Open Dental Connection

Connected via Export Bridge

Open Dental Export Snapshot active. Kay OS is reading the private normalized export snapshot; direct PMS writeback and external AI processing remain disabled.

connected

Status

Connected via Export Bridge

Last Import

September 16, 2026 / 5:41 PM

Snapshot Age

7 days

Clinic

Charles City

Imports

OK AppointmentsOK ProvidersMissing RecallOK TreatmentMissing A/R

Refresh

Import New Export

Open Integration Status View Build Console

Practice Blueprint

Configure how Kay thinks.

Goals, thresholds, provider expectations, schedule rules, and score confidence live here. The saved Blueprint becomes the operating model for analytics and the provisional O-KAY Score.

Practice identity

Clinic-specific context used for goals, operating days, schedule rules, and source labeling.

Practice nameClinicLocationTimezoneAnnual operating days

Office hoursOperatories

Practice financial goals

Financial thresholds used for production guidance, A/R interpretation, forecasting, and score targets.

Annual production goal

Annual collections goal

Monthly production goal

Monthly collections goal

Daily production goal

Collections % target

A/R days target

A/R over 90 target %

Patient A/R target

Insurance A/R target

Inspect annual production goal Inspect daily production goal Inspect collections target Inspect A/R threshold

Provider goals

Provider-specific expectations for schedule utilization, production capacity, treatment acceptance, and new-patient flow.

Provider nameProvider typeClinicWorking days

Clinical hours/day

Daily production goal

Monthly production goal

Production/hour target

New patient capacity

Treatment acceptance target %

Schedule utilization target %

Provider nameProvider typeClinicWorking days

Clinical hours/day

Daily production goal

Monthly production goal

Production/hour target

New patient capacity

Treatment acceptance target %

Schedule utilization target %

Inspect Doctor Provider goals Inspect Hygiene Provider goals

Hygiene goals

Hygiene thresholds that separate future schedule health from simple appointment volume.

Daily hygiene production goal

Monthly hygiene production goal

Reappointment target %

Perio % target

Recall retention target %

SRP target

Fluoride target

Sealant target

Inspect hygiene reappointment target View hygiene records View recare records

Schedule rules

Rules that keep schedule scoring operational instead of counting every gap as equal.

Minimum meaningful opening

min

Doctor gap weight

Hygiene gap weight

Emergency blocks / day

New patient blocks / day

SRP blocks / day

Acceptable utilization %

Intentional block typesSame-day treatment rulesProcedure duration assumptionsSame-day treatment affects future schedule health

Patient and treatment goals

Targets for treatment conversion, reactivation, cancellations, no-shows, and new-patient growth.

Treatment acceptance dollar target

Treatment acceptance patient target %

Unscheduled treatment target

Recall overdue target

Reactivation goal

Cancellation target %

No-show target %

New patient target

Inspect treatment target Inspect recall target View treatment records

O-KAY Score configuration

Clinic-specific weights, thresholds, confidence rules, and excluded metrics for the provisional score.

Schedule domain weight

A/R domain weight

Same-day domain weight

Recare domain weight

Green threshold

Yellow threshold

Red threshold

Minimum data coverage %

Confidence rulesExcluded metricsPractice-specific overrides

Inspect overall score Inspect schedule domain Inspect A/R domain Inspect same-day domain Inspect recare domain

Save Blueprint

Saved configuration is active for analytics and scoring.

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