}
{{ usageTileEmptyText }}
New Patient Opportunities
{{ lw.label }}
All new leads ›
{{ leadsTileLabel }}
{{ lc.n }}
{{ lc.label }}
{{ lr.name }}
{{ lr.meta }}
{{ lr.chipText }}
{{ leadsTileEmptyText }}
All new leads › · {{ leadsOpenCount }} open{{ leadsClosedText }}
{{ hf.title }} {{ hf.count }} {{ hf.pickLabel }} ▾ {{ hf.allLabel }} ›
{{ hr.title }}
{{ hr.detail }}
{{ hr.age }}
{{ hf.emptyText }}
Time Card {{ tcPeriod }} Open ›
{{ tcPunchLabel }}
{{ tcStatus }}
{{ tcStatusSub }}
Today
{{ tcToday }}
This pay period
{{ tcTotal }}
Paid time off{{ tcPto }}availableAsk ›
Sick time{{ tcSick }}availableUse ›
Employee Directory {{ edCount }} Open ›
{{ ed.name }}
{{ ed.mobile }} · {{ ed.email }}
{{ edEmptyText }}
Clinic Documents
{{ ehName }}
{{ ehMeta }}
{{ ehSigLine }}
Open handbook
Read and sign
{{ cd.name }}
{{ cd.meta }}
Open
{{ cdEmptyText }}
{{ rk.label }}
{{ rk.value }}
{{ rk.note }}
{{ rt.label }}
Nothing sends to patients until Matt says go.
{{ rmObTitle }}
{{ rmObBlurb }}
{{ ob.n }}
{{ ob.title }}
{{ ob.when }}
{{ ob.who }}
•{{ os.t }}
{{ rmObOpen }}
System design
The whole platform as of Nov 7, 2026: what Natkiva does (the EMR and its modules) and how it runs (one address through a global load balancer, two regions with a standby, the database and its replica, our own phone servers, Sophie and the outside services). Planned, not built yet: fax (Sinch), Quest lab results, DoseSpot e-prescribing, insurance claims and insurer payments, and Zapier-style partner integrations. Click the picture to open it full size.
Natkiva platform architecture: users, the EMR and its modules, Google Cloud infrastructure, the voice stack and outside services
Security and HIPAA compliance
{{ rmSecBlurb }}
{{ sg.name }}
{{ sg.blurb }}
{{ sg.count }}
{{ si.t }}
{{ si.why }}
{{ si.note }}
{{ si.chip }}
Working documents
The privacy and security statement (kept current as we build), the HIPAA drafts and the design specs. Super Admins only; each opens in its own tab, where it can be printed or saved as a PDF. They describe how the system is protected, so do not share them outside the company.
{{ rmDocsMsg }}
{{ dg.name }}
{{ dg.count }}
{{ dd.title }}
{{ dd.status }} Open ›
{{ rr.name }}
{{ rr.blurb }}
{{ rr.count }}
{{ rr.doneMark }}
{{ rr.title }}
{{ rr.why }}
Owner: {{ rr.who }}
{{ rr.chip }} {{ rr.pri }}
Each section carries its own range.
Export CSV
Headline metrics
{{ rangeKpi }}
{{ rk.label }}
{{ rk.value }}
{{ rk.delta }}
Lead to completed service
Contacts created in the selected range
{{ rangeFunnel }}
{{ cv.name }} {{ cv.count }} {{ cv.pct }}
{{ fbFunnelLabel }}
Yes No
Where leads came from
Attributed at contact creation
{{ rangeSrc }}
{{ sr.name }} {{ sr.count }} {{ sr.pct }}
{{ fbSrcLabel }}
Yes No
Collected revenue trend
Settled payments by month · seven months
{{ rl.label }}
Collected revenue
Payments recorded in Front Desk
{{ rangeRev }}
{{ rb.value }}
{{ rb.month }}
{{ fbRevLabel }}
Yes No
Provider utilization
Booked hours against available hours
{{ rangeUtil }}
{{ pv.name }}
{{ pv.label }}
{{ fbUtilLabel }}
Yes No
{{ wt.label }}
{{ aiName }}
{{ wm.text }}
{{ wm.used }}
{{ wm.listLabel }}
{{ wm.planLabel }}
Open ›
Undo
Show the tasks ›
Show the report
{{ wm.calPatient }}
{{ wca.label }}
{{ wcd.head }}
{{ wcl.text }}
{{ wct.head }}
{{ wch.label }}{{ wct.more }}
{{ wcb.label }}
{{ wm.calMore }}
{{ wp.label }}
{{ wp.label }}
{{ wm.pickNote }}
{{ wa.label }}
{{ wm.text }}
{{ wm.status }}
{{ wi.label }}
{{ wModeLabel }}
{{ wNotice }}
↑
Tutorials
{{ wTutIntro }}
No tutorials yet. They will be added here one by one as they are built.
No tutorials for your role yet.
{{ wTutTitle }}
{{ wTutBlurb }}
{{ wTutCapLabel }}
Pop out ↗
{{ wTutBigIcon }}
Close
⏪ 10 s
{{ wTutPlayText }}
10 s ⏩
0:00 0:00
Loading the video…
{{ wTutErr }}
Try again
No tutorial matches what you typed. Try one or two other words, or clear the box to see the whole list.
{{ fr.title }} {{ fr.group }}
{{ fr.blurb }}
{{ fr.hit }} ({{ fr.hitAt }})
{{ fr.length }}
Play ›
{{ tg.arrow }} {{ tg.group }} {{ tg.count }}
{{ tu.title }}
{{ tu.blurb }}
{{ tu.length }}
Play ›
Scripts
The words spoken in each tutorial video. A Super Admin edits them here, ticks Ready to record when a script is approved, and Saves. A video is recorded only from a Ready script, and any edit takes the tick off. People with the Dev role can read the scripts but not change them.
No scripts are in the app yet. They are added from the repository with tools/tutorials/scripts_sync.mjs push.
Editing · {{ wScGroup }} · {{ wScWords }}
{{ wScReadyText }}
{{ wScReadyLabel }}
Close
Save
Read only. Only a Super Admin can edit scripts.
Unsaved changes.
{{ pr.text }}
{{ wScTitle }}
{{ wScBlurb }}
{{ st.n }}
On screen (in this order while the words are spoken): nothing, the screen stays + Add an action
{{ ac.m }}. {{ ac.text }} (set in the repository file) ×
On screen: {{ st.on }}
{{ st.say }}
{{ st.words }}
+ Add a scene below Remove this scene
{{ sc.title }}
{{ sc.group }} · {{ sc.meta }}
{{ sc.status }}
{{ sc.editLabel }}
Not answered {{ wUnCount }}
{{ wUnIntro }}
+ Report a question
{{ wUnEmptyText }}
{{ uq.q }}
{{ uq.meta }}
Ask again
Teach {{ aiName }}
Dismiss
Taught answers {{ wUnTaught }}
{{ tq.q }}
{{ tq.a }}
{{ tq.meta }}
Edit
Remove
{{ wEmptyTitle }}
{{ wEmptyBody }}
{{ wEmptyCta }}
Setup check
{{ scCount }}
{{ scBlurb }}
{{ sg.kind }} “{{ sg.name }}” does not exist
Named in {{ sg.where }}
Add it
Fix ›
Guided setup with {{ aiName }}
{{ obGuideBlurb }}
{{ og.n }}
{{ og.t }}
{{ og.detail }}
Open ›
{{ og.askLabel }}
Patient
{{ d.initial }}
{{ d.name }}
Open full record
{{ d.phone }} · {{ d.email }}
Message
Call
Appointment
{{ d.emoji }}{{ d.status }}
Overview
Notes
{{ moreLabel }}
data-glass="card"
{{ mt.label }}
{{ o.label }} ›
{{ o.empty }}
Write an internal note about {{ d.name }}…
{{ nt.body }}
{{ nt.meta }}
{{ pr.title }}
{{ pr.meta }}
{{ pr.status }}
{{ paneLabel }}
{{ paneEmpty }}
Add {{ paneLabel }}
Appointment
{{ apn.name }} {{ apn.name }}
{{ ch }}
{{ apn.status }}
Appointment details
to
{{ apn.allDayLine }}
{{ apn.hint }}
Memo
{{ apn.memoLine }}
{{ apn.memoAction }}
Done
Notes
+ Add Note
{{ nt.date }} · {{ nt.meta }}
No note written from this appointment yet.
