Practice Dashboard

The Practice Dashboard provides a comprehensive, real-time view of your veterinary clinic’s operations, combining AI-powered call handling metrics with traditional practice management data.

Key Performance Metrics

The dashboard displays six primary metrics updated in real-time:

Total Clients

Active pet owner count with growth percentage and trend indicator

Calls Today

Total AI-handled calls with completion rate and status breakdown

Appointments Today

Scheduled appointments for the current day with confirmation status

Emergencies

Emergency-level calls handled by the AI triage system

Emails Sent

Automated confirmations, reminders, and follow-up communications

Avg Call Duration

Average duration of AI-handled calls including triage time

Metric Definitions

Each metric card displays:

Current value: Real-time count or average
Trend indicator: Percentage change from previous period
Trend direction: Up/down arrow with color coding (green for positive growth)
Context description: Additional detail about the metric

const stats = [
  {
    title: 'Total Clients',
    value: totalClients,
    change: '+12%',
    trend: 'up',
    icon: Users,
    description: 'Active pet owners'
  },
  // Additional metrics...
];

Analytics Visualizations

Call Volume & Bookings Chart

A dual-line chart tracking daily patterns across the week:

Blue line: Total AI-handled calls per day
Green line: Appointment bookings resulting from calls
X-axis: Days of the week (Mon-Sun)
Y-axis: Count of calls/bookings

Chart Data Structure

const callVolumeData = [
  { day: 'Mon', calls: 15, bookings: 8 },
  { day: 'Tue', calls: 22, bookings: 12 },
  { day: 'Wed', calls: 18, bookings: 9 },
  // Additional days...
];

Key insights from this chart:

Identify peak call volume days to optimize staffing
Track conversion rate from calls to bookings
Spot weekly patterns in client contact behavior

Appointment Types Breakdown

An interactive pie chart showing the distribution of visit types:

Wellness

40% - Routine wellness exams and preventive care

Urgent

25% - Same-day or next-day urgent care visits

Emergency

10% - Critical cases requiring immediate attention

Dental

15% - Dental cleanings and procedures

Surgery

10% - Scheduled surgical procedures

Each segment uses color coding to quickly identify appointment urgency and type.

Triage Distribution

A horizontal bar chart displaying AI triage classifications:

Triage Level	Description	Typical Count
Info	General inquiries, no medical concern	35 calls/week
Routine	Standard care needs, flexible scheduling	45 calls/week
Urgent	Needs attention within 24-48 hours	25 calls/week
Emergency	Immediate veterinary intervention required	8 calls/week

The triage system uses AI to analyze caller descriptions of symptoms, pet behavior changes, and urgency indicators to classify each call appropriately.

Today’s Schedule

Real-time appointment listing for the current day:

Schedule View
Empty State

Displays all appointments with:

Pet name and owner: Quick identification with species emoji
Visit reason: Chief complaint or appointment purpose
Scheduled time: Appointment slot time
Assigned veterinarian: “Dr. [LastName]” format
Triage level badge: Color-coded urgency indicator

Example appointment display:

🐕 Rocky (Sarah Johnson)
Annual Wellness Exam
2:00 PM • Dr. Kim • Routine

When no appointments are scheduled:

No appointments today.

Staff can navigate to the Appointments view to schedule new visits.

Recent Calls Activity

Displays the 5 most recent AI-handled calls with status indicators:

Call Record Components

Status icon: Color-coded circular badge (green=completed, red=emergency, blue=transferred, yellow=in-progress)
Owner and pet names: Formatted as “Owner (Pet)”
Call duration: Displayed using formatDuration() helper
Timestamp: Call start time in local format
Status badge: Outlined text badge with call outcome
Email indicator: Green mail icon if follow-up email was sent

Call Status Types

Completed: AI successfully handled the call and booked appointment or answered inquiry
Emergency: Call escalated to emergency protocol
Transferred: Call handed off to staff for complex handling
In-progress: Call currently being handled by AI assistant

AI System Status

Monitors the performance and availability of the AI voice assistant (“Luna”):

System Status Display

Luna - Voice Assistant

Status badge: Green “Active” indicator
Current state: “Online and answering calls”
Availability: 24/7 operation including after-hours emergency triage

Performance Metrics:

{
  avgCallDuration: formatDuration(avgCallDuration), // e.g., "3m 45s"
  triageAccuracy: '94%',
  bookingRate: '87%',
  emergencyHandoff: '<10s'
}

AI Performance Metrics Explained

Metric	Definition	Target Range
Avg. Call Duration	Mean time for AI to complete caller interaction	3-5 minutes
Triage Accuracy	Percentage of correctly classified urgency levels	>90%
Booking Rate	Percentage of calls resulting in scheduled appointments	>85%
Emergency Handoff	Time to transfer critical calls to staff	Under 15 seconds

If any metric falls outside the target range, the system displays a warning indicator. Emergency handoff times >30 seconds trigger an alert for immediate investigation.

Clinic Hours Display

Shows current operating hours and AI availability:

Mon-Fri: 8AM-7PM
Sat: 9AM-5PM
Sun: 10AM-3PM

🤖 Luna available 24/7 — including emergency triage

While the clinic has set hours for in-person visits, the AI assistant operates continuously to handle after-hours emergency triage, basic inquiries, and appointment scheduling for the next available slots.

Quick Actions

The dashboard header provides navigation shortcuts:

Test AI Voice

Opens the AI Voice Testing interface to simulate caller interactions and verify system responses

View All Clients

Navigates to the Client Management dashboard with full kanban board view

Data Refresh

All dashboard metrics update in real-time using React hooks and Supabase subscriptions:

const { data: owners } = usePetOwners(mockOwners);
const { data: allCalls } = useCalls(mockCalls);
const { data: allAppointments } = useAppointments(mockAppointments);

The dashboard automatically recalculates derived metrics when underlying data changes, ensuring staff always see current practice status.

Best Practices

Morning Routine

Check emergency count and review any overnight AI-handled critical calls
Verify today’s appointment schedule for completeness
Review AI system status metrics for any degradation
Check email confirmation count to ensure reminders were sent

Throughout the Day

Monitor call volume trends to anticipate busy periods
Watch triage distribution for unusual emergency spikes
Track booking rate to ensure AI is converting inquiries effectively
Review recent calls list for any transfers requiring follow-up

End of Day

Compare actual metrics to daily targets
Review any incomplete appointments (no-shows)
Check AI performance metrics for anomalies
Note any trends to discuss in staff meetings

Client Management

Detailed client relationship management and kanban workflows

Billing & Invoicing

Invoice generation and financial tracking

AI Voice System

Complete AI voice assistant configuration and testing

Reporting

Advanced analytics and custom report generation

Get Started

Core Features

Practice Management

Mobile App

Administration

Key Performance Metrics

Total Clients

Calls Today

Appointments Today

Emergencies

Emails Sent

Avg Call Duration

Metric Definitions

Analytics Visualizations

Call Volume & Bookings Chart

Appointment Types Breakdown

Wellness

Urgent

Emergency

Dental

Surgery

Triage Distribution

Today’s Schedule

Recent Calls Activity

Call Record Components

Call Status Types

AI System Status

AI Performance Metrics Explained

Clinic Hours Display

Quick Actions

Test AI Voice

View All Clients

Data Refresh

Best Practices

Client Management

Billing & Invoicing

AI Voice System

Reporting

Build docs developers (and LLMs) love

Get Started

Core Features

Practice Management

Mobile App

Administration

​Key Performance Metrics

Total Clients

Calls Today

Appointments Today

Emergencies

Emails Sent

Avg Call Duration

​Metric Definitions

​Analytics Visualizations

​Call Volume & Bookings Chart

​Appointment Types Breakdown

Wellness

Urgent

Emergency

Dental

Surgery

​Triage Distribution

​Today’s Schedule

​Recent Calls Activity

Call Record Components

​Call Status Types

​AI System Status

​AI Performance Metrics Explained

​Clinic Hours Display

​Quick Actions

Test AI Voice

View All Clients

​Data Refresh

​Best Practices

​Related Documentation

Client Management

Billing & Invoicing

AI Voice System

Reporting

Build docs developers (and LLMs) love

Key Performance Metrics

Metric Definitions

Analytics Visualizations

Call Volume & Bookings Chart

Appointment Types Breakdown

Triage Distribution

Today’s Schedule

Recent Calls Activity

Call Status Types

AI System Status

AI Performance Metrics Explained

Clinic Hours Display

Quick Actions

Data Refresh

Best Practices

Related Documentation