Revenue Health Today
Upcoming appointments · July 8 – 14, 2025
83%
10 of 12 patients
+4% vs last month
42%
5 with CC + ACH
+2% vs last month
4
Missing wallet or 60d+ balance
Needs attention
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 | |
| James Whitmore ACC-10042 | Jul 9 11:30 AM | CC only | Off | At Risk | $890.00 | |
| Sandra Lee ACC-10043 | Jul 10 2:00 PM | CC + ACH | Autopay On | Watch | $75.00 | |
| David Kim ACC-10044 | Jul 11 10:00 AM | CC + ACH | Autopay On | Good | — | |
| Robert Tanaka ACC-10045 | Jul 8 8:30 AM | None | Off | At Risk | $225.00 | |
| Priya Sharma ACC-10046 | Jul 12 3:30 PM | CC + ACH | Autopay On | Good | — | |
| Carlos Rivera ACC-10047 | Jul 9 1:00 PM | None | Off | Watch | $155.00 | |
| Angela Foster ACC-10048 | Jul 14 9:30 AM | CC + ACH | Autopay On | Good | — | |
| Thomas Grant ACC-10049 | Jul 8 10:30 AM | CC only | Off | At Risk | $540.00 | |
| Fatima Hassan ACC-10050 | Jul 11 12:00 PM | ACH only | Autopay On | Watch | $110.00 | |
| Michael Torres ACC-10051 | Jul 10 4:00 PM | CC + ACH | Autopay On | Good | — | |
| Lisa Nguyen ACC-10052 | Jul 14 11:00 AM | CC only | Autopay On | Watch | — |
Automation Activity
AIBehavior-based reminder triggered — email opened, no action taken
James Whitmore · 5 minutes ago
Autopay scheduled for $75.00 via ACH ••7712
Sandra Lee · 18 minutes ago
Autopay processed successfully — $50.00 via Visa ••8823
Priya Sharma · 42 minutes ago
Wallet update link sent via SMS — expired card on file
Carlos Rivera · about 1 hour ago
3rd outreach attempt — no response. Flagged for desk follow-up.
Robert Tanaka · about 2 hours ago
Top At-Risk
Recently Enrolled
These patients set up autopay this week.
David Kim
Autopay OnPriya Sharma
Autopay OnAngela Foster
Autopay On