Marcus Reilly
COO · Sunrise Dental GroupCOO · Sunrise Dental Group
MR
Good morning, Marcus. 早上好,Marcus。
Tuesday, May 26, 2026 · Your 6 agents reviewed 18 locations · 847 appointments · 3,847 active patient files at 7:00 AM — 7 need a decision today. 2026 年 5 月 26 日 周二 · 6 个 agent 已审核 18 个门店 · 847 个预约 · 3,847 份活跃患者档案(7:00 AM)—— 7 件事需要你今天决定。
9.8 hrs recovered across the group today 本日全组节省工时 · $47K collected · $184K in EOBs posted last 24h $47K 已收 · $184K EOB 已入账(24h) · Next agent sync 12:00 PM 下次 agent 同步:12:00 PM
All 18 locations全部 18 门店
Plano (3)
Frisco (2)
Allen (NEW)
McKinney (1)
Richardson
Garland
Carrollton
Lewisville
+ 10 more+ 还有 10 家
847
Appointments today今日预约数
93%
Chair utilization (group avg)椅位利用率
142
Hygiene lapsed > 180 days洁牙逾期>180天
$94K
AR > 90 days (insurance)保险 AR > 90 天
$312K
Production today (target $338K)今日产值(目标 $338K)
Provider chair-time utilization · this week 医生椅位时间利用率 · 本周
% of available chair-hours booked 已预约 / 可用椅时
Mon
Tue
Wed
Thu
Fri
Dr. Chen · Frisco
96%
100%
88%
71%
52%
Dr. Patel · Allen
85%
92%
88%
68%
50%
Dr. Lee · Plano
98%
95%
100%
94%
87%
Dr. Kim · McKinney
72%
58%
70%
61%
74%
Treatment plan funnel · last 14 days 治疗方案漏斗 · 近 14 天
Group · 18 loc
Plans presented方案已呈现
847
Accepted (same visit)当场接受
543 · 64%
Scheduled within 7 days7 天内排程
432 · 51%
Completed (so far)已完成
324 · 38%
Unscheduled $$ at risk未排程金额
$284K
Required by Friday’s board prep: cross-location AR > 90 days, no-show clusters, treatment plan acceptance trends. Solved by Owner Queue + Agents #2, #5. 周五董事会需要:跨门店 AR > 90 天、no-show 聚集、治疗方案接受趋势。由 Owner Queue + Agent #2 / #5 解决。
I
New Patient Intake新患者入驻
7:00 AM · 23 onboarded7:00 AM · 入驻 23 人
2
V
Insurance & Claims保险与理赔
7:00 AM · 312 verified, 47 claims sent7:00 AM · 核保 312 条 · 提交 47 个 claim
31
R
Hygiene Recall洁牙召回
7:00 AM · 89 reactivations sent7:00 AM · 发送 89 条召回
142
C
Patient Comms患者沟通
7:00 AM · 1,247 messages7:00 AM · 发送 1,247 条
3
B
Billing & AR账务 & AR
7:00 AM · $47K collected7:00 AM · 收款 $47K
12
Q
Owner QueueOwner Queue
Compiled 7:00 AM · 18 loc7:00 AM 汇总 · 18 门店
7
Needs your decision today今天需要你决定
Full agent log →完整 agent 日志 →
Compiled by 6 agents at 7:00 AM · 1,247 routine actions auto-approved · 7 escalated to you 6 个 agent 于 7:00 AM 汇总 · 1,247 项例行动作自动通过 · 7 项升级至你
Plano · Loc 7 URGENT P1 Insurance & Claims
Aetna verification API down 5h — 12 claims totaling $47K aging past 90 days Aetna 核保 API 已宕机 5 小时 — 12 个 claim 共 $47K 已逾期 90+ 天
Insurance agent retried 3× — Aetna eligibility endpoint returning 503. Manually phoning provider line averages 45 min hold. Aging hits write-off threshold in 14 days. Insurance agent 已重试 3 次 — Aetna eligibility API 返回 503。人工拨打 provider line 平均等待 45 分钟。距离 write-off 阈值还有 14 天。
Suggested:建议动作: Escalate to Aetna provider rep Janet Liu (last contact: Apr 12, 92% response within 48h). Draft prepared. 升级到 Aetna 我们的 provider rep Janet Liu(上次联系:4月12日,48小时内回复率 92%)。邮件草稿已准备好。 conf 0.91
Plano · Loc 7 URGENT P1 Hygiene Recall
Hygienist Tanya called in — 6 hygiene slots vacant Tue/Wed · $3,780 production at risk 洁牙师 Tanya 临时请假 — 周二/三 6 个洁牙时段空缺 · $3,780 产值风险
Hygiene Recall agent ranked 87 lapsed patients within 8-mile radius by predicted reactivation probability. Top 30 have insurance benefits expiring Dec 31 (use-it-or-lose-it leverage). Hygiene Recall agent 按重启可能性给 8 英里内 87 名流失患者排序。前 30 名年底保险福利即将清零("用不掉就没了"杠杆)。
