Good morning, Dr. Patel.
Your front desk, billing, and clinical teams currently see 41 new patients MTD, $28.9k in unscheduled treatment, and 7 overdue recall calls Cash and Pilot are working today.
Money on the table · unlocked this week if you do nothing
$37.0k
$28.9k · 22 unscheduled tx
$1.8k · 7 overdue recall
$6.2k · AR > 60d collectable
AI is working on it
62% in active follow-up · +$4.3k recovered last 7d
While you slept · last 14 hours
Your AI Employees ran the practice overnight
All 7 agents active
47
Calls answered
MMaya · 0 missed
9
Appts booked
M$2.4k potential
12
Recall texts
CCash · 4 yes
3
5★ Reviews drafted
IIris · awaiting approve
5
Claims resubmitted
PPilot · $2.8k
$1.8k
Cash collected
CCash · Delta ACH
Production today
80% goal
$4.2k / $5.2k
Daily target $5,200 · pacing on track
Production MTD
+8% MoM
$91.8k / $104k
Collections 96% · $88.3k in
New patients MTD
117% goal
41 / 35
Top source: Google 43%
Hygiene reappt
target 90%
91%
7 overdue · Cash + Pilot on it
AR > 60 days
−12% MoM
$6.2k
19 accounts · auto-follow-up active
Unscheduled tx
money on table
$28.9k
22 patients with plans
Case acceptance
industry avg 73%
78%
Last 30 days
Schedule util
today
88%
No-show 4.1% · target < 5%
Today's schedule preview
Saturday, Jul 25 · 4 operatories · 88% booked
| Chair 1 · Dr | Chair 2 · Dr | Hygiene 1 | Hygiene 2 | |
|---|---|---|---|---|
| 8:00 | DONE Olivia M. (3y) New pt exam | DONE Liam K. (5y) Sealants | DONE Mason R. (4y) Cleaning | DONE Ava S. (7y) Cleaning |
| 9:00 | IN OP Sophia W. (6y) Filling (#3-O) | CONF Noah B. (8y) Pulpotomy | IN OP Ella T. (5y) Cleaning + FV | CONF Isabella H. (9y) Cleaning |
| 10:00 | CONF James D. (10y) Crown SSC | OPEN Hold for emergency | CONF Mia L. (4y) Cleaning | CONF Ethan A. (6y) Cleaning + sealant |
| 11:00 | CONF Riley P. (7y) Filling #L-DO | CONF Logan G. (9y) Ortho consult | CONF Aria N. (8y) Cleaning | OPEN Open slot |
| 12:00 | LUNCH | LUNCH | LUNCH | LUNCH |
Daily huddle ATLAS
AI-built huddle · risk + opportunity layered on your schedule
RISK
Hannah Yu (4pm whitening) — 73% no-show probability. Atlas double-confirmed at 8:02am, no reply.
Call → →Hygiene recall queue 7 OVERDUE
Top 3 highest-value. Cash texts, Maya calls non-responders.
| Patient | Last visit | Status | Value | Action |
|---|---|---|---|---|
H Henry Bates (5y) (469) 555-2841 · parent: Sarah Bates No reply 2x | 9 mo ago 3 mo overdue | OVERDUE | $189.00 hygiene + exam | |
Z Zoe Patel (7y) (972) 555-0188 · parent: Priya Patel Texted Mon | 8 mo ago 2 mo overdue | OVERDUE | $189.00 hygiene + exam | |
R Ryan Foster (9y) (214) 555-7733 · parent: Karen Foster Cancelled 2x | 10 mo ago 4 mo overdue | OVERDUE | $243.00 hygiene + exam |
Unscheduled treatment $28.9k
Top 3 by case value. Cash + Maya working high-value first.
| Patient | Treatment | Presented | Risk note | Value |
|---|---|---|---|---|
C Charlotte Mills (11y) | Invisalign comprehensive Covers $1,500 | 12 days ago | Mom hesitating on cost | $5400.00 |
A Aiden Park (10y) | Crown SSC #J, #L BCBS PPO 80% | 3 weeks ago | No-show last booking | $1180.00 |
M Maddox Yu (8y) | Sealants (4) + 2 fills Aetna 100% | 5 days ago | Dad asked for evening slot | $680.00 |
Accounts receivable
Patient portion aging
Total AR (patient)
$26140.00
Insurance claims
Outstanding claims by age
0–30 days
$4840.00
12 claims · Delta · BCBS · Aetna
31–60 days
$1920.00
6 claims · Aetna · Cigna · UHC
61–90 days
$890.00
3 claims · Aetna · MetLife
90+ days
$620.00
2 claims · Aetna (resubmit needed)
Total claims out
$8270.00
AI Employees · today's activity
Replacing $2,350/mo of vendors with $349/mo of agents
M
Sarah M. · Booked
5yo first visit. Asked about sensory-friendly approach. Booked 6/24 10am.
8:33 PM
M
Priya K. · Booked
Twin girls cleanings. Maya booked back-to-back 6/26 3pm/3:30pm.
6:50 PM
M
Tom A. · Handled
"Do you take CHIP?" Maya confirmed yes, listed plans, sent intake link.
4:22 PM
I
Review · Sarah M. ★★★★★
First time my kid did not cry at the dentist. The team was so patient.
3h ago
I
Review · Priya K. ★★★★★
My son has autism and they were incredible. Let him bring his iPad, no surprises.
6h ago
P
Pilot · WARN
2 no-shows yesterday. Pilot flagged: try double-confirm 24h ahead.
2h ago
P
Pilot · INFO
3 claims paid by Delta Dental this week totalling $1,847.
4h ago
E
Blog · 178 imps
"Your child is afraid of the dentist — what we do differently"
2d ago
Practice OS preview by fivedaylaunch