Practice Dashboard

Wednesday, July 22, 2026 · Riverstone Dental Care · 4 providers · 6 operatories

DEMO — sample data

Today at a glance

DEMO — sample data

Updated 8:12 AM · Jul 22

Production today
$8,420
▲ 9%vs. same weekday avg
New patients this week
12
▲ 20%vs. last week
Chair utilization
86%
Booked 86% Idle 14%
Target 90%
Production — July MTD
$214.6K
▲ 14%vs. Jul 2025
Recall revenue recovered
$18,760
▲ 31 patientsreactivated this month
SMS $9.8K Email $5.3K Calls $3.6K

Today's schedule

9 appointments · 2 arrived · 1 unconfirmed · reminders auto-sent the night before

DEMO — sample data
Open full day →
TimePatientProviderOpProcedureReminderStatus
8:00 Marcus Bell
Recall cleaning + exam · 60m
SCDr. Chen Op 1 Hygiene Confirmed Arrived
8:30 Priya Nair
Implant consult — #19 · 45m
AODr. Okafor Op 3 Implant SMS sent Confirmed
9:00 Devon Wright
Composite filling — #14, #15 · 60m
SCDr. Chen Op 1 Restorative Confirmed Confirmed
9:30 Amelia Ford
Scaling + fluoride · 60m
RDR. Diaz Op 5 Hygiene Confirmed Arrived
10:15 Grace Liu
New-patient comprehensive exam · 45m
AODr. Okafor Op 3 Exam Confirmed
11:00 Tom Whelan
Emergency — cracked molar · 30m
SCDr. Chen Op 2 Emergency Called Pending
1:00 Sofia Reyes
Crown seat — #30 · 60m
AODr. Okafor Op 3 Restorative SMS sent Confirmed
2:00 Ben Carter
Recall cleaning + exam · 60m
RDR. Diaz Op 5 Hygiene Not sent Unconfirmed
3:30 Hana Kim
Clear-aligner check · 30m
SCDr. Chen Op 1 Ortho SMS sent Confirmed

No-show tracker

Missed appointments · reminders that were sent · automatic rebook offers

DEMO — sample data
$1,130 at risk →
PatientProviderMissedProcedureValueReminders sentRecovery
Ryan Doyle SCDr. Chen Jul 21 Hygiene $210 2 SMS · 1 email Rebook offered
Elena Popa RDR. Diaz Jul 21 Hygiene $185 2 SMS Called — voicemail
Jacob Mensah AODr. Okafor Jul 20 Restorative $640 1 SMS · 1 email Rebooked Jul 28 ✓
Nadia Hassan SCDr. Chen Jul 19 Exam $95 None on file No contact yet

Recall & reactivation queue

Patients overdue for cleanings / checkups — the money panel. Estimated $1,670 in idle production below.

DEMO — sample data
Overdue (6) →
KM
Karen MitchellLast visit Jan 2025
12 mo overdue
Recall type6-mo cleaning
InsuranceRenews Jan — use it
Est. production$235
Recall SMS + email sent
AR
Anthony RussoLast visit Nov 2024
15 mo overdue
Recall typeRecall + x-rays
InsuranceUnused benefits
Est. production$310
Recall SMS + email sent
GP
George P.Last visit Dec 2024
14 mo overdue
Recall typeTreatment restart
InsuranceRenews Dec
Est. production$420
Recall SMS + email sent
LZ
Lucy ZhangLast visit Jun 2025
7 mo overdue
Recall type6-mo cleaning
InsuranceActive
Est. production$210
Recall SMS + email sent
DO
David OwensLast visit May 2025
8 mo overdue
Recall typePerio maintenance
InsuranceActive
Est. production$285
Recall SMS + email sent
FA
Fatima AliLast visit Aug 2025
5 mo overdue
Recall type6-mo cleaning
InsuranceActive
Est. production$210
Recall SMS + email sent

New-patient funnel — this month

From first enquiry to accepted treatment plan · leads from web, phone and Google

DEMO — sample data
1 New-patient leads
100%
68
2 Booked
69%
47
3 Showed
60%
41
4 Plan presented
49%
33
5 Plan accepted
31%
21
Lead → booked 69%
Show rate 87%
Case acceptance 64%
Avg. first-year value $1,240

Review requests & rating trend

Post-visit review requests by SMS / email · Google rating tracked monthly

DEMO — sample data
Google rating
4.8 ★★★★★
412 reviews · +19 this month
▲ 0.2 in 6 months
Feb
Mar
Apr
May
Jun
Jul
5★331
4★54
3★15
2★7
1★5
Post-visit review requests
Sent automatically after checkout · one tap to approve the queued ones
AF
Amelia FordHygiene · today · R. Diaz
SMS sent 2:40 PM Sent
DW
Devon WrightFilling · today · Dr. Chen
★ Left 5-star review Sent
MB
Marcus BellRecall · today · Dr. Chen
Queued Sent
SR
Sofia ReyesCrown seat · yesterday · Dr. Okafor
★ Left 5-star review Sent

Insurance verification queue

Eligibility checked the day before · avoids surprise balances and same-day rework

DEMO — sample data
3 to verify →
Priya NairToday 8:30 · Implant consult
To verify
CarrierSun Life · PPO
Est. coverage50% major
StatusNot yet checked
Verified — noted on chart
Grace LiuToday 10:15 · New-patient exam
To verify
CarrierManulife · PPO
Est. coverage100% preventive
StatusNot yet checked
Verified — noted on chart
Tom WhelanToday 11:00 · Emergency
Lapsed
CarrierCanada Life · HSA
Est. coverageCollect in full
StatusBenefits lapsed
Handled — patient informed
Sofia ReyesToday 1:00 · Crown seat
Verified
CarrierGreen Shield · PPO
Est. coverage50% major
Patient portion$340
Verified 4:05 PM · $340 patient portion

AI visibility & local SEO

Where the practice shows up in Google's local pack and when AI assistants recommend a Kitchener dentist

DEMO — sample data
AI recommendation share
How often assistants name Riverstone for "dentist in Kitchener" queries · 6-month plan
Actual Target
30% 20% 10% 0% M0 M1 M2 M3 M4 M5
Baseline (M0): AI assistants don't yet name Riverstone for local dentist queries — starting point 0%.
AI + directory citations
014/mo
Source: Google Business Profile insights + citation tracker · Q1 target
Keyword ranking (Google)
Keywords tracked22
In top 3 today3
Top-3 target (M3)11
Google local pack — "dentist in Kitchener"
Who Google shows in the top map results today · goal is to climb into the top 3
1KW Dental1,120 · 4.9★
2Laurentian Dental Centre870 · 4.7★
3Anabella Dental540 · 4.8★
6Riverstone Dental Care — you412 · 4.8★
AI answer check — latest run
Who assistants cite for each common query · target column = expected after the GEO program
Query KW DentalLaurentianAnabella Youtoday YouM3 · target
"best dentist in Kitchener"
"dental implants near me"
"emergency dentist Kitchener"

Production by provider — July MTD

Consolidated to July 22 · figures in CAD

DEMO — sample data
SCDr. Chen
$92.4K
AODr. Okafor
$78.2K
RDR. Diaz (Hygiene)
$31.5K
MNDr. Novaknew
$12.5K

End-of-month numbers pack

Auto-compiled for your accountant — no manual entry
  • Production by provider & procedure
  • Collections & outstanding A/R
  • Insurance vs. patient split
  • Ontario / CRA-ready summary