Saturday · June 7 · 28 appts today · 4 hygiene · 18 restorative
Good morning
Today's Production
$14,820
28 appts · 84% chair util
June MTD
$284K
Production · +12% vs May
Active Patients
2,840
94% retention
Recall Due
347
Past 6-mo recall
Today's chair schedule
Full day| Time | Patient | Provider | Procedure | Production |
|---|---|---|---|---|
| 8:00 AM | Williams | Hygiene · Maria | Cleaning + check | $184 |
| 8:30 AM | Chen | Dr. Park | Crown delivery #14 | $1,820 |
| 9:00 AM | Garcia children (2) | Hygiene · Sarah | Pediatric cleaning + fluoride | $360 |
| 9:30 AM | Bergman | Dr. Park | 2-surface composite #19 | $320 |
| 10:00 AM | Kim | Dr. Park | Invisalign refinement scan | $240 + $0 (in plan) |
| 10:30 AM | Sterling | Hygiene · Maria | Perio maintenance | $220 |
| 11:00 AM | Adler | Dr. Park | Veneer prep #8 #9 | $3,800 |
| 22 more appts |
Treatment plans · unaccepted
All plansWong family · 4-quadrant SRP + crowns · $8,400
PRESENTED LAST WEEK · INSURANCE PRE-AUTH IN · FINANCING DISCUSSED
The Reillys (mother) · full-mouth reconstruction · $32K
CONSULT JUN 14 · CHERRY PRE-APPROVED · WAITING FOR DECISION
Hartman · Invisalign · $5,400
SCAN TAKEN · CASE SUBMITTED · CLINCHECK PENDING
Patel children · 2 ortho referrals + sealants
REFERRED TO ORTHO PARTNER · SEALANTS BOOKED JUN 21
Recall engine — overdue + due
All recallPast-due recalls · auto-text 30/60/90 days ago
22% RECAPTURE RATE WITH AUTO-CADENCE
Due this month · text + email sequence
62% AUTO-BOOK WITHOUT FRONT-DESK CALL
VIPs · 6-mo overdue · personal call from Dr. Park
14 PATIENTS · YOUR HIGHEST-LTV
Insurance — verification + claims
DetailTomorrow's patients · 18 verified · 4 to call
DELTA · UHC · CIGNA · METLIFE TOP CARRIERS
Outstanding claims · $42K across 84 claims
AVG AGING 18 DAYS · 96% PAID WITHIN 30
2 claim denials this week · in appeals
CIGNA: SCALING + ROOT PLANING DOCUMENTATION
Multi-chair · multi-provider · 8 ops · 2 hygienists
Chair Schedule
Multi-Chair Scheduling
Per-chair, per-provider scheduling with procedure-time templates.
- Per-chair color-coded schedule
- Hygienist vs doctor block tracking
- Pre-block patterns (mornings for ops, afternoons for hygiene)
- Online booking with insurance pre-verification
- Auto-fill cancellations from waitlist
2,840 active · 84 new this month · avg LTV $4,200
Patient Records
Patient Chart
Full clinical chart with periodontal, restorative, x-ray, treatment plans, financial.
- Tooth chart with restoration history
- Perio charting with bleeding + pocket depths
- Digital x-ray timeline
- Photo timeline (intra-oral + smile)
- Treatment plan history with acceptance rates
2,840 patients · 347 overdue · 88 due this month · auto-cadence
Recall Engine
Recall Operations
The single highest-ROI activity in dental ops. Automated outreach to bring overdue patients back.
- Per-patient recall interval (3/4/6/12 mo)
- Auto-text + email cadence at 1 / 30 / 60 / 90 days overdue
- VIP escalation: front-desk personal call at 90 days
- Per-patient lifetime recall compliance scoring
- Re-engagement campaigns for lost patients
42 active plans · $148K presented unaccepted · 38% acceptance rate
Treatment Plans
Treatment Plan Engine
From diagnosis to acceptance to scheduling — track every plan.
- Per-patient treatment-plan creation
- Insurance pre-authorization workflow
- Patient-facing financial summary (out-of-pocket)
- Financing options surfaced (Cherry / Care Credit)
- Acceptance tracking + re-presentation reminders
2 hygienists · perio re-eval + maintenance · production tracking
Hygiene
Hygiene Operations
Hygiene is the heart of the practice. Track production, perio status, and re-care intervals.
