Attribute every new patient to how they found you, rank sources by volume and value, and queue a personal thank-you for patients who referred someone. Waiting on the source-field mapping in your practice software.
A prioritized, oldest-first worklist of unpaid claims and patient balances built each weekday so the billing coordinator works the most overdue accounts first. Internal only — staff make every call.
Daily list of patients overdue for their 6-month cleaning, handed to the front desk to call themselves. No automated patient messages.
We'd love to know which sources bring us the most new patients — word of mouth, Google, insurance — so we know where to focus. Right now our software doesn't really show this.
A live view of the numbers your practice software can't show on one screen: production trend, new patients, hygiene recall, treatment pipeline, A/R, and where your new patients are coming from.