Sunday, Jul 12 · Frisco, TX
Today's dashboard
Maya is live
← Patient view

Good morning, Dr. Sharma.

Your front desk, billing, and clinical teams currently see 27 new patients MTD, $42.2k in unscheduled treatment, and 8 overdue recall calls Cash and Pilot are working today.

⌕↵ ask Atlas
Money on the table · unlocked this week if you do nothing
$52.7k
$42.2k · 31 unscheduled tx $2.1k · 8 overdue recall $8.4k · 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
78% goal
$4.3k / $5.5k
Daily target $5,500 · pacing on track
Production MTD
+8% MoM
$96.4k / $110k
Collections 98% · $94.7k in
New patients MTD
90% goal
27 / 30
Top source: Google 38%
Hygiene reappt
target 90%
87%
8 overdue · Cash + Pilot on it
AR > 60 days
−12% MoM
$8.4k
19 accounts · auto-follow-up active
Unscheduled tx
money on table
$42.2k
31 patients with plans
Case acceptance
industry avg 73%
71%
Last 30 days
Schedule util
today
84%
No-show 5.2% · target < 5%

Today's schedule preview

Sunday, Jul 12 · 4 operatories · 84% booked
View full schedule →
Chair 1 · DrChair 2 · DrHygiene 1Hygiene 2
8:00
DONE
Mark Johnson
Crown #14 prep
DONE
Lisa Patel
Filling #19-MO
DONE
David Kim
Cleaning + exam
DONE
Sarah Cohen
Cleaning + exam
9:00
IN OP
Jennifer Lopez
Root canal #30
CONF
Robert Williams
Crown seat #14
IN OP
Maria Garcia
SRP UR quad
CONF
James Brown
Cleaning + exam
10:00
CONF
Naresh Kallepalle
New pt consult
OPEN
Hold for emergency
CONF
Anna Schultz
Cleaning + exam
CONF
Carlos Mendez
Perio maint
11:00
CONF
Priya Singh
Veneers #8,#9 prep
CONF
Tom Anderson
Composite #5-O
CONF
Rachel Green
Cleaning + exam
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 → →
FILL
2 open hygiene slots today: 11a (Hyg 2), 2p (Hyg 1). Call recall list first.
Open recall →
CONFIRM
4:00 Hannah Yu (whitening) — unconfirmed. Text bounced. Try email.
Email now →
CASE
Priya Singh veneer prep 11:00 — $6,400 case. Shade guide ready.
Prep →

Hygiene recall queue 8 OVERDUE

Top 3 highest-value. Cash texts, Maya calls non-responders.
View all 8 →
PatientLast visitStatusValueAction
J
Jennifer Lopez
(469) 555-2841
2 fillings overdue +$465
9 mo ago
3 mo overdue
OVERDUE
$263.00
hygiene + exam
M
Michael Chen
(972) 555-0188
No reply 2x
8 mo ago
2 mo overdue
OVERDUE
$263.00
hygiene + exam
R
Robert Williams
(214) 555-7733
Last txt bounced
10 mo ago
4 mo overdue
OVERDUE
$263.00
hygiene + exam

Unscheduled treatment $42.2k

Top 3 by case value. Cash + Maya working high-value first.
View all 7 →
PatientTreatmentPresentedRisk noteValue
N
Naresh Kallepalle
Crown #19 + RCT
Delta PPO 80%
9 days ago
Asked about payment plan
$2475.00
M
Maria Garcia
Invisalign comprehensive
Covers $1,800
17 days ago
Considering 2 competitors
$5200.00
P
Priya Singh
Veneers #7-#10 (4)
Cosmetic &mdash; self-pay
4 days ago
Wants CareCredit quote
$6400.00

Accounts receivable

Patient portion aging
View detail →
0–30 days
$12480.0047 accts
31–60 days
$5240.0019 accts
61–90 days
$2890.0011 accts
90+ days
$5530.008 accts
Total AR (patient)
$26140.00

Insurance claims

Outstanding claims by age
View detail →
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
View all 7 agents →
M
Maria L. · Booked
Asked about Invisalign + Delta Dental. Maya booked 6/22 2pm consult.
10:47 PM
M
James R. · Handled
"What are your weekend hours?" Maya answered, offered to schedule.
9:12 PM
M
Priya S. · Booked
Toothache emergency. Maya pulled 6/16 9am, texted confirmation.
7:39 PM
I
Review · James L. ★★★★★
Got my Invisalign here. Results were better than I hoped.
2h ago
I
Review · Maria G. ★★★★★
Had a dental emergency on Saturday and they fit me in. Saved my tooth.
5h 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 · 142 imps
"Why most root canals are not as bad as you have heard"
3d ago
Practice OS preview by fivedaylaunch