| Unscheduled treatmentProposed treatment remains open and no qualifying future appointment was found. | High | Treatment Coordinator | Review current treatment status, then contact the patient to schedule if it remains appropriate. | Actionable |
| Hygiene recallRecall is overdue and no future hygiene appointment appears in the supplied data. | High | Hygiene Coordinator | Confirm recare eligibility, then contact the patient for an overdue recare appointment. | Actionable |
| Broken appointmentA broken appointment has no qualifying replacement or next visit. | High | Front Desk | Confirm no replacement exists, then resolve the broken appointment and book the next visit. | Actionable |
| Claims follow-upA synthetic claim remains open beyond the practice-defined follow-up threshold. | High | Billing | Confirm the claim remains open, then follow the practice's existing billing workflow. | Actionable |
| Treatment already scheduledThe candidate treatment is linked to a qualifying future appointment. | Removed | No owner | Route no follow-up; retain the appointment evidence with the exclusion. | Excluded |
| Patient refusedThe supplied treatment status indicates the patient declined or refused. | Removed | No owner | Confirm the practice's status definition, then exclude from the active queue. | Excluded |
| Referred outThe source status suggests treatment may have been referred outside the practice. | Review | Treatment Coordinator | Verify the referral status; exclude the item if the referral is confirmed. | Needs review |
| Duplicate treatment rowTwo source rows appear to describe the same treatment item. | Removed | Office Manager | Reconcile the duplicate source rows before any work is routed. | Excluded |
| Stale treatment planThe plan is older than the configured review threshold and may no longer be current. | Review | Office Manager | Route to the treating provider to confirm status before patient follow-up. | Needs review |
| Claim already resolvedA synthetic claim candidate has paid or resolved evidence in the supplied data. | Removed | Billing | Confirm the resolved status, then remove it from the billing queue. | Excluded |
| Recall already scheduledOverdue recall has a qualifying future hygiene appointment. | Removed | No owner | Route no outreach while the future appointment remains valid. | Excluded |
| Incomplete source mappingProvider, fee, or status mapping is incomplete for this candidate. | Review | Office Manager | Correct or confirm the source mapping before assigning operational follow-up. | Needs review |