Patients
Patient identity/contact is not displayed; patient status and family ID are available. Recare eligibility is unavailable until the capped recall export is replaced.
Priority 1
Unscheduled treatment is already diagnosed demand. Without ownership, it drifts into future schedule gaps and weaker case acceptance.
Priority 2
Recare outreach must be based on a clean eligible population so the team does not waste effort or misstate patient continuity risk.
Quick Wins
No quick wins identified yet.
Today's Risks
Today's Opportunities
Recommended Work
Unscheduled treatment is already diagnosed demand. Without ownership, it drifts into future schedule gaps and weaker case acceptance.
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
Recare outreach must be based on a clean eligible population so the team does not waste effort or misstate patient continuity risk.
Who
Hygiene Lead
When
Before recare work queue launch
How much
Uncapped recare aggregate imported and the recare domain moves from unavailable to partial or complete confidence.
What should I do next?
Import an uncapped recare aggregate with eligible count, due-without-future count, exclusions, and future appointment state before assigning patient outreach.
What happened
The recall export contains 1,000 rows. Kay treats that as a cap signal, not a confirmed patient count.
Likely cause
Requires review: the active recall export hit 1,000 rows, so Kay cannot prove the eligible recare population.
Current
Import required
Target
125 overdue recall target
Variance
Unavailable
Trend
Capped export
Why is Kay recommending this?
What is Kay still missing?
Patient names, phone numbers, contact preference, distance
Needed before Kay can act: approved patient identity/contact export
Add: Patient identity/contact export with PHI approval
Patient versus insurance 90+ aging split
Needed before Kay can act: 90+ aging bucket separated by patient responsibility and insurance responsibility
Add: A/R aging split export
Execution
1
Unscheduled treatment is already diagnosed demand. Without ownership, it drifts into future schedule gaps and weaker case acceptance.
2
Recare outreach must be based on a clean eligible population so the team does not waste effort or misstate patient continuity risk.