Today / Recover

Fill today's openings before they become lost production.

Kay is looking for open chair time, scheduled patients with unscheduled treatment, balances due today, and the next move for the team.

Recommended Work

Recover operating guidance.

Critical

Open Recover, work the earliest doctor-weighted opening first, and only skip after documenting why it cannot be recovered.

Open chair time is a same-day operating problem because it can erase production, compress future days, and create avoidable team pressure.

Why is Kay recommending this?

Who

Scheduling Lead

When

Before the next meaningful opening

How much

Each meaningful opening is filled, intentionally protected, or documented as unrecoverable before the opening window.

What should I do next?

Open Recover, work the earliest doctor-weighted opening first, and only skip after documenting why it cannot be recovered.

What happened

6 meaningful opening(s) represent 2520 open minutes. Doctor gaps use a 1 weight and hygiene gaps use 0.55.

Likely cause

Likely contributor: appointment blocks create meaningful open chair time. Intentional block classification still requires review before treating every gap as recoverable.

Current

2520 open min

Target

30 min minimum opening / 88% utilization

Variance

6 opening(s)

Trend

Current data only

Watch

Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.

A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.

Why is Kay recommending this?

Who

Treatment Coordinator

When

Review weekly until over-90 is back to target

How much

Reduce over-90 A/R by $5,000 within 30 days or document the claim/payment-plan blockers preventing movement.

What should I do next?

Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.

What happened

0.0% of total A/R is over 90 days, compared with the Charles City Blueprint target of 18%. Patient portion is $0 and insurance portion is $0.

Likely cause

Likely contributor: over-90 A/R is above the Blueprint target. The current export separates patient and insurance portions, but does not yet prove which 90+ dollars are patient versus insurance responsibility.

Current

0.0% / $0

Target

18%

Variance

-18.0 pts

Trend

Current data only

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

Priority Work

Openings to recover now

Each opening becomes a work queue for the front desk.

Call Order

Best recovery candidates

Kay ranks only what the approved exports can support.

01

Recovery candidate

Patient ref 694141

D5212

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D5212 has $2,334 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

02

Recovery candidate

Patient ref 694141

D5211

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D5211 has $2,334 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

03

Recovery candidate

Patient ref 694141

D6740

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D6740 has $1,073 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

04

Recovery candidate

Patient ref 694141

D2335 / 8

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D2335 has $283 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

05

Recovery candidate

Patient ref 694141

D2950 / 7

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D2950 has $269 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

06

Recovery candidate

Patient ref 694141

D2950

Fit status

Moderate Candidate

Procedure duration

Procedure duration rules not configured.

Provider compatibility

Treatment provider 4; provider name available only if mapped in provider export.

Appointment availability

No future appointment in patient scheduling index.

ASAP status

ASAP status not exported.

Future appointment

No future appointment exported.

Recall status

Recall status not found in export.

Financial readiness

No A/R account found in export.

Data freshness

CURRENT

Why this patient?

Why Kay picked this

Patient appears in the schedule export and also has unscheduled treatment.

Why Kay picked this

D2950 has $269 planned value.

Why Kay picked this

Opening is reserved for the Other lane.

Why Kay picked this

Kay is not using patient names or contact data because those fields are not in the approved export.

What Kay still needs

Patient name, phone, distance, contact history, and clinical note urgency are not in the current approved export.

What Kay still needs

Procedure duration fit requires configured procedure-time rules.

Why is Kay recommending this?

Supporting records: appointments + unscheduled_treatment + patient_scheduling_index + accounts_receivable + recall_recare

Why is Kay recommending this?

Appointment blocks and recovery signals.

+

Openings

6

Appointment blocks

5

Candidate matches

6

Freshness

CURRENT

Provider

Chloe

Operatory

Cancelled/Missed Apts not reappointed

Time

2026-09-23 13:00

Duration

60 min

Status

5

Procedure block

PerEx, ProAdult

Production

$154

Freshness

CURRENT

Provider

Chloe

Operatory

Chloe

Time

2026-09-23 14:00

Duration

60 min

Status

1

Procedure block

PerEx, PA, PA+, 4BW, ProAdult

Production

$292

Freshness

CURRENT

Provider

Megan

Operatory

Cancelled/Missed Apts not reappointed

Time

2026-09-23 14:00

Duration

60 min

Status

5

Procedure block

CmpEx, FMX, ProAdult

Production

$341

Freshness

CURRENT

Provider

REED

Operatory

Op 1

Time

2026-09-23 15:00

Duration

120 min

Status

1

Procedure block

#3-CP, #3-BU, #4-CP, #4-BU

Production

$486

Freshness

CURRENT

Provider

Chloe

Operatory

Cancelled/Missed Apts not reappointed

Time

2026-09-23 16:00

Duration

60 min

Status

5

Procedure block

PerEx, ProAdult

Production

$154

Freshness

CURRENT

Impact

Doctor impact

Doctor impact improves as completed production and provider goals become available.

Openings detected

6

Production recovered

Unavailable

Completed production export required

Goal progress

Unavailable

Provider goal export required

Chair utilization

Current data

Calculated from appointment blocks

What is Kay still missing?

Missing fields Kay will not guess.

+

Unavailable

Patient names, phone numbers, contact preference, and distance require an approved patient identity/contact export.

Unavailable

Clinical urgency and diagnosis notes require an approved treatment diagnosis export.

Unavailable

Procedure duration fit requires configured procedure-time rules.

Unavailable

Production recovered and provider goal progress require completed production and provider goal exports.

View supporting records

Execution

Today's Action Plan

Open Action Center