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Hygiene / chart-hygiene-minutes

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

What is happening

1 hygiene appts compared with 92% reappointment target. Variance: Unavailable.

Current value

1 hygiene appts compared with 92% reappointment target. Variance: Unavailable.

Target

92% reappointment target

Variance

1 hygiene appts compared with 92% reappointment target. Variance: Unavailable.

Recommended Next Action

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

Why it matters

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

Success measure

Metric is reviewed, work is assigned, and the next measurement has a named owner.

Relevant SOP

Hygiene operating review

Data source and confidence

Active Open Dental export snapshot / Partial until every source export is validated

Take action

Every queue change opens a preview first.

View recordsOpen SOP
Create task

Preview: Create task

Kay will move this into active work so it can be owned, followed up, and marked complete.

Assign owner

Preview: Assign owner

Kay will assign this work to the selected owner before it appears as in-progress execution.

Mark reviewed

Preview: Mark reviewed

Kay will record that the recommendation was reviewed and no longer needs to lead the queue.

Intentional / N/A

Preview: Intentional / N/A

Kay will remove this from the active queue because the condition was intentional or does not apply.

Dismiss with reason

Preview: Dismiss with reason

Kay will dismiss this only after a reason is captured, so the decision can be reviewed later.

Escalate

Preview: Escalate

Kay will escalate this to the Director queue for leadership review before the day moves on.

BackClose

Likely Contributors

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

Missing Data

No missing field blocks this workflow.

Calculation

1 hygiene appts compared with 92% reappointment target. Variance: Unavailable.

Trend

Current data only

Target

92% reappointment target

Underlying Records

Recall / recare snapshot coverage

MetricValueSourceAction
Recall rows imported0recall_recareOpen work
Eligible recare population0uncapped recall eligibility query requiredOpen work
Due without future appointment0recall_recare + patient_scheduling_indexOpen work
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