01GBP 18.4k
Treatment value left in open quotes
High-value treatment plans remain open after the expected follow-up window, with no consistent owner recorded.
Observed in sample34 sample quote records across three sites
Sample diagnosis
Ashworth Dental Group
A three-site dental group wants to reduce missed appointments and recover more value from treatment plans without adding admin work.
Illustrative sample dataFirst reality check
Where attention should go first
Evidence strength is shown for every finding.
0211.8%
Appointments lost to late cancellation and no-shows
Reminder and deposit rules vary by site, so the team cannot apply one reliable recovery workflow.
Observed in sample412 sample appointment records over 90 days
039.6 hrs
Weekly reconciliation effort
Practice managers manually reconcile appointment, payment, and follow-up data before the weekly meeting.
DeclaredDeclared by managers; needs time-tracking validation
Next questions
What Operandi would validate next
- Which site owns follow-up when a treatment plan crosses sites?
- When can the team waive a deposit, and who records the reason?
- Which reconciliation steps are required controls versus rework?
Bring us your real blocker
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