Revenue Health Today

Upcoming appointments · July 8 – 14, 2025

Digital Adoption

83%

10 of 12 patients

+4% vs last month

Wallet Completion

42%

5 with CC + ACH

+2% vs last month

Patients At Risk

4

Missing wallet or 60d+ balance

Needs attention

Autopay Rate

58%

7 on autopay

+6% vs last month

Upcoming Appointments

Patient	Appointment	Wallet	Autopay	Risk	Balance	Actions
Maria Gonzalez ACC-10041	Jul 8 9:00 AM	None	Off	At Risk	$412.50	View
James Whitmore ACC-10042	Jul 9 11:30 AM	CC only	Off	At Risk	$890.00	View
Sandra Lee ACC-10043	Jul 10 2:00 PM	CC + ACH	Autopay On	Watch	$75.00	View
David Kim ACC-10044	Jul 11 10:00 AM	CC + ACH	Autopay On	Good	—	View
Robert Tanaka ACC-10045	Jul 8 8:30 AM	None	Off	At Risk	$225.00	View
Priya Sharma ACC-10046	Jul 12 3:30 PM	CC + ACH	Autopay On	Good	—	View
Carlos Rivera ACC-10047	Jul 9 1:00 PM	None	Off	Watch	$155.00	View
Angela Foster ACC-10048	Jul 14 9:30 AM	CC + ACH	Autopay On	Good	—	View
Thomas Grant ACC-10049	Jul 8 10:30 AM	CC only	Off	At Risk	$540.00	View
Fatima Hassan ACC-10050	Jul 11 12:00 PM	ACH only	Autopay On	Watch	$110.00	View
Michael Torres ACC-10051	Jul 10 4:00 PM	CC + ACH	Autopay On	Good	—	View
Lisa Nguyen ACC-10052	Jul 14 11:00 AM	CC only	Autopay On	Watch	—	View

ACC-10041

At Risk

Jul 8 · 9:00 AMNone

Balance: $412.50

ACC-10042

At Risk

Jul 9 · 11:30 AMCC only

Balance: $890.00

ACC-10043

Watch

Jul 10 · 2:00 PMCC + ACH

Balance: $75.00

ACC-10044

Good

Jul 11 · 10:00 AMCC + ACH

ACC-10045

At Risk

Jul 8 · 8:30 AMNone

Balance: $225.00

ACC-10046

Good

Jul 12 · 3:30 PMCC + ACH

ACC-10047

Watch

Jul 9 · 1:00 PMNone

Balance: $155.00

ACC-10048

Good

Jul 14 · 9:30 AMCC + ACH

ACC-10049

At Risk

Jul 8 · 10:30 AMCC only

Balance: $540.00

ACC-10050

Watch

Jul 11 · 12:00 PMACH only

Balance: $110.00

ACC-10051

Good

Jul 10 · 4:00 PMCC + ACH

ACC-10052

Watch

Jul 14 · 11:00 AMCC only

Automation Activity

AI

Nudge

Behavior-based reminder triggered — email opened, no action taken

James Whitmore · 5 minutes ago

Automation

Autopay scheduled for $75.00 via ACH ••7712

Sandra Lee · 18 minutes ago

Payment

Autopay processed successfully — $50.00 via Visa ••8823

Priya Sharma · 42 minutes ago

Outreach

Wallet update link sent via SMS — expired card on file

Carlos Rivera · about 1 hour ago

Nudge

3rd outreach attempt — no response. Flagged for desk follow-up.

Robert Tanaka · about 2 hours ago

Top At-Risk

James Whitmore

CC only, no ACH

Thomas Grant

Surprise denial created $540 balance

Maria Gonzalez

No wallet on file

Robert Tanaka

No wallet

Recently Enrolled

These patients set up autopay this week.

David Kim

Autopay On

Priya Sharma

Autopay On

Angela Foster

Autopay On