Decide what to fix first.

Who

Director

When

Morning huddle and end-of-day review

How much

Recover $5,716 in scheduled or same-day production before the end-of-day review.

What should I do next?

Protect provider time first, then review same-day treatment and recoverable gaps before adding lower-value work.

What happened

The active schedule shows $1,427 against the Charles City Blueprint daily production goal of $7,143.

Likely cause

Likely contributor: scheduled production is below the Blueprint daily goal, but completed production history is still required to prove final performance.

Who

Scheduling Lead

When

Before the next meaningful opening

How much

Each meaningful opening is filled, intentionally protected, or documented as unrecoverable before the opening window.

What should I do next?

Open Recover, work the earliest doctor-weighted opening first, and only skip after documenting why it cannot be recovered.

What happened

6 meaningful opening(s) represent 2520 open minutes. Doctor gaps use a 1 weight and hygiene gaps use 0.55.

Likely cause

Likely contributor: appointment blocks create meaningful open chair time. Intentional block classification still requires review before treating every gap as recoverable.

Who

Treatment Coordinator

When

Review weekly until over-90 is back to target

How much

Reduce over-90 A/R by $5,000 within 30 days or document the claim/payment-plan blockers preventing movement.

What should I do next?

Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.

What happened

0.0% of total A/R is over 90 days, compared with the Charles City Blueprint target of 18%. Patient portion is $0 and insurance portion is $0.

Likely cause

Likely contributor: over-90 A/R is above the Blueprint target. The current export separates patient and insurance portions, but does not yet prove which 90+ dollars are patient versus insurance responsibility.

Who

Doctor + Treatment Coordinator

When

Daily before checkout

How much

Schedule or document follow-up for the highest-value unscheduled treatment before end of day.

What should I do next?

Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

What happened

$399,981 of unscheduled treatment is visible in the active export. Same-day opportunity is $6,632.

Likely cause

Possible cause: diagnosed care exists without a scheduled appointment. Acceptance outcomes are not exported yet, so Kay cannot state whether the cause is presentation, financial readiness, or scheduling friction.

Who

Hygiene Lead

When

Hygiene huddle

How much

Import completed hygiene and next hygiene appointment data before showing hygiene reappointment performance.

What should I do next?

Use the hygiene block view for today's flow, but do not score reappointment until the hygiene checkout and next-appointment export exists.

What happened

Kay can see 1 hygiene appointment(s), but cannot yet validate the 92% Blueprint reappointment target.

Likely cause

Requires review: the current export proves hygiene appointment blocks, but not reappointment outcomes, perio mix, SRP conversion, or hygiene production.