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Goal Drilldown

Treatment acceptance target

Work scheduled patients with unscheduled treatment before checkout.

What is happening

Treatment acceptance target is configured at $150,000 with current result $399,981.

Current value

$399,981

Target

$150,000

Variance

+$249,981

Recommended Next Action

Work scheduled patients with unscheduled treatment before checkout.

Why it matters

Kay uses this target to decide whether a signal is urgent, recoverable, or safe to monitor.

Success measure

Goal target is reviewed, edited if needed, and tied to an owner-ready action.

Relevant SOP

Practice Blueprint Review

Data source and confidence

Practice Blueprint + treatment presentation/outcome export when available / Partial: source records available

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

Period: Daily

Clinic: Charles City

Provider: Practice-wide

Missing Data

No missing field blocks this workflow.

Configured value

$150,000

Current result

$399,981

Variance

+$249,981

Period

Daily

Clinic

Charles City

Provider

Practice-wide

Last updated

Stored in active Practice Blueprint

Edit action

Open Practice Blueprint and save changes

Underlying Records

Treatment opportunity snapshot

MetricValueSourceAction
Unscheduled treatment items2000unscheduled_treatmentOpen work
Unscheduled treatment value$399,981unscheduled_treatmentOpen work
Same-day treatment candidates16appointments + unscheduled_treatmentOpen work
Same-day treatment value$6,632appointments + unscheduled_treatmentOpen work