Soothing Dental · Practice Intelligence

Clinical Operations · Today

Scheduled Today

—

on the books

Completed

—

procedures done

In Chair / Pending

—

remaining today

No-Shows

—

today

New Patients This Month

—

joined this month

Recall Overdue

—

need scheduling

Financial Health

Total Active Patients

—

in system

Outstanding A/R

—

patient balances due

Month Appointments

—

scheduled this month

Today's Schedule

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Provider Load — This Week

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Practice Systems

🦷

Practice Admin

Full schedule, patient records, clinical notes, appointment flow.

📅

Online Booking

Patient-facing appointment request and confirmation page.

🩺

Provider App

My Day, clinical notes, patient history, status updates.

📞

Virtual Receptionist

24/7 phone agent, call logs, knowledge editor, voice settings.

🗓️

Staff Schedule

Each provider sees their own day and week view — optimized for mobile.

👤

Patient Portal

Upcoming appointments, visit history, account balance, and office offers.

Outstanding A/R — Top Balances

Total Due

—

— patients

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Recall Overdue — Next Up

Overdue for Recall

—

patients

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Today's Huddle AI-generated

Drafting today's huddle…

Lab Cases — Watchlist AI-flagged

Overdue / At Risk

—

checking the lab queue…

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Production — Last 30 Days AI-narrated

Total Production

—

— procedures

Reputation — Last 90 Days

Avg Rating

—

— reviews

— need a reply

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Compliance — Upcoming & Overdue

Action Items

—

— overdue

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Production Trend — Last 6 Months

A/R Aging — Patient Balances by Bucket

Procedure Mix — Last 30 Days

Production by Provider — Last 30 Days

New Patients — Last 6 Months

Recall Funnel — Last 90 Days

Scheduling Volume — Last 4 Weeks

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