Owner's brief
Cedar Ridge Family Medicine
Week of October 5 to 9, 2026 · sent Monday, October 12
Sample: made-up figures
- A fact from your systems, with its source
- A reason in your team's words
- An AI insight, labeled
Three things this week
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The collection rate fell to 91%, from 96% last week. The target is 95%.
Billing notes, October 8: “Two payer portals were down Tuesday. We held 43 claims until Thursday, and all have gone out.”
Source: Practice system, payments and charges summary, October 5 to 9
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Next week's schedule is 84% full against a 92% target. Dr. Patel's Thursday clinic is 55% booked.
Check: no reason was recorded. Maria Lopez, front desk lead, owns this number.
Source: Scheduling summary for next week, run Friday at 5 p.m.
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Claims unpaid after 90 days rose to 14% of accounts receivable, from 11% a month ago.
Billing notes, October 6: “Medicare Advantage denials for missing referrals are up. Appeals go out this week.”
Source: Accounts receivable aging summary, October 9
AI insight
Referrals from Lakeside Orthopedics have dropped sharply: 2 in the past four weeks, against an average of 9 per four weeks since March. The September 24 staff meeting notes say their referral coordinator changed. A call to the new coordinator may be worth it.
Based on: Referrals by source, weekly, March to October and staff meeting notes, September 24
Needs a decision
The answering service contract renews on November 1 at $1,450 a month unless you give notice by October 16. Renew, renegotiate or switch?
Source: Shared drive, Contracts, answering service agreement, section 9
The numbers
| Measure | This week | Against | Source |
|---|---|---|---|
| Production | $148,200 | 2.4% below last week, 1.2% below budget | Production summary |
| Collection rate | 91% | 96% last week, 95% target | Payments and charges summary |
| Unpaid after 90 days | $61,300 | 14% of $437,900 in accounts receivable | Aging summary |
| Schedule fill, next week | 84% | 92% target | Scheduling summary |
| New patients | 23 | 19 last week | Scheduling summary |
| Payer mix | 44% commercial | 31% Medicare, 18% Medicaid, 7% self-pay | Payments and charges summary |
Approved by Dana Ruiz, practice manager, Monday, October 12, at 7:40 a.m. Sent by email with a PDF in the practice's colors. Every figure links to the report it came from, and code computed each one. The AI wrote the sentences and the labeled insight, and it can't change a number.