Dental group sample report: where the time goes, and the agents that could give some of it back
Riverbend's 22 measured people spend about 53 hours a week on 11 repeated procedures that mostly move patient and insurance information between programs. 10 read-only agents could take an estimated 21 to 31 of those hours.
Assessment window10 business daysObserved
Sample scope22 people · 22 machines · 4 teamsSites: Main Street office · Millbrook office · Cedar Falls officeObserved
Prepared byAutomated Edge
Not measured: Dentists and hygienists work on the operatory computers in the treatment rooms. Those computers were not measured, so this report covers the front office, billing and management only.
53 h/wkspent on 11 repeated procedures todayObserved
21 to 31 h/wk10 agents could take, by reading and preparingEstimate
1,807/wktimes information is copied by hand between programsObserved
automatededge
Edgerton / Assessment
The current picture
Where things stand now.
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
F1Observed
People are the connection between the programs.
Patient and insurance information is copied by hand from one program to another 1,807 times a week.
Copy-and-paste events between programs, counted across 22 computers: how many, and from which program to which.Explore the record ↗
F2Observed
The front desk rarely gets a quiet stretch.
A typical uninterrupted stretch at the front desk is 6 minutes. Across the group, people change windows about 133 times a day.
The repeated procedures in the catalogue add up to about 53 hours a week across the three locations.
Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗
F4Observed
Insurance work runs through the payer portals.
Checking eligibility, chasing claim status and posting EOBs take about 21.6 hours a week, most of it moving between payer portals and the practice management system.
Patients fill in a form, then the front desk types it into the practice management system: 70 forms a week across the three offices.
The same procedure seen on 8 computers, 420 hand copies a week.Explore the record ↗
F6Observed
Recall is run from spreadsheets.
The front desk works 110 recall contacts a week from a spreadsheet per location, and 1 in 8 goes to a patient who already has an appointment booked.
Recall spreadsheet entries compared with the schedule in the practice management system on the same day.Explore the record ↗
F7Observed
Write-off approvals wait for a free moment.
Office managers approve about 30 write-offs and adjustments a week, from email and paper, each location to its own threshold.
Adjustment requests and approvals by time of day, on four computers.Explore the record ↗
F8ObservedFrom you
A few programs nobody signed off on.
5 programs in use are not on the group's official list, including a free PDF editor on three computers. One computer still runs Windows 10.
Programs seen in use, compared with the list the group gave us; operating system per computer.Explore the record ↗
Share of active time.
Observed
Practice management system
33%
Spreadsheets and documents
23%
Email and messaging
18%
Phones
11%
Payer portals
7%
Patient texting
5%
Clearinghouse
3%
Share of active time across all 22 computers.
Where information is copied by hand.
Observed
1,807 copies a week. The biggest flow is intake forms read as PDFs and typed into the practice management system: 420 a week. Almost every other flow also ends in the practice management system.
PDF reader → Practice management system645 / wk
Payer portals → Practice management system530 / wk
Excel → Patient texting app220 / wk
Outlook → Practice management system110 / wk
Practice management system → Patient texting app80 / wk
Excel → Outlook80 / wk
Practice management system → Word64 / wk
Excel → Practice management system60 / wk
Practice management system → Excel18 / wk
1,702 inside named procedures; 105 outside them.
automatededge
Edgerton / Assessment
Who does the work
Teams. Different rhythms.
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
Front Desk
8 people · 8 machines Observed
Check-in, scheduling, confirmations, recall and new-patient paperwork. Busy from the first patient; paperwork is fitted between check-ins.
7am5pm
Clinical coordinators
5 people · 5 machines Observed
Treatment plan follow-up and referrals. Follow-up calls cluster in the afternoon, once the morning patients are through.
7am5pm
Billing
5 people · 5 machines Observed
Insurance eligibility, claims and payment posting. Payer portals all morning; posting and tomorrow's eligibility in the afternoon.
7am5pm
Office managers
4 people · 4 machines Observed
Running each location, approvals and the group's numbers. Spread across the day, with approvals and email picking up after 3pm.
7am5pm
automatededge
Edgerton / Assessment
Your procedures
Name the repeated work.
