☀️ Daily Morning Briefing
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Total Patients Scheduled Today
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Pre-Medication / Latex Warnings
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Unscheduled Family Members
✅ Outbound Voice AI 2-Day Appointment Confirmations
Automatically queries appointments scheduled exactly 2 days in advance. Excludes patients already confirmed via text or EHR.
3 Appointments
Pending 2-Day Confirmation
0 / 3 Confirmed
EHR Status Updated Real-Time
2 Days Prior
Strict Timing Schedule
🦷 Voice-Activated Periodontal Charting
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🎙️
Voice-Activated Perio Scribe (Hands-Free)
Click button to record probe depths or tap any tooth card below to dictation-focus.
🦷
32-Tooth Periodontal Pocket Depth Odontogram
1-3mm Normal
4mm Caution
5mm+ Deep Pocket
🩸 BOP
Maxillary Upper Arch (Teeth #1 – #16)
Mandibular Lower Arch (Teeth #17 – #32)
📊 6-Point Periodontal Probing Depth Grid (Teeth #1 – #32)
| Tooth # | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Facial Depths | 3 2 3 | 3 2 3 | 3 2 3 🩸 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 4 5 4 🔴 | 3 2 3 | 3 2 3 |
| Lingual Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 4 4 4 | 3 2 3 | 3 2 3 |
| Tooth # | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Facial Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 |
| Lingual Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 |
1-3mm (Healthy)
4mm (Mild Pocketing)
5mm+ (Periodontitis)
🩸 Bleeding on Probing
🔴 Suppuration
📝 Voice AI Clinical Progress Notes Generator
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📊 Practice Intelligence Dashboard
Real-time KPIs · Provider ROI · Revenue Leakage · AR Recovery — powered by Open Dental EHR
📈 GROSS PRODUCTION
$148,450
MTD · Target $160K
▲ +12.4% vs last month
📉 ADJUSTED PRODUCTION
$127,800
After write-offs & adjustments · -$20,650
Adj. Rate: 86.1% of Gross
💵 NET COLLECTIONS
$145,184
Collection Rate: 97.8% · Target 98%
✓ EXCELLENT
🎯 CASE ACCEPTANCE
78.4%
$189,900 Presented · $149K Accepted
Benchmark: 70–80%+ 🏆
🚫 NO-SHOW RATE
4.1%
3 no-shows · 5 last-min cancels MTD
▼ Below 5% Target ✓
👤 NEW PATIENTS
28
MTD · Target 25–30/mo
▲ +15% vs prior month
📅 SCHEDULE UTILIZATION
87%
Chairs filled · 2 open slots
▲ Target >85%
🦷 HYGIENE RETENTION
86.2%
Re-appointment rate
✓ Industry Target >85%
⏱️ DOCTOR PROD/HOUR
$485/hr
Hygiene: $185/hr
Benchmark: $450–$550/hr
⚠️ REVENUE LEAKAGE
$24,500
Unscheduled treatment plans
🏢 OVERHEAD %
61.4%
Staff: 28% · Supplies: 8%
✓ Healthy Range 59–65%
👨👩👧👦 ACTIVE PATIENTS
2,450
Visited within 18 mos
▲ +42 this quarter
💵 AVG REVENUE / PATIENT
$425
Production per visit (APPV)
Benchmark: $350–$500
📋 UNSCHEDULED TX POOL
$189,900
Diagnosed & pending
142 open treatment plans
🏦 INSURANCE AR >90 DAYS
$4,850
11 claims stuck in adjudication
⚠️ Action Required
🔁 PRE-APPT RATE (RECALL)
84.5%
Appointed before departure
✓ Target >80%
💎 PATIENT LIFETIME VAL
$4,250
Avg LTV over 5 years
Industry Top 15%
📅 Chair Utilization by Provider
Dr. Adarsh Modani91%
Dr. Sanjeeda Hakim84%
Sarah Jenkins, RDH88%
Open Scheduling Gaps
Mon 9am–10am
Wed 2pm–3pm
Thu 11am
📈 6-Month Production & Collections Trend
Production
Collections
MarAprMayJunJulAug
💳 AR Aging Breakdown
$12,400 Total🟢 0–30 Days$8,450 (68%)
🟡 31–60 Days$2,300 (19%)
🟠 61–90 Days$1,100 (9%)
🔴 90+ Days$550 (4%)
🔻 Treatment Conversion Funnel
Diagnosed: $190,016 (100%)
Presented: $163,295 (85.9%)
Accepted: $130,636 (78.4%)
Completed: $148,450 (78.1%)
⚠️ $40,720 in diagnosed but not-yet-accepted treatment — ready for follow-up
🚫 No-Show & Cancellation Tracker
8 Incidents MTD3
No-Shows MTD
5
Late Cancels MTD
Lost chair revenue (8 appts)-$3,240
Overall no-show rate4.1% ✓ (Below 5% Target)
