Insights
Practice intelligence
What the agents learned this month, and where Dr. Prashant should spend attention next.
New Patients
+12%64
this month
Consult → Plan
-71%23 min
median turnaround
Case Acceptance
+9 pts68%
last 30 days
Average Case Value
+4.1%$5,840
accepted plans
No-Show Risk
-1.4 pts6.2%
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
$7,7409 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 ptsImplant 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 days31% 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
- 8.4 hrs saved
Scribe Agent
312 notes drafted
- $1.08M presented
Treatment Plan Agent
184 plans costed
- 86% open rate
Education Agent
241 bundles sent
- 6.2 hrs saved
Letter Agent
398 letters drafted
- 0 conflicts
D4W Agent
1,104 records written
- $412k reconciled
Xero Agent
128 invoices raised