Report Library
The Report Library contains five detailed reports. Select a report using the sub-tabs: Production, Schedule, Hygiene & Recall, Cancellations & No-Shows, and Calls.
Production
A full picture of completed and scheduled production, treatment pipeline health, and per-provider performance.
Metric | What it tells you |
|---|---|
Completed Production | Completed treatment value in the selected period |
Treatment Acceptance | Patients who accepted treatment divided by patients who were presented treatment |
Actionable Treatment | Treatment recovery backlog (18-month lookback) |
Missed Production | Estimated value lost to cancellations and no-shows |
Charts: Production Trend, Weekly Schedule Trend, AI Outcomes. Tables: Production Snapshot, Treatment Snapshot, Provider Performance, and AI-ranked Patients to Call list.
Schedule
Focuses on how well your chair time is being used and where you have room to fill openings.
Metric | What it tells you |
|---|---|
Overall Utilization | Booked hours as a percentage of available provider hours |
Empty Hours | Available provider hours that weren't filled in the period |
Open Chair Value | Estimated production if open blocks are filled |
Charts: Utilization by Operatory, Open Chair Time Value. Tables: Utilization by Operatory and Open Chair Time (date, provider, slot, duration, estimated value).
Hygiene & Recall
Tracks how well your practice is reappointing hygiene patients and recovering those who are overdue.
Metric | What it tells you |
|---|---|
Hygiene Reappointment | Hygiene patients who have future hygiene scheduled (%) |
Overdue Hygiene Recall | Patients whose last hygiene was 6+ months ago with no future hygiene |
Recall Recovery Value | Estimated production value if overdue patients are reactivated |
The Recall & Retention table lists overdue patients with last hygiene date, reason, estimated value, and contact number — ready to export or load into a Novi campaign.
Cancellations & No-Shows
Uses AI risk predictions to help your team get ahead of appointment loss before it happens.
Metric | What it tells you |
|---|---|
High Risk This Week | Upcoming appointments predicted as high cancellation or no-show risk |
Need Confirmation | Patients who should receive a confirmation outreach before their appointment |
Charts: Cancellation by Day of Week, Cancellation by Time of Day, Weekly Cancellation Trend. Tables: Priority Call List (high-risk upcoming appointments with risk score and AI-suggested action) and Next 7 Days breakdown.
Calls
Tracks how Ira is handling your phone traffic.
Metric | What it tells you |
|---|---|
Total Calls | Calls handled by AI in the selected period |
AI Bookings | Appointments booked directly through Ira |
Automation Rate | Calls fully resolved by AI without involving your team |
Handoffs | Calls that needed a team member to step in |
After-Hours Calls | Calls received outside normal office hours |
Charts: AI Call Outcomes, Calls by Day, Calls by Hour. Tables: Call Outcomes summary, Calls by Day, and Calls by Hour breakdowns.