Services
+ Add service
Billing · Self-pay
Appointment Fee{{ apn.feeText }}
Client balance: {{ apn.balanceText }}
Duplicate {{ apn.saveLabel }}
{{ apn.trashTip }}
Your role can view this appointment but not change it.
{{ inboxView }}
+ New
Filters {{ inboxSort }} {{ inboxFilterChip }}
{{ mt.label }}
OPEN
CLOSED
{{ ef.label }}⋯
Mark as read Move to ▾ Move to New {{ emailBulkDeleteLabel }}
{{ t.arrow }} {{ t.label }} {{ t.count }} ⋯
+ Folder
{{ t.name }} {{ t.age }}
{{ t.initial }}
{{ t.name }}{{ t.age }}
{{ t.preview }}
{{ t.via }}
{{ t.badge }}
No conversations
Nothing matches this view, filter, or search.
Reset
{{ paneEmptyTitle }}
{{ paneEmptyBody }}
{{ th.initial }}
{{ th.name }} ›
Record
Assign
{{ th.closeLabel }}
Move to ▾
{{ th.readLabel }}
{{ th.deleteLabel }}
{{ convLine }} Select status
{{ m.avInit }}
{{ m.headFrom }}
{{ m.headMeta }}
Subject: {{ m.headSubject }}
To: {{ m.headTo }}
{{ m.dayLine }}
{{ m.text }}
{{ m.textMeta }}
{{ composerOffText }}
{{ mf.label }}×
B
I
U
Send
{{ ct.icon }}
Send
Message all
{{ archivedBtnLabel }}
Export CSV
Export all (zip)
{{ contactFilterChip }}
{{ contactCount }}
data-glass="card"
{{ cc.mark }}{{ cc.label }}
Create custom field
{{ selLabel }}
Message
Edit fields
{{ selTotal }}
Clear all
{{ allChecked }}
{{ nameHead }}
{{ hd.label }}
{{ r.checked }}
{{ r.initial }} {{ r.name }}
{{ cl.text }}
No contacts match
Try a different search, or clear the filter.
Clear filters
Today
{{ calDateLabel }}
{{ calView }}
⋯
{{ wd.dow }}
{{ wd.num }}
{{ it.time }}
{{ it.who }}
{{ it.svc }}
{{ dn }}
{{ mc.num }}
Closed · {{ mc.holiday }}
{{ it.time }} {{ it.who }}
{{ mc.more }}
{{ ym.name }}
{{ di }}
{{ yc.num }}
MDT
{{ rs.name }}
{{ rs.closedText }}
{{ rs.closedText }}
{{ rs.sched }}
{{ rs.people }}
All day
{{ chip.text }}
{{ h.label }} {{ nowTime }}
{{ bk.line1 }}
{{ bk.line2 }}
{{ callFilterLabel }}
Extensions
{{ callRangeLabel }}
Call
Customer
Call type
Handled by
Duration
Summary
Date
{{ cl.name }}
{{ cl.type }}
{{ cl.flag }}
{{ cl.handler }}
{{ cl.duration }}
{{ cl.summary }}
{{ cl.date }}
No calls in this range
Widen the date range or clear the call-type filter.
{{ pt.label }}
Missed calls, voicemails and answered calls. Move to Old once a call has been dealt with.
{{ vb.label }}
{{ pc.name }} {{ pc.answeredBy }} {{ pc.when }}
{{ pc.number }} {{ pc.kind }} {{ pc.via }} NEW
{{ pc.transcript }}
{{ pc.playLabel }} Call back Text back Open record Reviewed Reviewed ✓ Move to Old Move back to New
{{ phoneEmptyText }}
Time Card
{{ tcKind }}
‹
{{ tcPeriod }}
This period
›
{{ tcPunchLabel }}
{{ tcStatus }}
{{ tcStatusSub }}
Today
{{ tcToday }}
This pay period
{{ tcTotal }}
Paid time off available
{{ tcPto }}
Sick time available
{{ tcSick }}
Paid time off
{{ tcPtoSub }}
{{ su.when }}{{ su.hours }}{{ su.status }}
Ask for paid time off…
Sick time
{{ tcSickSub }}
{{ su.when }}{{ su.hours }}{{ su.status }}
Use sick time…
{{ td.day }}
{{ sh.span }} {{ sh.hours }} {{ sh.flag }} Request a change
{{ td.total }}
{{ tcEmptyText }}
+ Missed shift…
{{ tcHint }}
Change requests
{{ cr.name }}
{{ cr.sub }}
{{ cr.status }}
+ Request time off
{{ tpHint }}
{{ lg.label }}
‹
{{ tpMonth }}
Today
›
{{ dw.label }}
{{ tc.num }}
{{ ti.label }}
All Employee Scheduled Time off
{{ tq.initials }}
{{ tq.name }}
{{ tq.when }}
{{ tq.status }}
Nobody has time off coming up.
Requests to decide
{{ tr.name }}
{{ tr.sub }}
{{ tr.status }}
Time off and Sick Time taken this year
{{ tpHistSum }}
{{ th.kind }}
{{ th.when }}
{{ th.sub }}
{{ th.hours }}
{{ th.status }}
No time off or sick time yet.
Clinic Documents
+ Add document
{{ ehName }}
{{ ehMeta }}
{{ ehSigLine }}
Open handbook
Read and sign
{{ ehEditLabel }}
{{ cd.name }}
{{ cd.meta }}
Open
Edit ›
{{ cdEmptyText }}
Employee time
{{ htNote }}
‹
{{ htPeriod }}
›
Name
Now
{{ wk.label }}
Sick time available
Paid time off available
{{ ws.label }}
{{ ht.name }}
{{ ht.now }}
Clock out
{{ wc.text }}
{{ ht.sick }}
{{ ht.pto }}
{{ htEmptyText }}
{{ htWinName }}
Pay period {{ htPeriod }}
Hours this period
{{ htWinTotal }}
✕
Day
Clocked in
Clocked out
Hours
{{ sh.day }}
{{ sh.note }}
{{ sh.tin }}
{{ sh.tout }}
{{ sh.hours }}
EditClock out
No shifts in this pay period.
+ Add missed shift
HR
Private · HR only
{{ hrStatus }}
{{ hrUnsignedAll }}
Employees
{{ hrActiveCount }}
Name
Phone
Email
Address
Employee no.
{{ hp.arrow }}{{ hp.name }}{{ hp.leaving }}{{ hp.uns }}
{{ hp.phone }}
{{ hp.email }}
{{ hp.address }}
{{ hp.empNo }}
{{ hcInitials }}
{{ hcName }}
{{ hcMeta }}
{{ hcType }}
Edit details
Remove employee
{{ hcLeavingText }}
Change
Cancel removal
+ Upload document
+ Note
{{ hcRecordLabel }}
{{ hcPto }}
{{ hcPtoSub }}
{{ hu.when }}{{ hu.hours }}{{ hu.status }}
{{ hcSick }}
{{ hcSickSub }}
{{ hu.when }}{{ hu.hours }}{{ hu.status }}
{{ hcUnsigned }}
{{ hc.date }}
{{ hc.kind }}
{{ hc.title }}
{{ hc.sub }}
{{ hc.status }}
Nothing on this chart yet. Upload signed documents or write a note.
{{ hp.arrow }}{{ hp.name }}{{ hp.leaving }}{{ hp.uns }}
{{ hp.phone }}
{{ hp.email }}
{{ hp.address }}
{{ hp.empNo }}
{{ hrActiveEmptyText }}
Previous employees
{{ hrPastCount }}
Name
Phone
Email
Address
Employee no.
