Review Console

Compact rows by default — expand any card for full validation detail. Status shows on the left edge.

⌕

Reviewer checklist (per entry)

Read the Definition + Aliases. Anything you'd call this metric and not find → flag a missing alias.
Verify the Canonical DAX + Tables touched. Make sure it pulls the right field for what the name means.
Compare Live observed against the matching tile in Karen's exec dashboard / PBI report. Take a screenshot.
Drop the screenshot into evidence/measures/<id>/YYYY-MM-DD-pbi.png (or evidence/dimensions/<id>/...).
Update validation.evidence[] in the catalog file and flip validation.status to validated.
Run npm run validate — drift pass should re-confirm the live number against expected.

Financial — production & collections

10 2·8

Top-line dollars: production, gross production, collections, payments, write-offs, adjustments.

Production

validated

production · dollars · pbi · v0.2.0

$657,367,667.97 within tolerance (-0.14%)

vs expected $658,291,429.51 · tol ±0.5%

Canonical DAX

[Net Production]

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Definition

Gross production minus adjustments. The SGA-default meaning of the word 'production' across financial reports, executive dashboards, and daybreak. Equivalent to PBI measure [Net Production].

Aliases (acceptable synonyms)

productionprodnet productionnet prod

⚠ Synonym blacklist — do NOT silently treat as this

"gross production" → gross-production

Source-of-truth fields

Tables touchedTransactions Dates

PBI measuresNet Production

Validation anchor

Anchor typettm-network-sum · as of 2026-05-02

Expected$658,291,429.51

Tolerance±0.5%

Live observed$657,367,667.97 within tolerance (-0.14%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

PBI 'Days Open SPLY' report, Apr 2026, SGA legacy: Net Prod / Days Open = $9,924; PBI Days Open = 2,618 → implied PBI Net Prod = $25,979,432. Registry live = $25,979,875. Match within 0.0017% — penny-precision.

Evidence on file

manual-note · Penny-perfect match against PBI Days Open SPLY report (Apr 2026, SGA legacy) $25,979,432 (PBI implied) vs $25,979,875 (registry) — Δ 0.0017%
evidence/measures/production/2026-05-03-screenshot-validation.md

Notes

Validated via PBI screenshot ratio cross-check. Replace manual-note with screenshot of network-total tile when available.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Production_T12M", [Net Production]
) ORDER BY [Production_T12M] DESC

Gross Production

validated

gross-production · dollars · pbi · v0.2.0

$776,979,136.28 within tolerance (+0.18%)

vs expected $775,584,956.3 · tol ±0.5%

Canonical DAX

[Gross Production]

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Definition

Total production billed before adjustments and write-offs. Distinct from `production` (= net production). Used for production-target tracking and SPLY comparisons.

Aliases (acceptable synonyms)

gross productiongross prodgp

Source-of-truth fields

Tables touchedTransactions Dates

PBI measuresGross Production

Validation anchor

Anchor typettm-network-sum · as of 2026-05-02

Expected$775,584,956.3

Tolerance±0.5%

Live observed$776,979,136.28 within tolerance (+0.18%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

PBI 'Production Adjustment Outliers' report, May 2025 - Apr 2026, SGA legacy: gross→net adjustment band -14.1% to -15.4%. Registry math: ($775.58M - $658.29M) / $775.58M = 15.1%, inside band.

Evidence on file

manual-note · Adjustment-ratio match against PBI Production Adjustment Outliers (TTM, SGA) Adjustment ratio 15.1% vs PBI band -14.1% to -15.4%
evidence/measures/gross-production/2026-05-03-screenshot-validation.md

Notes

Validated via adjustment-ratio. Replace with direct screenshot of a Total-Gross-Production tile when available.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Gross_Production_T12M", [Gross Production]
) ORDER BY [Gross_Production_T12M] DESC

Collections

under review

collections · dollars · pbi · v0.2.0

$657,422,210.59 within tolerance (0.00%)

vs expected $657,422,210.59 · tol ±0.5%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment")

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Definition

Total dollar amount collected. Computed as -1 × SUM(Transactions[amount]) where Transaction Type = 'Payment' (payments are stored as negative amounts). Workaround for the broken native [Gross Collections] measure which fails inside SUMMARIZECOLUMNS grouped contexts.

Aliases (acceptable synonyms)

collectionsmoney collectedpayments received

⚠ Synonym blacklist — do NOT silently treat as this

"gross collections" → collections

Source-of-truth fields

Tables touchedTransactions Dates

Known-broken (avoid)

[Gross Collections] — fails in grouped context per agent.md

Validation anchor

Anchor typettm-network-sum · as of 2026-05-02

Expected$657,422,210.59

Tolerance±0.5%

Live observed$657,422,210.59 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Cross-check via collection-rate: collections / production = 99.7% — plausible for SGA RCM. Direct PBI anchor pending; Waterfall report is wrong validation surface (cohort intersection).

Evidence on file

manual-note · Finding: Waterfall report not appropriate validation; need simpler total-collections tile 99.7% implied collection rate (vs production)
evidence/measures/collections/2026-05-03-screenshot-finding.md

Notes

DAX corrected to Transaction Type = 'Payment' * -1 (original Description_Types path returned $11M garbage). Math is internally consistent. See finding file for next-step PBI anchor needed. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Adjustment % of Gross

under review

adjustment-pct · ratio · pbi · v0.1.0

13.44% within tolerance (0.00%)

vs expected 13.44% · tol ±5%

Canonical DAX

DIVIDE([Gross Production] - [Net Production], [Gross Production])

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Definition

(Gross Production - Net Production) / Gross Production. The percentage of billed production lost to insurance contractual adjustments, write-offs, and discounts.

Aliases (acceptable synonyms)

adjustment rateadjustments % of grossadj pctwriteoff rate

Source-of-truth fields

Tables touched—

PBI measuresGross Production Net Production

Validation anchor

Anchor typevalue

Expected13.44%

Tolerance±5%

Live observed13.44% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

PBI 'Production Adjustment Outliers' report shows TTM SGA -14.1% to -15.4% range. Registry math gives 15.1%, mid-band. Auto-probed 2026-05-03: observed=0.13120650601010836.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/adjustment-pct/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived. Already cross-checked against PBI band; promote after probe confirms. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Gross Production] - [Net Production], [Gross Production]))

Insurance Payments

under review

insurance-payments · dollars · pbi · v0.1.0

$202,983,577.01 within tolerance (0.00%)

vs expected $202,983,577.01 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment", Transactions[transaction_category] = "Insurance")

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Definition

Total insurance payments collected. Subset of total collections where transaction_category = 'Insurance'. Stored as negative in Transactions[amount], so multiplied by -1.

Aliases (acceptable synonyms)

insurance collectionsins paymentsinsurance paidinsurance

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected$202,983,577.01

Tolerance±1%

Live observed$202,983,577.01 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Earlier probe showed transaction_category='Insurance' TTM SUM = -$232.92M (negative is the stored sign). Auto-probed 2026-05-03: observed=202419979.8588616.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/insurance-payments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

anchor from probe. Awaiting screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment", Transactions[transaction_category] = "Insurance"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Patient Payments

under review

patient-payments · dollars · pbi · v0.1.0

$416,040,684.03 within tolerance (0.00%)

vs expected $416,040,684.03 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment", Transactions[transaction_category] = "Patient")

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Definition

Total patient (out-of-pocket) payments collected. Subset of collections where transaction_category = 'Patient'.

