Start
Accept your invitation and open the panel.
- Accept the Frontdesk invitation sent to your work email.
- Create your account or sign in with the invited email address.
- Open the Schedule page first. This is where new website leads are worked.
- Use Information only when you need patient details, intake answers, or appointment records.
Daily workflow
Work every lead until the outcome is clear.
- Review Unresolved Books and contact each new website lead.
- Move each lead to the correct status as soon as the outcome is known.
- Use Call Unanswered with a callback date and time when the patient does not answer.
- Keep cancellation and no-show notes specific enough for reporting.
- When a patient checks in, enter the generated patient value.
- Check Today's Schedule during the day and Upcoming Appointments before the next shift.
Schedule page
The main workspace for front desk staff.
Summary cards
A quick count of every lead status. Watch Unresolved Books, Call Unanswered, Confirmed, and Rescheduled first.
Today's Schedule
Patients scheduled for the current day. Use search and pagination when the list is longer than one page.
Upcoming Appointments
Future booked appointments in time order. Use Resolve when an appointment outcome is known.
Patient Flow
The status board for leads and appointments. Move patients into the column that matches the latest outcome.
Patient Flow statuses
Choose the status that matches what happened.
Unresolved Books
A new website lead has booked and staff has not finished follow-up.
Confirmed
The patient confirms the booked date and time still works.
Rescheduled
The patient needs a different appointment date or time.
Call Unanswered
Staff called but the patient did not answer.
Cancelled
The patient cancels or the appointment should no longer happen.
No Show
The appointment time passed and the patient did not arrive.
Checked In
The patient arrived and generated value for the practice.
When a patient is moved to Checked In, enter the value generated by that patient. That conversion data helps Monar report revenue from booked leads and improve campaign optimization.
Information page
Use Information when you need details or context.
Overview
Shows appointment volume, active patients, intake completion, source attribution, and recent activity.
Appointments
Lists appointment records with patient contact details, service, insurance, intake answer count, and confirmation state.
Patients
Lists active patient records with phone, email, status, and insurance details.
Catalog
Shows services and accepted insurance carriers. Most front desk users only need this as a reference.
Intake
Shows the questions patients answer while booking. Use this to understand what was collected on the website.
Video tutorials
Search a task, then watch or read the guide.
How Frontdesk works
Understand how a visitor action becomes structured follow-up work for a healthcare practice team.
No tutorial matches that search. Try “screening,” “sign in,” “calendar,” or “appointments.”
Staff checklist
Before ending the shift.
- Unresolved Books has been reviewed.
- Call Unanswered leads have callback dates and times.
- Cancelled and No Show records have clear reasons when available.
- Checked In patients include generated patient value.
- Tomorrow's upcoming appointments have been reviewed.