AI Insights
AI Insights is where you go to understand what's happening across your practice — patterns, opportunities, and performance trends over time. It surfaces data from your PMS and Savvy activity together so you can take action on what matters most.
Navigating AI Insights
Tab | What it's for |
|---|---|
A complete performance snapshot — key metrics, actionable patient lists, and production trends at a glance | |
Identify and prioritize patients with unscheduled treatment to recover lost revenue | |
Detailed reports for Production, Schedule, Hygiene & Recall, Cancellations & No-Shows, and Calls | |
Patient-level data for active patients, new patients, and recall & retention | |
Provider-by-provider production, efficiency, and schedule reliability |
Shared Controls
Period — Filter data by a time range. Changing the period updates all metrics, charts, and tables on that tab.
Download report — Export the current view as a file.
Email report — Send the current report to an email address.
How Insights Differs From the Dashboard
The Home Dashboard shows a snapshot of recent AI agent activity. AI Insights goes deeper — use it when you need to understand why something is happening, find patients to act on, or review how your practice is trending over time.