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O-KAY Score Drilldown

Same-day opportunity discipline

Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

What is happening

Same-day opportunity discipline is contributing 15/15 to the provisional operating signal score.

Current value

15/15

Target

Opportunity unless schedule harm is proven

Variance

0 penalty point(s) / 15 possible

Recommended Next Action

Review scheduled patients with unscheduled treatment before checkout and offer same-day care only when it protects flow.

Why it matters

The score should lead Kay to the next operational move, not act as a final grade.

Success measure

Schedule or document follow-up for the highest-value unscheduled treatment before end of day.

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.

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

Same-day treatment opportunity $6,632

Scheduled production $1,427

Missing Data

same-day treatment impact on timeliness

same-day treatment impact on future schedule stability

provider capacity strain evidence

Formula

Same-day opportunity is not penalized by value ratio alone; 15 points remain unless exported evidence shows schedule harm.

Coverage

15 available weight

Confidence

partial

Underlying Records

Treatment opportunity snapshot

MetricValueSourceAction
Unscheduled treatment items2000unscheduled_treatmentOpen work
Unscheduled treatment value$399,981unscheduled_treatmentOpen work
Same-day treatment candidates16appointments + unscheduled_treatmentOpen work
Same-day treatment value$6,632appointments + unscheduled_treatmentOpen work