Team
Provider performance is limited to schedule load and scheduled production.
Priority 1
Production goal context tells the Director whether the day needs recovery, protection, or simple monitoring.
Priority 2
Hygiene is the future schedule engine. Showing appointment count without reappointment outcomes would overstate visibility.
Quick Wins
No quick wins identified yet.
Today's Risks
Today's Opportunities
Recommended Work
Production goal context tells the Director whether the day needs recovery, protection, or simple monitoring.
Who
Director
When
Morning huddle and end-of-day review
How much
Recover $5,716 in scheduled or same-day production before the end-of-day review.
What should I do next?
Protect provider time first, then review same-day treatment and recoverable gaps before adding lower-value work.
What happened
The active schedule shows $1,427 against the Charles City Blueprint daily production goal of $7,143.
Likely cause
Likely contributor: scheduled production is below the Blueprint daily goal, but completed production history is still required to prove final performance.
Current
$1,427
Target
$7,143
Variance
-$5,716
Trend
Current data only
Hygiene is the future schedule engine. Showing appointment count without reappointment outcomes would overstate visibility.
Who
Hygiene Lead
When
Hygiene huddle
How much
Import completed hygiene and next hygiene appointment data before showing hygiene reappointment performance.
What should I do next?
Use the hygiene block view for today's flow, but do not score reappointment until the hygiene checkout and next-appointment export exists.
What happened
Kay can see 1 hygiene appointment(s), but cannot yet validate the 92% Blueprint reappointment target.
Likely cause
Requires review: the current export proves hygiene appointment blocks, but not reappointment outcomes, perio mix, SRP conversion, or hygiene production.
Current
1 hygiene appts / 60 min
Target
92% reappointment target
Variance
Unavailable
Trend
Missing outcome export
Why is Kay recommending this?
Providers
3
providers_operatories
View records
Scheduled production
$1,427
appointments
View records
Team performance
Unavailable
Role outcomes/time clock/task completion export required
View records
Underlying Records
| Provider | Role | Appts | Minutes | Scheduled production |
|---|---|---|---|---|
| Chloe | Doctor | 3 | 180 min | $600 |
| REED | Doctor | 1 | 120 min | $486 |
| Megan | Doctor | 1 | 60 min | $341 |
What is Kay still missing?
Execution
1
Production goal context tells the Director whether the day needs recovery, protection, or simple monitoring.
2
Hygiene is the future schedule engine. Showing appointment count without reappointment outcomes would overstate visibility.