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Coastal Family Practice Group / Dr. Rebecca Morales · Medical Director
Engine Running · 24/7
🔔
⚙️
RM
Command Center
Friday, March 20, 2026 · Engine has been running for 47 days
Total Recovered This Month $0 ↑ 23% vs. last month · 247 autonomous actions taken · 0 staff hours spent
Revenue Recovered
$84,200
↑ $12,400 vs last month
Appointments Recovered
247
↑ 18 this week
Actions Taken (Auto)
1,847
↑ 94 since yesterday
Active Detections
3
2 new in last hour
🔍 Live Detection Feed
Engine is monitoring your operation in real time
3 Active
📞
42 missed calls detected — revenue at risk
Yesterday 42 inbound calls went unanswered. Engine auto-texted all callers with booking links. Monitoring responses.
2 min ago +$7,400 recoverable
● Acting
👥
1,200 inactive patients — outreach running
Patients with no visit in 12+ months. Personalized campaign launched. 62 appointments booked so far this week.
1 hr ago +$84,200 projected
● Acting
📋
Referral gap — 8 unscheduled in 48 hours
Referrals from Dr. Chen not progressing to scheduling. Engine flagged breakdown, routing tasks to front desk, sending patient follow-ups.
3 hrs ago -$3,200 leakage risk
⚠ New
17 no-show slots filled automatically
Yesterday's cancellations triggered waitlist outreach. 17 of 19 slots refilled within 2 hours. No staff involved.
Yesterday +$5,100 recovered
✓ Done
📅
Schedule optimization — 94% fill rate achieved
Engine identified 6 underbooked time slots and pushed targeted booking prompts. All filled. Weekly fill rate now 94% vs 71% pre-DocsMD.
2 days ago +$2,800 recovered
✓ Done
⚡ Recent Autonomous Actions
What the engine did without being asked
Action Triggered By Result Status
📱
SMS Outreach
42 missed callers
Missed call detection +18 booked ● Running
📅
Slot Refill
3 cancellations today
Cancellation event 3/3 filled ✓ Done
📨
Re-engagement
Inactive patients
Idle patient detection +$84K proj. ● Running
🔀
Task Routing
8 referrals
Referral gap detection Routed ×8 ● Running
💬
Reminder Blast
Tomorrow's appointments
Scheduled · 5pm daily 94 sent ✓ Done
💰 Revenue Recovery
Last 7 days — autonomous only
$84,200
recovered this month · $0 staff time spent
🔄 Engine Activity
18 appointments booked from missed call campaign
2 min ago
Referral routing complete — 8 tasks sent to Sarah M.
14 min ago
3 cancellation slots refilled via waitlist outreach
1 hr ago
EHR sync complete — 847 records processed
2 hrs ago
94 appointment reminders sent automatically
5 hrs ago
Daily engine report generated — $2,400 recovered yesterday
8 hrs ago
🧠 Ask the Engine
AI-powered answers about your practice
Open →
"Why are we missing revenue this week?"
3 root causes identified: 42 missed calls (biggest single item — $7,400 at risk), 8 unscheduled referrals from Dr. Chen, and 6 underbooked Friday afternoon slots. Engine is already acting on all three. Click to see full analysis.
🔍 Detections
All operational gaps found by the engine
New Detections
3
Requiring attention
Being Acted On
7
Engine working now
Resolved This Month
41
Automatically
Avg. Response Time
4min
Detect → Act
All Detections — This Month
📞
42 missed calls — revenue at risk
Yesterday 42 inbound calls went unanswered. Auto-texting all callers now.
2 min ago+$7,400 recoverable
● Acting
📋
Referral scheduling gap — 8 unscheduled
Referrals from Dr. Chen stalled in scheduling queue for 48+ hours.
3 hrs ago-$3,200 leakage risk
⚠ New
👥
1,200 inactive patients — dormant revenue
Patients with no visit in 12+ months. Re-engagement campaign launched.
1 hr ago+$84,000 projected
● Acting
17 cancellation slots — waitlist filled
Engine detected cancellations and automatically reached waitlist. All slots filled.
Yesterday+$5,100 recovered
✓ Done
📅
6 underbooked Friday slots detected
Schedule analysis revealed consistent Friday afternoon underutilization. Targeted prompts sent.
2 days ago+$2,800 recovered
✓ Done
Annual wellness reminder gap
340 patients due for annual wellness visits with no scheduled appointment. Campaign launched.
