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Twenty-six patients today, Tuesday 9/15, from 7:40 AM to 4:30 PM. Sixteen are hygiene, eight each for Karen and Melissa. Dr. Whitaker has six: crown preps at 8:00 AM and 1:00 PM, a two-surface composite, an implant crown seat, a denture adjustment and a new-patient limited exam at 3:30 PM. Dr. Park has four, starting with Harold Simms's extraction at 10:00 AM. Two are unconfirmed: Paul Brennan at 2:00 PM and Denise Alvarez at 3:00 PM. I haven't pulled anyone's medical history yet, so I can't say who has an alert or a premed need. I can check them one at a time, starting with the first patient.

Four of today's 26 have a balance on their account. Thomas Reilly at 11:20 AM owes $2,140, none of it waiting on insurance, and most of it is more than 90 days old. Paul Brennan at 2:00 PM owes $240. Diane Keller at 9:00 AM owes $65. Denise Alvarez at 3:00 PM shows $410, but $380 of that is waiting on insurance, so about $30 is theirs today. Thomas's balance is the one worth raising at check-in.

Your first is Carol Bennett at 7:40 AM with Karen: periodic exam, bitewings and perio maintenance.

• Medical: penicillin allergy. Takes lisinopril and metformin. No premedication flagged.
• Perio: SRP in March 2025. At the last charting (5/12), 9 sites at 4 mm or more, deepest 5 mm, down from 14 sites in November.
• X-rays: last bitewings 9/3/2025, so they're due today and on the booking. Last FMX was 2022.
• Open treatment: a crown on #19 has been on the plan since 6/9 and isn't scheduled. The 6/9 note says they wanted to wait until after the holidays.
• Account: $85 balance, none of it waiting on insurance.

412 active patients are past their cleaning recall date. 287 of them have no cleaning booked; that's your call list. Some of the 287 may have other appointments on the books, but nothing for hygiene. Of the 287, 96 are more than six months overdue and 31 are more than a year overdue. 22 are on a perio recall rather than a prophy recall, if you want to start there. I can turn the 287 into a printable recall worklist sorted by months overdue.

Five of today's sixteen hygiene patients are past a year since their last bitewings, and three of those are already booked for them. Two people are booked for bitewings before the year is up: Janet Morrow at 10:20 AM (last set 2/9) and Diane Keller at 9:00 AM (last set 9/26/2025, eleven days short of a year). I'm going by the office's one-year default. Their plans' x-ray frequency limits aren't in the records, so check coverage before those two.

• 2019: Dr. Whitaker placed an MOD composite. The note records recurrent decay on the distal under an old amalgam.
• 2023: the hygiene note records a chipped distal margin, smoothed and left to watch.
• 6/9/2026: Dr. Whitaker's exam note records decay under the distal margin again. A porcelain crown on #30 is on the plan at $1,350.
• Scheduling: the 6/9 note says "pt will call to schedule," but nothing is booked for #30 through December. The front desk may want to follow up.

A2. Dr. Park's seat note from 4/14/2023 reads "Seated e.max crown #8, shade A2, occlusion checked, pt pleased." The prep note from 3/2023 lists the same shade.

Harold Simms, here at 10:00 AM for an extraction. On file:

• Allergies: penicillin.
• Premedication: not flagged.
• Medications: warfarin, metoprolol, atorvastatin.
• Conditions: atrial fibrillation, high blood pressure.

Confirm the list is current with Harold before you start.

Total accounts receivable is $96,400. Insurance's estimated share is $58,200, so patients owe about $38,200 themselves. By age, with the insurance share still inside each bucket the way your PMS ages it: $51,300 current, $14,800 at 31 to 60 days, $7,900 at 61 to 90 days and $22,400 over 90. The over-90 bucket is nearly as big as the two middle buckets combined, and eleven accounts make up $16,100 of it. These figures are as of your PMS's last aging run.

118 claims are outstanding, $61,700 as submitted. That's what we billed, not what we expect back. By age: 61 under 30 days, 29 at 31 to 60, 11 at 61 to 90, and 17 over 90. The money sits mostly with three carriers. Delta Dental: 44 claims, $23,900, oldest sent 6/2. MetLife: 21 claims, $12,400, oldest sent 7/8. Guardian: 15 claims, $8,100, oldest sent 6/19. The 17 over-90 claims total $9,300, and nine of them are Cigna's, the oldest sent 5/28. Those nine are the place to start calling.

Fourteen accounts have patient money more than 30 days old, $11,800 in all, with anything waiting on insurance left out. Highest first:

• Thomas Reilly: $2,140
• Kevin Walsh: $1,460
• Angela Ruiz: $1,120
• Samuel Ortega: $860
• Priscilla Hahn: $720
• Owen Fitzgerald: $600

Those top six are $6,900 of the $11,800, and they're the ones worth a call. Thomas Reilly is on today's schedule at 11:20 AM. The ages are as of your PMS's last aging run, so check for a recent payment before you call anyone.

143 patients have $184,600 of planned treatment with no appointment to do it. A booked cleaning doesn't count, since nobody does the crown at a recall visit. About $61,000 of it went on the plan more than 18 months ago, so those may need presenting again rather than just a call to schedule. By type, crowns lead with 38 patients and $52,300, then scaling and root planing with 27 patients and $19,800. The largest single plans are Ellen Sato, two crowns and a buildup at $3,100, planned in May, and Daniel Torres, four quadrants of scaling and root planing plus a crown at $2,900. I can give you a printable list sorted by dollars or by plan date.

Gross production in August was $131,400, against $138,900 in July. That's the fees of completed work, before write-offs. By provider: Dr. Whitaker $58,600, Dr. Park $31,600, and hygiene $41,200 across 290 prophies, 168 sets of bitewings and 41 perio maintenance visits. Collections came to $126,800, about 96.5% of production: $82,300 from insurance and $44,500 from patients, of which $31,200 was by card, $9,100 by check and $4,200 in cash. I haven't checked these against your own PMS reports yet, so treat them as provisional until that comparison is done.