Articula

Results

clickable screens in the clinic system

52clickable screens in the clinic system

access profiles, each with its own navigation

5access profiles, each with its own navigation

components in the design system

25components in the design system

screens in the sales CRM

12screens in the sales CRM

Screens and components

1. 01

   War Room

   The War Room puts target, revenue, funnel and risk on one screen, with the day's pending decisions at the top. Figures are fictitious.

   articula / crm / war-room

   

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2. 02

   Editable pipeline

   Each pipeline column has an editable label, color, automations and AI agents, while reports keep tracking the same stage. Figures are fictitious.

   articula / crm / pipeline

   

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3. 03

   Conversations with AI

   When the topic is price, the conversation stays with the team: the AI suggests a reply and diagnoses the objection, and a person decides what to send.

   articula / crm / inbox

   

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4. 04

   Management dashboard

   The management dashboard brings together revenue, funnel, occupancy and today's schedule. Figures are fictitious.

   articula / clinic / dashboard

   

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5. 05

   TMJ assessment

   The structured exam yields a rule-based diagnostic impression, recalculated on every field, for the physiotherapist to confirm.

   articula / clinic / tmj-assessment

   

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6. 06

   Dental chart

   In the interactive dental chart, one click changes each tooth's state, with the appliance phase right beside it.

   articula / clinic / ortho-records

   

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7. 07

   Patient portal

   The portal home shows the next session, plan progress and payment status. Patients follow their pain dropping session by session, see completed sessions and the team's home-care guidance, and take the online reassessment in the browser, with nothing to install.

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8. 08

   Design system

   The sheet reproduces the design system's tokens and primitives from the prototype's source code, in light and dark themes.

   

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9. 09

   Domain components

   The domain components are shown with their anatomy, states and the composition from atom to pipeline.

   

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1. 01

   Pipeline with a D0 → D+90 cadence

   Pain

   Ads generate WhatsApp contacts, but without a funnel nobody knows who replied, who booked and who dropped out along the way, and the D+1, D+3 and D+7 touchpoints depend on someone remembering to send them by hand.

   Solution

   A draggable kanban (dnd-kit) where each column has its own automations on entry and at D+N: a templated WhatsApp message, a task for the team, an alert to the front desk or triggering an AI agent. Each column's label and color are editable, while reports keep tracking the same stage.

   Impact: 7 stages and 12 automations (9 active), from the welcome at D0 to a referral request 90 days after closing

2. 02

   Conversations with an AI agent

   Pain

   Leads who write at night or on weekends wait until the front desk opens to get a reply.

   Solution

   In the WhatsApp inbox, the autonomous agent is switched on one conversation at a time with a chosen persona (e.g. the SDR who qualifies leads and offers an assessment), and the copilot leaves a suggested reply for the team to review. As designed in the prototype, a global mode (Off, Shadow or Active) sets how far the AI can go, and pricing and negotiation, complaints, severe pain or a request for a person go back to the team.

   Impact: Default safety rule: 4 topics go back to the team

3. 03

   Ad attribution and ROI

   Pain

   The clinic spends money on Meta and Google ads without knowing which campaign brings in the patient who actually signs up for treatment.

   Solution

   Every lead is created with its source recorded (campaign or channel; for Meta ads, via utm_id), and the patient record created at conversion keeps a link back to that lead. The Ads Manager matches this against ad spend to show CAC and ROI by campaign, with real leads for campaigns tied to the funnel and estimates for the rest, and audits each ad's UTMs.

   Impact: Leads arriving without a utm_id are flagged as unattributable to a campaign

4. 04

   Cross-specialty cross-sell

   Pain

   Cross-specialty demand within the clinic's own patient base is invisible: TMD patients in physiotherapy may need an occlusion assessment, and patients wearing braces may develop jaw and neck tension.

   Solution

   The CRM groups the patient base into cross-sell segments between physiotherapy and orthodontics, each with its clinical rationale, and suggests campaigns with a projected outcome and the calculation laid out under “See the math”. The AI prepares the campaign and the team decides whether to send it.

