CriticalAssigned
Caleb Kim
Appointment Recovery
$2,100
Recover appointment, confirm barriers, and fill first suitable schedule gap.
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Revenue Leakage Review
June 2026 Recovery Priorities
A focused operating view of estimated opportunity, priority leakage categories, recommended next actions, and the 30-day recovery plan.
Estimated opportunity
$39,509
Modeled, not guaranteed
Active signals
57
Immediate queues
Needs validation
32
PMS check required
Run status
Ready For Review
2026-06-01
Where Revenue Is Leaking
Highest-value categories to work first
1
Appointment Recovery
18 active signals
$17,595
2
Unscheduled Treatment
6 active signals
$6,455
3
Insurance Claims
11 active signals
$6,449
4
Patient A/R
10 active signals
$6,250
Recommended Next Actions
A short list for the next team huddle
Appointment Recovery
$2,100Recover appointment, confirm barriers, and fill first suitable schedule gap.
Appointment Recovery
$1,280Recover appointment, confirm barriers, and fill first suitable schedule gap.
Appointment Recovery
$2,100Recover appointment, confirm barriers, and fill first suitable schedule gap.
Appointment Recovery
$1,280Recover appointment, confirm barriers, and fill first suitable schedule gap.
Priority Work Queue
Top recovery signals ready for validation and assignment
| Priority | Leak Type | Account | Opportunity | Age | Status | Next Action |
|---|---|---|---|---|---|---|
| Critical | Appointment Recovery | Caleb Kim | $2,100 | 95 days | Assigned | Recover appointment, confirm barriers, and fill first suitable schedule gap. |
| Critical | Appointment Recovery | Andre Walker | $1,280 | 125 days | Contacted | Recover appointment, confirm barriers, and fill first suitable schedule gap. |
| Critical | Appointment Recovery | Devon Ellis | $2,100 | 77 days | Needs Validation | Recover appointment, confirm barriers, and fill first suitable schedule gap. |
| High | Appointment Recovery | Brent Owens | $1,280 | 107 days | New | Recover appointment, confirm barriers, and fill first suitable schedule gap. |
| High | Patient A/R | Sofia Nguyen | $1,640 | 90 days | Scheduled | Review insurance estimate, confirm patient portion, and start collections follow-up. |
| High | Unscheduled Treatment | Priya Foster | $1,250 | 108 days | New | Call patient with provider-specific treatment plan and schedule next visit. |
CriticalContacted
Andre Walker
Appointment Recovery
$1,280
Recover appointment, confirm barriers, and fill first suitable schedule gap.
CriticalNeeds Validation
Devon Ellis
Appointment Recovery
$2,100
Recover appointment, confirm barriers, and fill first suitable schedule gap.
HighNew
Brent Owens
Appointment Recovery
$1,280
Recover appointment, confirm barriers, and fill first suitable schedule gap.
HighScheduled
Sofia Nguyen
Patient A/R
$1,640
Review insurance estimate, confirm patient portion, and start collections follow-up.
HighNew
Priya Foster
Unscheduled Treatment
$1,250
Call patient with provider-specific treatment plan and schedule next visit.
Recommended 30-Day Plan
Simple operating plan for the next recovery cycle
Week 1
Validate the diagnostic
Validate PMS export date range and source reports.
Office Manager, Consultant / SignalCare Analyst
Week 2
Work billing and collections signals
Verify top claims, payer status, and no-payment-path signals.
Billing, Office Manager
Week 3
Recover schedule and treatment opportunities
Work unscheduled treatment and schedule-gap signals.
Front Desk, Treatment Coordinator
Week 4
Close the loop
Review recovered, dismissed, still-open, and needs-validation items.
Practice Owner, Office Manager, Consultant / SignalCare Analyst
Findings are diagnostic estimates and should be validated against the practice management system before final action. Estimated opportunity does not guarantee recovered revenue.