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Analytics

Case conversion

Treatment Acceptance

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

Recommended Work

Treatment: what should happen next.

High

Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

Unscheduled treatment is already diagnosed demand. Without ownership, it drifts into future schedule gaps and weaker case acceptance.

Why is Kay recommending this?

Who

Doctor + Treatment Coordinator

When

Daily before checkout

How much

Schedule or document follow-up for the highest-value unscheduled treatment before end of day.

What should I do next?

Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

What happened

$399,981 of unscheduled treatment is visible in the active export. Same-day opportunity is $6,632.

Likely cause

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.

Current

$399,981

Target

$150,000

Variance

+$249,981

Trend

Current data only

Why is Kay recommending this?

Supporting metrics and underlying records.

+

Current Value

$399,981

View records

Goal

$150,000

View records

Variance From Goal

+$249,981

View records

Trend

Current data only

View records

Why It Matters

Treatment acceptance shows whether diagnosed care is being clearly presented, financially supported, and scheduled before momentum fades.

Operator Read

The active export can quantify diagnosed unscheduled treatment. It cannot calculate acceptance percentage because presented/accepted/declined history is not present.

Supporting Records

Treatment opportunity snapshot

MetricValueSource
Unscheduled treatment items2000unscheduled_treatment
Unscheduled treatment value$399,981unscheduled_treatment
Same-day treatment candidates16appointments + unscheduled_treatment
Same-day treatment value$6,632appointments + unscheduled_treatment

Recoverable Opportunities

Treatment 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.

Treatment 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 scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

Unscheduled treatment is already diagnosed demand. Without ownership, it drifts into future schedule gaps and weaker case acceptance.

Doctor + Treatment CoordinatorDaily before checkoutSchedule or document follow-up for the highest-value unscheduled treatment before end of day.