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Insights

Practice intelligence

What the agents learned this month, and where Dr. Prashant should spend attention next.

Last 30 days

New Patients

+12%

64

this month

Consult → Plan

-71%

23 min

median turnaround

Case Acceptance

+9 pts

68%

last 30 days

Average Case Value

+4.1%

$5,840

accepted plans

No-Show Risk

-1.4 pts

6.2%

predicted next week

Document Completion

-83%

11 min

consult to sent

New patients & acceptance

Monthly volume against accepted plans

Referral sources

Where new patients came from

  • Referring dentists · 42%
  • Existing patients · 24%
  • Website · 19%
  • Specialist network · 11%
  • Other · 4%

Acceptance by treatment category

Accepted plans as a share of presented

AI recommendations

Ranked by projected impact

Convert deferred splints

$7,740

9 patients deferred an occlusal splint in the last 60 days. A targeted follow-up sequence is projected to recover $7.7k.

Tighten implant consult follow-up

+11 pts

Implant plans wait 6.4 days for a decision versus 1.9 days for crowns. Adding a 48-hour AI check-in should lift acceptance.

Pre-fill medical histories

-1.1 days

31% of intakes stall on medical history. Sending the form at booking rather than at confirmation removes ~1 day of delay.

Agent outcomes

What each agent delivered this month

  • Scribe Agent

    312 notes drafted

    8.4 hrs saved
  • Treatment Plan Agent

    184 plans costed

    $1.08M presented
  • Education Agent

    241 bundles sent

    86% open rate
  • Letter Agent

    398 letters drafted

    6.2 hrs saved
  • D4W Agent

    1,104 records written

    0 conflicts
  • Xero Agent

    128 invoices raised

    $412k reconciled