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Analytics

Balance control

AR / Outstanding Balances

Hometown Dental / Charles City / current practice data / 2026-09-16T17:41:59.649Z

Recommended Work

AR: what should happen next.

Watch

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

A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.

Why is Kay recommending this?

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.

Current

0.0% / $0

Target

18%

Variance

-18.0 pts

Trend

Current data only

Why is Kay recommending this?

Supporting metrics and underlying records.

+

Current Value

$0

View records

Goal

18% over-90 target

View records

Variance From Goal

-18.0 pts vs target

View records

Trend

Current data only

View records

Why It Matters

AR reveals how much money is trapped after care has been delivered. Aging balances need clear ownership before they become write-offs.

Operator Read

0.0% of total A/R is over 90 days, compared with the Charles City Blueprint target of 18%. Patient identity and collection notes are not included, so Kay can size the risk but cannot show patient names or call history.

Supporting Records

A/R snapshot summary

MetricValueSource
Total A/R$0accounts_receivable
Patient portion$0accounts_receivable
Insurance portion$0accounts_receivable
90+ aging$0accounts_receivable
Balances tied to schedule date$0accounts_receivable + appointments

Recoverable Opportunities

AR opportunities

Recoverable work Kay can route into the Action Center.

Same-day treatment

16 same-day treatment candidates

$6,632

Owner

Treatment Coordinator

Window

2026-09-23

Confidence

Export match

Review scheduled patients with unscheduled treatment. Patient names/contact require an approved identity export before outreach.

Open chair time

6 schedule gaps detected

Production value unavailable - procedure block query required

Owner

Scheduling Lead

Window

2026-09-23 07:30

Confidence

Gap analysis

Work the earliest detected opening before routine recall.

AR decisions required

Fill a schedule gap first?

High

6 gap(s) were detected from appointment blocks.

Open Recover and work the earliest queue.

Production value unavailable - procedure block query required

Open RecoverMonitor

Push same-day treatment?

High

16 scheduled patients also have unscheduled treatment in the export.

Review same-day opportunities with the doctor before checkout.

$6,632

Review treatmentWait

Escalate A/R follow-up today?

Watch

0 A/R account(s) have a future appointment matching the schedule export.

No scheduled A/R conversations were detected.

$0

Prep balancesMonitor

Execution

Today's Action Plan

Open Action Center

1

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

A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.

Treatment CoordinatorReview weekly until over-90 is back to targetReduce over-90 A/R by $5,000 within 30 days or document the claim/payment-plan blockers preventing movement.