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Weekly reports describe a business that has already moved on.
Est. deploy 4–6 weeksSee the walkthrough
Operations & Reporting · Dental
Track every lab case to the right visit.
Lab work and appointment dates slip out of sync.
For: Clinical administrators and the team responsible for operations & reporting in dental.
01 · The outcome
What good looks like.
The team has a lab exception board with a staff-confirmed next action, with source evidence and an explicit approval before any external action. Track appointments disrupted by late lab work against a baseline; do not assume automation improves it.
A connected workflow that uses lab case reference, promised date, and linked appointment to compare expected delivery with the scheduled visit and flag likely timing conflicts. It produces a lab exception board with a staff-confirmed next action.
Where AI helps, and where a person decides.
AI can compare expected delivery with the scheduled visit and flag likely timing conflicts. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The clinical administrator verifies the source facts and approves the final action.
Clinical administrator is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Clinical administrator: Capture the source and scope
- Clinical administrator: Review the proposed outcome
- Clinical administrator: Release only the approved version
- Clinical administrator: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A lab case is ordered or its status changes. Connect only lab case reference, promised date, and linked appointment. The clinical administrator confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to compare expected delivery with the scheduled visit and flag likely timing conflicts. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a lab exception board with a staff-confirmed next action against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Clinical administrator has recorded approval or a reason to hold the item.
After explicit approval, save a lab exception board with a staff-confirmed next action in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review appointments disrupted by late lab work each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=dental-lab-tracker
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- DENTAL-LAB-TRACKER-DEMO-001
- Trigger
- A lab case is ordered or its status changes.
- Owner
- Clinical administrator
- Prepared output
- a lab exception board with a staff-confirmed next action
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Appointments disrupted by late lab work
Start with your tools.
Connect Practice management system, Eligibility portal, Secure messaging through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
Try this week / no DAVID required
A useful first step.
This week, have your clinical administrator time five examples of this work. Use redacted copies of lab case reference, promised date, and linked appointment to make a lab exception board with a staff-confirmed next action manually, then list which fields required judgment.
What to measure.
- Appointments disrupted by late lab work
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
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Short gaps in the schedule go unused.
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Canceled appointments stay empty despite demand.
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