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Analytics Drilldown

Recare / Supporting records

Import an uncapped recare aggregate with eligible count, due-without-future count, exclusions, and future appointment state before assigning patient outreach.

What is happening

0 due without future compared with 125 overdue target. Variance: Goal unavailable.

Current value

0 due without future compared with 125 overdue target. Variance: Goal unavailable.

Target

125 overdue target

Variance

0 due without future compared with 125 overdue target. Variance: Goal unavailable.

Recommended Next Action

Import an uncapped recare aggregate with eligible count, due-without-future count, exclusions, and future appointment state before assigning patient outreach.

Why it matters

Requires review: the active recall export hit 1,000 rows, so Kay cannot prove the eligible recare population.

Success measure

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

Relevant SOP

Recare 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 active recall export hit 1,000 rows, so Kay cannot prove the eligible recare population.

Missing Data

No missing field blocks this workflow.

Calculation

0 due without future compared with 125 overdue target. Variance: Goal unavailable.

Trend

Unavailable for scoring

Target

125 overdue 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