📊 Daily Production
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✅ Consents Checker
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📝 Notes Checker
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⏰ Clock In/Out
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💬 Text Audit
Review patient text conversations. AI highlights teachable moments and missed texts.
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📞 Phone Audit
Phone calls organized by category: unreturned, upset patients, issues, and resolved.
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🎙️ Phone Audit (Mango Voice)
Live call data from Mango Voice webhooks — transcripts, sentiment analysis, recordings, and call quality metrics.
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📈 Monthly Trends
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📅 Schedule Changes
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📥 Follow Up Additions
Patients added to the future schedule who were NOT seen that day — proactive follow-up scheduling. Excludes checkout scheduling and moved appointments.
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👨⚕️ Provider Production Projections
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📊 Case Acceptance Audit
Treatment plans presented vs accepted — overview.
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📋 Case Acceptance — Daily
Treatment plans for a single day.
Select a date above to view daily case acceptance.
👩💼 Treatment Coordinator Performance
How each treatment coordinator performs at presenting and closing cases.
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👨⚕️ Case Acceptance by Provider
Which doctor's treatment plans have the highest acceptance rates.
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🦷 Case Acceptance by Procedure
Acceptance rates broken down by procedure type — crowns, implants, fillings, etc.
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📋 Case Detail
Individual treatment plan details — patient, presenter, procedures, and acceptance status.
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💎 Cosmetic Pipeline
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📋 Upcoming Cases
Patients scheduled for implant placement or veneer procedures.
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🦷 Veneer In-Process
Patients with completed veneer preps awaiting seat/delivery.
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🌟 NP Conversion
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💰 Adjustments
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📢 Otium Patient Collections & 3% Fee
Patients referred by Otium (ad company). Collections = patient payments + insurance payments received. You owe 3% of collections.
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📱 Text Automations
Manage automated SMS notifications. EOD reports, custom messages, and recipient settings.
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