Suggested:建议动作: Send personalized SMS to top 30 (templates ready). Predicted fill rate 42-55%. Auto-book first 6 confirmations. 向前 30 名发个性化 SMS(模板已准备)。预测填充率 42-55%。前 6 个确认者自动排上。 conf 0.83
Frisco · Loc 3 URGENT P1 Owner Queue
Treatment plan acceptance at Frisco dropped 71% → 43% over 14 days Frisco 门店治疗方案接受率 71% → 43%(14 天内)
28-point drop. Comms agent reviewed 47 declined plans — pattern: no financing options shown for plans > $3,500. Dr. Chen joined Apr 28 — onboarding may have missed CareCredit + Sunbit workflow training. 下降 28 个百分点。Comms agent 检查 47 份被拒方案 — 共同模式:> $3,500 的方案没展示分期方案。Dr. Chen 4 月 28 日加入 — onboarding 可能漏了 CareCredit + Sunbit 流程培训。
Suggested:建议动作: 15-min sync between Dr. Chen + Frisco practice manager. Training video + script template pulled. Project recovery: +$58K production / month. Dr. Chen + Frisco 门店经理 15 分钟同步。培训视频 + 话术模板已调取。预计恢复:每月 +$58K 产值 conf 0.78
Allen · Loc 14 (NEW) WARN P2 New Patient Intake
Allen acquisition · day 28 · 142 of 2,847 patient records still missing insurance Allen 门店收购 · 第 28 天 · 2,847 份患者档案中仍有 142 份缺保险信息
Migration 91% complete. Intake agent ran NPI/Eligibility match against verified payer rosters — 142 patients need manual outreach. ETA cleanup: 5 days. Risk: 27 of 142 have appointments this week without verified coverage. 数据迁移完成 91%。Intake agent 已用 NPI/Eligibility 与已知 payer 名册比对 — 142 名需人工外呼。预计清理:5 天。风险:142 名中 27 人本周已有预约但未核保。
Suggested:建议动作: Auto-text the 27 with appointments this week first. Send "Welcome to Sunrise Dental Group · please confirm insurance" SMS with single-tap link. 优先 SMS 这周有预约的 27 人。模板:"欢迎加入 Sunrise Dental · 请一键确认保险"。 conf 0.94
McKinney · Loc 9 WARN P2 Hygiene Recall
No-show rate at McKinney spiked 7% → 18% on Thursdays (6 weeks) McKinney 周四 no-show 率 7% → 18%(已持续 6 周)
Recall agent correlated no-shows with patients in Frisco ISD (school district) — pickup time shifted to 2:30 PM, conflicts with 3 PM hygiene block. 14 affected patients identified. Recall agent 关联发现:no-show 患者多在 Frisco 学区 — 学区接送时间改为 14:30,和 15:00 洁牙时段冲突。识别出 14 位受影响患者。
Suggested:建议动作: Reshape Thursday hygiene template: add 9 AM + 4:30 PM slots. Email affected 14 with preferred-time reschedule link. 重塑 McKinney 周四洁牙模板:增加 9:00 + 16:30 时段。给受影响的 14 人发送偏好时段重排链接。 conf 0.72
Group-wide WARN P2 Insurance & Claims
3 lab cases overdue · 2 patients arriving today for crown seats 3 个技工室 case 逾期 · 2 名患者今天来戴冠
Glidewell Lab (3 crowns: Patel ETA 5/24, Sanchez ETA 5/25, Liu ETA 5/26) — all past ETA. Two patients confirmed for today's 2 PM & 4 PM seats. Glidewell tracking shows shipment in transit, expected 11 AM. Glidewell 技工室(3 颗冠:Patel ETA 5/24,Sanchez ETA 5/25,Liu ETA 5/26)— 全部逾期。两位患者今天 14:00 和 16:00 已确认来戴冠。Glidewell 追踪显示在途,预计 11:00 到。
Suggested:建议动作: Notify Patel + Sanchez via SMS: "Crown arrived early — appointment confirmed." If shipment delayed beyond 1 PM, auto-offer reschedule to Thursday. 向 Patel + Sanchez 发短信:"冠提前到 — 预约确认"。若 13:00 前还未到,自动建议改约周四。 conf 0.88
Group-wide INFO P3 New Patient Intake
8 RDH radiation safety certifications expire within 60 days 8 名洁牙师放射安全证 60 天内到期
Texas State Board of Dental Examiners compliance check. Intake agent flagged 8 hygienist CE credits expiring 5/30 – 7/28. Pre-selected TX SBDE-approved CE bundle: $89/person, 4 hrs online. 德州牙科委员会合规检查。Intake agent 标记 8 名洁牙师 CE 学分将于 5/30 – 7/28 到期。已预选 TX SBDE 认证 CE 套餐:$89/人 · 4 小时线上课程。

