What is happening
A/R aging exposure is contributing 30/30 to the provisional operating signal score.
Back to brief
O-KAY Score Drilldown
A/R aging exposure
Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.
Current value
30/30
Target
18% over-90 target
Variance
0 penalty point(s) / 30 possible
Recommended Next Action
Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.
Why it matters
The score should lead Kay to the next operational move, not act as a final grade.
Success measure
Reduce over-90 A/R by $5,000 within 30 days or document the claim/payment-plan blockers preventing movement.
Relevant SOP
Director Morning Operating Review
Data source and confidence
Practice Blueprint and active Open Dental export snapshot / partial
Take action
Every queue change opens a preview first.
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Create task
Assign owner
Mark reviewed
Intentional / N/A
Dismiss with reason
Escalate
Likely Contributors
Total A/R $0
Patient portion available in export
Insurance portion available in export
Blueprint over-90 target 18%
Total 90+ aging $0
Missing Data
patient 90+ aging separated from insurance 90+ aging
claim status and payment plan context
Formula
30 - round(((actual 90+ ratio - Blueprint target) / Blueprint target) * 30); no penalty when actual is at or below target.
Coverage
30 available weight
Confidence
partial
Underlying Records
A/R snapshot summary
| Metric | Value | Source | Action |
|---|---|---|---|
| Total A/R | $0 | accounts_receivable | Open work |
| Patient portion | $0 | accounts_receivable | Open work |
| Insurance portion | $0 | accounts_receivable | Open work |
| 90+ aging | $0 | accounts_receivable | Open work |
| Balances tied to schedule date | $0 | accounts_receivable + appointments | Open work |