{{ hp.arrow }}{{ hp.name }}{{ hp.leaving }}{{ hp.uns }}
{{ hp.phone }}
{{ hp.email }}
{{ hp.address }}
{{ hp.empNo }}
{{ hp.arrow }}{{ hp.name }}{{ hp.leaving }}{{ hp.uns }}
{{ hp.phone }}
{{ hp.email }}
{{ hp.address }}
{{ hp.empNo }}
{{ hrPastEmptyText }}
Documents
+ Upload document
DOC
{{ hd.name }}
{{ hd.sub }}
{{ hd.cat }}
No documents yet. Upload the handbook, policies, forms and training material here.
{{ mp.label }}
to
Compare with the period before
{{ ml.label }}
↻ Refresh
Download CSV
{{ mkRange }} Loading…
{{ mkErr }}
Retry
Refresh
{{ ms.label }} {{ ms.state }} › Integrations
{{ ms.note }}
{{ mkEmptyText }} Open Integrations
{{ mt.label }}
{{ mt.value }}
{{ mt.delta }}
{{ mt.sub }}
{{ sc.badge }}
{{ sc.title }}{{ sc.sub }}
{{ sc.chip }} {{ sc.linkText }}
{{ tt.label }}{{ tt.value }}{{ tt.sub }}
{{ st.label }}{{ st.value }}{{ st.sub }}
{{ sc.barsLabel }}
{{ br.name }}
{{ br.v }}
Actions breakdown
{{ sk.name }} {{ sk.v }}
{{ sc.rowsLabel }}
{{ rw.a }}{{ rw.b }}
SourceLeadsBookedShare
{{ tr.name }}{{ tr.l }}{{ tr.b }}
{{ sc.foot.a }}{{ sc.foot.b }}
{{ sc.note }}
{{ sc.connectText }}
Timeline
{{ mkChartSub }}
{{ pt.label }}
{{ lg.group }}
{{ lc.label }}
{{ mkDayText }}Show every day
{{ mkCampText }}Every campaign
Every series is off. Click one above to draw it.
{{ pn.title }}
{{ fs.label }}{{ fs.value }}{{ fs.change }}
{{ yl.text }}
{{ xl.text }}
{{ pn.tipDay }}
{{ tw.label }}{{ tw.value }}
{{ tb.label }}
{{ mkListDayText }}Show every day
Campaigns
Spend in the period, biggest first · click one to draw only it in the ad series above
{{ kc.mark }}{{ kc.name }}{{ kc.spend }}
{{ kc.line }}
{{ kc.prevLine }}
{{ mkCampNoneText }}
{{ kn.text }}
Posts
Facebook and Instagram, newest first
{{ kp.mark }}{{ kp.when }} · {{ kp.kind }}Open ↗
{{ kp.text }}
{{ kp.stats }}
{{ mkPostsNoneText }}
{{ pn.text }}
Reviews
Google stars and Facebook recommendations, newest first
Reviews page ›
{{ kr.mark }}{{ kr.when }}{{ kr.starsText }}
{{ kr.body }}
{{ mkReviewsNoneText }}
{{ rn.text }}
Leads by source
New records and first appointments; spend and cost per clinic lead where a source is a paid platform
SourceNew leadsFirst apptsSpendPer lead
{{ ks.source }} {{ ks.leads }}before {{ ks.prevLeads }} {{ ks.firsts }}before {{ ks.prevFirsts }} {{ ks.spend }} {{ ks.cpl }}
{{ mkSourcesNoneText }}
{{ lt.label }}
LeadSourceArrivedLast contactStateTouchOwner{{ leadsLastHead }}
{{ lr.name }}
{{ lr.contactLine }}
{{ lr.source }} {{ lr.arrivedText }} {{ lr.lastText }}
{{ lr.chipText }}
{{ lr.reason }}
Lost
Unqualified
{{ lr.touchText }}
{{ lr.nextStepMeta }}
{{ lr.lastCol }}
{{ leadsEmptyText }}
Visits coded in the progress note land here by patient, for checking. Nothing is sent to an insurer.
{{ insErrorText }}
Visits to code
{{ insVisitLine }}
{{ g.arrow }}
{{ g.name }}
{{ g.countLabel }} · {{ g.oldestLabel }}
{{ sv.title }}
{{ sv.line }}
Reopen
{{ iv.title }}
{{ iv.sub }}
The note’s codes changed after billing
{{ nl.t }}
Use the note’s codesKeep the visit’s codes
ICD-10
+ ICD-10
Date of servicePlace of serviceDiagnosis codeDiagnosisProvider
{{ iv.dateText }}{{ iv.placeText }} {{ d.letter }} {{ d.codeText }} {{ d.codeText }} {{ d.descText }} {{ iv.provText }} ↑↓×
No diagnoses yet.
CPT
+ CPT
Date of servicePlace of serviceProcedure codeProcedureDiagnosis pointerUnitsChargeProvider
{{ iv.dateText }}{{ iv.placeText }} {{ pc.codeText }}{{ pc.codeText }} {{ pc.descText }} {{ pc.ptrText }} {{ pc.unitsText }} {{ pc.chargeText }} {{ iv.provText }} ↑↓×
No procedures yet.
Total charges {{ iv.totalText }} Balance {{ iv.balanceText }}
{{ iv.histLabel }}
{{ iv.doneProblem }}
Mark done
{{ h.t }}
{{ iv.histNote }}
No visits to code. A progress note signed with codes lands here.
Insurers
+ Add insurer
{{ ip.name }}
{{ ip.sub }}
No insurers yet.
Procedure codes
The clinic’s own list for the + CPT search, in its own words. Services with a billing code and fee are searched too.
+ Add code
CodeDescriptionFeeIn search
{{ ic.code }}{{ ic.desc }}{{ ic.fee }}{{ ic.status }}
{{ ic.code }}{{ ic.desc }}{{ ic.fee }}{{ ic.status }}
No codes on the list yet.
ICD-10 favorites
Listed first in the + ICD-10 search, and shown before anything is typed.
+ Add favorite
{{ fv.code }}{{ fv.desc }}Remove
No favorites yet.
Share superbills with the patient automatically
Off: staff upload each superbill from the patient’s Billing tile.
{{ insShareLabel }}
Stages
{{ ins.title }}
{{ ins.what }}
{{ ins.status }}
+ Add stock
Dispense
{{ invValueLine }}
{{ invErrorText }}
Needs attention
{{ w.text }}
In stock
ProductLeftValue at cost
{{ t.name }}{{ t.ctl }}{{ t.left }}{{ t.cont }}{{ t.value }}
Lots
ProductLotExpiresLeftContainer costCost perAdded
{{ l.name }}{{ l.lot }}{{ l.exp }}{{ l.left }}{{ l.costEach }}{{ l.costPer }}{{ l.added }}DispenseRemove
No medication in stock yet. Add an item in Settings › Inventory, then use + Add stock.
Supplies
+ Add supply
NameCost of oneOn handWarn below
{{ u.name }}{{ u.cost }}{{ u.onHand }}{{ u.warn }}EditRemove
No supplies yet. Use + Add supply.
Dispensed
{{ invCtlLabel }}
DateProductLotAmountPatientCostByNote
{{ d.when }}{{ d.name }}{{ d.lot }}{{ d.amount }}{{ d.patient }}{{ d.cost }}{{ d.by }}{{ d.note }}
Nothing dispensed yet.