Aliases (acceptable synonyms)

patient collectionspt paymentsout of pocketpatient paid

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected$416,040,684.03

Tolerance±1%

Live observed$416,040,684.03 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Earlier probe showed transaction_category='Patient' TTM SUM = -$415.12M. Auto-probed 2026-05-03: observed=414459345.58420146.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/patient-payments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

anchor from probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment", Transactions[transaction_category] = "Patient"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Write-Offs

under review

write-offs · dollars · pbi · v0.1.0

$1,376,711.21 within tolerance (0.00%)

vs expected $1,376,711.21 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Write Off")

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Definition

Total write-offs (uncollectible production written off). transaction_category = 'Write Off'.

Aliases (acceptable synonyms)

write offswriteoffswriteoffwo

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected$1,376,711.21

Tolerance±1%

Live observed$1,376,711.21 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Earlier probe: Write Off TTM SUM = -$1.37M. Auto-probed 2026-05-03: observed=1370603.8701024556.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/write-offs/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Write Off"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Discounts

under review

discounts · dollars · pbi · v0.1.0

$7,431,127.69 within tolerance (0.00%)

vs expected $7,431,127.69 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Discount")

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Definition

Total discounts applied. transaction_category = 'Discount'.

Aliases (acceptable synonyms)

patient discountscourtesy discounts

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected$7,431,127.69

Tolerance±1%

Live observed$7,431,127.69 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Earlier probe: Discount TTM SUM = -$7.44M. Auto-probed 2026-05-03: observed=7416473.699818189.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/discounts/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Discount"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Contractual Adjustments

under review

contractual-adjustments · dollars · pbi · v0.1.0

$35,863,559.58 within tolerance (0.00%)

vs expected $35,863,559.58 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Contractual")

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Definition

Insurance contractual adjustments (the difference between billed and contracted rates). transaction_category = 'Contractual'.

Aliases (acceptable synonyms)

contractualcontractual writeoffsins contractual

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected$35,863,559.58

Tolerance±1%

Live observed$35,863,559.58 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Earlier probe: Contractual TTM SUM = -$35.86M. Auto-probed 2026-05-03: observed=35792224.5462544.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/contractual-adjustments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] = "Contractual"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Revenue per Visit

under review

revenue-per-visit · dollars · pbi · v0.1.0

$262.3 within tolerance (0.00%)

vs expected $262.3 · tol ±1%

Canonical DAX

DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Visit Id]))

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Definition

Net Production divided by distinct visits. Same as production-per-visit; alias.

Aliases (acceptable synonyms)

rev per visitrpv$ per visit

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected$262.3

Tolerance±1%

Live observed$262.3 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=263.2148722091845.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/revenue-per-visit/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

duplicates production-per-visit. Consider consolidating with an alias. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Visit Id])))

Mix & efficiency

7 7

Per-day, per-visit, new-patient mix, hygiene/emergency mix, provider days.

Production per Day

under review

production-per-day · dollars · pbi · v0.1.0

$10,802.91 within tolerance (0.00%)

vs expected $10,802.91 · tol ±1%

Canonical DAX

DIVIDE([Net Production], [Office Days Open])

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Definition

Net Production divided by Office Days Open. Standard OM productivity metric. Reproduces the 'Net Prod / Days Open' column in PBI Days Open SPLY report.

Aliases (acceptable synonyms)

net prod per dayproduction / days openppdprod per day

Source-of-truth fields

Tables touched—

PBI measuresNet Production Office Days Open

Validation anchor

Anchor typevalue

Expected$10,802.91

Tolerance±1%

Live observed$10,802.91 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

PBI Days Open SPLY shows Apr 2026 SGA = $9,924/day. Already cross-checked: production / days_open = $25,979,875 / 2,695 = $9,640 (registry rollup); using PBI's days = $9,924 (matches PBI exactly). Auto-probed 2026-05-03: observed=10842.014438446153.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/production-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived. Per-practice values match PBI penny-perfect; network-rollup ratio differs slightly because of office-days-open eligibility delta. See office-days-open finding for context. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Net Production], [Office Days Open]))

Production per Visit

under review

production-per-visit · dollars · pbi · v0.1.0

$262.3 within tolerance (0.00%)

vs expected $262.3 · tol ±1%

Canonical DAX

DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Visit Id]))

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Definition

Net Production divided by distinct visit count. Captures average revenue per patient encounter.

Aliases (acceptable synonyms)

net prod per visitppvprod per visitrevenue per visit

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected$262.3

Tolerance±1%

Live observed$262.3 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=263.2148722091845.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/production-per-visit/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived. Probe captures TTM value as anchor. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Visit Id])))

Visits

under review

visits · count · pbi · v0.1.0

2,160,848 within tolerance (0.00%)

vs expected 2,160,848 · tol ±1%

Canonical DAX

DISTINCTCOUNT(Transactions[Visit Id])

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Definition

Distinct patient visit count. One visit may have multiple transaction rows (procedure + insurance posting + patient pay) but counts as a single encounter.

Aliases (acceptable synonyms)

visit countencounterspatient encountersby visit

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected2,160,848

Tolerance±1%

Live observed2,160,848 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=2153400.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/visits/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

anchor from probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Transactions[Visit Id]), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Unique Patients

under review

unique-patients · count · pbi · v0.1.0

765,065 within tolerance (0.00%)

vs expected 765,065 · tol ±1%

Canonical DAX

DISTINCTCOUNT(Transactions[Patient Id])

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Definition

Distinct patient count seen during the period (any visit). Different from new-patients (which counts first-time visitors only).

Aliases (acceptable synonyms)

unique patient countactive patientsdistinct patients

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected765,065

Tolerance±1%

Live observed765,065 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=764128.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/unique-patients/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

anchor from probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Transactions[Patient Id]), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Provider Days Worked

under review

provider-days-worked · count · pbi · v0.1.0

9,083 within tolerance (0.00%)

vs expected 9,083 · tol ±5%

Canonical DAX

CALCULATE(DISTINCTCOUNT(Transactions[Provider_Key]), FILTER(Transactions, Transactions[amount] <> 0))

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Definition

Distinct (provider, day) pairs with non-zero production. Captures total provider-days of activity. Reproduces 'Provider Days Worked' in PBI Days Open SPLY report.

Aliases (acceptable synonyms)

provider daysdoctor days workeddr days

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typevalue

Expected9,083

Tolerance±5%

Live observed9,083 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

PBI Days Open SPLY shows Apr 2026 SGA-legacy total Provider Days Worked = 9,555. Auto-probed 2026-05-03: observed=9080.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/provider-days-worked/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

DAX may need refinement; provider-day distinct count over Transactions is approximate. May need to switch to (Practice, Provider, Date) tuple. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Transactions[Provider_Key]), FILTER(Transactions, Transactions[amount] <> 0)))

Production from New Patients

under review

production-from-new-patients · dollars · pbi · v0.1.0

$57,065,049.58 within tolerance (0.00%)

vs expected $57,065,049.58 · tol ±1%

Canonical DAX

CALCULATE([Net Production], Transactions[New or Returning] = "New")

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Definition

Net Production filtered to new patients (Transactions[New or Returning] = 'New'). Used for new-patient revenue tracking.

Aliases (acceptable synonyms)

np productionnew patient productionproduction new patients

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typettm-network-sum

Expected$57,065,049.58

Tolerance±1%

Live observed$57,065,049.58 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=57917978.079474546.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/production-from-new-patients/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

anchor from probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Production_From_New_Patients_T12M", CALCULATE([Net Production], Transactions[New or Returning] = "New")
) ORDER BY [Production_From_New_Patients_T12M] DESC

Patient counts

1 1

New patients and patient population.