1 week ago+$18,700 projected
✓ Done
🤖 Autonomous Actions
Every action the engine took — without being asked
Actions This Month
1,847
↑ 312 vs last month
SMS Sent
1,204
94.2% delivered
Appointments Booked
247
By engine, zero staff
Staff Hours Saved
184hrs
↑ 23 vs last month
All Autonomous Actions
ActionTriggered ByVolumeRevenue ImpactStatus
📱
Missed Call SMS
Booking link + greeting
Missed call detection42 sent+$6,400● Running
📨
Re-engagement Campaign
Inactive patient outreach
Idle patient detection847 sent+$84K proj.● Running
🔀
Referral Routing
Task assignments
Workflow gap detection8 routed$3,200 saved● Running
📅
Waitlist Activation
Cancellation fill
Cancellation event17/19 filled+$5,100✓ Done
💬
Appointment Reminders
Next-day schedule
Scheduled · daily 5pm94 sentNo-show ↓31%✓ Done
🩺
Wellness Reminders
Annual visit due
Annual gap detection340 sent+$18,700 proj.● Running
💰 Revenue Recovery
Every dollar the engine found and recovered
This Month
$84,200
↑ $12,400 vs last month
This Quarter
$214K
3 months of engine
Projected Annual
$890K
At current trajectory
ROI on DocsMD
47x
vs subscription cost
Recovery Breakdown by Source
📞 Missed Call Recovery$28,400
👥 Inactive Patient Re-engagement$22,100
📅 Cancellation Slot Filling$18,600
🩺 Wellness Visit Campaigns$15,100
Month-over-Month
Month 1 (Jan)$42,100
Month 2 (Feb)$64,800
Month 3 (Mar) ← Now$84,200
Engine is getting smarter
Booking conversion from outreach has improved from 43% → 61% as the engine learns your patient patterns.
🔄 Workflow Monitor
Every operational flow — live status
Healthy Workflows
8
Running normally
Issues Detected
1
Engine acting now
Actions in Queue
24
Being processed
Leakage Prevented
$3,200
This week
Workflow Health Map
Click any workflow to see details
01
📞
Missed Call Recovery
Detect missed calls → auto-text → booking link → schedule
● Active
02
📋
Referral Scheduling Flow
Receive referral → schedule appointment → confirm patient
⚠ Issue
03
📅
Cancellation Slot Filling
Detect cancellation → waitlist outreach → slot confirmation
● Running
04
👥
Patient Re-engagement
Detect inactive → segment → personalized outreach → schedule
● Running
05
💬
Appointment Reminder System
24hr + 2hr reminders → reduce no-shows → maximize utilization
● Active
👥 Patient Engine
AI-monitored patient base — every gap surfaced automatically
Total Patients
4,847
In EHR system
Inactive (12+ mo)
1,200
Campaign running
Due for Wellness
340
Outreach sent
Re-engaged This Month
62
Automatic
Patient Segments — Engine View
Click any segment to take action
SegmentCountRevenue PotentialEngine StatusAction
🔴 Inactive 12+ months
No visit in over a year
1,200$84,000● Outreach Active
🟡 Annual Wellness Due
Overdue for annual visit
340$18,700● Campaign Sent
🔵 Pending Referral
Referred, not yet scheduled
8$3,200● Routing Active
⚪ Active & Healthy
Regular visit cadence
3,299No action needed✓ Normal
📨 Communications
Every message sent by the engine — zero staff involvement
SMS Sent This Month
1,204
94.2% delivered
Booking Rate
61%
↑ from 43% (Month 1)
Response Rate
38%
Industry avg: 12%
Opt-out Rate
0.4%
Well below threshold
Recent Messages — Sent Automatically
📱
Missed call follow-up · 42 sent
"Hi [Name], we missed your call today. Click here to book your appointment: [link]" — Sent to 42 callers from yesterday.
2 min ago18 bookings so far
● Sending
💬
Appointment reminders · 94 sent
24-hour reminders for tomorrow's schedule. Personalized by appointment type and provider.
5 hrs agoNo-shows ↓31%
✓ Sent
👥
Re-engagement campaign · 847 sent
Personalized messages to inactive patients, segmented by last visit reason and care type.
1 hr ago62 bookings
✓ Sent
🧠 Ask the Engine
AI-powered answers about your practice. Ask anything.
D
Good morning, Dr. Morales. Here's what I found overnight:

3 issues need your awareness:
• 📞 42 missed calls — I'm already texting all of them with booking links
• 📋 8 referrals from Dr. Chen stalled — routed to front desk 14 minutes ago
• 👥 Inactive patient campaign — 62 bookings confirmed this week, $84K projected

You have nothing to do. Everything is being handled. What would you like to know?
Why are we missing revenue this week?
What's our biggest operational gap right now?
How much has the engine recovered this month?
Which patients should we focus on this week?
What's happening with the referral workflow?
🔗 EHR Connection
Your existing systems — connected, reading, acting
EHR Status
Live
Athenahealth · Syncing
Records Synced Today
847
Last sync: 2 min ago
Data Points Monitored
14,200
Across all modules
Connection Health
99.9%
Uptime this month
Connected Systems
🏥
Athenahealth EHR
Patient records, scheduling, billing · HL7/FHIR v4 · Last sync 2 min ago
● Connected
📞
Phone System (VoIP)
Missed call detection, call logs · Monitoring in real time
● Connected
📱
SMS Gateway (Twilio)
Patient outreach, booking links, reminders · 94.2% delivery rate
● Connected
📧
Email (SendGrid)
Patient communications, care summaries · Backup to SMS
● Connected
⚙️ Settings
Configure the engine for your practice
Practice Information
Practice Name
Coastal Family Practice Group
Medical Director
Dr. Rebecca Morales, MD
EHR System
Athenahealth
Engine Status
RUNNING · DAY 47
Engine Configuration
Missed Call Auto-Response
Auto-text callers within 15 minutes
Cancellation Slot Filling
Activate waitlist on cancellations
Daily Appointment Reminders
Send 24hr and 2hr reminders
Inactive Patient Outreach
Re-engage patients 12+ months inactive