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
11 procedures · 53.1 hours a week · 212 hours a month Observed
S01 · BillingChecking insurance eligibility for tomorrow's patients140 runs / wk · 9.3 h / wk ⌄
140 / week560 / month
4 min / run9.3 h / week · 37.3 h / month
3 copies / run420 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findOpen tomorrow's schedule and the patient's insurancePractice management system
findCheck eligibility and benefits on the payer's portalPayer portals
enterRecord coverage and remaining benefits in the patient's accountPractice management system
Systems touched
Payer portals · Practice management system
Who does it
38 of 140 runs / wk
38 of 140 runs / wk
37 of 140 runs / wk
9 of 140 runs / wk
9 of 140 runs / wk
9 of 140 runs / wk
Where it breaks
Checked one patient at a time, payer by payer, the afternoon before.
Each payer has its own portal and login; four or more portals were open on most mornings.
Proposed agent
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and remaining benefits for each.
Stays with people: Checking the flags and recording coverage in the patient's account.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S02 · BillingClaim status checks on payer portals55 runs / wk · 5.5 h / wk ⌄
55 / week220 / month
6 min / run5.5 h / week · 22 h / month
2 copies / run110 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findPull the list of claims older than 30 daysPractice management system
findLook up each claim on the payer's portal or the clearinghousePayer portals
enterNote the status on the claimPractice management system
Systems touched
Payer portals · Practice management system
Who does it
17 of 55 runs / wk
17 of 55 runs / wk
16 of 55 runs / wk
5 of 55 runs / wk
Where it breaks
The aging list is exported and worked from a printout on Tuesdays and Thursdays.
Some payers show status on their portal and others through the clearinghouse, so the same check starts in two places.
Proposed agent
Claims Status Check · Looks up every claim older than 30 days on the payer's portal or the clearinghouse.
Stays with people: Following up with the payer and noting the status on the claim.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findDownload the EOB from the clearinghouseClearinghouse
prepareMatch each line to its claimPDF reader
enterPost the payment and adjustments to the ledgerPractice management system
Systems touched
Clearinghouse · PDF reader · Practice management system
Who does it
34 of 45 runs / wk
6 of 45 runs / wk
5 of 45 runs / wk
Where it breaks
Paper EOBs still arrive from some payers and are scanned before posting.
Underpayments are noted in a personal spreadsheet and passed to the office manager on paper.
Proposed agent
EOB Prep · Matches each line of an EOB to its claim, ready for posting.
Stays with people: Posting the payment and adjustments to the ledger.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S04 · Front DeskConfirming tomorrow's appointments80 runs / wk · 4 h / wk ⌄
80 / week320 / month
3 min / run4 h / week · 16 h / month
1 copies / run80 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findPull tomorrow's patients who have not confirmedPractice management system
sendCall or text each patientPatient texting app
Systems touched
Patient texting app · Practice management system
Who does it
6 of 80 runs / wk
13 of 80 runs / wk
13 of 80 runs / wk
6 of 80 runs / wk
12 of 80 runs / wk
12 of 80 runs / wk
6 of 80 runs / wk
12 of 80 runs / wk
Where it breaks
Automatic reminder texts go out, but the replies are checked against the schedule by hand.
Worked in the gaps between patients, so often finished after 4pm.
Proposed agent
Patient Contact Lists · Builds each morning's lists of unconfirmed and overdue-recall patients, with anyone already booked taken off.
Stays with people: Calling or texting each patient.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S05 · Front DeskWorking the recall list110 runs / wk · 5.5 h / wk ⌄
110 / week440 / month
3 min / run5.5 h / week · 22 h / month
2 copies / run220 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findExport patients overdue for their cleaningPractice management system
prepareMark up the list in the recall spreadsheetExcel
sendCall or text the patientPatient texting app
Systems touched
Excel · Patient texting app · Practice management system
Who does it
19 of 110 runs / wk
19 of 110 runs / wk
18 of 110 runs / wk
18 of 110 runs / wk
18 of 110 runs / wk
6 of 110 runs / wk
6 of 110 runs / wk
6 of 110 runs / wk
Where it breaks
1 in 8 recall contacts went to a patient who already had an appointment booked.
Each location keeps its own recall spreadsheet; outcomes are typed back into the practice management system at the end of the day.
Proposed agent
Patient Contact Lists · Builds each morning's lists of unconfirmed and overdue-recall patients, with anyone already booked taken off.