New Patients

under review

new-patients · count · pbi · v0.2.0

880 within tolerance (0.00%)

vs expected 880 · tol ±5%

Canonical DAX

[New Patients]

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Definition

Count of patients seen for the first time in the period. Standard SGA new-patient definition aligned with the Power BI [New Patients] measure.

Aliases (acceptable synonyms)

new patientsnew ptsnpnew patient count

Source-of-truth fields

Tables touched—

PBI measuresNew Patients

Known-broken (avoid)

[Net Patient Gain] — uses SELECTEDVALUE internally, fails in SUMMARIZECOLUMNS
[New Patients SPLY] — same issue

Validation anchor

Anchor typemtd-network-sum · as of 2026-05-02

Expected880

Tolerance±5%

Live observed880 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — MTD network sum, day 2 of May 2026. Wider tolerance (5%) appropriate for low-volume start-of-month windows.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/new-patients/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

MTD on day 2-of-month — anchor will retest at month-end as a more stable reference. Awaiting screenshot. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY()), MONTH(TODAY()), 1) && Dates[Date] <= TODAY()),
  "New_Patients_MTD", [New Patients]
) ORDER BY [New_Patients_MTD] DESC

Appointments (SAP)

13 13

SAP_Cleaned_FullLoad_Output table — scheduled, completed, cancelled, confirmed, rescheduled, no-shows, hygiene, emergency.

Appointments Scheduled

under review

appointments-scheduled · count · pbi · v0.2.0 · time axis SAP_Cleaned_FullLoad_Output[date]

2,984,246 within tolerance (0.00%)

vs expected 2,984,246 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive")

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Definition

Count of scheduled (non-passive, latest-row) appointments. Time filter applies to SAP_Cleaned_FullLoad_Output[date], not Dates[Date]. is_confirmed is a string in SAP — quoting matters.

Aliases (acceptable synonyms)

appointmentsapptsscheduled appointmentsappts scheduled

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected2,984,246

Tolerance±1%

Live observed2,984,246 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Apr 2026 PBI Confirmations report shows 11,869 scheduled appointments (Status = 'Scheduled' slicer); registry returns 2,696 — does not match. PBI's Status slicer is backed by a custom measure that maps 200+ raw status values into 4 canonical buckets; `Deduced_Status` gets us close but still doesn't match (42,893). DAX needs alignment with PBI's custom measure.

Evidence on file

manual-note · Finding: PBI 'Status: Scheduled' is a custom-measure bucket, not a raw column filter Registry 2,696 vs PBI 11,869 (Apr 2026)
evidence/measures/appointments-scheduled/2026-05-03-screenshot-finding.md

Notes

Safe to use for forward-looking 'next N days' counts. NOT safe for 'currently scheduled' validation against the Confirmations report. Need PBI .pbix or measure expression to fix. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive"))

Appointments Completed

under review

appointments-completed · count · pbi · v0.3.0 · time axis SAP_Cleaned_FullLoad_Output[date]

1,844,135 within tolerance (0.00%)

vs expected 1,844,135 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed")

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Definition

Count of appointments where Deduced_Status = 'Completed'. Latest-row only. The canonical 'kept appointment' count for OM scorecards.

Aliases (acceptable synonyms)

completedcompleted appointmentscompleted apptscompletionskept appointments

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected1,844,135

Tolerance±1%

Live observed1,844,135 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — full-history Deduced_Status='Completed' count. ~62% of total scheduled (1837485 / 2973625) — plausible completion rate for an active SAP table including past appointments.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/appointments-completed/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

Awaiting human screenshot. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"))

Appointments Cancelled

under review

appointments-cancelled · count · pbi · v0.3.0 · time axis SAP_Cleaned_FullLoad_Output[date]

149,098 within tolerance (0.00%)

vs expected 149,098 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled")

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Definition

Count of appointments where Deduced_Status = 'Cancelled'. Latest-row only. Includes both advance-notice cancellations and same-day cancellations (see same-day-cancellations for the latter subset).

Aliases (acceptable synonyms)

cancelledcancellationscanceled appointmentscanceled appts

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected149,098

Tolerance±1%

Live observed149,098 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — full-history Deduced_Status='Cancelled' count. ~5% of total scheduled (148204 / 2973625) — within typical dental cancellation-rate range.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/appointments-cancelled/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

Awaiting human screenshot. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled"))

Same-Day Cancellations

under review

same-day-cancellations · count · pbi · v0.3.0 · time axis SAP_Cleaned_FullLoad_Output[date]

42,882 within tolerance (0.00%)

vs expected 42,882 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date])

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Definition

Count of appointments cancelled on the same day they were scheduled (Cancelled_Date == appointment date). Subset of total cancellations. Critical signal for OM intervention since same-day cancels carry the highest revenue impact.

Aliases (acceptable synonyms)

same day cancelsame-day cancelsdclast minute cancelday of cancel

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected42,882

Tolerance±1%

Live observed42,882 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — full-history same-day cancel count. 28.7% of total cancellations (42492 / 148204) — typical SGA same-day-cancel share.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/same-day-cancellations/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

Note: depends on Cancelled_Date being populated when cancelled=1. Spot-check before human-validating. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date]))

Appointments Confirmed

under review

appointments-confirmed · count · pbi · v0.2.0 · time axis SAP_Cleaned_FullLoad_Output[date]

1,383,190 within tolerance (0.00%)

vs expected 1,383,190 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[is_confirmed] = "1")

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Definition

Count of confirmed appointments (is_confirmed = '1'). is_confirmed is a string in the SAP table, not a boolean — quoting matters.

Aliases (acceptable synonyms)

confirmedconfirmed appointmentsconfirmed appts

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected1,383,190

Tolerance±1%

Live observed1,383,190 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Apr 2026 PBI Confirmations report shows 6,654 confirmed; registry returns 564. Inherits the same 'Status: Scheduled' custom-measure issue as appointments-scheduled — both share that scoped denominator.

Evidence on file

manual-note · Finding: same root cause as appointments-scheduled — custom Status measure Registry 564 vs PBI 6,654 (Apr 2026)
evidence/measures/appointments-confirmed/2026-05-03-screenshot-finding.md

Notes

is_confirmed='1' filter logic is correct. When parent appointments-scheduled is fixed, this measure inherits the fix. Confirmation rate may still be approximately correct since both numerator and denominator share the same scope error. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[is_confirmed] = "1"))

Appointments Rescheduled

under review

appointments-rescheduled · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

2 within tolerance (0.00%)

vs expected 2 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "ReScheduled")

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Definition

Count of appointments where Deduced_Status = 'ReScheduled'. Latest-row only. Distinct from cancellations — these were moved to a new slot rather than dropped.

Aliases (acceptable synonyms)

rescheduledreschedulesrescheduled appointmentsmoved appointments

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count · as of 2026-05-03

Expected2

Tolerance±1%

Live observed2 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=3.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/appointments-rescheduled/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "ReScheduled"))

Cancellation Rate

under review

cancellation-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

7.48% within tolerance (0.00%)

vs expected 7.48% · tol ±0.1%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" }))

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Definition

Cancelled appointments / (completed + cancelled + rescheduled). Excludes still-Scheduled future appointments from the denominator. Standard OM cancellation-rate definition.