📋 Recent Late Cancellations & Reasons
Last 5 incidents
Jessica Taylor
Aug 15 · 3:00 PM
💬 Reason: Sudden flu & fever (notified 2h prior)
Dr. Modani · Crown Prep
🔄 Rescheduled Aug 22
Robert Martinez
Aug 14 · 9:00 AM
💬 Reason: Unexpected work emergency (notified 1h prior)
Sarah Jenkins · Prophy
📲 ASAP Waitlist Filled
David Clark
Aug 12 · 11:30 AM
💬 Reason: Ghosted / No Answer (No-Show)
Dr. Hakim · Root Canal
📞 Follow-up Pending
Amanda White
Aug 11 · 2:00 PM
💬 Reason: Childcare conflict / sick child (3h prior)
Maria Torres · Perio Maint
🔄 Rescheduled Aug 19
Karen Walker
Aug 10 · 4:00 PM
💬 Reason: Vehicle breakdown / car trouble (30m prior)
Dr. Modani · Composite Fill
📱 SMS Link Sent
🦷 Hygiene Reactivation & Recall
47
Overdue >6 Months
18
Due This Month
6–12 months overdue32 patients
12–24 months overdue11 patients
24+ months (lapsed)4 patients
Est. reactivation value at avg $280/visit: $13,160
🦷 Hygiene Department Productivity Details
Per-hygienist breakdown · Procedure mix · Same-day conversion · Reappointment funnel · MTD
$51,500
Total Hygiene Production
34.7% of practice total
$185/hr
Avg Prod / Hour
Benchmark: $150–$200/hr
$285
Avg Prod / Visit
Benchmark: $250–$320
86.2%
Re-appointment Rate
Target >85%
24.1%
Same-Day Tx Conversion
From hygiene chair
181
Total Hygiene Visits
MTD · 8.6/day avg
👩⚕️ Per-Hygienist Performance
Sarah Jenkins, RDH
$28,100
$185/hr
Prod/Hr
88%
Chair Util.
97
Visits
Re-appt 88%
Same-Day 26%
Maria Torres, RDH
$23,400
$183/hr
Prod/Hr
84%
Chair Util.
84
Visits
Re-appt 84%
Same-Day 22%
💉 Procedure Revenue Mix (MTD)
Adult Prophy (D1110)$18,200 · 35%
Perio Maintenance (D4910)$12,400 · 24%
SRP — Quad (D4341)$8,900 · 17%
Bitewing X-Rays (D0272)$5,600 · 11%
Fluoride Tx (D1208)$3,800 · 7%
Sealants (D1351) + Other$2,600 · 6%
✅ Preventive Acceptance Rates
Fluoride (18+ yrs)
68%
Sealants (pedo)
74%
Full-Mouth X-Rays
82%
Perio Co-Dx Acceptance
61%
🔁 Re-appointment Funnel
Pre-appointed at chair112 (61.9%)
Contacted after visit44 (24.3%)
Not yet scheduled25 (13.8%)
🏦 Insurance Claims & Patient AR Control Center
Daily, Weekly & Monthly Outstanding Claims Tracker · Patient Copay Follow-ups · Denial Appeals & Aging Prevention
$2,450
Daily Follow-up Queue
5 urgent actions today
$14,800
Weekly Pending Claims
22 claims in clearinghouse
$48,600
Monthly Total Outstanding AR
Insurance + Patient
$11,200
Claims 31–60 Days
14 tracer follow-ups
$4,850
Critical Claims >90 Days
11 claims pending appeal
94.2%
Clean Claim Pass Rate
First-time submission
🚨 Daily & Weekly Action Queue
Prioritized by age & amount
MetLife · Crown (D2740)
$1,250
Patient: Sarah Connor · Submitted 34 days ago
⚠️ Missing X-Ray / Attachment
Delta Dental · SRP 4 Quads
$850
Patient: Michael Vance · Submitted 48 days ago
🔴 Denied (Pre-Auth Needed)
Guardian · Composite Fills
$640
Patient: Emily Davis · Submitted 14 days ago
🟡 In Adjudication
Patient Copay · John Miller
$480
Uncollected copay after insurance payment · 30 days overdue
📱 SMS Payment Link Active
📊 Outstanding Claims by Insurance Payer
Delta Dental$18,500 (38%) · 22d avg turnaround
MetLife$14,200 (29%) · 18d avg turnaround
Guardian$8,400 (17%) · 14d avg turnaround
Cigna$5,100 (10%) · 26d avg turnaround
Aetna / Other Payers$2,400 (6%) · 19d avg turnaround
📈 AR Turnover Efficiency
Average Days in AR: 24.2 days (Target <30 days ✓)
⚙️ Automated AR Recovery & Automation
⚡ Real-time Claims Scrubbing
Checks missing CDT codes, X-rays & subscriber IDs before submission
📲 Auto Patient Copay SMS Cadence
Automated 3-step payment link text sequence (Day 15, Day 30, Day 45)
📄 Electronic Attachment (NEA FastAttach)
98.4% electronic attachment rate ✓
⚙️ Practice Administrator — Staff Access & Permissions Control
Select a staff member to configure module access permissions: