Automated Unscheduled Treatment Portfolio
Every Monday, WebRun opens Denticon, adds up the diagnosed but unscheduled treatment value at each office, breaks it down by procedure category and age, logs the totals to a Google Sheet, and posts a portfolio view to Microsoft Teams so leadership sees where unrealized revenue is sitting across the group.
How do I see unscheduled treatment value across all my dental offices?
WebRun opens Denticon every Monday and totals the diagnosed but unscheduled treatment value at each office, split by procedure category and age. It logs the figures to a Google Sheet with the weekly movement, then posts a ranked portfolio to Microsoft Teams, so leadership sees exactly where unrealized revenue is sitting across the group and which offices to prioritize.
- Leadership sees the group's unrealized treatment revenue ranked by office every week
- High value backlogs like crowns and implants are flagged as the priority to schedule
- Week over week movement shows whether each office is closing or growing its backlog
Built for DSO operations leaders · revenue cycle teams · regional directors · dental group CFOs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.denticon.comin a real browser with your saved login - no setup, no API keys. -
1
Denticon - total unscheduled treatment
planetdds.com
WebRun opens Denticon to total unscheduled treatment. - Open Denticon and run the treatment plan report for each office
- Total the dollar value of treatment that is diagnosed and presented but not scheduled
- Break the value down by procedure category and by how long it has sat unscheduled
- Exclude treatment already scheduled or completed so the figure is only true open opportunity
Done when Each office has a diagnosed but unscheduled treatment total broken down by category and age.
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2
Google Sheets - log value per office
docs.google.com
WebRun opens Google Sheets to log value per office. - Open the Unscheduled Treatment Portfolio sheet
- Append a dated row per office with total unscheduled value and the split by category
- Track the change from last week so growing or shrinking backlogs are visible
- Highlight offices where high value categories such as crowns and implants dominate the backlog
Done when The portfolio sheet has this week's unscheduled value and category split for every office.
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3
Microsoft Teams - post the portfolio view
microsoft.com
WebRun opens Microsoft Teams to post the portfolio view. - Post the portfolio view to the leadership Microsoft Teams channel
- Rank offices by total unscheduled value and show the week over week change
- Call out the offices with the largest high value backlog as the priority for scheduling pushes
- Link to the full Google Sheet for the category detail
Done when Leadership has a ranked unscheduled treatment portfolio in Microsoft Teams with the week's movement.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does this contact patients about their treatment?
No. It produces an internal leadership report only. It never messages patients. Any scheduling outreach is done by each office's team using the priorities the portfolio surfaces.
How is unscheduled treatment value calculated?
It totals the dollar value of treatment that is diagnosed and presented in Denticon but not yet scheduled or completed, then splits it by procedure category and by how long it has sat open so leadership sees quality of opportunity, not just size.
Can I see which offices to prioritize?
Yes. The Microsoft Teams view ranks offices by total unscheduled value and flags the ones whose backlog is weighted toward high value work such as crowns and implants, so scheduling pushes target the biggest realizable revenue first.
Related templates
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