Morning Huddle
AI-generated · Jul 3, 2026 · 7:30 AM · Crown Kingston
All staff
Today's schedule
- 8 appointments total · $3,845 projected production
- Sofia Moreno (10:00, Root canal #19) was waitlisted — Crown AI rebooked overnight. $980 recovered.
- 2 unconfirmed: Zainab Hassan (11:15) and Noah Grant (11:30). Auto-reminders sent at 7 AM.
Flags for today
- Marcus Reid balance $610 — collect at check-in. Auto payment link already sent.
- Devon Clarke — LATEX allergy on file. No latex gloves in Op 2.
- Lisa Torres RDH license expired Jun 30 — admin action required before next hygiene session.
Crown AI overnight actions
- Filled 1 cancellation via waitlist — Sofia Moreno recovered $980.
- Sent 42 recall messages — 11 bookings confirmed.
- Batch-verified eligibility for all 8 today's patients. 1 flagged: Sofia Moreno Cigna — verify address.
Front desk
Check-in order
- 08:00 Amara Bennett — Op 1 · Implant consult (completed yesterday, verify post-op instructions sent)
- 09:30 Marcus Reid — Op 3 · Collect $610 balance at desk
- 10:00 Sofia Moreno — Op 2 · Confirm insurance address before seating
Outstanding balances
- Marcus Reid — $610 (60+ days)
- Devon Clarke — $240 (financing plan, auto-billed Jul 5)
- Total A/R: $850 collectible today
Providers
Your patients today
- Dr. Chen: Amara Bennett (08:00 implant), Priya Nair (09:15 whitening), Zainab Hassan (11:15 Invisalign)
- Dr. Webb: Devon Clarke (08:30 crown seat), Sofia Moreno (10:00 root canal — nitrous recommended), Noah Grant (11:30 composites)
- Lab case ready: Devon Clarke crown — on tray in Op 2
Pending treatment reviews
- Marcus Reid perio proposal (AI-drafted) — awaiting Dr. Chen signature
- Amara Bennett post-op crown note — dictate before noon
Hygienists
Your hygiene schedule
- 09:30 Marcus Reid — Hygiene 1 · Perio maintenance · BOP last visit 38% · NO latex
- 10:45 Liam Walsh — Hygiene 1 · Routine prophy · Excellent home care, discuss whitening maintenance
Recall pipeline
- 312 patients overdue recall — Crown AI messaged 42 overnight
- 11 confirmed bookings from last night's outreach
- Priority: Sofia Moreno hygiene overdue 9 months — schedule follow-up today
Generated by Crown AI at 7:30 AM
Pulled from today's schedule, patient records, outstanding balances, and AI overnight actions. Sent via SMS to all staff.
Automated