SOPs
SOP documents exist, but SOP execution has to be connected to Kay OS actions before Kay can coach accountability.
Priority 1
Open chair time is a same-day operating problem because it can erase production, compress future days, and create avoidable team pressure.
Priority 2
A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.
Quick Wins
Today's Risks
Today's Opportunities
Open Recover, work the earliest doctor-weighted opening first, and only skip after documenting why it cannot be recovered.
Scheduling Lead / Before the next meaningful opening
Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.
Treatment Coordinator / Review weekly until over-90 is back to target
Recommended Work
Open chair time is a same-day operating problem because it can erase production, compress future days, and create avoidable team pressure.
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
A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.
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
Why is Kay recommending this?
What is Kay still missing?
Execution
1
Open chair time is a same-day operating problem because it can erase production, compress future days, and create avoidable team pressure.
2
A/R aging turns completed care into trapped cash. The older it gets, the more leadership time is required to recover it.