Manage Business - Representatives | Schedule | Manage location

Multi-site roles
Org chart, roles, and access across all your locations.
Schedule everyone
Provider, room, and equipment scheduling in one view.
Real-time KPIs
Visits, revenue, no-shows, and ratings live.

All locations

One pane: roles, schedule, KPIs

Real-time

Visits / revenue / no-shows / ratings

Role-based

Granular access per site, per role

How it works

From first tap to done — in five steps.

1

Set up

Org chart, sites, roles in under 30 minutes.

2

Schedule

Provider + room + equipment in one view.

3

Monitor

Live KPI tiles; drill into any site or provider.

4

Adjust

Reassign rooms, shift staff with a tap.

5

Report

Monthly board-ready packet, automated.

Before vs after

What changes when you switch this on.

Workflow	Before PatientMD	With PatientMD
Per-site visibility	Email a spreadsheet weekly.	Live KPI tiles per location.
Staffing changes	Manual recoding of every change.	Role-aware; access updates instantly.
Compliance audits	Scramble before each inspection.	Audit trail is always already there.
Cross-site coverage	Wait for the call; scramble.	Live coverage map; auto-suggest closest provider.

What's covered

What's included out of the box.

Org chart Role-based access Live KPIs Schedule Revenue Compliance HR Audit log

Designed for the day

Built around your workflow — not against it.

Manage representatives, your practitioners schedules and operating locations with ease.

Talk to our team →

In detail

Everything you'd want to know.

Tap any question to expand the answer.

About this feature

Get the complete list of your existing representatives based on location whom you can terminate or edit at any point of time. Create new representatives as a business representative (BranchAdmin/Business Operator/Deal Creator) or a medical practitioner at any of your branch locations sitting right at your office!

Manage Schedule

Filter your representatives’ schedule list by location to update his schedule allocation or pricing. Create new schedules for your representatives. Allocate days weekly or monthly, select the slot duration and appointment type, set the pricing, reimbursement and referral bonus details and there you go!

Manage location

Get the complete list of all your business locations which you can edit and update at any given point. Recently started operating in a new location? Get them listed here! Create new business locations by just clicking on the “+” icon at the bottom of your screen.

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