Pilot configuration
Practice rules
The rules Opal uses to coordinate the schedule, choose outreach, and escalate exceptions. Read-only in this demo.
Operating cadence
What the coordinator owns beyond today's schedule.
Daily
Run the schedule
Prepare goal variances, ingest yesterday's unscheduled treatment, fill same-day and next-day gaps, handle calls, and close unresolved items.
Weekly
Audit and build ahead
Set the week Monday, audit accuracy Tuesday, work growth Wednesday, prepare next week Thursday, then review cancellations and trends Friday.
Monthly
Reset goals and lists
Review Sunbit history, remaining benefits, predeterminations, provider goal pacing, working days, and next month's APD targets.
Schedule guardrails
Applied before Opal recommends a move.
Prioritize Column 1
Fill and protect Column 1 before optimizing later columns.
Fill 8:00 AM first
Work the earliest productive opening before later gaps.
Follow provider templates
Respect appointment length, column, and doctor-specific exceptions.
Protect approved exceptions
Appointments marked 'Dr. X approved' are not moved or adjusted.
Place limited exams strategically
Maximize same-day treatment opportunity; avoid pre-lunch and end-of-day placement.
Pair visits deliberately
When possible, pair unproductive visits with production without weakening Column 1.
Keep decisions visible in Teams
Route office focus, schedule questions, and exceptions through the shared chat.
Provider templates
Rules remain specific to each doctor.
| Provider | Column 1 block | Key exception |
|---|---|---|
| Dr. Shah | 90 min | No surgery after 4 PM |
| Dr. Okafor | 75 min | Protect 8 AM restorative |
| Dr. Reyes | 90 min | Limited exams in overflow |
Patient outreach
How approved messages are prepared and sent.
- Sender
- James at Cary Smiles
- Tone
- Matter-of-fact and influential
- Booking action
- Reply to book, with phone fallback
- Follow-up cadence
- Every 48 hours
- Minimum plan value
- $150
Pilot controls
Non-negotiable human and data safeguards.
- Office approval required before every patient message.
- Clinical questions route back to the provider or office.
- Consent and do-not-contact state checked before drafting.
- Demo contains fictional data only and processes no PHI.