What is happening
$399,981 compared with $150,000. Variance: +$249,981.
Back to Treatment
Analytics Drilldown
Treatment Acceptance / Trend
Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.
Current value
$399,981 compared with $150,000. Variance: +$249,981.
Target
$150,000
Variance
$399,981 compared with $150,000. Variance: +$249,981.
Recommended Next Action
Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.
Why it matters
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.
Success measure
Metric is reviewed, work is assigned, and the next measurement has a named owner.
Relevant SOP
Treatment 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 SOPBackClose
Create task
Assign owner
Mark reviewed
Intentional / N/A
Dismiss with reason
Escalate
Likely Contributors
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.
Missing Data
No missing field blocks this workflow.
Calculation
$399,981 compared with $150,000. Variance: +$249,981.
Trend
Current data only
Target
$150,000
Underlying Records
Treatment opportunity snapshot
| Metric | Value | Source | Action |
|---|---|---|---|
| Unscheduled treatment items | 2000 | unscheduled_treatment | Open work |
| Unscheduled treatment value | $399,981 | unscheduled_treatment | Open work |
| Same-day treatment candidates | 16 | appointments + unscheduled_treatment | Open work |
| Same-day treatment value | $6,632 | appointments + unscheduled_treatment | Open work |