1.
Fill Chloe 30 min Prophy opening
30 min required Prophy block unfilled
Collections
You are close, but the collections goal needs attention.
Goal
$1,750,000
YTD
$1,159,177
Projected
$1,733,958
Treatment already scheduled
Gross fees
$249,297
Insurance estimate
$87,230
Patient portion
$140,587
Write-offs
$21,480
Expected collectible
$227,817
Current pace projects year-end collections $16,042 below the $1.75M goal.
Why?
Projected collections now use actual Open Dental YTD collections plus expected collectible from treatment already scheduled. Scheduled write-offs are removed, and the remaining unscheduled operating days still use the historical collection rate until Kay's reimbursement model replaces that fallback.
Collection rate: 91.2%·Remaining to goal: $590,823·YTD production: $1,271,091
Kay's Rundown
3 things need attention.
Updated 2026-09-16T17:41:59.649Z
Fix this →
2.
Fill Megan 60 min Prophy opening
60 min required Prophy block unfilled
3.
Review 2026-09-09 schedule performance
$12,696 scheduled production
O-KAY Score 91Red provisional signal / 85% coverage
Everything Kay is monitoring
At Risk
2 required schedule block opening(s) need attention.
Review patient matches
Balances tied to scheduled appointments.
$0
Recall due without future appointment.
0
Opportunities
Review scheduled patients with unscheduled treatment before checkout.
$28,938
Convert treatment backlog into scheduled work after patient identity/contact export is approved.
$399,981
Monitor
Practice data is current.
CURRENT