{{ ct.label }}
{{ cmpNewLabel }}
{{ cmpErrorText }}
{{ cmpNoteText }}
{{ cmpEditTitle }}
Close
Type
{{ ty.label }}
{{ cmpTypeHelp }}
{{ cmpTreatNote }}
{{ cmpCapLine }}
{{ pr.t }}
{{ cmpEditNote }}
Save draft
Send me a test
Send…
Delete draft
Delete this draft for good?Yes, delete itNo
{{ cmpConfirmTitle }}
{{ cmpConfirmLine }}
Send
Not yet
{{ cmpDetailTitle }}
Close
{{ cmpDetailLine }}
{{ cmpDetailCounts }}
{{ cmpDetailTally }}
{{ cmpDetailPause }}
{{ cmpDetailError }}
Subject
{{ cmpDetailSubject }}
The email
{{ cmpDetailBody }}
Who it went to
{{ dr.name }}{{ dr.state }}
{{ cmpDetailMore }}
Stop sending
Stop this campaign? What was already sent stays sent.Yes, stop itNo
CampaignTypeListStatusSentMade
{{ cr.name }} {{ cr.typeLabel }} {{ cr.listName }} {{ cr.statusLabel }} {{ cr.counts }} {{ cr.when }}
{{ cr.by }}
{{ cmpRowsEmptyText }}
New list
Close
{{ lk.label }}
Ask {{ cmpLAskName }} to fill this in
{{ cmpLAskLabel }}
{{ cmpLAskReply }}
Describe the group in words. The boxes below fill in and you check them before you save. Don't type patient names.
Start from
{{ ps.label }}
Choose what the patients have in common. A patient must match everything you choose; choosing several of one kind means any of them. Leave everything alone for all current patients.
Status
Sex
Has had a visit for (service)
Seen by (provider)
Seen at (location)
How they found us
Treatment plan
Finds patients whose chart’s treatment plan has one of these words. Emails to this list can never mention the treatment: a campaign that does is refused when you check or send it.
{{ cmpLTreatNote }}
This list: {{ cmpLWords }}
{{ pl.t }}
{{ cmpLPreviewNames }}
+ {{ rs.name }}
{{ pk.name }}×
{{ cmpLProblem }}
Save list
{{ lr.name }}{{ lr.when }} · {{ lr.by }} Who is on it now Edit Delete
{{ lr.summary }}
{{ lr.previewText }}
Delete this list?Yes, delete itNo
{{ cmpListsEmptyText }}
Staff
+ New
{{ mgError }}
{{ mr.initials }}
{{ mr.title }}{{ mr.time }}
{{ mr.preview }} Mark read {{ mr.unread }}
{{ mgListEmptyText }}
‹ Back
{{ mgInitials }}
{{ mgTitle }}
{{ mgSub }}
Members
{{ mgThreadNote }}
{{ b.day }}
{{ b.who }}
{{ b.text }}
{{ b.fileOnlyText }}
{{ f.name }}{{ f.size }} Checking… Not accepted
Open
{{ b.patientText }} ›
{{ b.patientText }}
{{ b.time }}
{{ mgGoneText }}
{{ fc.name }}{{ fc.status }}×
Attach file
{{ mgFileProgress }} {{ mgFileNote }} Patient: {{ mgPatientName }}×
Attach patient
{{ mgProblemText }}
Send
No conversation open. Pick one on the left.
Patients
{{ pmError }}
{{ pr.initials }}
{{ pr.title }}{{ pr.time }}
{{ pr.preview }} Needs reply Mark read {{ pr.unread }}
{{ pmListEmptyText }}
‹ Back
{{ pmInitials }}
{{ pmPaneTitle }}
{{ pmPaneSub }}
Open chart ›
{{ pmThreadNote }}
{{ b.day }}
{{ b.who }}
{{ b.text }}
{{ b.fileOnlyText }}
{{ f.name }}{{ f.size }} Checking… Not accepted
Open
Save to chart
Saved to the chart
{{ b.time }}
{{ fc.name }}{{ fc.status }}×
Attach file
{{ pmFileProgress }} {{ pmFileNote }} The patient reads your reply in the portal; any notice they get never contains the text. {{ pmProblemText }} {{ pmSendError }}
Send
No conversation open. Pick one on the left.
{{ mgPickTitle }}
×
In this group · {{ mgMemberCount }}
{{ mm.name }}
{{ mm.sub }}
{{ mm.tag }}
Remove
Add people
{{ pr.tick }}
{{ pr.name }}
{{ pr.sub }}
{{ pr.action }} ›
{{ mgPickEmptyText }}
{{ mgGroupProblem }}
Leave group
Close
Create group
{{ rt.label }}
Showing: {{ taskWhoLabel }}
{{ taskGroupLabel }}
{{ doneCount }}
{{ tp.title }}
{{ tp.sub }}
{{ tp.count }}
{{ tg.title }}{{ tg.count }}
{{ tk.circle }}
{{ tk.initial }} Assigned to{{ tk.assigneeLabel }} {{ tk.priLabel }} {{ tk.ai }} Assigned {{ tk.assignedOn }} Due {{ tk.due }}
{{ tk.titleLine }}
Assigned by {{ tk.assignedBy }}
{{ tk.activity }}
Nothing here.
{{ pt.label }}
{{ payMoreLabel }}
Reference
Detail
Amount
Status
{{ pr.c1 }}
{{ pr.c2 }}
{{ pr.c3 }}
{{ pr.c4 }}
Payment Activity
Today · All Activity ·
{{ p.initial }}
{{ p.name }}
{{ p.desc }}
{{ p.amount }}
{{ p.state }}
Surcharging
Process for free
Pass card fees to the patient and keep 100% of the treatment price.
Learn more
{{ reviewRatingLabel }}
{{ reviewSiteLabel }}
Review invite
{{ s.label }}
{{ s.value }}
{{ s.note }}
{{ rv.initial }}
{{ rv.name }}
{{ rv.meta }}
{{ rv.starsText }}
{{ rv.body }}
Northgate Wellness replied
{{ rv.posted }}
Reply
Cancel Post reply
{{ pt.initial }}
{{ pt.name }}
{{ pt.status }}
{{ pt.dob }} · MRN {{ pt.mrn }} · {{ pt.location }}
Patient since {{ pt.since }} · source {{ pt.source }}
Right tile
Cards on file
Collect payment
Open invoices: {{ pt.openInvCount }} Export chart › Export data › New prescription › {{ pt.archivedLine }} {{ pt.archiveLabel }}
Contact
Edit
Phone{{ pt.phone }}
Email{{ pt.email }}
Texting{{ pt.textText }}
Address{{ pt.address }}
Mailing{{ pt.mailing }}
Home{{ pt.homePhone }}
Status{{ pt.statusIcon }} {{ pt.statusName }}
Portal{{ pt.portalText }}
General Info
Provider
{{ pt.provider }}
Preferred Clinic
{{ pt.clinic }}
Discount
{{ pt.discount }}
Source: {{ pt.source }}
Insurance
+ Add
{{ ic.title }}
{{ ic.sub }}
EditEnd coverage
{{ pt.insEmptyText }}
Quick notes
{{ pt.pqCount }}
+
Cancel
Save
{{ pq.body }}
{{ pq.meta }}
No quick notes yet
Summary
{{ pt.sumLabel }}
{{ sf.label }}
+
Cancel
Save
{{ si.text }} ✎ ✕
None recorded
Billing
{{ pc.kind }}
{{ pc.title }}
{{ pc.detail }}
{{ pr.when }}{{ pr.amount }}
{{ pa.label }}
{{ bl.title }}
{{ bl.meta }}
{{ bl.amount }}
{{ bl.state }}
Documents
{{ pt.docCount }} + Add
Chart documents Patient uploaded{{ pt.upCountText }} Sent Docs{{ pt.sentCountText }}
{{ dc.title }} {{ dc.kind }} {{ dc.shareLabel }} ×
{{ dc.meta }}
Shows under Clinic DocsLab results{{ dc.tabFrom }}
{{ dc.title }} {{ dc.kind }} {{ dc.shareLabel }} ×
{{ dc.meta }}
Shows under Clinic DocsLab results{{ dc.tabFrom }}
No documents in the chart yet
{{ up.name }} Open Save to chart
{{ up.meta }}
{{ pt.uploadsEmptyText }}
{{ sd.name }} Open
{{ sd.meta }}
{{ pt.sentEmptyText }}
Upcoming
Schedule
{{ ap.title }}
{{ ap.meta }}
Tasks{{ pt.tasksCount }}
{{ tk.mark }} {{ tk.title }} {{ tk.when }}
No tasks yet
{{ pt.tasksMoreLabel }}
Texts
{{ pt.textCount }}
{{ tx.title }} {{ tx.kind }}
{{ tx.meta }}
No texts with this patient yet
Emails
{{ pt.emailCount }}
{{ em.title }} {{ em.kind }}
{{ em.meta }}
No emails with this patient yet
Labs
Attach files Upload
Original lab data
Notes
×
Open patient chart ›
{{ pn.kind }} Open
{{ pn.meta }}
{{ pn.toggleText }}
{{ pt.chartNotesEmptyText }}
{{ pt.notesMoreLabel }}
{{ ft.label }}
Refresh
Loading submissions…
{{ frError }}
{{ frEmptyText }}
Form
From
Submitted
{{ fr.form }}
{{ fr.match }}
{{ fr.who }}
{{ fr.when }}
{{ frSelForm }}
{{ frSelWhen }}
{{ frSelFrom }}
{{ fa.label }}
{{ fa.value }}
{{ frMatchNote }}
Reject
Accept
{{ frAcceptNote }}
{{ frReviewed }}
{{ frDueNote }}
Undo import
Delete
{{ pmName }}
{{ pmCount }}
Close
Emails
{{ cv.title }}
{{ cv.meta }}
{{ cv.openLabel }}
{{ cm.text }}
{{ cm.meta }}
No emails with this patient yet.
