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.

Sample · not real patient data Sample report · illustrative only

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 visits elevated vs prior month — leakage dollars matter.

Growth Healthy

New patient count up; pipeline looks solid.

Clinical Healthy

Net production ahead of prior period.

Yesterday’s production $4,820 Work posted yesterday — match this to your Day Sheet first

Yesterday’s collections $3,910 Cash and insurance payments posted yesterday

Money lost to broken visits $2,140 Fees tied to no-shows and cancels this period

Treatment planned, not booked $18,400 Accepted or presented dollars still off the schedule

Old unpaid balances $15,200 Dollars sitting past 90 days

How often visits break 6.1% Share of scheduled visits that didn’t happen

Money at risk

Treatment planned, not booked High confidence $18,400

Open treatment dollars — Call the highest-dollar unscheduled plans and book within 30 days.
Old unpaid balances Medium confidence $15,200

Open balances past 90 days — Work the oldest claims and patient balances first.
Money lost to broken visits High confidence $2,140

6.1% of visits broke · Fees on broken visits — Confirm high-risk slots early.

This period's focus

Schedule discipline is the main lever this period. Cash metrics remain healthy; addressing broken visits 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 break rate ticked up. Protect new-patient blocks with extra confirmation; do not fill gaps with overbooking alone.

Metric	Prior	Current	Change
Yesterday’s production	$4,410	$4,820	+$410
Money lost to broken visits	$1,860	$2,140	+$280
How often visits break	5.2%	6.1%	+0.9 pts
Treatment planned, not booked	$19,100	$18,400	−$700
Old unpaid balances	$16,050	$15,200	−$850

Illustrative sample only—shows the shape of a brief (scorecard, strip with meanings, money at risk, focus, deltas). Live daily strips emphasize yesterday’s cash and schedule risk dollars; monthly depth includes collection %, AR, and case acceptance. 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.

Read the top 5 KPI definitions · Back to what LogicWise is

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