Pre-Engagement Diagnostic

HAPI Dental Services (internal demo DSO) — Pre-Engagement Diagnostic

Prepared by Cyberiad.AI · 2026-08-17
This analysis used only aggregate, de-identified operational data provided by your practice management system's own reporting tools. No patient-level information was accessed, transmitted, or stored at any point, and no Business Associate Agreement was required to produce this report.
This analysis includes only the no-query tier (aggregate PMS report/API data). Denial rate, first-pass acceptance rate, and denial-reduction recovery are not yet included -- see the unlock section below for what would produce them.

Executive Summary

Total estimated recoverable revenue (annualized range) $11,628.97 – $40,701.43 (expected $23,257.96)

Findings by dollar impact

  1. Aged AR Recovery — All locations — $11,628.98 – $40,701.42 (expected $23,257.96)
  2. Aged AR Recovery — HAPI Dental - Riverside — $5,227.45 – $18,296.09 (expected $10,454.91)
  3. Aged AR Recovery — HAPI Dental - Westside — $3,214.15 – $11,249.54 (expected $6,428.31)
  4. Aged AR Recovery — HAPI Dental - Downtown — $3,187.37 – $11,155.80 (expected $6,374.74)

Notable Variance

AR over 90 days variance — HAPI Dental - Riverside

HAPI Dental - Riverside's ar over 90 days is 74.9%, versus 58.5% for the rest of the group (27.9% relative deviation).

Benchmark

Compared against this prospect's other locations (peer average), not an external benchmark.

Recommended mechanism

Investigate the operational difference driving this variance (staffing, process, payer mix, coding practices) before committing to a specific remediation -- this finding identifies where to look, not yet why.

Provenance

Source: a live API connection.

Findings

Aged AR Recovery — All locations

Aged AR (over 90 days): $116,289.78.

$11,628.98 – $40,701.42 (expected $23,257.96)
Benchmark

not applicable -- based on the prospect's own aged AR, no peer comparison needed

Arithmetic

$116,289.78 AR aged over 90 days x 10-35% (expected 20%) recovery rate = $11,628.98-$40,701.42 (expected $23,257.96)

Recommended mechanism

Active AR collections outreach (calls, statements, payment plans) targeted at balances aged over 90 days.

Provenance

Source: a live API connection.

Aged AR Recovery — HAPI Dental - Riverside

Aged AR (over 90 days): $52,274.54.

$5,227.45 – $18,296.09 (expected $10,454.91)
Benchmark

not applicable -- based on the prospect's own aged AR, no peer comparison needed

Arithmetic

$52,274.54 AR aged over 90 days x 10-35% (expected 20%) recovery rate = $5,227.45-$18,296.09 (expected $10,454.91)

Recommended mechanism

Active AR collections outreach (calls, statements, payment plans) targeted at balances aged over 90 days.

Provenance

Source: a live API connection.

Aged AR Recovery — HAPI Dental - Westside

Aged AR (over 90 days): $32,141.53.

$3,214.15 – $11,249.54 (expected $6,428.31)
Benchmark

not applicable -- based on the prospect's own aged AR, no peer comparison needed

Arithmetic

$32,141.53 AR aged over 90 days x 10-35% (expected 20%) recovery rate = $3,214.15-$11,249.54 (expected $6,428.31)

Recommended mechanism

Active AR collections outreach (calls, statements, payment plans) targeted at balances aged over 90 days.

Provenance

Source: a live API connection.

Aged AR Recovery — HAPI Dental - Downtown

Aged AR (over 90 days): $31,873.71.

$3,187.37 – $11,155.80 (expected $6,374.74)
Benchmark

not applicable -- based on the prospect's own aged AR, no peer comparison needed

Arithmetic

$31,873.71 AR aged over 90 days x 10-35% (expected 20%) recovery rate = $3,187.37-$11,155.80 (expected $6,374.74)

Recommended mechanism

Active AR collections outreach (calls, statements, payment plans) targeted at balances aged over 90 days.

Provenance

Source: a live API connection.

What Would Unlock More Findings

No query needed

Unscheduled treatment conversion

Send an unscheduled/diagnosed treatment export.

No query needed

Recall reactivation

Send a recall status export (aggregate active/past-due counts, not a patient list).

No query needed

Days in AR

Send both an AR aging export and a production/collections export for the same period.

No query needed

Net collection rate

Send a production and collections export.

No query needed

Adjustment & write-off rate

Send a production and collections export.

No query needed

Write-off variance by payer

Send the PPO Writeoffs Report in group-by-carrier mode.

No query needed

Percent of active patients past due for recall

Send a recall status export (aggregate active/past-due counts, not a patient list).

Requires the SQL query pack

Denial reduction

Run the denial-rate SQL query(ies) (`cyberiad-diagnostic queries emit`) and ingest the result -- no Open Dental report export can produce this.

Requires the SQL query pack

Denial rate

Run the denial-rate SQL query(ies) (`cyberiad-diagnostic queries emit`) and ingest the result -- no Open Dental report export can produce this.

Requires the SQL query pack

First-pass acceptance rate

Run the denial-rate SQL query(ies) (`cyberiad-diagnostic queries emit`) and ingest the result -- no Open Dental report export can produce this.

Data Quality Appendix

Provenance Appendix