📬 A Daily Feedback Loop for Doctors & Leadership

Day Sheet Notifications are designed to close the loop between clinical conversations and front desk outcomes.

In many practices, doctors complete the exam, discuss treatment, and hand the patient off—then move on to the next room with little visibility into what actually happened next. Was treatment accepted? Was it paid for? Was it scheduled? Did the patient defer?

🩺 What Doctors See (and Why It Matters)

When a Day Sheet is published, the doctor receives a summary that captures:

• Production, collections, and adjustments for the day

• Treatment presented, accepted, and scheduled

• Patient-level detail showing outcomes of each exam or appointment

• Notes captured during checkout (acceptance, deferrals, follow-ups)

This gives doctors real visibility into how their treatment conversations translated into real-world outcomes—without interrupting their workflow or relying on end-of-day reports from staff.

💡 Why This Is So Powerful

• Creates a true feedback loop between exam room and front desk

• Helps doctors refine how they present treatment

• Surfaces trends in acceptance, deferrals, and scheduling

• Eliminates guesswork about “what happened after I left the room”

Instead of anecdotal feedback, doctors get clear, consistent data—every day.

👥 Team Subscriptions & Daily Pulse

Day Sheet Notifications aren’t just for doctors.

Office managers and team members can subscribe to receive the daily Day Sheet email, giving them a shared pulse on:

• How the day performed financially

• What was completed vs. deferred

• Where follow-ups may be needed

• How consistently checkout workflows are being executed

This creates alignment across the entire team—without meetings, spreadsheets, or manual reporting.

⚡ Set It and Forget It

Once enabled, Day Sheet Notifications run automatically.

When the Day Sheet is published, the right people get the right information—every single day.