AD
Admin
Total Patients
Imported from Access
Today's Appointments
8
3 completed · 5 pending
Pending Jobs
14
2 require action
Active Clinicians
6
2 on leave
View Patients
Browse patient records
View Reports
Analytics & summaries
Recent Activity
New patient Sarah Mitchell registered
10 minutes ago
Appointment confirmed for James Hargreaves
32 minutes ago
Job #84332 dispatched
1 hour ago
Assessment completed for Emily Chen
2 hours ago
All Patients
Showing all patients
Ph NumberJob NumberNameHospitalNHS NumberD.O.BJobs
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Select a date
Click a date to see appointments.
Overview
Late Jobs
Fitting Stage
Issues & Callbacks
PCT Report
Patients This Month
28
↑ 16% vs last month
Jobs Fulfilled
0
All items completed
Appointments
112
94% attendance rate
Patient Activity
Monthly registrations and active trends
Appointment Summary
Attendance and DNA rates by clinician
Job Fulfillment
Jobs, dispatch times and breakdown
Clinician Performance
Caseload and patient outcomes
Financial Summary
Revenue, invoices and payments
Condition Analytics
Diagnoses and orthotic types prescribed
Late Jobs
No late jobs. Jobs appear here when all items are not completed by their due date.
Jobs with Items at Fitting Stage
No items currently at Fitting Stage.
Orders
No orders found.
Active Issues & Callbacks
No active issues.
Bromley CCG (PCT) Jobs
No Bromley CCG jobs with a completed date in the selected month.
Code Description Unit Price (ex VAT) Price (inc VAT)
Booking Out
Booking Out Notes — added at the bottom of the printed & emailed list
No completed jobs yet. Jobs appear here when all items are marked Completed.
Completed
P&L Overview
By Hospital
By Job Type
By Orthotist
Trends
Cost Model & Inputs
Choose a date range and click Run.
These inputs are the company's cost data that the operational system doesn't capture on its own. The evaluation uses your supplier order costs (already in the system) for stock items, and the figures below to model labour, bespoke materials and overheads. The more you fill in, the more accurate the picture.
Overheads (fixed running costs)
Labour rates
"Default" marks the blended hourly rate used to cost a job's modelled labour minutes when no person-specific rate applies. Sessional/Annual rates are converted to an effective hourly rate using Hrs / unit.
Per-job-type cost model
Estimated material & labour for in-house work, used until per-job actuals exist
Allocation settings
Practice
Dropdowns
Price Lists
Sage Accounts
Surgical Appliances
Letter Templates
Make Order
Notifications
System
Practice Information
Hospitals
Orthotists
Job Types
Appointment Reasons
Clinicians
Upload or Create Price List
Sage columns: Product Code, Description, Calculation Method, Sales Price £, Cost Price £, List Price £, Profit Margin %
Add Individual Schedule Item
Price Lists
Templates use merge fields like {{patient_name}}, {{appointment_date}}, {{clinician}}, {{location}}, {{time}}, {{orthotist_notes}}, {{gp_name}}, {{diagnosis}}.
Brands
Cost Price List
Uses Sage column format: Product Code, Description, Cost Price £
Sage Accounts

The list of Sage 50 customer accounts. Each hospital below is assigned to one of these — and several hospitals (e.g. Orpington and Farnborough) can share one account.

Hospital → Sage Account
Surgical Appliance Server

The Surgical Appliance viewer reads prices from the server, so confidential hospital-specific prices are never sent to other hospitals' browsers. Allocations and restrictions below take effect immediately. After editing any price list, click Sync to push the current schedules to the SA server.

Hospital → Price List allocation

Each hospital sees exactly one price list in the Surgical Appliance system — the one allocated here. This is the same allocation used by the Price Lists tab (one source of truth), so existing assignments are already reflected below. Hospital-specific special schedules (e.g. NS262E / NS262M / NS262N) are applied on top per hospital.

Hospital-Specific Price Allocations

Codes listed here are restricted: each is shown only to the hospital it is allocated to, and hidden from every other hospital in the Surgical Appliance system. A "hides" code lets a hospital's own rate replace a shared default for that hospital only (e.g. a bespoke-orthotic code hides the standard one).

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Notifications
Appointment Reminders
SMS 24h before appointments
Email Notifications
Notify staff of new registrations
Job Dispatch Alerts
Alert when jobs are dispatched
DNA Alerts
Notify when a patient does not attend
Sage Export
Adept Sales Invoice CSV mapping
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System Status
Server Connection
Internal server: 192.168.1.10:5432
Connected
Last Backup
Automated daily backup
Today, 03:00
Data Export

Export all patients, jobs, appointments, documents and settings to a single JSON backup file. Use this to save your data externally or migrate to a new database instance.

Data Import

Import a previously exported backup file. This will replace all current data. Export your current data first.

AFO Specification Sheet
Selections auto-populate schedule codes and job notes
Create invoice document
Nothing is sent to Sage — this assembles and previews the document for approval.
Export to Sage 50
Builds the Adept Sales Invoice CSV. Import it in Sage via the Adept tool, then Update Ledgers.