   Impact: Conservative–expected–optimistic projection (Wilson, 80%) on the modeled rate, with each rate's source

5. 05

   War Room and Goals

   Pain

   For management, no-shows and overdue installments only show up at month-end close, too late to act.

   Solution

   A command center in 6 tabs (Overview, Target & Revenue, Funnel, Cash, Risk and Patients), all derived from the same data as the other screens, with critical pending items at the top and patients with a late payment or a no-show in the last 30 days flagged. Goals edited on the Goals screen feed the live gauge.

   Impact: 4 configurable monthly goals: revenue, new leads, closed plans and booked assessments

6. 06

   Plans, billing and overdue payments

   Pain

   With two ways of billing, overdue installments are found late, and manual collection is slow and awkward for the team.

   Solution

   One plan record covers both session packages and orthodontics (down payment + monthly fees), and each installment becomes an invoice. The overdue screen groups late payments by average and longest delay, and recording a payment shows up on the dashboard immediately; the automated D-3 to D+15 reminder sequence is left for the Automations phase.

   Impact: 2 billing models (session package and down payment + monthly fees) in the same plan record

7. 07

   Schedule, waiting list and queue

   Pain

   With a paper-and-spreadsheet schedule, rescheduling and squeezing patients in mean manual rework, and a cancelled slot becomes a gap in the schedule.

   Solution

   The per-practitioner schedule only offers conflict-free times, taking each service's length into account, and the waiting list stores specialty and preferred time of day (morning or afternoon), so when a slot opens the front desk books straight from it. At the front desk, the day's queue shows who has arrived and how long they have been waiting.

   Impact: Conflicting times never appear in the new-session dialog; waits over 20 min are flagged

8. 08

   TMJ & Cervical assessment

   Pain

   TMD assessments have no structured script: every record starts on a blank page.

   Solution

   A structured exam (mouth opening in mm, deviation, joint sounds, 0–3 palpation and cervical range of motion) produces a rule-based diagnostic impression, recalculated on every field, which the physiotherapist confirms and saves to the record, and mouth opening goes into a history across assessments.

   Impact: 7 palpation sites, 6 cervical movements and 5 diagnostic impression rules

9. 09

   Orthodontic records

   Pain

   Orthodontic treatment runs through months of adjustment visits, and the orthodontist needs to see each tooth's state, the archwire used at each visit and the progress photos in one place.

   Solution

   An interactive SVG FDI dental chart where one click changes a tooth's state, next to the visit timeline with each visit's archwire, the appliance phases and the grid of standard records.

   Impact: 32 teeth, 5 states per tooth, 5 treatment phases and 6 standard records (5 photos plus a panoramic X-ray)

10. 10

    Consultation with an AI scribe

    Pain

    Writing the clinical record after each appointment takes up the practitioner's time.

    Solution

    The appointment is transcribed live and the AI drafts the record in SOAP format (both simulated in the prototype), in sections the practitioner edits before saving them as the patient's progress note.

    Impact: Record in 4 editable SOAP sections; nothing is saved without the practitioner confirming

11. 11

    Patient portal

    Pain

    Patients on a session package or braces want to follow their plan, next session and payments on their phone, without depending on the clinic for it.

    Solution

    A mobile-first portal with pain progress in a chart (Recharts) and in plain language, the plan with completed sessions, home-care guidance, booking, in-browser teleconsultation (simulated in the prototype), intake form and payments.

    Impact: 8 screens; clinical record text is never shown to the patient, only a plain-language summary built from session data

12. 12

    Access profiles (RBAC)

    Pain

    Front desk, physiotherapy, orthodontics, management and patients do different jobs and need different screens.

    Solution

    Each profile's menu is built from a role matrix, and each profile lands directly on its own home page; the patient's menu holds only the portal.

    Impact: 5 profiles with their own menu: Front desk 7 screens, Physiotherapy 11, Orthodontics 11, Management 37 and Patient 8