New Patients (30 days)
38
↑ 9 vs prior month
Production This Month
$62,840
↑ 14% vs prior month
Automations Fired Today
187
across 9 categories
Chair Utilization
91%
↑ from 74% pre-system
Live Activity FeedLive
Collections PerformanceThis Month
Collected$58,210
Outstanding$4,630
Collection rate92%
Claims submitted74/74
Pre-visit co-pays collected81%
Recall & ReactivationAutomated
Recalls due this month64
Booked from recall51
Lapsed reactivated7
Recall conversion80%
No-show rate4%
Automation Health55 Active
Needs Your Attention4 items
Prior auth — Martinez ortho casePrepared and ready for your submission
Submit
Claim denial — Chen, United HealthcareAppeal drafted and ready for review
Review
Dual insurance — Thompson familyCoordination flag — confirm primary carrier
Confirm
Collections escalation — Patel balance$780 outstanding 68 days — ready to escalate
Action
Today's Appointments
18
confirmed
Waitlist
6
auto-filled 2 today
Recalls This Month
64
51 booked automatically
Unscheduled Tx Plans
11
follow-ups running
Appointment PipelineLive
New Patient5
Ashley R.Forms sent · awaiting
Kevin L.2/4 docs received
Maria G.HIPAA pending sig
James W.Complete · Thu 9AM
Diane H.Ins. verification pending
Confirmed Today18
9:00 AMChen, David — cleaning
9:30 AMPatel, Anita — crown prep
10:00 AMThompson, J. — exam
10:30 AMMartinez, L. — ortho
+ 14 more today
Recall Due13
Sandra B.6mo recall · reminder sent
Tom K.Reminder #2 sent
Alice M.Booked — next Tue
Greg P.No response · call queued
+ 9 more in sequence
Tx Plan Follow-up11
Brian C.Crown · follow-up #1 sent
Yolanda F.Implant · follow-up #2
Marcus D.Invisalign · booked
+ 8 more in sequence
Lapsed (12mo+)7
Nina A.18mo lapsed · re-engaged
Carl R.24mo · sequence running
Faye T.Booked — next week
+ 4 more in sequence
Production This Month
$62,840
↑ 14% vs prior
Claims Submitted
74
all auto-submitted
Claim Denials
3
appeals drafted
Pre-Visit Co-Pays
$8,340
collected in advance
Recent Patient BalancesAuto-delivered
Chen, David$320Paid
Martinez, Laura$1,200Paid
Thompson, James$180Pending
Sanders, Kim$540Day 7
Anderson, Beth$890Day 14
Patel, Anita$78068 days
Garcia, Miguel$2,400Plan active
Williams, Sara$260Paid
Insurance PipelineAutomated
Eligibility verifications — today's schedule
18/18DoneClaims submitted this week
22SentBenefits breakdowns sent to patients
18SentDenial — Chen appeal drafted
ReviewDenial — Kim appeal drafted
ReviewPrior auth — Martinez ortho
SubmitInsurance automation impact
74 claims submitted without staff involvement · 0 missed eligibility checks · $8,340 co-pay collected before chair time
Total Automations
62
across 9 categories
Active Right Now
55
fully autonomous
Fired Today
187
and counting
Needs Attention
4
assisted items
All Automations — Live StatusSystem Active