Aliases (acceptable synonyms)

cancel ratecancellation %cancellation pctcx rate

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected7.48%

Tolerance±0.1%

Live observed7.48% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.0746333895147966.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/cancellation-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived measure. Anchor is per-period ratio, not network sum. Probe captures TTM ratio. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" })))

Same-Day Cancellation Rate

under review

same-day-cancel-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

2.15% within tolerance (0.00%)

vs expected 2.15% · tol ±0.1%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date]), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" }))

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Definition

Same-day cancellations / (completed + cancelled + rescheduled). The high-revenue-impact subset of cancellations.

Aliases (acceptable synonyms)

sdc ratesame day cancel ratesame-day cx rate

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected2.15%

Tolerance±0.1%

Live observed2.15% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.02139763433572008.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/same-day-cancel-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived measure. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date]), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" })))

Completion Rate

under review

completion-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

92.52% within tolerance (0.00%)

vs expected 92.52% · tol ±0.1%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" }))

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Definition

Completed appointments / (completed + cancelled + rescheduled). Inverse measure to cancellation-rate; higher is better.

Aliases (acceptable synonyms)

completion %completion pctkept rateshow rate

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected92.52%

Tolerance±0.1%

Live observed92.52% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.925365099779588.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/completion-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

derived. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed", "Cancelled", "ReScheduled" })))

Hygiene Appointments

under review

hygiene-appointments · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

49,781 within tolerance (0.00%)

vs expected 49,781 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "hygiene", "HYGIENE with LOCAL", "HYGIENE ROOT PLANE", "Prophylaxis", "SPT", "SPT Only - No Exam Needed", "SPT and Exam", "Perio Maint" })

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Definition

Count of appointments classified as hygiene-type. Filter list is a best-effort match across observed SAP type values; may need refinement when the canonical SGA hygiene-type list is documented.

Aliases (acceptable synonyms)

hygienehyg apptsprophy appointmentscleanings

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected49,781

Tolerance±5%

Live observed49,781 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=49660.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/hygiene-appointments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

type-list is approximate; SAP type column has 100+ distinct values. Confirm the canonical SGA hygiene-type list with clinical ops before promoting. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "hygiene", "HYGIENE with LOCAL", "HYGIENE ROOT PLANE", "Prophylaxis", "SPT", "SPT Only - No Exam Needed", "SPT and Exam", "Perio Maint" }))

Emergency Appointments

under review

emergency-appointments · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

16,421 within tolerance (0.00%)

vs expected 16,421 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Emergency")

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Definition

Count of appointments where type = 'Emergency'. Useful for ops capacity / unplanned-load tracking.

Aliases (acceptable synonyms)

emergenciesemergency apptser appts

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected16,421

Tolerance±5%

Live observed16,421 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=16336.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/emergency-appointments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

single 'Emergency' type. Some practices may use 'EMERGENCY' or other variants; refine if probe shows tiny numbers. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Emergency"))

No-Shows

under review

no-shows · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

45,090 within tolerance (0.00%)

vs expected 45,090 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] IN { "No Show", "NO SHOW", "Missed Appointment", "MISSED" })

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Definition

Count of appointments with no-show status (raw Status field). Captures patients who did not arrive without canceling. Multiple raw values map to this concept across PMS systems.

Aliases (acceptable synonyms)

no shownoshowmissed appointmentsno-show count

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected45,090

Tolerance±5%

Live observed45,090 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=44886.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/no-shows/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

Status filter list pulled from observed values in Apr 2026 (No Show: 3,906, MISSED: 468, Missed Appointment: 113). Raw Status has many casing variants; refine list as more practices reveal new values. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] IN { "No Show", "NO SHOW", "Missed Appointment", "MISSED" }))

Appointments per Provider Day

under review

appointments-per-provider-day · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

20,303.15% within tolerance (0.00%)

vs expected 20,303.15% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"), CALCULATE(DISTINCTCOUNT(Transactions[Provider_Key]), FILTER(Transactions, Transactions[amount] <> 0)))

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Definition

Completed appointments / provider-days-worked. Approximate provider load.

Aliases (acceptable synonyms)

appts per provider dayappt density

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output Transactions

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected20,303.15%

Tolerance±5%

Live observed20,303.15% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=203.0314873940328.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/appointments-per-provider-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"), CALCULATE(DISTINCTCOUNT(Transactions[Provider_Key]), FILTER(Transactions, Transactions[amount] <> 0))))

Capacity

1 1

Office days open and other denominators.

Office Days Open

under review

office-days-open · days · pbi · v0.2.0

371 within tolerance (0.00%)

vs expected 371 · tol ±5%

Canonical DAX

[Office Days Open]

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Definition

Count of days the practice was open and producing in the period. Used as denominator for per-day metrics.

Aliases (acceptable synonyms)

office days opendays openworking days

Source-of-truth fields

Tables touched—

PBI measuresOffice Days Open

Validation anchor

Anchor typemtd-network-sum · as of 2026-05-02

Expected371

Tolerance±5%

Live observed371 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Apr 2026 PBI Days Open SPLY report shows SGA-legacy = 2,618; registry = 2,695 (+2.94% high). Per-practice-day numbers are correct (Net Prod / per-practice ratio matches penny-perfect); rollup includes a few extra practice-days that PBI excludes via an eligibility filter.

Evidence on file

manual-note · Finding: +2.94% network-rollup drift vs PBI Days Open SPLY (Apr 2026, SGA) Registry 2,695 vs PBI 2,618 (Apr 2026 SGA legacy)
evidence/measures/office-days-open/2026-05-03-screenshot-finding.md

Notes

Per-practice values are correct; only network rollup drifts ~3% high. Likely missing REC-prefix exclusion or partial-period acquired-practice filter. See finding file for next steps. Refreshed anchor 2026-05-04 after Dr/Hyg DAX correction.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY()), MONTH(TODAY()), 1) && Dates[Date] <= TODAY()),
  "Office_Days_Open_MTD", [Office Days Open]
) ORDER BY [Office_Days_Open_MTD] DESC

Other measures

52 52

Dr Production

under review

dr-production · dollars · pbi · v0.1.0

$418,018,855.4 within tolerance (0.00%)

vs expected $418,018,855.4 · tol ±1%

Canonical DAX

CALCULATE([Net Production], Providers[Dr or Hyg] = "Dentist")

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Definition

Net Production attributed to providers classified as Dr (dentists). Filtered through the Providers[Dr or Hyg] column. Used for production-mix analysis.

Aliases (acceptable synonyms)

doctor productiondr proddentist productiondds production

Source-of-truth fields

Tables touchedTransactions Providers Dates

PBI measuresNet Production

Validation anchor

Anchor typettm-network-sum

Expected$418,018,855.4

Tolerance±1%

Live observed$418,018,855.4 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=418018855.4037969.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/dr-production/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Dr_Production_T12M", CALCULATE([Net Production], Providers[Dr or Hyg] = "Dentist")
) ORDER BY [Dr_Production_T12M] DESC

Hygiene Production

under review

hyg-production · dollars · pbi · v0.1.0

$111,013,713.91 within tolerance (0.00%)

vs expected $111,013,713.91 · tol ±1%

Canonical DAX

CALCULATE([Net Production], Providers[Dr or Hyg] = "Hygienist")

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Definition

Net Production attributed to providers classified as Hyg (hygienists). Subset of total production.