Stays with people: Calling or texting each patient.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S06 · Clinical coordinatorsTreatment plan follow-up40 runs / wk · 4 h / wk ⌄
40 / week160 / month
6 min / run4 h / week · 16 h / month
2 copies / run80 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findList accepted treatment plans with no appointmentPractice management system
findCheck the patient's estimate and remaining benefitsPractice management system
prepareUpdate the follow-up trackerExcel
sendCall or email the patientOutlook
Systems touched
Excel · Outlook · Practice management system
Who does it
11 of 40 runs / wk
11 of 40 runs / wk
11 of 40 runs / wk
4 of 40 runs / wk
3 of 40 runs / wk
Where it breaks
Each coordinator keeps their own tracker, so a patient seen at two locations can be on two lists.
Follow-up happens in bursts at the end of the week.
Proposed agent
Treatment Follow-up List · Lists accepted treatment plans with no appointment, from each plan's status and estimate. It does not read clinical notes.
Stays with people: The conversation with the patient.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S07 · Front DeskEntering new-patient intake forms70 runs / wk · 7 h / wk ⌄
70 / week280 / month
6 min / run7 h / week · 28 h / month
6 copies / run420 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findOpen the new patient's form from the front-desk mailboxOutlook
prepareRead the contact and insurance sectionsPDF reader
enterType them into the patient's recordPractice management system
Systems touched
Outlook · PDF reader · Practice management system
Who does it
7 of 70 runs / wk
10 of 70 runs / wk
10 of 70 runs / wk
7 of 70 runs / wk
10 of 70 runs / wk
10 of 70 runs / wk
6 of 70 runs / wk
10 of 70 runs / wk
Where it breaks
Forms arrive as PDFs or on paper and are typed in between check-ins.
The insurance card and the form are opened side by side to type the subscriber details.
Proposed agent
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Stays with people: Checking the details and entering them in the patient record.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S08 · Clinical coordinatorsReferral letters to specialists16 runs / wk · 3.2 h / wk ⌄
16 / week64 / month
12 min / run3.2 h / week · 12.8 h / month
4 copies / run64 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findLook up the patient's contact and insurance detailsPractice management system
prepareFill in the referral templateWord
sendEmail the letter to the specialist's officeOutlook
Systems touched
Outlook · Practice management system · Word
Who does it
8 of 16 runs / wk
5 of 16 runs / wk
3 of 16 runs / wk
Where it breaks
Letters start from the last one sent, so the previous patient's details have to be cleared each time.
Specialists' addresses are kept in a separate spreadsheet at each location.
Proposed agent
Referral Letter Prep · Fills in the referral template with the patient's contact and insurance details and the specialist's address.
Stays with people: The clinical reason, the dentist's sign-off and sending the letter.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S09 · Front DeskSchedule changes from voicemail and email65 runs / wk · 4.3 h / wk ⌄
65 / week260 / month
4 min / run4.3 h / week · 17.3 h / month
1 copies / run65 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findRead the request in the shared voicemail and email inboxOutlook
findFind an open slot with the patient's providerPractice management system
enterMove the appointmentPractice management system
Systems touched
Outlook · Practice management system
Who does it
9 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
8 of 65 runs / wk
Where it breaks
Voicemails arrive in the shared inbox as emails; the overnight backlog is worked before the first patient.
The same message was sometimes opened by two people at the same location.
Proposed agent
Reschedule Prep · Reads each schedule-change request and finds the open slots that fit.
Stays with people: Choosing the slot, moving the appointment and confirming with the patient.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S10 · Office managersApproving write-offs and adjustments30 runs / wk · 2 h / wk ⌄
30 / week120 / month
4 min / run2 h / week · 8 h / month
0 copies / run0 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findRead the adjustment request from billingOutlook
findOpen the patient's ledgerPractice management system
decideApprove or return the adjustmentPractice management system
Systems touched
Outlook · Practice management system
Who does it
9 of 30 runs / wk
9 of 30 runs / wk
9 of 30 runs / wk
3 of 30 runs / wk
Where it breaks
Requests arrive by email and on paper, so approvals wait until the manager is back at a computer.
Each location approves to its own dollar threshold.
Proposed agent
Adjustments Queue · Keeps one list per location of write-offs and adjustments waiting for approval.
Stays with people: Every approval.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
S11 · Office managersWeekly production and collections report3 runs / wk · 1.5 h / wk ⌄
3 / week12 / month
30 min / run1.5 h / week · 6 h / month
6 copies / run18 copies / week
Observed Observed runs and median minutes; month = 4 working weeks.
Steps observed
findExport production, collections and recall reports for a locationPractice management system
prepareMerge them into the owners' spreadsheetExcel
sendEmail the report to the ownersOutlook
Systems touched
Excel · Outlook · Practice management system
Who does it
3 of 3 runs / wk
Where it breaks
Built from three exports per location, every Monday.
The owners ask follow-up questions by email through the week, answered from the same exports.
Proposed agent
Weekly Numbers · Builds the weekly production and collections report for each location and the group.
Stays with people: Checking it and sending it.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
automatededge
Edgerton / Assessment
The proposed agents
One agent per job.
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
A1
Billing · proposed read-only agent
Eligibility Prep
Checks tomorrow's patients against their payer's portal and lays out coverage and remaining benefits for each.
Reads
Practice management systemBuilt with you
Payer portalsBuilt with you
Produces in Switchboard
An eligibility sheet for tomorrow's schedule, with inactive coverage and low remaining benefits flagged first.
Stays with people
Checking the flags and recording coverage in the patient's account.
Keeps one list per location of write-offs and adjustments waiting for approval.
Reads
Microsoft 365Standard connection
Practice management systemBuilt with you
Produces in Switchboard
An approvals list with the ledger balance and billing's reason next to each request.
Stays with people
Every approval.
Procedures
People it could help
EstimateNot sizedThe gain is order and completeness, not time: an office manager still approves every write-off. What changes is that no request waits on paper.See method ↗
A10
Office managers · proposed read-only agent
Weekly Numbers
Builds the weekly production and collections report for each location and the group.
Reads
Practice management systemBuilt with you
Microsoft 365Standard connection
Produces in Switchboard
The owners' report, ready to check, and answers to follow-up questions from the same figures.
One connection does most of the work: 9 of the 10 agents need the practice management system.
System
What it holds
Connection status
Needed by
Microsoft 365
Email, the shared voicemail inbox, Excel, Word, Teams, files
Standard connectionA connection we already support.
5 agents
Practice management system
Schedule, patient accounts, insurance, claims, the ledger
Built with youNot a standard connection today. Many dental systems limit third-party access, so it is scoped with you using the vendor's supported access.
9 agents
Payer portals
Eligibility, benefits and claim status
Built with youNot a standard connection today. Scoped portal by portal, subject to each payer's terms.
2 agents
Clearinghouse
Claim status, EOBs and remittances
Built with youNot a standard connection today. Depends on the clearinghouse's supported access.
2 agents
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
29 programs in use ·24 on the official list ·5 not on the list ObservedFrom you
How the system learns the business.
An agent is only useful if it knows how Riverbend works. The assessment is where that starts.
1 / Connect
Connect
We connect the systems the agents need to read, with the access you agree.
Microsoft 365
The practice management system, through the vendor's supported access
The payer portals the billing team uses
The clearinghouse
2 / Create the skills and context
Create the skills and context
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
One skill for each of the 11 procedures in the catalogue
Context: locations, providers, payers, fee schedules and each location's adjustment threshold
The referral template and one specialist list for all three locations
3 / Train
Train
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
A session per team: Front Desk, Clinical coordinators, Billing, Office managers
Sessions at each location, fitted around the patient schedule
Agents run on EdgeKeeper, the dedicated server we manage
automatededge
Edgerton / Assessment
Estimates / the business case
Time back, with the method visible.
Estimated time is capacity your team gets back, not guaranteed cash savings.
Today Observed53.1 h / wk
Agents could take Estimate21–31 h / wk
Across 48 working weeks Estimate990–1,470 h / year
Agent
Today h/wk
Could take h/wk
Year hours
Eligibility Prep
9.3
2.8–4.7
130–220
Claims Status Check
5.5
1.6–2.8
80–130
EOB Prep
6.8
2–3.4
100–160
Patient Contact Lists
9.5
5.7–7.6
270–360
Treatment Follow-up List
4
2.4–3.2
120–150
Intake Form Reader
7
2.1–3.5
100–170
Referral Letter Prep
3.2
1.9–2.6
90–120
Reschedule Prep
4.3
1.3–2.2
60–100
Adjustments Queue
2
Not sized
Not sized
Weekly Numbers
1.5
0.9–1.2
40–60
Total
53.1
21–31
990–1,470
Estimate Value of time, not cash savings or ROI
Current procedure time: $115,000 / year
Proposed agent time back: $45,000–$66,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Where the estimated time sits.
