Daily Schedule Briefing
by Smileworks Team · v2.2.0
Generates a morning briefing with the day's schedule, patient notes, and insurance alerts.
Rating
4.8 / 5
189 reviews
Uses
14.6K
all time
Est. Time
~2 min
per run
Updated
Nov 20, 2025
v2.2.0
Screenshots
About this task
Every morning at 7 AM, this task pulls the full day's appointment schedule from iDentalPro, enriches each appointment with the patient's last visit notes, outstanding balance, and insurance status, then formats it into a clean daily briefing report. Perfect for front desk handoffs and provider prep.
How it works
Pull today's appointment schedule from iDentalPro
Enrich each appointment with patient balance and insurance status
Attach last visit notes and treatment plan items due
Flag patients with outstanding balances > $200
Format morning briefing report
Send briefing to configured staff emails and SMS
Reviews
100% of reviewers gave 4 or 5 stars
Sarah Kim
Front Desk Lead
Our morning huddle went from 20 minutes to 8 minutes. Everyone comes in already knowing the day.
Mike Torres
Dentist
I love having patient context before they sit in the chair. Especially the last visit notes.
Victor Stone
Office Manager
The balance alerts have improved our collections at the front desk significantly.
Daily Schedule Briefing
Free · ~2 min · Appointments