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Internal Portal

Sign in to your team account

Email address Password

View mode

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Priorities

Team tasks and priorities

Internal Tasks

Task tracking between Jaz and Ira. Only visible to us.

Show done

Activity Less → More

Docs Manager

Organize Google Sheets and Docs links in folders

Pricing Engine

Track quotes from creation to fulfillment

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Fill color

Patient

Settings

Update your account password. Minimum 8 characters.

Current password New password Confirm new password

Colors used to highlight rows. Add or edit labels below — the whole team sees these.

Recent activity from the team. Admins see all users' activity; regular users see only their own.

Done

Priority

Assigned to

Due date

Related patient

Description

Comments

Assigned to

Status

Description

Updates & Progress

Post daily update

Order Details

Current Stage

Notes (Order Queue)

New Folder

Folder Name

Visibility

Private (only you) Shared (whole team)

Add Link

Link Name

Google Sheet / Doc URL

Folder

Star Customer

Notes (required)

Snooze Customer

Snooze for (days)

Reason (required)

Save Current View

View name

This view will be visible to all team members.