Daily source data

Data intake

Load accepted but unbooked treatment so Opal can match patient demand to schedule capacity. Re-imports are idempotent.

Populate the demo

Fictional treatment and consent data.

Load the prepared pilot dataset to see schedule opportunities, office approvals, active follow-up, and attributed bookings.

Paste a treatment export

Normalized CSV format for the prototype.

CSV data

Expected columns

first_name,phone,provider,procedure_category,plan_value,allowed_amount,presented_date,payer_name,plan_type,sms_consent,do_not_contact,deductible_remaining,annual_max_remaining,months_since_last_service,benefits_as_of

Schedule context

Provider, procedure, duration, and plan value.

Patient eligibility

Accepted treatment, consent, and contact status.

Safe by default

No duplicate outreach and no unapproved sends.