Auto-resolved by agents · last 4 hoursagent 自动处理 · 近 4 小时

10:42 AM
V
Insurance agent auto-verified 312 eligibility checks across 18 locations · 287 confirmed active · 25 flagged for re-call · 12 escalated to queue above Insurance agent 跨 18 门店自动核保 312 条 · 确认有效 287 条 · 需重核 25 条 · 升级到上方 12 条
10:18 AM
R
Recall agent sent 89 reactivation SMS to hygiene-lapsed patients · open rate so far 47% · 23 booked appointments since 8 AM Recall agent 给洁牙流失患者发送 89 条召回 SMS · 当前打开率 47% · 自 8 点起已预约 23 人
09:47 AM
C
Comms agent sent 247 appointment reminders for tomorrow · 218 confirmed · 4 reschedule requests routed to front desk auto-fill Comms agent 发送 247 条明日预约提醒 · 218 人确认 · 4 个改约请求路由到前台自动填空
09:31 AM
B
Billing agent auto-collected $47,320 in patient copays via stored cards · posted $184K EOBs from Delta Dental + UHC · reconciled across 4 location QuickBooks accounts Billing agent 通过已存信用卡自动收取 $47,320 患者自付款 · 入账 Delta Dental + UHC 的 $184K EOB · 对账完成 4 个门店 QuickBooks 账户
08:55 AM
I
Intake agent onboarded 23 new patients across Plano (8), Frisco (5), McKinney (4), Allen (3), Richardson (3) · all forms signed · insurance verified · BWX uploaded · routed by geo-radius preference Intake agent 跨门店入驻 23 名新患者:Plano (8)、Frisco (5)、McKinney (4)、Allen (3)、Richardson (3) · 所有表格签字 · 保险核保 · 咬翼 X 光已上传 · 按地理半径路由
08:21 AM
Q
Owner Queue compiled overnight report from 47 agent runs · 1,247 routine actions auto-approved · 7 escalated to Marcus (above) Owner Queue47 个 agent 运行汇总隔夜报告 · 1,247 项例行动作自动通过 · 升级到 Marcus 的 7 项(上方)
Demo notes · what’s still missing for a real DSO buyer Demo 备注 · 还缺什么才能 close 一个真实 DSO

This is v0.1 of the product surface. Honest gaps to close before a 12-location DSO would sign: 这是产品的 v0.1。如果要让 12 门店 DSO 真签合同,下面这些是诚实必补:

Dental-specific workflows not yet shown还没展示的牙科专有 workflow

  • PPO write-off tracking — per-payer contracted fee deltas; biggest hidden revenue leak in any group.PPO write-off 追踪 — 各 payer 合同价差异;所有连锁最大的隐性营收漏洞。
  • COB (coordination of benefits) for patients with primary + secondary insurance — easily 18% of patient base.COB(主-次保险协调) — 容易占患者基数 18%。
  • Annual maximum tracking — “use it or lose it” Q4 leverage that drives 22% of December production.年度最高限额追踪 — Q4 "用不掉就没了"杠杆,贡献 12 月 22% 产值。
  • Pre-authorization workflow for crowns / perio / ortho — currently a 3-5 day manual loop.预批 workflow(冠 / 牙周 / 正畸)— 当前是 3-5 天人工流程。
  • Provider credentialing with each payer per location — new associate doctor = 90 days of paperwork.各 payer 的医生 credentialing — 每位新加入医生 = 90 天文书工作。
  • DEA / controlled-substance tracking for sedation & oral surgery practices.DEA / 管制药品追踪 — 镇静和口外门店必备。

DSO-specific features missingDSO 专有功能缺失

  • De novo opening playbook — opening a new location is a 6-month checklist; ChairEngine should run it.新店开业 playbook — 开新店是 6 个月清单;ChairEngine 应该跑这个流程。
  • Lease / equipment / occupancy dashboard — every DSO COO has a spreadsheet for this; nobody’s digitized it.租约 / 设备 / 物业 dashboard — 每个 DSO COO 都有 Excel;没人数字化。
  • Patient transfer between locations — patient moves from Plano to Allen; record + insurance should follow seamlessly.患者跨门店转移 — 患者从 Plano 搬到 Allen;档案 + 保险应无缝跟随。
  • Per-provider productivity / compensation calculator — most DSOs comp on collections, not production; we need to show both.每医生产值 / 薪酬计算器 — 多数 DSO 按 collections 而非 production 算薪;两者都需展示。