Texts
{{ cv.title }}
{{ cv.meta }}
{{ cv.openLabel }}
{{ cm.text }}
{{ cm.meta }}
No texts with this patient yet.
{{ pcName }}
{{ pcCount }}
×
Newest first Oldest first
Close
+ Progress note
+ Chart note
{{ pn.kind }} {{ pn.meta }} Open note
{{ pcEmptyText }}
Letter size, 8.5 × 11 in · click a field to edit it{{ fbPageCount }}
R2 Medical Clinic
{{ it.label }}
{{ it.desc }}
{{ it.label }}
{{ it.label }}{{ it.star }}
{{ it.hint }}{{ it.icon }}
First
Last
Street
Apt / Suite
City
State
ZIP code
From the Patient name field🔒
{{ op }}
YesNo
{{ it.label }}{{ it.star }}
✕ Sign here
{{ tc.t }}
{{ it.plainLabel }}
+ Add a field
{{ pg.foot }}{{ pg.num }}
{{ fbProblem }}
Send secure link
Duplicate
Cancel
Save form
Form Builder AI
{{ fbAiStatus }} {{ fbAiChevron }}
Clear
Tell it what to build or change — text boxes, drop-downs, check boxes, dates, signatures, headings and instructions. Changes go straight into the form below; review, then Save form.
{{ ai.q }}
{{ ai.text }}
Undo
Replace form
Add questions
{{ fbAiHint }}
Add to form
Protected template. You can read every tile; to change anything, duplicate it and edit the copy. A copy can be switched on to take the calls.
Duplicate to edit
The call starts here, right after the “this call may be recorded” notice: tile 1 is the greeting. Tiles run top to bottom: a tile’s last element continues into the next tile, and a Caller answer can jump to any tile. Add elements from the list on the right into the tile marked “adding here” (click a tile to choose it). The agent does only what the elements say, in their order.
{{ tl.num }}
{{ tl.selText }}
↑
↓
✕
No elements yet. Pick one from the list on the right.
{{ el.who }} {{ el.name }}
↑
↓
✕
{{ pk.pickLabel }}
Only these (None = any):
{{ lm.label }}
{{ ch.name }} ✕
{{ fa.label }}or press {{ fa.press }}then withat
{{ el.legacyNote }}
Split into single steps
{{ xt.label }}
{{ fb.label }}or press {{ fb.press }}then withat
{{ el.flowNote }}
If the answer is not understood, the agent says
then
{{ el.cantNote }}
{{ fg.flagLabel }}
{{ el.skipTextLabel }}
{{ el.label2 }}
The agent says the clinic hours (Settings › General, and each location’s own hours).
{{ el.note }}
then withat
✕
+ Add an answer
{{ pk.pickLabel }}
Only these (None = any):
{{ lm.label }}
{{ ch.name }} ✕
What the agent does next
Make these separate elements
{{ sp.n }}
{{ sp.label }}
{{ sp.skip }}
Back to the Stages tile wording
+ Add a tile (the next step of the conversation)
Work flow · drawn from the tiles above as you edit
{{ cbProblem }}
{{ cbWarn }}
Delete
Close
Done
Elements
Click one to add it to the tile marked “adding here”.
{{ pg.group }}{{ pg.chevron }}
+ {{ pi.name }}
{{ pi.desc }}
R2 Medical Clinic
{{ ffTitle }}
{{ ffDesc }}
{{ ffPageLabel }} {{ ffPageTitle }}
{{ qq.label }}
{{ qq.descText }}
{{ qq.sigName }}
Typing your name here is your electronic signature.
{{ qq.autoName }}🔒
{{ qq.multiDropLabel }}▾
{{ tc }}
{{ tr.label }}
{{ tcell.boxMark }}
{{ qc.mark }}{{ qc.label }}
{{ qq.errText }}
{{ ffProblem }}
Cancel
‹ Back
Next ›
{{ ffSubmitLabel }}
Close
Print
{{ neHeading }}
{{ neStatus }} History {{ neShareLabel }}
Close
{{ neInfo }}
This note was signed before. It can only be signed again; it cannot be deleted.
Insert orders
From the latest progress note that has Orders
{{ neDraftLabelsText }}
Print medication labels for the orders you choose. The draft is saved first. Once made, the labels stay on the note until the orders change.
Create invoice from orders
{{ neOrderNo }} · Matches each order to a product. Future lab orders and follow-ups aren’t invoiced.
✓ {{ neOrderInvText }}
{{ neCopyLabel }}
{{ neCopyHint }}
Note
{{ tl.glyph }}
+ ICD-10
+ CPT
Listening… your words appear as you speak. Click the microphone to stop.
Dot phrases: type . to pick one ({{ neDots }})
Procedure map
Click in the note where it should go, then mark the sites on the diagram.
Diagnoses
None yet. Use + ICD-10 to add one (at most 12).
{{ dx.letter }} {{ dx.code }} {{ dx.desc }} ↑ ↓ ×
Procedures
None yet. Use + CPT to add one. A new procedure points at diagnosis A.
{{ pc.code }} {{ pc.desc }} {{ pc.charge }} ↑ ↓ ×
{{ nm.title }}{{ mk.n }}{{ mk.label }}
{{ nm.title }}
{{ nm.sub }}
EditRemove
{{ neReadOnlyText }}
Take over this note
{{ neTakeOverText }}
Cancel
Take over
{{ neSignedTitle }}
{{ nm.title }}{{ mk.n }}{{ mk.label }}
{{ nm.title }}
{{ nm.sub }}
EditRemove
Codes
{{ neInsText }}
{{ neSignature }}
{{ neSoMark }}{{ neSoText }}
Order sign-off needed
Someone other than {{ neSoAuthor }} confirms the medication in these Orders is correct and was filled correctly. Payment can't be taken on this patient's invoices until it's signed off.
{{ neSoAsked }}
Sign off orders
You were asked to review these orders. Signing off closes the task and lets payment be taken.
Pick who to ask, then Send task. Everyone picked gets the task; when one of them signs off, it closes for everyone.
{{ ch.label }}
Send task
Record an exception
No one else has the “Sign off on orders” permission (Settings → Users → Roles and permissions).
{{ neLabelsText }}
Print medication labels for the orders you choose. Once made, the labels stay on the note until the orders change.
Create labels becomes available once these orders are signed off.
