What you're looking at
This is a demo of Bizelate running for a real type of business. The data shown is realistic — the kind of information Bizelate reads from the software a business already uses (like QuickBooks, Jobber, and Google). Bizelate found three things that need attention today, explained why they matter, and suggested what to do. In a real setup, this would be your actual business data.
RED = needs your attention now
YELLOW = keep an eye on this
BLUE = opportunity spotted
GREEN = everything normal here
Try it: Click any issue to see the full detail — what changed, why it matters, and what to do.
Ask a question: Use the Ask Bizelate box to ask anything about this business.
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Desert Bloom Dental
Live awareness
Chandler, AZ · Founded 2014 · 3 dentists · 18 staff · Professional Services → Dental Practice package · 9 active adapters
Set up my practice →
SAME MERCURY CORE · DIFFERENT INDUSTRY PACKAGE · Professional Services → Dental Practice
Also see: Tile & Stone →
Today · Sunday, Aug 30
4 things need your attention today.
Two are revenue risks, one is a patient retention issue, one is an opportunity. Chair utilization, collections, and reputation are all within range.
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Money
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Schedule
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Patients
Growth
Team
Reputation
Needs Attention
HIGH Collections · Detected via Dentrix + insurance clearinghouse
$38,200 in insurance claims unpaid past 45 days
14 claims across Delta Dental and BCBS AZ are past 45 days with no payment or denial. Largest: $8,400 for full-mouth reconstruction (Dr. Patel, patient Martinez). Average claim age: 52 days. Industry benchmark for clean claim payment is 21 days. These claims likely need follow-up or resubmission.
$38,200
unpaid claims
MERCURY RECOMMENDATION
Call Delta Dental and BCBS AR lines today for the 6 largest claims ($24,800). Resubmit claims older than 60 days — they may have been lost. The Martinez claim likely needs a narrative attachment for medical necessity. Bizelate can generate the follow-up call list with claim numbers and amounts.
HIGH Patient retention · Detected via Dentrix + recall system
47 active patients are 90+ days overdue for recall — reactivation window closing
47 patients with active treatment plans haven't scheduled their 6-month recall. Average production per recall visit: $340. Window to reactivate before patients seek another provider: typically 120 days. 12 of these patients are overdue for perio maintenance — higher urgency clinically and financially.
$15,980
recall revenue at risk
MERCURY RECOMMENDATION
Send recall texts to all 47 patients today — your recall response rate is 34% within 48 hours. Prioritize the 12 perio patients for phone outreach. Bizelate can generate the recall message and the prioritized call list segmented by last visit date and treatment urgency.
MEDIUM Schedule · Detected via Dentrix + Google Calendar
Dr. Chen has 6 open chair hours Tuesday — below 78% utilization target
Tuesday schedule shows 6 open slots across Dr. Chen's chair. Your utilization target is 78% — Tuesday is tracking at 61%. Two patients cancelled Friday with no fill. At Dr. Chen's average hourly production of $420, this represents $2,520 in potential unproduced revenue.
$2,520
unscheduled production
MERCURY RECOMMENDATION
8 patients are on your short-call list with pending treatment. 3 of them match Tuesday morning availability. Bizelate can text them now — your short-call fill rate is 41% within 2 hours. Also: 2 new patient inquiries from this week haven't been scheduled — Tuesday is ideal.
OPPORTUNITY Growth · Detected via Google Trends + local search + patient financing data
Implant searches up 28% in Chandler — your case acceptance rate has room to grow
Local searches for "dental implants Chandler" are 28% above your 90-day baseline. Your implant case acceptance rate is 34% — industry benchmark is 52%. 11 patients have been presented an implant treatment plan in the last 60 days and have not accepted. CareCredit pre-approval rate in your zip code is 71%.
+28%
implant demand
MERCURY RECOMMENDATION
Follow up with the 11 unaccepted implant cases — lead with CareCredit financing options (avg monthly payment $187 for single implant). Your conversion rate doubles when financing is offered proactively. Bizelate can also draft a Google Ads campaign targeting implant searches in Chandler/Gilbert — estimated $600 spend, 8-12 qualified new patient inquiries.
Ask Bizelate
Pattern Detection · Last 90 Days
Monday cancellation rate 2.4x higher than other days
Monday cancellations: 22% · Tue-Fri average: 9% · Estimated monthly production lost: $6,800
22%
Dr. Patel highest production per hour
Dr. Patel: $580/hr · Dr. Chen: $420/hr · Dr. Ruiz: $390/hr · Patel runs 18% fewer cancellations
$580/hr
New patient flow from Google highest in practice history
18 new patients from Google this month vs 11 average · 4.9★ review average driving conversion
+64%
Insurance write-offs trending up — fee schedule review needed
Write-off rate: 18.4% vs 14.2% last year · Delta Dental fee schedule not updated since 2023
+4.2%
Practice Snapshot
Monthly production $124,800
vs last month -4.2%
Collections rate 91.4%
Target collections rate 98%
Chair utilization 71%
Target utilization 78%
Active patients 1,847
New patients (month) 18
AR over 90 days $38,200
Google rating 4.9 ★ (214 reviews)
Active Adapters · 9 connected
Dentrix
Patients · Production · Schedule
Insurance clearinghouse
Claims · AR · Write-offs
Google Business
Reviews · Search · New patients
CareCredit / Sunbit
Financing · Case acceptance
Recall system (Lighthouse)
Recall · Reactivation · Response
Google Ads
Campaigns · New patient leads
QuickBooks
Payroll · Expenses · P&L
Yelp / Healthgrades
Reviews · Reputation
Local market data
Demand · Search · Competition
Any data source can become an adapter — your supply vendor, lab portal, specialist referral system, staff scheduling tool, or any software your practice uses. If the data exists, Bizelate can watch it.
Bizelate Impact · Last 90 Days
AR recovered $24,600
Patients reactivated 31
Same-day fill rate 41%
Implant cases accepted 4 of 11 follow-ups
Admin hours saved 22 hrs
Same Platform · Different Industry
Mercury Core is the same engine underneath. The Dental Practice package teaches it what production, chair utilization, AR, and patient retention mean for a dental office.
TILE & STONE → Jobs, Crews, Estimates, Materials
DENTAL PRACTICE → Chairs, Providers, Recalls, Claims
Same engines. Different vocabulary. Different policies.
View Tile & Stone demo →
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