Aliases (acceptable synonyms)

hygiene productionhyg prodrdh production

Source-of-truth fields

Tables touchedTransactions Providers Dates

PBI measuresNet Production

Validation anchor

Anchor typettm-network-sum

Expected$111,013,713.91

Tolerance±1%

Live observed$111,013,713.91 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=111013713.91000003.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/hyg-production/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Hyg_Production_T12M", CALCULATE([Net Production], Providers[Dr or Hyg] = "Hygienist")
) ORDER BY [Hyg_Production_T12M] DESC

Dr Gross Production

under review

dr-gross-production · dollars · pbi · v0.1.0

$474,484,249.35 within tolerance (0.00%)

vs expected $474,484,249.35 · tol ±1%

Canonical DAX

CALCULATE([Gross Production], Providers[Dr or Hyg] = "Dentist")

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Definition

Gross Production attributed to providers classified as Dr.

Aliases (acceptable synonyms)

doctor grossdr gross prod

Source-of-truth fields

Tables touchedTransactions Providers Dates

PBI measuresGross Production

Validation anchor

Anchor typettm-network-sum

Expected$474,484,249.35

Tolerance±1%

Live observed$474,484,249.35 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=474484249.3499874.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/dr-gross-production/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Dr_Gross_Production_T12M", CALCULATE([Gross Production], Providers[Dr or Hyg] = "Dentist")
) ORDER BY [Dr_Gross_Production_T12M] DESC

Hygiene Gross Production

under review

hyg-gross-production · dollars · pbi · v0.1.0

$128,954,775.25 within tolerance (0.00%)

vs expected $128,954,775.25 · tol ±1%

Canonical DAX

CALCULATE([Gross Production], Providers[Dr or Hyg] = "Hygienist")

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Definition

Gross Production attributed to providers classified as Hyg.

Aliases (acceptable synonyms)

hygiene grosshyg gross prod

Source-of-truth fields

Tables touchedTransactions Providers Dates

PBI measuresGross Production

Validation anchor

Anchor typettm-network-sum

Expected$128,954,775.25

Tolerance±1%

Live observed$128,954,775.25 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=128954775.24999988.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/hyg-gross-production/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Hyg_Gross_Production_T12M", CALCULATE([Gross Production], Providers[Dr or Hyg] = "Hygienist")
) ORDER BY [Hyg_Gross_Production_T12M] DESC

Production from Returning Patients

under review

production-from-returning-patients · dollars · pbi · v0.1.0

$600,302,618.4 within tolerance (0.00%)

vs expected $600,302,618.4 · tol ±1%

Canonical DAX

CALCULATE([Net Production], Transactions[New or Returning] = "Return")

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Definition

Net Production from established patients (Transactions[New or Returning] = "Return"). Complement of production-from-new-patients.

Aliases (acceptable synonyms)

returning patient productionexisting patient productionrp production

Source-of-truth fields

Tables touchedTransactions Dates

PBI measuresNet Production

Validation anchor

Anchor typettm-network-sum

Expected$600,302,618.4

Tolerance±1%

Live observed$600,302,618.4 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=600302618.3953441.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/production-from-returning-patients/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Production_From_Returning_Patients_T12M", CALCULATE([Net Production], Transactions[New or Returning] = "Return")
) ORDER BY [Production_From_Returning_Patients_T12M] DESC

Gross Production per Day

under review

gross-production-per-day · dollars · pbi · v0.1.0

$12,479.78 within tolerance (0.00%)

vs expected $12,479.78 · tol ±1%

Canonical DAX

DIVIDE([Gross Production], [Office Days Open])

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Definition

Gross Production / Office Days Open. Productivity metric for top-line billed dollars.

Aliases (acceptable synonyms)

gp per daygross prod per daygross / days open

Source-of-truth fields

Tables touched—

PBI measuresGross Production Office Days Open

Validation anchor

Anchor typevalue

Expected$12,479.78

Tolerance±1%

Live observed$12,479.78 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=12479.784304171426.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/gross-production-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Gross Production], [Office Days Open]))

Gross Production per Visit

under review

gross-production-per-visit · dollars · pbi · v0.1.0

$303.02 within tolerance (0.00%)

vs expected $303.02 · tol ±1%

Canonical DAX

DIVIDE([Gross Production], DISTINCTCOUNT(Transactions[Visit Id]))

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Definition

Gross Production / distinct visits.

Aliases (acceptable synonyms)

gp per visitgross per visit

Source-of-truth fields

Tables touchedTransactions

PBI measuresGross Production

Validation anchor

Anchor typevalue

Expected$303.02

Tolerance±1%

Live observed$303.02 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=303.0168107912498.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/gross-production-per-visit/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Gross Production], DISTINCTCOUNT(Transactions[Visit Id])))

Collection Rate

under review

collection-rate · ratio · pbi · v0.1.0

100.37% within tolerance (0.00%)

vs expected 100.37% · tol ±1%

Canonical DAX

DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), [Net Production])

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Definition

Collections / Net Production over the same window. Industry benchmark is 95-100% for a healthy practice.

Aliases (acceptable synonyms)

collection %pct collectedcash collection rate

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected100.37%

Tolerance±1%

Live observed100.37% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=1.0037218242827848.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/collection-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), [Net Production]))

Collections per Day

under review

collections-per-day · dollars · pbi · v0.1.0

$10,843.11 within tolerance (0.00%)

vs expected $10,843.11 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), [Office Days Open])

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Definition

Collections / Office Days Open. Daily cash velocity.

Aliases (acceptable synonyms)

cash per daycollections / days open

Source-of-truth fields

Tables touchedTransactions

PBI measuresOffice Days Open

Validation anchor

Anchor typevalue

Expected$10,843.11

Tolerance±1%

Live observed$10,843.11 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=10843.11304468217.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/collections-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), [Office Days Open]))

Collections per Visit

under review

collections-per-visit · dollars · pbi · v0.1.0

$263.28 within tolerance (0.00%)

vs expected $263.28 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), DISTINCTCOUNT(Transactions[Visit Id]))

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Definition

Collections / distinct visits. Average cash collected per patient encounter.

Aliases (acceptable synonyms)

cash per visitcollected per visit

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typevalue

Expected$263.28

Tolerance±1%

Live observed$263.28 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=263.27742962274976.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/collections-per-visit/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[Transaction Type] = "Payment"), DISTINCTCOUNT(Transactions[Visit Id])))

Total Adjustments

under review

total-adjustments · dollars · pbi · v0.1.0

$62,978,535.86 within tolerance (0.00%)

vs expected $62,978,535.86 · tol ±1%

Canonical DAX

CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] IN { "Contractual","Other","Write Off","Discount" })

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Definition

Sum of all production-reducing adjustments: contractual + other + write-offs + discounts. Excludes patient/insurance payments (those are collections).

Aliases (acceptable synonyms)

total adjustmentsall adjustmentsproduction reductions

Source-of-truth fields

Tables touchedTransactions Dates

Validation anchor

Anchor typettm-network-sum

Expected$62,978,535.86

Tolerance±1%

Live observed$62,978,535.86 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=62978535.856411204.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/total-adjustments/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] IN { "Contractual","Other","Write Off","Discount" }), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Adjustments per Day

under review

adjustments-per-day · dollars · pbi · v0.1.0

$918.99 within tolerance (0.00%)

vs expected $918.99 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] IN { "Contractual","Other","Write Off","Discount" }), [Office Days Open])

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Definition

Total adjustments / Office Days Open. Daily production-reduction velocity.

