Pento AI Insights™ · Action Center

What changed, why, and what to do this week.

Evidence-backed recommendations with owners, due dates and transparent calculations — and measured results tracked separately from estimates.

Demonstration workspace. All practices, figures and people are illustrative sample data — not live customer results. Changes are saved in this browser only.

P1Revenue Cycle· Riverside Family DentalRecommendedIllustrative

Aged insurance A/R rose above threshold

Insurance A/R > 90 days

16.8%

11.2% vs. trailing 8-week average · benchmark 10%

Insurance A/R > 90 days
$84,300
Claims > 90 days
142
Top payer share of aged A/R
Delta Dental PPO · 41%

What changed. A larger share of insurance balances is sitting past 90 days than in recent weeks, concentrated with one payer.

Why it might have changed. Possible cause: unworked denials. 38 of 142 aged claims carry a missing-attachment denial code with no follow-up logged.

Recommended this week. Work the 38 missing-attachment denials this week, resubmit with narratives and X-rays, and set a 30-day follow-up rule for this payer.

Suggested owner: Billing Lead · Due 2026-10-01

Projected revenue (est.)

$52,600/yr

Collectible cash (est.)

$50,496/yr

EBITDA impact (est.)

$31,308/yr

P2Treatment Acceptance· Northgate Dental StudioAcceptedIllustrative

Unscheduled diagnosed treatment backlog

Diagnosed, unscheduled treatment

$218,400

$176,900 vs. same week last quarter

Patients with open plans
311
Plans > $2,000
44 · $131,200
Case acceptance (30d)
61% (prior 67%)

What changed. Diagnosed treatment is accumulating faster than it is being scheduled, mostly in higher-value plans.

Why it might have changed. Possible cause: no financing option presented. 31 of 44 large plans have no financing or phasing note.

Recommended this week. Run a treatment coordinator call list for the 44 plans over $2,000 with phased options and financing, tracked in the PMS.

Suggested owner: Treatment Coordinator · Due 2026-10-03

Projected revenue (est.)

$47,200/yr

Collectible cash (est.)

$45,312/yr

EBITDA impact (est.)

$28,093/yr

Measured result

Baseline $61 captured 2026-09-14
Wk 0
Wk 1

Diagnosed, unscheduled treatment: $61 → $63 (not improved)

Measured movement is shown separately from estimated opportunity. Improvement coincides with the action; Pento does not claim the action caused it.

  • — Script approved by Dr. Patel.
P3Operations· Cedar Park SmilesIn progressIllustrative

Hygiene schedule gaps in next two weeks

Hygiene utilization (next 14d)

78%

88% vs. trailing 90-day average · benchmark 90%

Open hygiene hours
46
Patients overdue for recall
612
Avg hygiene production / hr
$182

What changed. Upcoming hygiene chairs are less full than usual while a large recall list remains unscheduled.

Why it might have changed. Possible cause: recall outreach paused. Automated recall texts show zero sends since Sept 2.

Recommended this week. Restart recall automation and have the front desk call overdue patients to fill the 46 open hours.

Suggested owner: Hygiene Coordinator · Due 2026-09-26

Projected revenue (est.)

$38,900/yr

Collectible cash (est.)

$37,344/yr

EBITDA impact (est.)

$23,153/yr

Measured result

Baseline 78% captured 2026-09-10
Wk 0
Wk 1
Wk 2

Hygiene utilization (next 14d): 78% → 85% (improved)

Measured movement is shown separately from estimated opportunity. Improvement coincides with the action; Pento does not claim the action caused it.

  • — Recall integration token expired — reconnected.
P4Growth· Riverside Family DentalRecommendedIllustrative

Broken appointments trending up

Broken appointment rate

12.4%

8.1% vs. prior 4 weeks · benchmark 8%

Broken appts (4 wks)
96
Share on Monday AM
34%
Confirmation reply rate
52%

What changed. More patients are missing or cancelling same-day, clustered on Monday mornings.

Why it might have changed. Possible cause: confirmation timing. Monday confirmations are sent Friday afternoon only.

Recommended this week. Add a Sunday-evening confirmation and a short-notice list for Monday openings.

Suggested owner: Front Desk Lead · Due 2026-10-02

Projected revenue (est.)

$29,400/yr

Collectible cash (est.)

$28,224/yr

EBITDA impact (est.)

$17,499/yr

P5Payer Performance· Northgate Dental StudioRecommendedIllustrative

Payer reimbursement variance — data needed

Insufficient or stale data — no root cause asserted.

Last import from Clearinghouse (ERA/835): 8/2/2026 (stale).

Missing: Contracted fee schedules, ERA data newer than 30 days.

Next data-gathering step: Upload current fee schedules for your top 5 payers (PDF or CSV) so Pento can compare paid vs. contracted amounts.

Running on real practice data

Connections and permissions required

The demo uses sample data. To run it for your practice, Pento needs read-only access to the following, under a signed BAA.

Practice management system

Open Dental, Dentrix, Eaglesoft, Dentrix Ascend, Curve

Read-only: schedule, procedures, treatment plans, A/R aging, patients (de-identified where possible)

Clearinghouse

ERA/835 and claim status (276/277)

Read-only claim, payment and denial files

Payer contracts

Fee schedules by payer and CDT code

Secure upload by office manager or owner

Patient communication

Recall and confirmation platforms

Read-only send and response logs

Accounting / payroll

QuickBooks, Xero, payroll provider

Read-only P&L for EBITDA assumptions

Users & roles

Owner, group leadership, office manager, staff

Role-based access per practice; BAA in place before any PHI flows

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