Boards and stages
Track every treatment enquiry through your pipeline on the Journeys board.
Open Journeys in the sidebar to see your board: a kanban view where every card is one patient's journey towards one treatment, and every column is a stage of your pipeline — from first enquiry to treatment started.
Boards
A board is one pipeline of stages. Most practices run a single board; if yours has several (for example, one per treatment type), switch between them with the board picker in the header. Each board remembers its own stages, and new journeys land on the board configured for their treatment.
Manage boards and stages
Owners and managers click Manage boards in the header — or open Settings → Journey boards — to edit the funnel itself. The page is a two-part editor: pick a board in the list at the top, and that board's stages load underneath it.
Click anywhere on a board's row. The selected row is tinted, marked with a bar down its left edge, and its arrow turns to point at the stage list below, which now reads Stages on that board.
Edit the stages: drag the grip handle to reorder them, click a stage name to rename it in place, or click the stage's pencil to set its name, category, colour, win probability and Rotten after (days) together.
Click Add stage to append a blank row to the bottom of the list, type a name, and press Enter. The row stays open so you can add several stages in a row — press Escape, click the ✕, or click away to close it.
Each board row carries its own actions on the right: the pencil renames the board, the pin makes it the default that new journeys land on, and the archive icon hides it from the Journeys page. The default board can't be archived — make another board the default first.
A stage's category is either Open or Won, and it's what keeps reporting comparable however you rename the stage.
Archived boards and stages stay reachable through the Archived toggle above each list, where a restore icon brings them back.
Stages and column totals
Each column header shows the stage's name, the number of cards in it, and the total value of those cards. Open stages sum the potential value of active journeys — your pipeline. A won stage sums what those journeys are actually worth — your booked revenue.
Cards
A card shows the patient's name, the treatment, the journey's value, and how long it has sat in its current stage. Won and lost journeys carry a badge. An active journey also carries a Stale badge after it has spent the stage's configured Rotten after (days) period there.
Snoozing a journey hides its Stale badge until the snooze ends. The original time in stage still applies when it wakes. Won, lost, and archived journeys are never marked stale.
Owners and managers set Rotten after (days) when editing a stage under Manage boards. Leave it empty when that stage should never mark journeys stale.
- Click the card to open the journey detail dialog — values, owner, practitioner, location, first-contact dates, and the patient's full activity feed, where you can also add notes.
- Click the patient's name (or View patient in the card menu) to open their patient record.
- The ⋯ menu on each card offers Mark won, Mark lost…, and Reopen — see Move, close, and reopen.
Filter the board
Use Search patients… to find cards by patient, and + Filter to narrow the board by:
- Owner — one or more team members, or No owner for unassigned journeys.
- Treatment, Practitioner, Location — one or more entries.
- Channel — where the enquiry came from.
- Created and Entered stage — date ranges with the same relative presets as the patients list.
Filters appear as chips; click a chip to edit it, its ✕ to remove it, or Clear to reset. The board URL carries your board, search, and filters, so you can bookmark or share the exact view.
Lost journeys and board size
Lost journeys stay in the stage where they stalled but are hidden by default — toggle Show lost in the header to reveal them.
The board displays up to 500 journeys at a time. If you see "Showing the first 500 journeys", add filters to narrow the board.
Start a new journey
Click New journey in the header.
Search for the patient and pick them from the results.
Choose the Treatment. Optionally set the Location and an estimated value — left empty, the value defaults from the treatment's price.
Click Create journey. The card lands in the board's first stage, and a first-contact task appears on the Today page.
You can also start a journey from the Journeys panel on a patient record, where the patient is already filled in.