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Schedule Opening Drilldown

REED 540 min opening

Work the ranked call list in order and document why each patient did or did not fit the opening.

What is happening

Doctor opening from 08:00 to 17:00 on 2026-09-23.

Current value

540 min

Target

Recover or intentionally protect this opening before it starts

Variance

Procedure-specific production export required.

Recommended Next Action

Work the ranked call list in order and document why each patient did or did not fit the opening.

Why it matters

Open chair time becomes lost production unless it is recovered, intentionally protected, or documented before the team loses the window.

Success measure

Opening is filled, protected intentionally, or documented as unrecoverable before the start time.

Relevant SOP

Schedule-fill SOP

Data source and confidence

Appointments export plus Recover matching logic / Partial until patient contact, diagnosis, and preference exports are approved

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.

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Likely Contributors

Provider: REED

Operatory: Op 2

Classification: Doctor

Cause: Other patient match

Missing Data

Patient contact preference export required before direct outreach.

Diagnosis and clinical urgency export required before final patient ranking.

Date

2026-09-23

Start time

08:00

End time

17:00

Clinic

Hometown Dental

Operatory

Op 2

Provider

REED

Doctor or hygiene

Doctor

Intentional gap

Not marked intentional

Underlying Records

Ranked call list

RankPatientTreatmentTime neededFinancial readinessReason rankedAction
1Patient ref 694141D5211Procedure duration rules not configured.No A/R account found in export.Patient appears in the schedule export and also has unscheduled treatment. D5211 has $2,334 planned value. Opening is reserved for the Other lane. Kay is not using patient names or contact data because those fields are not in the approved export.Open work

Underlying Records

Matching unscheduled-treatment patients

PatientTreatmentFitFinancial readinessAction
Patient ref 694141D5211Treatment provider 4; provider name available only if mapped in provider export.No A/R account found in export.Open work

Underlying Records

Matching recall patients

PatientRecall statusFuture appointmentAction
Patient ref 694141Recall status not found in export.No future appointment exported.Open work