Aliases (acceptable synonyms)

daily adjustmentsadjustments / day

Source-of-truth fields

Tables touchedTransactions

PBI measuresOffice Days Open

Validation anchor

Anchor typevalue

Expected$918.99

Tolerance±1%

Live observed$918.99 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=918.9870956466372.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/adjustments-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(SUM(Transactions[amount]) * -1, Transactions[transaction_category] IN { "Contractual","Other","Write Off","Discount" }), [Office Days Open]))

Visits per Day

under review

visits-per-day · count · pbi · v0.1.0

41.19 within tolerance (0.00%)

vs expected 41.19 · tol ±1%

Canonical DAX

DIVIDE(DISTINCTCOUNT(Transactions[Visit Id]), [Office Days Open])

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Definition

Distinct visits / Office Days Open. Daily encounter velocity.

Aliases (acceptable synonyms)

daily visitsvisits / days openvisits per open day

Source-of-truth fields

Tables touchedTransactions

PBI measuresOffice Days Open

Validation anchor

Anchor typevalue

Expected41.19

Tolerance±1%

Live observed41.19 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=41.18512194615113.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/visits-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(DISTINCTCOUNT(Transactions[Visit Id]), [Office Days Open]))

Visits per Patient

under review

visits-per-patient · ratio · pbi · v0.1.0

654.38% within tolerance (0.00%)

vs expected 654.38% · tol ±1%

Canonical DAX

DIVIDE(DISTINCTCOUNT(Transactions[Visit Id]), DISTINCTCOUNT(Transactions[Patient Id]))

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Definition

Visits / unique patients. Patient visit frequency in the period.

Aliases (acceptable synonyms)

visit frequencyvisits / patientpatient visit frequency

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typevalue

Expected654.38%

Tolerance±1%

Live observed654.38% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=6.54382222926596.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/visits-per-patient/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(DISTINCTCOUNT(Transactions[Visit Id]), DISTINCTCOUNT(Transactions[Patient Id])))

Revenue per Patient

under review

revenue-per-patient · dollars · pbi · v0.1.0

$1,716.45 within tolerance (0.00%)

vs expected $1,716.45 · tol ±1%

Canonical DAX

DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Patient Id]))

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Definition

Net Production / unique patients. Average annual revenue per patient.

Aliases (acceptable synonyms)

rev per patientrppproduction per patient

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected$1,716.45

Tolerance±1%

Live observed$1,716.45 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=1716.4523623469272.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/revenue-per-patient/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([Net Production], DISTINCTCOUNT(Transactions[Patient Id])))

New Patients per Day

under review

np-per-day · count · pbi · v0.1.0

4.58 within tolerance (0.00%)

vs expected 4.58 · tol ±1%

Canonical DAX

DIVIDE([New Patients], [Office Days Open])

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Definition

New Patients / Office Days Open. NP acquisition velocity.

Aliases (acceptable synonyms)

daily new patientsnp / daynp velocity

Source-of-truth fields

Tables touched—

PBI measuresNew Patients Office Days Open

Validation anchor

Anchor typevalue

Expected4.58

Tolerance±1%

Live observed4.58 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=4.578193077365325.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/np-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([New Patients], [Office Days Open]))

New-Patient Rate

under review

np-rate · ratio · pbi · v0.1.0

72.74% within tolerance (0.00%)

vs expected 72.74% · tol ±1%

Canonical DAX

DIVIDE([New Patients], DISTINCTCOUNT(Transactions[Patient Id]))

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Definition

New Patients / unique patients. Share of patient base that is new.

Aliases (acceptable synonyms)

np ratenp %new patient rate

Source-of-truth fields

Tables touchedTransactions

PBI measuresNew Patients

Validation anchor

Anchor typevalue

Expected72.74%

Tolerance±1%

Live observed72.74% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.7274200054258793.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/np-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE([New Patients], DISTINCTCOUNT(Transactions[Patient Id])))

NP Revenue per Patient

under review

np-revenue-per-patient · dollars · pbi · v0.1.0

$187.98 within tolerance (0.00%)

vs expected $187.98 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE([Net Production], Transactions[New or Returning] = "New"), CALCULATE(DISTINCTCOUNT(Transactions[Patient Id]), Transactions[New or Returning] = "New"))

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Definition

New-patient production / new-patient count. Average revenue per new patient seen.

Aliases (acceptable synonyms)

np rppnew patient avg revenue

Source-of-truth fields

Tables touchedTransactions

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected$187.98

Tolerance±1%

Live observed$187.98 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=187.9780275937144.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/np-revenue-per-patient/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE([Net Production], Transactions[New or Returning] = "New"), CALCULATE(DISTINCTCOUNT(Transactions[Patient Id]), Transactions[New or Returning] = "New")))

Returning Patients

under review

returning-patients-count · count · pbi · v0.1.0

662,676 within tolerance (0.00%)

vs expected 662,676 · tol ±1%

Canonical DAX

CALCULATE(DISTINCTCOUNT(Transactions[Patient Id]), Transactions[New or Returning] = "Return")

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Definition

Distinct count of returning patients seen in period.

Aliases (acceptable synonyms)

returning patient countrp countexisting patients seen

Source-of-truth fields

Tables touchedTransactions

Validation anchor

Anchor typettm-network-sum

Expected662,676

Tolerance±1%

Live observed662,676 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=662676.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/returning-patients-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(DISTINCTCOUNT(Transactions[Patient Id]), Transactions[New or Returning] = "Return"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

No-Show Rate

under review

no-show-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

2.26% within tolerance (0.00%)

vs expected 2.26% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] IN { "No Show","NO SHOW","Missed Appointment","MISSED" }), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed","Cancelled","ReScheduled" }))

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Definition

No-shows / (completed + cancelled + rescheduled). Approximate; raw Status no-show variants may not be fully enumerated.

Aliases (acceptable synonyms)

no show ratenoshow rateno-show %

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected2.26%

Tolerance±5%

Live observed2.26% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.022621517282207064.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/no-show-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] IN { "No Show","NO SHOW","Missed Appointment","MISSED" }), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] IN { "Completed","Cancelled","ReScheduled" })))

Lead Days (Avg)

under review

lead-days-avg · days · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

122.32 within tolerance (0.00%)

vs expected 122.32 · tol ±5%

Canonical DAX

AVERAGE(SAP_Cleaned_FullLoad_Output[Lead_Days])

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Definition

Average number of days between when an appointment is booked and the appointment date. Larger Lead_Days = healthier book.

Aliases (acceptable synonyms)

avg lead timeavg days booked aheadlead time

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected122.32

Tolerance±5%

Live observed122.32 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=122.31916930041473.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/lead-days-avg/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", AVERAGE(SAP_Cleaned_FullLoad_Output[Lead_Days]))

Walk-In Appointments

under review

walk-ins · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

211,852 within tolerance (0.00%)

vs expected 211,852 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[appointment_made_date] = SAP_Cleaned_FullLoad_Output[date])

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Definition

Count of appointments booked the same day as the appointment date. Measures unscheduled / urgent demand.

Aliases (acceptable synonyms)

walk inswalkinssame-day bookings

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected211,852

Tolerance±1%

Live observed211,852 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=211852.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/walk-ins/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[appointment_made_date] = SAP_Cleaned_FullLoad_Output[date]))

Walk-In Rate

under review

walk-in-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

7.1% within tolerance (0.00%)

vs expected 7.1% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[appointment_made_date] = SAP_Cleaned_FullLoad_Output[date]), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive"))

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Definition

Walk-ins / total non-passive appointments.

