Automated Orthodontic Production vs Goal Report
Every morning, WebRun opens Dolphin Imaging, reads the month-to-date production figures, compares them to the monthly goal you have configured, appends the daily snapshot to a Google Sheets tracker, and posts a concise production vs goal report to the practice Slack channel so the team can see the gap and act.
How do I automatically track orthodontic practice production vs monthly goal?
Every morning, WebRun opens Dolphin Imaging, reads the month-to-date production figures, and compares them to the practice's monthly goal. It appends a daily snapshot to a Google Sheets tracker and posts a concise production vs goal report to Slack with the variance and the daily target needed to finish the month on track.
- The team sees the production gap and daily target every morning without anyone running a report manually
- A running Google Sheets tracker captures month-over-month production trends
- No patient information is shared in the report, keeping internal communications clean
Built for orthodontists · orthodontic practice managers · ortho office administrators · dental group operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.dolphinimaging.comin a real browser with your saved login - no setup, no API keys. -
1
Dolphin Imaging - read month-to-date production figures
dolphinimaging.com
WebRun opens Dolphin Imaging to read month-to-date production figures. - Open Dolphin Imaging and navigate to the production report for the current month
- Read the month-to-date production total, collections, and any per-provider breakdown available
- Note the number of business days elapsed and remaining in the month
Done when Month-to-date production figures and the days-remaining count are captured.
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2
Google Sheets - log daily production snapshot
google.com
WebRun opens Google Sheets to log daily production snapshot. - Open the production tracker in Google Sheets
- Append a row with today's date, month-to-date production, monthly goal, variance, and pacing percentage
- Calculate the daily production needed to hit goal based on remaining business days
Done when Today's production snapshot is logged as a new row in the Google Sheet tracker.
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3
Slack - post production vs goal report
slack.com
WebRun opens Slack to post production vs goal report. - Post a concise production vs goal report to the practice Slack channel
- Include: month-to-date production, goal, variance, pacing percentage, and daily target needed to close the gap
- Flag if production is behind pace so the team can take action
Done when The team has today's production vs goal report in Slack with a clear gap and daily target.
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
Where does the monthly production goal come from?
You set the monthly goal when configuring the automation. WebRun uses that figure each run to calculate the variance and the daily production needed to stay on pace.
Can it break production down by provider?
Yes, if Dolphin Imaging's production report includes a per-provider breakdown, WebRun can include that detail in both the Google Sheet and the Slack report.
Does it share any patient information in the Slack report?
No. The report contains only aggregate production figures, goals, and pacing percentages. No patient names, treatment details, or other identifying information are included.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.