Hard integrations a DSO buyer will ask about Day 1DSO 买家第一天就会问的硬集成

  • Dentrix Ascend, Open Dental, CareStack, Eaglesoft — top 4 PMs; need 2-way write-back, not just read.Dentrix Ascend、Open Dental、CareStack、Eaglesoft — 前 4 PM;需双向写回,不只是读。
  • DentalXChange / Vyne Trellis — clearinghouses for claims.DentalXChange / Vyne Trellis — 理赔 clearinghouse。
  • CareCredit + Sunbit + Cherry — patient financing.CareCredit + Sunbit + Cherry — 患者分期。
  • Yapi / Modento / NexHealth — patient communication (we either build it or integrate).Yapi / Modento / NexHealth — 患者沟通(自建或集成)。
  • QuickBooks Online + Sage Intacct — for multi-location accounting.QuickBooks Online + Sage Intacct — 多门店财务。

What this demo gets right这个 demo 做对的部分

  • Cross-location Owner Queue is genuinely uncontested. Archy, Weave, NexHealth are all single-location-first.跨门店 Owner Queue — 真无人占领。Archy、Weave、NexHealth 都是单门店优先。
  • Suggested actions with confidence scores — what makes this “agentic” vs “dashboard”. None of the incumbents propose specific next steps.建议动作 + 信心评分 — 这才叫"agentic"而非"dashboard"。现有玩家都不主动建议下一步。
  • Dollarized impact per alert — every alert ties to revenue. COOs make decisions on $$ not on counts.每条告警都金额化 — 每条都挂营收。COO 看金额做决策,不看数量。
  • Lab case tracking in Owner Queue — small but specific; immediately tells DSO buyer “they know dental.”技工室 case 出现在 Owner Queue — 小细节但很专;让 DSO 买家立刻觉得"他们懂牙科"。
Your 6 agents, today. 你的 6 个 agent,今天的状态。
Each agent watches a slice of every location. Together, they ran 1,254 actions overnight — 1,247 auto-approved, 7 escalated to you. 每个 agent 看着所有门店的一个切面。整夜共执行 1,254 个动作 — 1,247 自动通过,7 升级给你。
I
New Patient Intake新患者入驻
Agent #1
Live
Onboards new patients: digital forms, insurance card OCR, x-ray transfer, referral capture. Routes by capacity + geo. 入驻新患者:电子表单、保险卡 OCR、X 光转移、推荐捕获。基于产能+地理路由到合适门店。
23
today今日
418
this month本月
2
to review待审
V
Insurance & Claims保险与理赔
Agent #2
Live
Real-time eligibility, pre-auth, claim submission, EOB posting back to PMS. Phone + EDI + API. 实时核保、预批、提交 claim、EOB 写回 PMS。语音 + EDI + API。
312
verified today今日核保
$184K
EOBs postedEOB 入账
31
to review待审
R
Hygiene Recall洁牙召回
Agent #3
Live
Tracks 6-mo hygiene, 3-mo perio, lapsed reactivation. Predicts reactivation probability + no-show risk per patient. 追踪 6 个月洁牙、3 个月牙周、流失重启。预测每位患者的重启概率和爽约风险。
89
sent today今日发送
47%
open rate打开率
23
booked已预约
C
Patient Comms患者沟通
Agent #4
Live
Reminders, follow-ups, post-op care, review requests, payment nudges. Voice + SMS + email + 11-language support. 预约提醒、术后跟进、护理、评价请求、催款。语音 + SMS + 邮件 + 11 种语言。
1,247
messages消息
218
confirmed已确认
3
to review待审
B
Billing & AR账务 & AR
Agent #5
Live
Copay collection on stored cards, payment plans, AR follow-up, PPO write-off tracking. Reconciles PMS ↔ Stripe ↔ insurance ↔ QuickBooks. 已存卡收 copay、分期、AR 跟进、PPO write-off 追踪。对账 PMS ↔ Stripe ↔ 保险 ↔ QuickBooks。
$47K
collected收款
$94K
AR > 90dAR > 90 天
12
to review待审
Q
Owner Queue ★Owner Queue ★
Agent #6 · the wedge
Live
Cross-location exception routing. Compiles agents 1–5 outputs across 18 locations into one ranked queue. The decision feed for the COO — not 18 dashboards. 跨门店异常路由。把 agent 1–5 在 18 个门店的输出汇成一个排序队列。COO 的决策 feed — 不是 18 个独立 dashboard。
1,247
auto-OK'd自动通过
7
escalated升级
9.8 hrs
saved省工时
Tip: Click any agent card to configure triggers, escalation tiers, approval rules. (Config UI shipping v0.2) 提示:点击任意 agent 卡片配置触发器、升级层级、审批规则。(配置 UI 在 v0.2 发布)

Coming in v0.2

This screen ships in the next product cycle. Owner Queue and AI Agents are the v0.1 entry points. 这个 screen 在下个产品周期发布。Owner QueueAI Agents 是 v0.1 的入口。