- Per-hygienist daily production
- Perio diagnosis + maintenance interval per patient
- SRP vs prophy tracking
- Fluoride + sealant tracking (esp. pediatric)
- Hygiene-to-restorative referral conversion
Digital x-ray · intra-oral camera · CBCT · pano
Imaging + X-ray
Imaging Operations
↘ Shared engine — from Auto Parts photo pipeline + Med Spa · adapted for dental imaging.
- Digital sensor integration (Schick / Carestream / etc.)
- AI x-ray pre-screening for caries + bone loss
- Intra-oral camera capture per appointment
- CBCT 3D imaging for implants
- Per-patient image timeline
28 active cases · crowns · veneers · implants · night guards
Lab Cases
Lab Case Tracking
Every case from impression to delivery — never lose a case.
- Per-case lab + due date
- Auto-text patient when ready for delivery
- Lab quality scoring
- Per-lab spend reporting
Composites · anesthetics · burs · gloves · auto-reorder at par
Inventory
Clinical Inventory
Per-product par levels + auto-reorder + cost reporting.
- Per-product par + reorder point
- Auto-order from supplier when below par
- Per-procedure consumable cost
- Expiration tracking (anesthetics, composites)
Real-time eligibility · pre-auth · claim submission · denial appeal
Insurance Verification
Insurance Operations
Tomorrow's patients verified tonight. Claims auto-submitted. Denials appealed.
- Real-time eligibility via DentalXChange
- Per-procedure benefit calculation
- Auto-pre-auth submission
- Claim submission via EDI
- Denial appeal workflow with documentation
- Per-carrier payment-time tracking
$42K AR · 96% paid < 30 days · auto-reconciliation
Billing + Claims
Billing Operations
Patient + insurance billing reconciliation.
- Per-procedure billing rules
- EOB auto-posting
- Patient statement generation
- Aged-AR collection workflow
- Stripe / ACH / in-office credit card
Production · collection · per-provider · case acceptance
Reports
Practice Reports
The numbers a practice owner needs.
- Per-provider production + collection
- Per-procedure production mix
- Case-acceptance rate by provider
- New-patient acquisition cost + source
- Active vs inactive patient analysis
Sales tax on retail (whitening kits) · 1099 contractors · CE deductions · Section 179 equipment
Tax & Compliance
↘ Shared engine — from Audit Practice · dental-flavored: clinical-service tax-exempt, retail products taxable, equipment Section 179 (chairs, lasers, CBCT), CE deductions, OSHA + HIPAA compliance
YTD Production
$1.84M
Service: exempt · Retail: taxable
Retail Sales Tax MTD
$320
From whitening + retail
1099 Contractors
3
PRN hygienists · lab partner
Equipment Capex Deduction
$48,400
Section 179 · new sensor + autoclaves
HIPAA-compliant docs · consents · referrals · lab Rx
Documents
↘ Shared engine — from Audit Practice · dental-flavored: HIPAA-compliant patient docs, consent forms, lab prescriptions, OSHA log
| Document | Type | Status |
|---|---|---|
| Dr. Park - State License.pdf | Licensure | Current |
| OSHA Log 2026.pdf | OSHA compliance | Up to date |
| HIPAA Breach Policy.pdf | Compliance | Annual review |
| Wong - Consent for SRP.pdf | Patient consent | Signed |
| Adler - Veneer Consent.pdf | Patient consent | For signature |
Cherry · Care Credit · in-house monthly plans
Patient Financing
↘ Shared engine — from Furniture cockpit · dental-flavored: Cherry, Care Credit, Lending Club Patient Solutions, in-house plans for established patients
Active financing
| Patient | Treatment | Amount | Lender | Status |
|---|---|---|---|---|
| The Reillys (mom) | Full-mouth reconstruction | $32,000 | Cherry | Approved · 60-mo |
| Adler | Veneers #6-#11 | $11,400 | Care Credit | Approved · 24-mo same-as-cash |
| Wong family | 4-quadrant SRP + crowns | $8,400 | — | Discussing options |
| Hartman | Invisalign | $5,400 | In-house plan | $300/mo · 18 mo |