History
{{ nh.text }}
{{ neReopenKeptText }}
Cancel
Reopen note
{{ neFooterText }}
Remove orders
Orders
Close
Delete note
Send prescriptions
Save
Sign
Reopen
Copy Orders
From
{{ fl }}
R2 Medical Clinic
{{ idTitle }}
Reason for this edit: {{ idReason }}
Bill To
{{ bt }}
Invoice
{{ idRef }}
Issued: {{ idIssued }}
Date
Description
Qty
Price
Discount
Amount
{{ il.date }}
{{ ac.name }}{{ ac.cat }}{{ ac.price }}
No product matches — the text will be used as a custom item.
−
+
1
{{ il.amount }}
{{ il.taxLabel }}
Discount {{ il.discText }} · why?
Bill monthly {{ il.planLabel }} · the rest is charged to the card on file
+ Add item
Add from orders
Copy last invoice items
Subtotal{{ idSubtotal }}
Discount{{ idDisc }}
{{ idTaxLabel }}{{ idTax }}
Total{{ idTotal }}
{{ idTaxNote }}
{{ idSkipped }}
{{ idPlanNote }}
{{ idUnmatched }}
Repeat
{{ idRepeatNote }}
{{ idProblems }}
Cancel
Save invoice
Editing. Reason: {{ ivReason }}
{{ ivFollowUp }}
Discount reasons · clinic only, not on the patient's invoice
{{ dn }}
Edit history
{{ ih }}
{{ ivSource }}
Cancel invoice
Reopen ▾
Change
Pay invoice
Text a pay link
Print / PDF
Close
Cancel
Save changes
New uploaded labs · {{ liCount }}
Upload lab PDF
{{ li.patient }} · lab {{ li.date }}
{{ li.file }}
{{ li.meta }}
{{ li.btn }}
No new labs. Use Upload lab PDF to add a patient's results.
AI created labs · {{ laCount }}
{{ la.patient }} · AI report {{ la.date }}
{{ la.link }}
{{ la.meta }}
{{ la.btn }}
No AI reports yet. They appear here after a lab on the left is marked Reviewed / AI create.
Newest first. Each entry stays here for 7 days after upload once both reports are reviewed and in the chart; anything not yet reviewed stays until it is.
{{ mk.label }}
{{ mk.value }}
{{ mk.delta }}
Next 30 days
Charges to cards on file, soonest first · a text goes to the patient three days before each
{{ up.name }} · {{ up.descr }}
{{ up.date }}
{{ up.amountText }}
Nothing is due in the next 30 days.
{{ pc.name }}
{{ pc.note }}
{{ pc.mrr }}
{{ pc.price }} · {{ pc.members }} · {{ pc.churn }}
Member
Plan
Cycle
Next charge
Method
Status
{{ mb.name }}
{{ mb.plan }}
{{ mb.cycle }}
{{ mb.next }}
{{ mb.method }}
{{ mb.state }}
{{ setNavArrow }}
{{ sn.label }}
{{ pane.title }}
{{ pane.desc }}
{{ pt.label }}
Statuses
Statuses drive contact filters and every automation that fires on a stage change. Add, edit, drag to reorder, or move a status between Open and Closed; click a status to edit it.
Open statuses
These indicate that a contact is active in your cycle, progressing towards a closed deal or completed project.
Change statuses automatically
{{ autoStDesc }}
{{ os.emoji }}
{{ os.name }}
{{ os.desc }}
{{ os.ruleText }} {{ os.ruleDaysText }}
{{ rr.mark }}{{ rr.label }}
Which services count:{{ rr.subLabel }} ▾
Add Status
Closed statuses
These indicate that a contact is no longer active in the sales cycle. Each one counts as Won, Lost or Unqualified.
{{ cs.emoji }}
{{ cs.name }}
{{ cs.desc }}
{{ cs.subtype }} ⋮
+ Add closed status
{{ sec.panelTitle }}
{{ sec.chevron }}{{ sec.title }}
{{ sec.blurb }}
{{ sec.summary }}
{{ sec.desc }}
{{ sec.action }} {{ sec.action2 }}
{{ fr.label }}
{{ fr.hint }}
{{ fr.checkMark }} {{ fr.value }} {{ fr.value }} {{ fr.chev }}
{{ sec.colorThemeLabel }} Colours for {{ sec.colorTargetNote }}
Use the clinic’s colours
{{ cr.label }}
{{ cr.hint }}
Reset to default Default
{{ sec.colorNote }}
{{ pn.number }} · {{ pn.label }} Main Not connected
Edit
Delete
Calls
{{ ps.n }} {{ ps.text }} ↑ ↓ Edit ×
{{ pn.afterSteps }}
{{ pn.noStepsText }}
{{ pp.t }}
+ Add step
{{ pl.k }}
{{ pl.v }} {{ pl.linkText }} ›
Extensions
+ Add extension
Extension
Rings
{{ px.ext }}
{{ px.name }}
Edit ×
No extensions on this number.
Call handling
{{ pn.chDesc }}
{{ pn.vgNote }}
+ Add a greeting
{{ vt.arrow }} {{ vt.name }} {{ vt.summary }}
{{ vt.kindLabel }}
{{ vt.whenText }}
{{ vt.howText }}
{{ vt.recStatus }}
Edit
{{ vt.previewLabel }}
{{ vt.recordLabel }}
Play draft
Use it
Discard
Delete
Calendar export is off for your account. An admin can turn it on under Calendar export below, or through your role’s permissions.
Calendars in your link
{{ sec.cfScope }}
{{ cc.mark }}{{ cc.label }}{{ cc.note }}
{{ sec.cfNoCalsText }}
Copy link
New link
Turn off
No link yet. Pick the calendars above, then create your link.
Create my link
What leaves the clinic: the service type, the start and end time, and the calendar name. Never a patient name, phone, email, note, chart or anything else. Cancelled and no-show appointments are left out.
Loading…
{{ ce.name }}
{{ ce.sub }}
{{ ce.ownMark }}Can export
{{ ce.anyMark }}Any calendar, not only their own
Use the role’s setting
Match right patient tile to center
When on, choosing another patient in the right Patient tile also switches the open chart in the middle to that patient, so only one patient is on screen. When off, the right tile and the chart stay separate: a caller can load into the right tile while the chart stays open. For the whole clinic.
Layout for {{ sec.layoutNote }}
Use the clinic default
{{ tr.label }}
{{ tr.hint }}
Tasks tile shows tasks for
Click names to add or remove them. With nobody picked, the tile shows the signed-in user’s own tasks.
{{ ch.label }}
@
{{ er.email }}
{{ er.provider }} · {{ er.meta }}
Main
Make main
Edit
{{ er.btn }}
No mailboxes yet. Use Connect a mailbox (Google, Microsoft 365 or by hand), or add an address below to set up who sees it first.
+ Add another mailbox address
{{ sec.emailNote }}
{{ sec.obSummary }}
{{ ob.dot }}
{{ ob.label }}
{{ ob.meta }}
Test
{{ ob.goLabel }}
Calls the team starts show
Numbers people may pick
Each person picks in their name menu › My caller ID. The main number is always offered.
{{ sec.ciMain }}
{{ ca.label }}{{ ca.kind }}
{{ dp.name }}
{{ dp.sub }}
{{ dp.status }}
Accept address Edit {{ dp.lostLabel }} Delete
{{ sec.dpNote }}
{{ ib.name }}
{{ ib.kindLabel }}
{{ ib.usedText }}
Rename Delete
{{ ib.evLabel }}
{{ ip.label }}{{ ip.kind }}
No active users yet. Add them in Settings → Users.
No inboxes yet: every number’s texts are on the Texts page and its voicemails on the Phone page, for everyone who may see them.
{{ ap.number }}
{{ ap.sub }}
{{ ap.status }}
No number is listed in Settings › Phones yet, so calls follow Today’s setup below.
{{ sec.apNote }}
Greetings the AI plays · {{ ag.title }}
{{ vt.arrow }} {{ vt.name }} {{ vt.summary }}
{{ vt.kindLabel }}
{{ vt.whenText }}
{{ vt.howText }}
{{ vt.recStatus }}
Edit
{{ vt.previewLabel }}
{{ vt.recordLabel }}
Play draft
Use it
Discard
{{ sec.atToday }} Text conversation tile ›
{{ at.number }}
{{ at.sub }}
No number in Settings › Phones can text yet, so texts follow Today’s setup.