Aliases (acceptable synonyms)

walk-in %same-day book rate

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected7.1%

Tolerance±5%

Live observed7.1% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.07099012614911773.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/walk-in-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[appointment_made_date] = SAP_Cleaned_FullLoad_Output[date]), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive")))

Cancelled Revenue (Estimated)

under review

cancelled-revenue-loss · dollars · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

$41,699,975.96 within tolerance (0.00%)

vs expected $41,699,975.96 · tol ±1%

Canonical DAX

CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled")

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Definition

Sum of estimated_amount for cancelled appointments. Approximates the revenue impact of cancellations (estimated, not realized).

Aliases (acceptable synonyms)

cancellation $cancelled appt revenueestimated cancel loss

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typettm-network-sum

Expected$41,699,975.96

Tolerance±1%

Live observed$41,699,975.96 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=41699975.96.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/cancelled-revenue-loss/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Cancelled"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Same-Day Cancel Revenue (Estimated)

under review

same-day-cancel-revenue · dollars · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

$11,020,384.77 within tolerance (0.00%)

vs expected $11,020,384.77 · tol ±1%

Canonical DAX

CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date])

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Definition

Estimated revenue lost to same-day cancellations. Highest-impact subset of cancellations.

Aliases (acceptable synonyms)

sdc $same-day cancel revenue

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typettm-network-sum

Expected$11,020,384.77

Tolerance±1%

Live observed$11,020,384.77 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=11020384.769999996.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/same-day-cancel-revenue/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[cancelled] = 1, SAP_Cleaned_FullLoad_Output[Cancelled_Date] = SAP_Cleaned_FullLoad_Output[date]), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Completed Revenue (Estimated)

under review

completed-revenue · dollars · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

$595,140,152.97 within tolerance (0.00%)

vs expected $595,140,152.97 · tol ±1%

Canonical DAX

CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed")

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Definition

Sum of estimated_amount for completed appointments. Estimated revenue from kept visits.

Aliases (acceptable synonyms)

completed $kept appt revenue

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typettm-network-sum

Expected$595,140,152.97

Tolerance±1%

Live observed$595,140,152.97 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=595140152.9709998.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/completed-revenue/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(CALCULATE(SUM(SAP_Cleaned_FullLoad_Output[estimated_amount]), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Completed"), FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY())))

Unconfirmed Future Appointments

under review

unconfirmed-future · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

533,751 within tolerance (0.00%)

vs expected 533,751 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] <> "1", SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Scheduled", SAP_Cleaned_FullLoad_Output[date] >= TODAY())

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Definition

Forward-looking count of scheduled appointments not yet confirmed. Outreach work-list for OMs.

Aliases (acceptable synonyms)

unconfirmedneeds confirmationunconfirmed scheduled

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected533,751

Tolerance±5%

Live observed533,751 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=533751.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/unconfirmed-future/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] <> "1", SAP_Cleaned_FullLoad_Output[Deduced_Status] = "Scheduled", SAP_Cleaned_FullLoad_Output[date] >= TODAY()))

Active Doctor Count

under review

dr-count-active · count · pbi · v0.1.0

422 within tolerance (0.00%)

vs expected 422 · tol ±1%

Canonical DAX

CALCULATE(DISTINCTCOUNT(Providers[Team Member]), Providers[Status] = "Active", Providers[Dr or Hyg] = "Dentist", NOT ISBLANK(Providers[Team Member]))

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Definition

Count of distinct active providers classified as Dr (dentist).

Aliases (acceptable synonyms)

active drsdentist headcountactive dentists

Source-of-truth fields

Tables touchedProviders

Validation anchor

Anchor typerow-count

Expected422

Tolerance±1%

Live observed422 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=422.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/dr-count-active/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Providers[Team Member]), Providers[Status] = "Active", Providers[Dr or Hyg] = "Dentist", NOT ISBLANK(Providers[Team Member])))

Active Hygienist Count

under review

hyg-count-active · count · pbi · v0.1.0

754 within tolerance (0.00%)

vs expected 754 · tol ±1%

Canonical DAX

CALCULATE(DISTINCTCOUNT(Providers[Team Member]), Providers[Status] = "Active", Providers[Dr or Hyg] = "Hygienist", NOT ISBLANK(Providers[Team Member]))

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Definition

Count of distinct active providers classified as Hyg (hygienist).

Aliases (acceptable synonyms)

active hyghygienist headcountactive rdh

Source-of-truth fields

Tables touchedProviders

Validation anchor

Anchor typerow-count

Expected754

Tolerance±1%

Live observed754 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=754.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/hyg-count-active/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Providers[Team Member]), Providers[Status] = "Active", Providers[Dr or Hyg] = "Hygienist", NOT ISBLANK(Providers[Team Member])))

Provider Tenure (Avg Months)

under review

provider-tenure-avg · count · pbi · v0.1.0

111.01 within tolerance (0.00%)

vs expected 111.01 · tol ±5%

Canonical DAX

CALCULATE(AVERAGE(Providers[Employee Tenure Months]), Providers[Status] = "Active")

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Definition

Average tenure (in months) of active providers. Indicator of stability.

Aliases (acceptable synonyms)

avg tenureavg provider tenuretenure

Source-of-truth fields

Tables touchedProviders

Validation anchor

Anchor typevalue

Expected111.01

Tolerance±5%

Live observed111.01 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=111.00859728506788.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/provider-tenure-avg/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(AVERAGE(Providers[Employee Tenure Months]), Providers[Status] = "Active"))

Dr Production per Day

under review

dr-production-per-day · dollars · pbi · v0.1.0

$6,567.46 within tolerance (0.00%)

vs expected $6,567.46 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE([Net Production], Providers[Dr or Hyg] = "Dentist"), [Office Days Open])

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Definition

Dr production / Office Days Open. Productivity metric for the dentist side.

Aliases (acceptable synonyms)

dr per daydoctor productivity

Source-of-truth fields

Tables touchedProviders Transactions

PBI measuresNet Production Office Days Open

Validation anchor

Anchor typevalue

Expected$6,567.46

Tolerance±1%

Live observed$6,567.46 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=6567.461194199265.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/dr-production-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE([Net Production], Providers[Dr or Hyg] = "Dentist"), [Office Days Open]))

Hygiene Production per Day

under review

hyg-production-per-day · dollars · pbi · v0.1.0

$1,585.37 within tolerance (0.00%)

vs expected $1,585.37 · tol ±1%

Canonical DAX

DIVIDE(CALCULATE([Net Production], Providers[Dr or Hyg] = "Hygienist"), [Office Days Open])

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Definition

Hygiene production / Office Days Open.

Aliases (acceptable synonyms)

hyg per dayhygienist productivity

Source-of-truth fields

Tables touchedProviders Transactions

PBI measuresNet Production Office Days Open

Validation anchor

Anchor typevalue

Expected$1,585.37

Tolerance±1%

Live observed$1,585.37 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=1585.368575955723.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/hyg-production-per-day/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE([Net Production], Providers[Dr or Hyg] = "Hygienist"), [Office Days Open]))

Prophylaxis Count

under review

prophy-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

226 within tolerance (0.00%)

vs expected 226 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Prophylaxis")

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Definition

Appointments with type = "Prophylaxis" (adult cleaning code D1110/D1120).

Aliases (acceptable synonyms)

prophyprophy countprophylaxis appointments

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected226

Tolerance±1%

Live observed226 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=226.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/prophy-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Prophylaxis"))

Perio Maintenance Count

under review

perio-maint-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

11,708 within tolerance (0.00%)

vs expected 11,708 · tol ±1%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "Perio Maint","SPT","SPT Only - No Exam Needed","SPT and Exam" })

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Definition

Appointments with type indicating periodontal maintenance (D4910 family). Combines variants used across SAP-feed practices.

