Good morning, Dr. Chen
Here's your practice intelligence summary · Smile Center Dental · 847 active patients
Revenue Intelligence
Every missed revenue opportunity across all patients, ranked by dollar impact
Opportunity Categories
| Patient | Opportunity | Type | Est. Value | Last Contact | Priority | Actions |
|---|
Patient Lists & Exports
Campaign-ready patient lists organized by opportunity type
| Patient | DOB | Last Visit | Open Tx Value | Ins. Benefits Rem. | Status | Actions |
|---|
Billing Audit Engine
Automated comparison of clinical charting vs billing vs insurance claims
| Patient | CDT Code | Flag Type | Est. Impact | Date | Status | Action |
|---|
Insurance Intelligence
Eligibility, claims workflow, denials, appeals, and AR management
| Patient | Claim # | Carrier | CDT | Amount | Status | Days | Action |
|---|
Financing Intelligence
Cherry, CareCredit, Sunbit, Proceed Finance — all tracked in one place
| Patient | Provider | Applied | Amount | Status | Tx Value | Action |
|---|
Analytics & KPI Suite
Before vs after, ROI tracking, provider performance, and trend analysis
Integrations
Connect your PMS, imaging, and financing platforms
Compliance & Security Center
HIPAA-conscious architecture · SOC 2 Type II readiness · Live audit trail · Role-based access enforcement
Settings & Account
Practice profile, team, notifications, and security
Daily opportunity digest
Morning email with new opportunities
Urgent billing alerts
Immediate alert for critical billing flags
Insurance claim updates
Notify on denial, payment, or action needed
Weekly owner dashboard
Every Monday revenue summary
Financing approvals
Alert when patient financing is approved
Two-Factor Authentication
Required for all admin users
Session timeout (30 min)
Auto-logout after inactivity
Audit log exports
Allow team to download activity logs
Product Specification
Full PRD, architecture, data model, KPI formulas, roadmap, and engineering task list — Items 11A through 11P
Diagnostics Intelligence AI BETA
3D scan analysis · Occlusal wear detection · Cognitive risk biomarkers · Clinical evidence library