{{ ac.name }}
{{ ac.sub }}
When · {{ ac.when }}
{{ sec.acEmptyText }}
{{ mu.name }}
{{ mu.sub }}
Sees
Sends from
Add or connect a mailbox above, then choose who sees it here.
No active users yet. Add them in Settings → Users.
{{ tb.label }}
{{ sec.tabToggleLabel }}
{{ pr.name }}
{{ pr.sub }}
Manage
{{ sec.portalEmpty }}
{{ sr.name }}
{{ sr.sub }}
{{ sr.btn }}
Module switches are kept in the Natkiva console. A switch here goes through the console. Open the console ›
{{ sec.modNote }}
Usage
{{ sec.modUsageMonth }}{{ sec.modUsagePrev }}
{{ ur.label }}{{ ur.now }}{{ ur.prev }}
{{ sec.modUsageNote }}
{{ mr.label }}
{{ mr.blurb }}
{{ mr.needs }}
{{ mr.status }}
Request it
{{ mr.requested }}
{{ sec.rgNote }}
{{ rr.label }}
{{ rr.value }}
Postpone 24 hours
The move back to Iowa is skipped tonight and tried again after that.
Old databases kept
{{ kp.title }}
{{ kp.sub }}
{{ kp.btn }}
{{ kp.listNote }}
{{ lr.table }}
{{ lr.id }}
{{ lr.what }}
{{ sec.ansNote }}
{{ sec.ansEmpty }}
{{ aq.where }}
{{ aq.question }}
{{ aq.sub }}
{{ an.label }}
{{ an.digit }}
{{ an.phrases }}
Edit phrases…
{{ md.label }}
{{ sec.missNote }}
{{ sec.missEmpty }}
{{ mg.where }}
{{ mg.question }}
{{ mg.sub }}
{{ pc.text }}
{{ mg.note }}
Add as a word answer
Also understood as…
Write a reply
Handled
‹
{{ sec.toMonth }}
›
{{ dw.label }}
{{ tc.num }}
{{ ti.label }}
{{ tr.name }}
{{ tr.sub }}
{{ tr.status }}
{{ sec.toEmpty }}
{{ fg.title }}
{{ fc.label }}{{ fc.code }}
Filled by the AI agent (calls and texts)
{{ af.code }}{{ af.desc }}
No custom conversation yet. Use + Create new conversation.
{{ cv.mark }}
{{ cv.name }}
{{ cv.sub }}
{{ cv.usedBy }}
{{ cv.useText }}
Duplicate
{{ cv.editLabel }}
+ Starter: Front desk agent
Hears everything the caller says; skips what was already said; day and night.
{{ cr.pos }}
▲
▼
{{ cr.label }}
{{ cr.sub }}
✎ Rename
{{ cr.preview }}
Reset
✕
{{ ch.label }}
{{ tr.group }}
{{ cd.t }}
{{ mv.label }} ↑↓ ✎ ✕
{{ sec.emptyText }}
{{ cc.mark }} {{ cc.status }}
{{ cc.title }}
{{ cc.meta }}
{{ mt.label }} {{ mt.value }}
{{ sec.bannerTitle }}
{{ sec.bannerBody }}
{{ sec.action }}
{{ lt.title }} · {{ lt.who }}
{{ lt.meta }}
{{ lt.timer }}
Pop out ↗ {{ lt.editLabel }} Open in a new tab
‹ › {{ lt.pos }}
✕
Opening…
»
«
Calendar
{{ sideCalLabel }}
{{ sideCalSub }}
{{ ci.name }} {{ ci.time }} {{ ci.service }}
{{ sideCalEmptyText }}
Patient
Open Record ›
{{ scName }}
DOB {{ scDob }}
PHONE
{{ scPhone }}
EMAIL
{{ scEmail }}
ADDRESS
{{ scAddress }}
BILLING
{{ scBillLabel }}
+
{{ iv.sideRef }} {{ iv.amountText }} {{ iv.dateText }} {{ iv.status }}
No invoices on file.
QUICK NOTES
{{ pnLabel }}
+
Cancel
Save
{{ pn.body }}
{{ pn.meta }}
No quick notes yet.
SUMMARY
{{ smLabel }}
{{ sf.label }}
+
Cancel
Save
{{ si.text }} ✎ ✕
None recorded
{{ smSource }}
Task
Chart note
Schedule
NEXT APPOINTMENTS
{{ na.date }} {{ na.service }}
None scheduled
{{ nt.label }}
+
Click a progress note to copy it into your note Cancel
{{ sn.first }}
{{ sn.rest }}
{{ sn.meta }}
{{ scNotesEmptyText }}
OPEN: Notes Coms
Tasks
Show ▾ Tasks ›
{{ stTasksSub }}
{{ tk.circle }} {{ tk.title }} {{ tk.patient }} · Due {{ tk.due }} {{ tk.initial }}
No open tasks.
Open invoices
All invoices ›
{{ stInvSub }}
{{ iv.desc }} {{ iv.meta }} {{ iv.amountText }} {{ iv.status }}
{{ stInvEmptyText }}
{{ ss.title }}
{{ ss.desc }}
Change tiles
‹
›
{{ monthTitle }}
Today
{{ sideCalLabel }}
+ New appointment
✕
{{ wd }}
{{ mc.num }} {{ mi2.text }} {{ mc.more }}
{{ nw.title }} · {{ nw.who }}
{{ nw.meta }}
{{ nw.editLabel }} ✕
{{ nw.timer }}
{{ winPlanTitle }}
{{ winPlanSub }}
{{ winPlanNote }}
{{ winPlanBlocked }}
{{ winPlanError }}
{{ pr.name }}{{ pr.state }}
Cancel Confirm
{{ winListTitle }}
{{ winListSub }}
Save as a list Download CSV Close
{{ wh.label }} {{ winListThird }}Phone{{ winListShowOwed ? 'Owed' : '' }}
{{ wr.name }}{{ wr.last }}{{ wr.next }}{{ wr.phone }}{{ wr.owed }}
{{ winListNote }}
{{ nrTitleText }}
{{ nrSub }}
Close
{{ nh.label }}
{{ nc.text }}
{{ nt.text }}
{{ nn.text }}
{{ erxWTitle }}
Open task Close
Preferred pharmacy {{ erxWPharmacy }} Change
Search Cancel
{{ erxWPhNote }}
{{ eph.name }}
{{ eph.line }}
Save
{{ erxWLinesHead }}
{{ eln.text }}
{{ eln.status }}
Dispense hereSend to pharmacy
{{ eln.sideWord }}
{{ eln.warn }}
{{ eln.problem }}
Coded drug{{ eln.drugName }} Change
Pick the coded drug the pharmacy will get:
Search
{{ eln.drugNote }}
{{ edr.name }}Pick
{{ erxWMissingText }} Edit contact
{{ erxWError }}
{{ erxWOpenLabel }}
My unsigned notes
Close
{{ unsMineEmptyText }}
{{ un.title }}
{{ un.line }}
{{ winTasksTitle }}
{{ winTasksSub }}
Close
TaskAssigneeDuePatient
{{ wt.title }}{{ wt.who }}{{ wt.due }}{{ wt.patient }}
×–+
🧮
Calculator
{{ calcMem }} {{ calcLine }} {{ calcDisplay }}
{{ ck.label }}
Type numbers, + − × ÷, Enter =, Backspace, Esc clears
×–+
📅
{{ rw.title }}
{{ rw.sub }}
{{ rw.clash }}
Cancel
{{ rw.saveLabel }}
More changes (services, notes, status)…
‹ Back
×–+
💬
{{ tw.title }}
{{ tw.number }}
⧉
Who do you want to text? Type a patient’s name or a phone number.
{{ ph.label }}{{ ph.sub }}
No patient with a mobile number matches. Type a full 10-digit number to text it.
{{ tm.text }}
{{ tm.meta }}
No texts with {{ tw.first }} yet.
