Insurance benefits reset annually and unused cover is simply lost, but nobody at the front desk has time to work out which patients have room left and something diagnosed. The group notices in the last fortnight of the year, when the schedule is already full. If you own a dental group, that is a desk in your own business.
What the work is
An agent that finds patients with remaining benefit and an existing diagnosis or an overdue recall, well before the year turns, and writes to them about what their plan will still cover and what the schedule can offer. Elective work is offered only where the chart supports it. In the Cabinet, ArkOne’s reference design for an executive agent, this is the Marketing seat: one of ten specialists the room can consult, each a name, a model and a set of instructions rather than a department.
The part of the design carrying the weight here is the brief, and the setting that governs it is stated once on the Register.
What it does not do
The practice owner sets which procedures may ever be promoted this way, because an expiring benefit is a reason to write to someone and never a reason to treat them. That is not a limitation of the software. It is the line the reference design draws on purpose, and a vendor who offers to move it is selling you something else.
What changes
Patients hear about cover they are about to lose while the schedule still has room, rather than in the fortnight when it does not.
Take benefit year reset, remaining maximum, unused benefit into the demonstration and use them without explaining them. A vendor whose agent handles this work already knows those words; one who asks what they mean is showing you a system built for a different trade.
Next in this edition: One front office running every location at once.
By evening
Drag the day. This work is owned by the Marketing seat, and one hour of it is not the machine's to decide.
Assembly · the Seats
The Seat that owns this work gathers what it needs and drafts. This is the part a demonstration shows you, and it is the part that cannot break anything.
What you have at five: Patients hear about cover they are about to lose while the schedule still has room, rather than in the fortnight when it does not
The hours are a shape, not a schedule. What is fixed is the order: nothing reaches a system you run before the Door, and nothing continues past the wait without a person.