Internal Portal

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Priorities

Team tasks and priorities

Docs Manager

Organize Google Sheets and Docs links in folders

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Patient

Settings

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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

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