Estimate
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
Front Desk
9.6–13.8 h / wk
Clinical coordinators
4.4–5.8 h / wk
Billing
6.1–10.1 h / wk
Office managers
0.9–1.2 h / wk
The method
For each procedure, multiply the runs a week by the typical minutes a run. That gives hours a week today.
Classify each procedure by its last step. Read and report: the result is an update or reply a person sends. Read, then enter: the result is typed into a system. Decide: the result is an approval.
Assume an agent takes 60% to 80% of a read-and-report procedure and 30% to 50% of a read-then-enter procedure. Decide procedures get no hours. The rest stays with a person: checking, deciding, entering and sending.
Multiply by 48 working weeks for a year, and by $45 an hour for a value. Both are placeholders you can change.
Not counted
Adjustments Queue: the gain is timing, not time.
105 hand copies a week that happen outside the named procedures.
Time lost to constant window changes. It is real, but an agent does not fix it directly.
The entering and sending that stays with people: about 22 to 32 hours a week. Removing it means a build that writes to your systems, scoped with you and a business case.
Any cost. This is the value of time, not a return on investment. The proposal sets it against the cost to build and run.
automatededge
Edgerton / Assessment
What happens next
Check the work together.
1 / NEXT
Walk through this report together
We check the procedures and the numbers with the people who do the work.
2 / NEXT
Proposal
Connections, agents, price and date, with the estimated time set against the cost.
3 / NEXT
Decide
Go ahead, start smaller, or stop here. The report is yours to keep either way.
How we measured
10 business days across 22 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: Dentists and hygienists work on the operatory computers in the treatment rooms. Those computers were not measured, so this report covers the front office, billing and management only.
The measurement data is Riverbend's. It is deleted five business days after this report is delivered.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Individual work patterns
People behind the process.
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
22 of 22 people
Person record From you
Tamara Ellison
Front Desk Lead · Front Desk · Main Street office
Active / day Observed7.5 h
Window changes / day Observed140
Quiet stretch Observed6 min
Usual hours Observed
7:30am to 4:30pm
After-hours activity Observed
3%
Meetings / week Observed
1 h
Procedure time / week Observed
1.9 h
Programs / active time Observed
Practice management system
35%
Phone app
20%
Patient texting app
11%
Outlook
15%
PDF reader
12%
Excel
7%
Procedures / this person’s runs Observed
6 of 80 runs / wk
6 of 110 runs / wk
7 of 70 runs / wk
9 of 65 runs / wk
Machines Observed
Agents that could help Estimate
Patient Contact Lists · Builds each morning's lists of unconfirmed and overdue-recall patients, with anyone already booked taken off.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Reschedule Prep · Reads each schedule-change request and finds the open slots that fit.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine context
A closer look at each machine.
Choose a machine to see its assigned person, activity, applications and health context.
22 of 22 machines
Machine record Observed
RDG-FD-01
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 4:30pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Practice management system · Phone app · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Complete record appendix
People and machines.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
People
Person record / Appendix From you
Tamara Ellison
Front Desk Lead · Front Desk · Main Street office
Active / day Observed7.5 h
Window changes / day Observed140
Quiet stretch Observed6 min
Usual hours Observed
7:30am to 4:30pm
After-hours activity Observed
3%
Meetings / week Observed
1 h
Procedure time / week Observed
1.9 h
Programs / active time Observed
Practice management system
35%
Phone app
20%
Patient texting app
11%
Outlook
15%
PDF reader
12%
Excel
7%
Procedures / this person’s runs Observed
6 of 80 runs / wk
6 of 110 runs / wk
7 of 70 runs / wk
9 of 65 runs / wk
Machines Observed
Agents that could help Estimate
Patient Contact Lists · Builds each morning's lists of unconfirmed and overdue-recall patients, with anyone already booked taken off.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Reschedule Prep · Reads each schedule-change request and finds the open slots that fit.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machines
Machine record / Appendix Observed
RDG-FD-01
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 4:30pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Practice management system · Phone app · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-02
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.6 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
Practice management system · Phone app · Patient texting app
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups warnservices good
Risks / review needed Review needed
No recent backup seen during the window.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-03
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.6 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Practice management system · Phone app · Patient texting app
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A free PDF editor.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-04
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Practice management system · Patient texting app · Phone app
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-05
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed7.8 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Practice management system · Phone app · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-06
Desktop · Windows 10 Pro · Millbrook office
Active / day Observed7.8 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
76
Top programs Observed
Practice management system · Phone app · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches criticalbackups goodservices good
Risks / review needed Review needed
Runs Windows 10. Standard support ended in October 2025; check whether it is covered by extended security updates, or plan the upgrade.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-07
