Fabricated data
Sample report
This is the shape of a morning brief after overnight automation: scorecard, top KPIs, focus actions, and period deltas. Numbers are invented for a fictional practice—never patient identifiers.
Practice health brief
Sample Family Dental
Jan 1 – Jan 31, 2026
Overall: Healthy
Cash Healthy
Collections ratio steady; days in AR within target.
Schedule Watch
Broken appointment rate elevated vs prior month.
Growth Healthy
New patient count up; pipeline looks solid.
Clinical Healthy
Net production ahead of prior period.
This period's focus
Schedule discipline is the main lever this period. Cash metrics remain healthy; addressing broken appointments should protect production without adding chair time.
- Broken appointments clustered on Mondays and late afternoons. Confirm high-risk slots 48 hours ahead; offer waitlist fill for cancellations.
- New patient starts rose while broken rate ticked up. Protect new-patient blocks with extra confirmation; do not fill gaps with overbooking alone.
| Metric | Prior | Current | Change |
|---|---|---|---|
| Net production | $138,200 | $142,800 | +$4,600 |
| Collection ratio | 93.8% | 94.2% | +0.4 pts |
| Broken appt rate | 5.2% | 6.1% | +0.9 pts |
| Days in AR | 41 | 38 | −3 days |
| New patients | 21 | 24 | +3 |
Illustrative sample only—shows the shape of a brief (scorecard, strip, focus, deltas). Live daily strips emphasize yesterday’s cash and schedule risk; monthly depth includes collection %, AR, and new patients. Real reports use your PMS data on your network—aggregate metrics, no patient names or identifiers.
Before any PHI: we can also share a separate public reputation brief (Maps reviews vs local peers)—zero practice data required. That door-opener is not the overnight PHI agent.
See it on your practice data
Request a callback—we'll schedule an in-person demo or walk through daily automation on your PMS.