Practice Overview

Good evening, Dr.

Wednesday, July 8, 2026·94 appointments scheduled today·3 items need attention

Dr. Gupta DEA license expires Nov 14 — 129 days remaining. Initiate renewal now.

CLM-8839 (Aetna, $1,240) approaching 90-day timely-filing limit — 7 days remaining.

18 patients are due for recall. AI has prepared outreach — review and send.

Referral Intake

3 open · 4 outstanding requirements · 0 ready to admit

Open referral worklist

Referral bottleneckMarcus Bell is waiting on 1 requirement for Inpatient Rehabilitation.

AI Copilot — July 8, 2026

LIVE

Practice performance is strong. Collections up 11.4% — 80% collection rate this month.

94 appointments across 5 providers today. Dr. Park is at 100% capacity — 3 waitlisted patients can fill Thursday's 6 open slots. CLM-8801 denied by Cigna; appeal prepared with supporting documentation. 18 recall patients are ready to contact.

Open Referrals

4 requirements outstanding

Ready for Admission

awaiting admit

Active Census

1 total admissions

Cross-Service Opportunities

identified by rules

Discharge Planning

episodes planning

Open Tasks

across all services

Today's Patient Queue

4 appointments · example schedule

Eleanor Whitfield

pt-100455

9:00 AM · Dr. Chen · Therapy Review

In Room

Marcus Bell

pt-100482

9:15 AM · Dr. Okafor · Rehab Intake

12 minChecked In

Ana Ferreira

pt-100471

9:30 AM · Dr. Raman · Respiratory Follow-Up

5 minWaiting

Devon Ruiz

pt-100490

9:45 AM · Dr. Marin · Wound Check

Scheduled

AI Copilot Insights

Recommended actions — highest impact first

Action Required

18 patients due for recall — outreach ready

AI identified 18 overdue patients. Draft messages prepared for Dr. Chen and Dr. Okafor panels.

Recommended

CLM-8801 denial — AI recommends appeal

Cigna denied $388 claim. AI analyzed payer rules and prepared appeal with supporting documentation.

Recommended

Thursday schedule has 6 open slots — optimize

AI suggests moving 3 waitlisted patients and filling remaining slots from same-day request pool.

Insight

Collections up 11.4% — benchmark analysis ready

June collections exceeded target. AI prepared peer benchmark comparison and attribution report.

Revenue Snapshot

Collections vs. charges YTD — 6-month trend

June Collections

$487K

+11.4% MoM

Collection Rate

80%

vs 76% regional avg

AR Days

28.4d

−3.1 days MoM

Collections Charges

Jan

$412K79%

Feb

$431K79%

Mar

$458K80%

Apr

$445K79%

May

$473K80%

Jun

$487K80%

Activity Feed

Real-time practice events

Marcus Bell checked in — Dr. Okafor 9:15 AM

9:12 AM

CLM-8841 submitted to BlueCross — $842

9:05 AM

Dr. Chen sent visit summary to Eleanor Voss

8:58 AM

Insurance verified — Priya Raman (UnitedHealth)

8:47 AM

Lab results uploaded — James Torres

8:31 AM

Payment posted — Anne Fischer $214

8:20 AM

Provider Utilization

Today · Appointments booked vs. available slots

Dr. S. Chen

22 booked · 2 open92%

Internal Medicine

Dr. J. Okafor

18 booked · 4 open82%

Cardiology

Dr. L. Park

FULL

24 booked · 0 open100%

Family Medicine

Dr. R. Gupta

20 booked · 3 open87%

Pediatrics

NP K. Walsh

10 booked · 1 open91%

Nurse Practitioner

Claims Status

Recent claims — AR risk flagged

Eleanor Voss

CLM-8841 · BlueCross · 3 days

Submitted

$842

Robert Kim

CLM-8839 · Aetna · 7 days

Pending

$1240

Maria Santos

CLM-8822 · UnitedHealth · 12 days

Under Review

$620

James Liu

CLM-8801 · Cigna · 18 days

Denied

$388

Anne Fischer

CLM-8798 · Medicare · 22 days

Paid

$214

David Park

CLM-8784 · Medicaid · 28 days

Paid

$156

Appointment Mix

Today · 94 appointments across 5 categories

New Patient

19%

Follow-Up

45%

Annual Wellness

17%

Procedure

13%

Telehealth

New PatientFollow-UpAnnual WellnessProcedureTelehealth

Panel Benchmarks

Illustrative organisation context — not live demo state

Panel Capacity (illustrative)

4,812

96% full

Care Gaps Flagged

214

4.4% of panel

Overdue for Recall

AI outreach ready

No-Show Rate (30d)

4.2%

↓ 1.8% vs last month

New Patients (MTD)

+12 vs same period