Desktop · Windows 11 Pro · Cedar Falls office
Active / day Observed6.9 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7am to 4pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Practice management system · Phone app · Outlook
Programs outside official list ObservedFrom you
A second texting app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A second texting app.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-FD-08
Desktop · Windows 11 Pro · Cedar Falls office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 4:30pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Practice management system · Phone app · Patient texting app
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-CC-01
Desktop · Windows 11 Pro · Main Street office
Active / day Observed6.6 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7:30am to 4:30pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Practice management system · Outlook · Word
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-CC-02
Desktop · Windows 11 Pro · Main Street office
Active / day Observed6.8 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
8am to 4:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Practice management system · Outlook · Word
Programs outside official list ObservedFrom you
A browser extension for screenshots
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A browser extension for screenshots.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-CC-03
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Practice management system · Word · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-CC-04
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed6.8 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
98
Top programs Observed
Practice management system · Outlook · Phone app
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-CC-05
Desktop · Windows 11 Pro · Cedar Falls office
Active / day Observed6.7 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
8am to 4:30pm
Programs in use Observed
11
Health score Observed
Unknown
Top programs Observed
Practice management system · Outlook · Phone app
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk unknownperformance unknownpatches unknownbackups unknownservices unknown
The health check was not switched on for this computer.
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-BIL-01
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.1 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
8am to 5pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Practice management system · Chrome (payer portals) · Clearinghouse
Programs outside official list ObservedFrom you
A personal note-taking app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A personal note-taking app.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-BIL-02
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
8am to 5pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Chrome (payer portals) · Practice management system · Clearinghouse
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A free PDF editor.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-BIL-03
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed1%
Used by From you
Usual hours Observed
7:30am to 4:30pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Practice management system · Chrome (payer portals) · Clearinghouse
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-BIL-04
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.1 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
8am to 4:30pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
Chrome (payer portals) · Practice management system · Clearinghouse
Programs outside official list ObservedFrom you
A free PDF editor
Health domains Observed
disk warnperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
Less than 15% disk space left; scanned EOBs are saved locally before posting.
1 program not on Riverbend's official list: A free PDF editor.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-BIL-05
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed7.5 h
Idle share Observed14%
After-hours share Observed2%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
96
Top programs Observed
Chrome (payer portals) · Practice management system · Clearinghouse
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-OM-01
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.2 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7am to 5pm
Programs in use Observed
11
Health score Observed
99
Top programs Observed
Practice management system · Outlook · Excel
Programs outside official list ObservedFrom you
A personal file-sync app
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
1 program not on Riverbend's official list: A personal file-sync app.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-OM-02
Desktop · Windows 11 Pro · Main Street office
Active / day Observed7.7 h
Idle share Observed14%
After-hours share Observed5%
Used by From you
Usual hours Observed
7am to 5:30pm
Programs in use Observed
11
Health score Observed
97
Top programs Observed
Outlook · Practice management system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-OM-03
Desktop · Windows 11 Pro · Millbrook office
Active / day Observed7 h
Idle share Observed14%
After-hours share Observed4%
Used by From you
Usual hours Observed
7:30am to 5:30pm
Programs in use Observed
11
Health score Observed
100
Top programs Observed
Practice management system · Excel · Outlook
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches goodbackups goodservices good
Risks / review needed Review needed
No specific risk recorded.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
RDG-OM-04
Desktop · Windows 11 Pro · Cedar Falls office
Active / day Observed7.9 h
Idle share Observed14%
After-hours share Observed3%
Used by From you
Usual hours Observed
7:30am to 5pm
Programs in use Observed
11
Health score Observed
89
Top programs Observed
Outlook · Practice management system · Excel
Programs outside official list ObservedFrom you
None recorded.
Health domains Observed
disk goodperformance goodpatches warnbackups goodservices good
Risks / review needed Review needed
Security updates waiting more than 30 days.
Sample report. Riverbend Dental Group is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Find out where your team's time goes.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.