Appointments Today
31
2 chairs open PM
Recalls Due
88
auto-texting
Chair Utilization
93%
▲ 12%
Production · MTD
$214k
▲ 9%
Today's schedule
Full day| Time | Patient | Procedure | Provider | Status |
|---|---|---|---|---|
| 8:00 | RW Rob Wells | Cleaning + exam | Hygiene 1 | Checked in |
| 9:00 | LT Lily Tran | Crown seat | Dr. Desai | Confirmed |
| 10:30 | MA Marc Ali | Filling ×2 | Dr. Desai | Confirmed |
| 11:15 | PN Pam Nguyen | Recall cleaning | Hygiene 2 | Reminder sent |
| 1:30 | GE Gary Estes | Implant consult | Dr. Desai | Confirmed |
AI Assistant
88 recall reminders sent6-month cleanings due — online booking link
Insurance pre-verifiedAll of today's patients checked overnight
$42k unscheduled treatment19 patients with accepted-but-unbooked work — nudged
Production — last 6 months
Jan
Feb
Mar
Apr
May
Jun
Booked Today
31
2 chairs open PM
This Week
168
▲ 14
Online Booked
58%
self-serve
No-Show Rate
2.8%
▼ from 11%
Full day — June 22
+ Add appointment| Time | Patient | Procedure | Provider | Chair | Status |
|---|---|---|---|---|---|
| 8:00 | Rob Wells | Cleaning + exam | Hygiene 1 | 3 | Checked in |
| 9:00 | Lily Tran | Crown seat | Dr. Desai | 1 | Confirmed |
| 10:30 | Marc Ali | Filling ×2 | Dr. Desai | 1 | Confirmed |
| 11:15 | Pam Nguyen | Recall cleaning | Hygiene 2 | 4 | Reminder sent |
| 1:30 | Gary Estes | Implant consult | Dr. Desai | 2 | Confirmed |
| 2:45 | — | Open | Dr. Desai | 2 | Open |
| 3:30 | Ana Ruiz | Whitening | Hygiene 1 | 3 | Reminder sent |
AI fill suggestion2:45 chair is open. 3 patients on the ASAP waitlist live within 10 min — auto-text the first to fill it?
SendRecalls Due
88
this month
Reactivated
34
▲ 12 vs last mo
Reminder → Book
46%
▲ 9 pts
Overdue 12mo+
61
win-back queued
Recall queue
Send all reminders| Patient | Last visit | Due | Contact | Attempts | Status |
|---|---|---|---|---|---|
| Pam Nguyen | Dec 21 | 6-mo cleaning | Text + email | 1 | Reminder sent |
| Owen Brooks | Jan 4 | 6-mo cleaning | Text | 2 | Opened link |
| Dana Foley | Jun 2 (last yr) | Overdue 12mo | 3 | No response | |
| Marc Ali | Dec 30 | 6-mo cleaning | Text | 1 | Booked |
| Sofia Reyes | Nov 12 | 6-mo cleaning | Text + email | 2 | Reminder sent |
| Ken Ho | May 8 (last yr) | Overdue 12mo | Text | 1 | Opened link |
AI cadenceDana Foley ignored 3 reminders. Switching to a personal call script from Dr. Desai recovers 1 in 4 lapsed patients — flagged for the front desk.
Queue callVerified Overnight
31
today's patients
Claims Outstanding
$68k
42 claims
Avg Days to Pay
16
▼ from 34
Denials
3
auto-appealed
Claims & verifications
Submit batch| Patient | Payer | Procedure | Amount | Submitted | Status |
|---|---|---|---|---|---|
| Lily Tran | Delta Dental | Crown (D2740) | $1,240 | Jun 18 | Processing |
| Marc Ali | Cigna | Fillings ×2 | $420 | Jun 19 | Paid |
| Gary Estes | MetLife | Implant consult | $180 | Jun 20 | Pre-auth |
| Rob Wells | Aetna | Cleaning + exam | $210 | Verified | Eligible |
| Sofia Reyes | Guardian | Root canal | $980 | Jun 12 | Denied — appealed |
AI appeal draftedSofia Reyes' root canal was denied for a missing narrative. AI attached the perio chart + x-ray and resubmitted — 71% of these overturn.
ReviewActive Patients
4,120
▲ 42 this month
Treatment Accepted
74%
▲ 8 pts
Avg Patient Value
$1,840
/ yr
Reviews
4.9★
438 total
Patients
+ Add patient| Patient | Last visit | Next due | Insurance | Unscheduled tx | Status |
|---|---|---|---|---|---|
| LT Lily Tran | Jun 22 | Dec 22 | Delta Dental | — | Active |
| GE Gary Estes | Jun 22 | Consult f/u | MetLife | $4,200 implant | Tx pending |
| MA Marc Ali | Jun 22 | Dec 22 | Cigna | $680 crown | Tx pending |
| RW Rob Wells | Jun 22 | Dec 22 | Aetna | — | Active |
| DF Dana Foley | Jun 2 (last yr) | Overdue | None on file | $1,900 perio | Lapsed |
| SR Sofia Reyes | Jun 10 | Root canal f/u | Guardian | $820 crown | Tx pending |
Production · YTD
$1.16M
▲ 14% vs last yr
Collections Rate
98%
▲ 3 pts
New Patients / mo
42
▲ 9
Hygiene Reappoint
91%
▲ 7 pts
Production by month
ExportJan
Feb
Mar
Apr
May
Jun
Production by category
Last 12 months
Hygiene + preventive
$384k
Restorative
$472k
Implants + surgery
$264k
Ortho + cosmetic
$121k
New patient source
| Source | New patients | Booked | Show rate | 1st-yr value | Cost / patient |
|---|---|---|---|---|---|
| Google / web | 206 | 184 | 89% | $338k | $64 |
| Recall reactivation | 142 | 138 | 97% | $196k | $0 |
| Referrals | 98 | 91 | 93% | $212k | $0 |
| Insurance directories | 124 | 96 | 77% | $148k | $41 |