Weekly Output Report

Full rebuild of the scheduling tool. Rock-Sand-Water methodology engine, three-panel UI, Prisma persistence, stagger auto-resolver. 209 source files, 855 tests.

Interactive modeling tool for office bonus plan structures. Supports scenario comparison and threshold analysis for January 2027 rollout planning.

Interactive analysis of how perio service surcharging affects case acceptance rates. Multi-metric toggles, scenario tabs, and benchmark annotations powered by Chart.js.

Provider-level scoring system powered by Power BI data. 5 of 6 scoring gates live. Entity benchmarks for SGA East, Gen4, and Modis.

Real-time practice pacing tracker. Monitors production velocity against daily and monthly targets across the network.

Network-wide KPI standardization dashboard. Aligns metrics across SGA, Gen4, and Modis entities for consistent executive reporting.

V3 redesign of the office manager daily reporting engine. Rebuilt from OpenClaw migration with new analytics views and report generation.

Sample morning brief output showing daily production targets, schedule overview, and action items for office managers.

Desk research brief on the legal, regulatory, and patient-experience implications of credit card surcharging in dental and healthcare settings. Companion to the perio surcharging dashboard.

Entity-level pricing comparison revealing Gen4 at 96.6% of SGA pricing. Identified $1.2M annual savings opportunity across the network.

Procurement pricing and margin analysis for Curodont product line. Models reimbursement scenarios across payer mix.

Overtime offender identification tool. Office-level and employee-level analysis — pilot scoped to top 25 offices.

Full competitive intelligence report on Aspen Dental and The Aspen Group — market positioning, acquisition strategy, operational model, and implications for SGA.

Insurance billing compliance strategy and pricing/sliding scale development for Curodont. Identified UCCI reimbursement gap ($4 vs $120 list).

Hygiene department growth strategy — reappointment optimization, production per visit targets, and perio conversion benchmarks.

State-by-state compliance reference for non-covered dental services. Legal framework for patient billing and disclosure requirements.

Full 100-point SEO audit covering technical, on-page, local, and content optimization.

AI Engine Optimization audit — how the practice appears in ChatGPT, Gemini, and Perplexity search results.

AEO audit for the second New Horizons location — separate brand and web presence.

AI search visibility audit for the Springfield practice.

Content gap analysis identifying topics where New Horizons has zero AI search visibility — prioritized opportunities for content creation.

AI search visibility audit for the Rossville practice.

Executive presentation demonstrating AI platform capabilities for operations leadership team.

Enterprise deployment documentation for Claude Code across SGA — architecture, security model, and team onboarding.

Step-by-step guide for setting up AI email assistance at Dr. Fields' office — pilot implementation documentation.