Send
{{ tw.consentLine }}
Templates ▾
Ask by text
Patient agreed
×–+
⧉
⇄
{{ cw.title }}
{{ cw.status }}
{{ cw.timer }}
{{ cw.title }}
{{ cw.number }}
{{ cw.ringAsk }}
Yes
{{ cw.noLabel }}
⌫
{{ cw.clearLabel }}
{{ nm.name }}{{ nm.phone }}
{{ cw.title }}
{{ cw.number }}
{{ cw.status }}
{{ cw.timer }}{{ cw.digits }}
Open chart
Add call
Merge calls
Conference · {{ cw.confCount }}
End for all
{{ cr.name }}
Remove
{{ wr.name }}
{{ wr.label }}{{ wr.number }}
{{ wr.answerLabel }}
Forward
{{ wr.declineLabel }}
Recent calls{{ cw.recentChevron }}
{{ rc.arrow }} {{ rc.name }}{{ rc.phone }} {{ rc.when }}
Extensions{{ cw.extChevron }}
No extensions yet. Add them in Settings › Phones › Numbers.
{{ ex.ext }}{{ ex.name }}
{{ ck.k }}{{ ck.letters }}
{{ cw.holdWho }}
{{ cw.holdLabel }}
{{ cw.muteLabel }}
Forward
Add call
Merge
{{ cw.padLabel }}
Answer
Call
Decline
{{ cw.hangLabel }}
✕
End
Recent calls{{ cw.recentChevron }}
{{ rc.arrow }} {{ rc.name }}{{ rc.phone }} {{ rc.when }}
Extensions{{ cw.extChevron }}
No extensions yet. Add them in Settings › Phones › Numbers.
{{ ex.ext }}{{ ex.name }}
No matches
{{ mi.label }}
{{ mi.icon }}{{ mi.label }}
{{ injTitle }}
Diagram {{ im.n }}{{ im.label }}
{{ injHint }}
{{ injCount }}Total: {{ injTotal }}
No sites yet. Click the picture where you injected.
{{ ir.n }} u ×
Cancel
{{ injSaveLabel }}
Choose products
{{ ppCount }}
Select all shown Clear shown
{{ pr.mark }}
{{ pr.name }}
{{ pr.note }}
{{ pr.cat }}
No products match. Products are added in Settings › Products.
Cancel
{{ ppDoneLabel }}
{{ lwTitle }}
Edit any line before printing. Label size × in
×
{{ lb.title }}
Remove
⚠ {{ lb.warn }}
--- draws a line across the label; text after | prints on the right.
Top right (clinic)
Printer Make default on this computer No label printers added yet (Settings › Labels). Pick one in the print window.
Cancel
{{ lwPrintLabel }}
{{ modal.title }}
{{ f.label }}
{{ f.pwLabel }}
+ Insert chart field ▾
Fields that fill in from the chart · open a group, click a field to insert it
{{ fg.arrow }}{{ fg.title }}{{ fg.count }}
{{ fc.label }}
Selected: {{ f.value }}
{{ kv.k }} {{ kv.v }}
{{ f.kvMoreLabel }}
{{ f.picksNote }}
{{ pk.code }} {{ pk.desc }} {{ pk.src }}
{{ f.addLabel }}
{{ f.multiLabel }}
{{ gc.t }}
{{ ck.mark }}{{ ck.label }}
{{ f.hint }}
{{ sg.label }}
{{ f.info }}
{{ f.infoErr }}
{{ modal.richLabel }}
B
I
U
Clear
+ Insert chart field ▾
Fields that fill in from the chart · open a group, click a field to insert it
{{ fg.arrow }}{{ fg.title }}{{ fg.count }}
{{ fc.label }}
+ Insert form link ▾
{{ modal.richInfo }}
{{ mx.label }}
{{ modal.cancelLabel }}
{{ modal.primaryLabel }}
{{ toastMsg }} Undo
‹
{{ mTitle }}
···
Natkiva
{{ mCallBarName }}
End call
{{ mhGreet }}
{{ mb.title }}
{{ r.text }}
{{ ht.label }} {{ ht.badge }}
{{ mynEmptyText }}
{{ ny.title }}{{ ny.line }}
{{ mlvTitle }}
{{ mlvMsg }}
You don’t have access to patients.
×
No patients match.
{{ mpListHead }}
{{ h.name }}{{ h.line }}
Showing the first 30. Type more to narrow the list.
Show more patients
{{ mpName }} {{ mpDob }} {{ hl.text }}
{{ mpStatus }}Archived
{{ mpEmpty }}
{{ pt.label }}
Patient Summary
{{ sr.label }}{{ sr.value }}
{{ sr.label }}{{ sr.value }}
{{ md.text }}
+ Note
+ Appt
{{ nt.label }}
{{ mpHead }}
{{ pb.label }}
{{ mpEmpty }}
{{ r.title }}{{ r.line }}
{{ r.mark }} {{ r.title }}{{ r.line }}
{{ mpNoteKind }}
{{ mpNoteMeta }}
{{ mpNoteText }}
Codes
{{ mpNoteCodes }}
Your role can’t write notes.
{{ mnPatient }}Change
Which patient is this note for?
You don’t have access to patients.
{{ h.name }}{{ h.line }}
No patients match.
{{ mnCall }}
{{ nk.label }}
{{ mnKindOne }}
{{ mnMicLabel }}
{{ mnSaveLabel }}
{{ mnDoneLine }}
{{ mnText }}
+ Task for this patient
Skip
Back
‹{{ mscDay }}Today›
No calendar columns yet.
All day
{{ tm.t }}
{{ gc.name }}
{{ ac.text }}
{{ gx.text }}{{ gx.sub }}
Swipe sideways for more columns ›
At this time
{{ pk.text }}{{ pk.line }}
Close
×
{{ et.label }}
{{ minEmptyText }}
{{ ir.arrow }}{{ ir.label }}{{ ir.count }}
{{ ir.name }}{{ ir.time }}
{{ ir.line }}
{{ minNewLabel }}
This conversation is no longer available.
{{ mthSub }}
{{ tl.k }} {{ tl.v }}
{{ mthTranscript }}
{{ ta.label }}
{{ mthNote }}
{{ mthMic.label }}
{{ fc.name }} · {{ fc.status }} ×
{{ mthFileProgress }}
{{ mthFileNote }}
Patient: {{ mthPatient }} ×
Attach file Attach patient
{{ mthProblem }}
{{ mthSendError }}
{{ mthHint }}
{{ mthSendLabel }}
{{ b.day }}
{{ b.who }}
{{ b.subject }}{{ b.text }}
{{ b.fileOnlyText }}
{{ f.name }} {{ f.size }} · Checking… · Not accepted · Saved to the chart
Open Save to chart
{{ b.patientText }} › {{ b.patientText }}
{{ b.time }}
{{ mphOff }}
Calls ring here{{ mphSwitchLabel }}
{{ pht.label }}
{{ mphEmptyText }}
{{ pr.name }}
{{ pr.number }} {{ pr.line }} {{ pr.transcript }}
{{ pa.label }}
Dial
Your role can’t see any tasks. An Admin can change this in Settings › Tasks.
{{ mtEmptyText }}
{{ tk.label }}
✓
{{ tk.title }}{{ tk.line }}
+ Task
Patient
{{ mtPatient }}Change
Optional. Find a patient to link this task to.
{{ h.name }}{{ h.line }}
No patients match.
Save task
This appointment is no longer on the calendar.
{{ mavTitle }}
{{ mavName }}
{{ al.k }} {{ al.v }}
{{ va.label }}
Your role can’t book appointments.
Patient
{{ mbkPatient }}Change
Who is the appointment for?
{{ h.name }}{{ h.line }}
No patients match.
Service
{{ c.label }}
Where
{{ c.label }}
‹{{ mbkDay }}›
No open times this day.
{{ c.label }}
{{ mbkLabel }}
{{ mt.badge }} {{ mt.label }}
{{ maHead }}
{{ maName }}
Yes
No