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Analytics Drilldown

Production / Goal

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

What is happening

$1,427 compared with $7,143. Variance: -$5,716.

Current value

$1,427 compared with $7,143. Variance: -$5,716.

Target

$7,143

Variance

$1,427 compared with $7,143. Variance: -$5,716.

Recommended Next Action

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

Why it matters

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

Success measure

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

Relevant SOP

Production 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.

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Likely Contributors

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

Missing Data

No missing field blocks this workflow.

Calculation

$1,427 compared with $7,143. Variance: -$5,716.

Trend

Current data only

Target

$7,143

Underlying Records

Provider schedule load from appointments export

ProviderRoleApptsMinutesScheduled productionAction
ChloeDoctor3180 min$600Open work
REEDDoctor1120 min$486Open work
MeganDoctor160 min$341Open work