Practice Workspace

Green River Dental

The workspace becomes the client-facing home for audit runs, status tracking, exports, and month-over-month review.

PMS

Open Dental

Data source path

Workspace status

Onboarding

Pilot/onboarding state

Audit run status

Ready For Review

2026-06-01

Two Data Swimlanes

Every client enters the same portal, but the data can arrive through PMS exports or an API connection.

PMS Export Path

Dentrix, Eaglesoft, Ascend, CSV / Other

Client provides agreed reports/exports through the approved secure data room. SignalCare maps files into the canonical leakage audit model before running the diagnostic.

1. Agreement/BAA2. Data received3. Audit run4. Client review

Use this when API access is unavailable, slow to authorize, or not worth wiring for a one-time diagnostic.

API Connection Path

Open Dental first, NexHealth where appropriate

Client authorizes API access, SignalCare pulls supported objects, maps them into the same canonical audit model, and saves the run to the private workspace.

1. Agreement/BAA2. Data received3. Audit run4. Client review

Use this for repeatable refreshes, monthly comparison, and ongoing leakage monitoring.

Status Tracking

Operational queue status preview

New

4

Needs Validation

2

Assigned

2

Contacted

2

Scheduled

2

Recovered

0

Prioritized Worklist

Top saved leakage items with status/owner fields

CriticalAssigned

Caleb Kim

Appointment Recovery - Recover appointment, confirm barriers, and fill first suitable schedule gap.

$2,100

95 days - score 93

CriticalContacted

Andre Walker

Appointment Recovery - Recover appointment, confirm barriers, and fill first suitable schedule gap.

$1,280

125 days - score 85

CriticalNeeds Validation

Devon Ellis

Appointment Recovery - Recover appointment, confirm barriers, and fill first suitable schedule gap.

$2,100

77 days - score 81

HighNew

Brent Owens

Appointment Recovery - Recover appointment, confirm barriers, and fill first suitable schedule gap.

$1,280

107 days - score 79

HighScheduled

Sofia Nguyen

Patient A/R - Review insurance estimate, confirm patient portion, and start collections follow-up.

$1,640

90 days - score 79

HighNew

Priya Foster

Unscheduled Treatment - Call patient with provider-specific treatment plan and schedule next visit.

$1,250

108 days - score 75

HighAssigned

Gavin Turner

Appointment Recovery - Recover appointment, confirm barriers, and fill first suitable schedule gap.

$2,100

59 days - score 75

HighContacted

Alicia Bennett

Unscheduled Treatment - Call patient with provider-specific treatment plan and schedule next visit.

$1,650

50 days - score 74

Practice Workspace | SignalCare Analytics