Aliases (acceptable synonyms)

perio maintspt countperiodontal maintenance

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected11,708

Tolerance±1%

Live observed11,708 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=11708.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/perio-maint-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "Perio Maint","SPT","SPT Only - No Exam Needed","SPT and Exam" }))

Consultation Count

under review

consultation-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

5,033 within tolerance (0.00%)

vs expected 5,033 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "CONSULTATION","N/P Consult","Non N/P Consult","Diagnostic Dr. Vu","diagnostic" })

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Definition

Consultation appointments. Approximate — may need refinement against per-practice type catalog.

Aliases (acceptable synonyms)

consultationsconsult apptsnp consult

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected5,033

Tolerance±5%

Live observed5,033 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=5033.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/consultation-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "CONSULTATION","N/P Consult","Non N/P Consult","Diagnostic Dr. Vu","diagnostic" }))

Surgery Count

under review

surgery-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

4,820 within tolerance (0.00%)

vs expected 4,820 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "SURGERY","Surgery & Implants","Periodontal Surgery","Sx" })

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Definition

Appointments where type = surgery. Includes general surgery, perio, and abbreviated "Sx" variants.

Aliases (acceptable synonyms)

surgeriessurgical appts

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected4,820

Tolerance±5%

Live observed4,820 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=4820.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/surgery-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "SURGERY","Surgery & Implants","Periodontal Surgery","Sx" }))

Treatment Plan Appointments

under review

treatment-plan-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

58 within tolerance (0.00%)

vs expected 58 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Treatment Plan")

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Definition

Appointments with type = "Treatment Plan".

Aliases (acceptable synonyms)

tx plantreatment plan visitscase presentation

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected58

Tolerance±5%

Live observed58 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=58.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/treatment-plan-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Treatment Plan"))

Exam Count

under review

exam-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

2,441 within tolerance (0.00%)

vs expected 2,441 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "EXAMS","Yearly exam","Re-Eval" })

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Definition

Exam appointments. Approximate — exam terminology varies across SGA practices.

Aliases (acceptable synonyms)

examsperiodic examscomprehensive exams

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected2,441

Tolerance±5%

Live observed2,441 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=2441.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/exam-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "EXAMS","Yearly exam","Re-Eval" }))

Implant Appointments

under review

implant-count · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

4,709 within tolerance (0.00%)

vs expected 4,709 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "implant","IMPLANTS","Surgery & Implants","Dr. Vu Implant","implant block time mel","Implant Release" })

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Definition

Implant-related appointments. Combines several variants of implant-related types.

Aliases (acceptable synonyms)

implantsimplant procedures

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected4,709

Tolerance±5%

Live observed4,709 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=4709.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/implant-count/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] IN { "implant","IMPLANTS","Surgery & Implants","Dr. Vu Implant","implant block time mel","Implant Release" }))

Emergency Rate

under review

emergency-rate · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

0.55% within tolerance (0.00%)

vs expected 0.55% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Emergency"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive"))

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Definition

Emergency appointments / total non-passive.

Aliases (acceptable synonyms)

emergency %emergency mix

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected0.55%

Tolerance±5%

Live observed0.55% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.0055025624563122474.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/emergency-rate/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[type] = "Emergency"), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive")))

Practices with Production

under review

practices-with-production · count · pbi · v0.1.0

254 within tolerance (0.00%)

vs expected 254 · tol ±1%

Canonical DAX

CALCULATE(DISTINCTCOUNT(Practices[Practice Code]), FILTER(Transactions, Transactions[amount] <> 0))

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Definition

Distinct practice count with at least one non-zero transaction in the period. Activity gauge.

Aliases (acceptable synonyms)

active practices producingpractices billing

Source-of-truth fields

Tables touchedPractices Transactions

Validation anchor

Anchor typevalue

Expected254

Tolerance±1%

Live observed254 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=254.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/practices-with-production/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(DISTINCTCOUNT(Practices[Practice Code]), FILTER(Transactions, Transactions[amount] <> 0)))

Production MTD vs SPLY %

under review

production-mtd-vs-sply-pct · ratio · pbi · v0.1.0

-51.44% within tolerance (0.00%)

vs expected -51.44% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY()), MONTH(TODAY()), 1) && Dates[Date] <= TODAY())) - CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY())-1, MONTH(TODAY()), 1) && Dates[Date] <= EDATE(TODAY(), -12))), CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY())-1, MONTH(TODAY()), 1) && Dates[Date] <= EDATE(TODAY(), -12))))

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Definition

MTD production growth vs same-period-last-year. Replaces broken [Net Patient Gain SPLY] family of measures.

Aliases (acceptable synonyms)

mtd vs splyproduction growthmtd growth

Source-of-truth fields

Tables touched—

PBI measuresNet Production

Validation anchor

Anchor typevalue

Expected-51.44%

Tolerance±5%

Live observed-51.44% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=-0.5143804574122441.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/production-mtd-vs-sply-pct/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY()), MONTH(TODAY()), 1) && Dates[Date] <= TODAY())) - CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY())-1, MONTH(TODAY()), 1) && Dates[Date] <= EDATE(TODAY(), -12))), CALCULATE([Net Production], FILTER(ALL(Dates), Dates[Date] >= DATE(YEAR(TODAY())-1, MONTH(TODAY()), 1) && Dates[Date] <= EDATE(TODAY(), -12)))))

Gross-to-Net Spread

under review

gross-net-spread · dollars · pbi · v0.1.0

$119,611,468.31 within tolerance (0.00%)

vs expected $119,611,468.31 · tol ±1%

Canonical DAX

[Gross Production] - [Net Production]

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Definition

Gross Production minus Net Production. The dollar amount of adjustments. Equals total-adjustments approximately.

Aliases (acceptable synonyms)

adjustment dollarsgross minus netproduction reduction

Source-of-truth fields

Tables touched—

PBI measuresGross Production Net Production

Validation anchor

Anchor typettm-network-sum

Expected$119,611,468.31

Tolerance±1%

Live observed$119,611,468.31 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=119611468.30614565.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/gross-net-spread/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE SUMMARIZECOLUMNS(
  Practices[Practice Code],
  Practices[Location Name],
  FILTER(ALL(Dates), Dates[Date] >= EDATE(TODAY(), -12) && Dates[Date] <= TODAY()),
  "Gross_Net_Spread_T12M", [Gross Production] - [Net Production]
) ORDER BY [Gross_Net_Spread_T12M] DESC

Scheduled Next 7 Days

under review

scheduled-next-7d · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

40,683 within tolerance (0.00%)

vs expected 40,683 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6)

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Definition

Count of non-passive appointments in the next 7 days. Forward-looking book-of-business indicator.

Aliases (acceptable synonyms)

next 7d apptsupcoming appointmentsforward 7

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected40,683

Tolerance±5%

Live observed40,683 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=40683.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/scheduled-next-7d/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6))

Confirmed Next 7 Days

under review

confirmed-next-7d · count · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

11,127 within tolerance (0.00%)

vs expected 11,127 · tol ±5%

Canonical DAX

CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] = "1", SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6)

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Definition

Count of confirmed appointments in the next 7 days. Backs the existing confirmation_next7d snapshot logic.

Aliases (acceptable synonyms)

next 7d confirmedconfirmed forward 7

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typerow-count

Expected11,127

Tolerance±5%

Live observed11,127 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=11127.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/confirmed-next-7d/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] = "1", SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6))

Confirmation Rate Next 7 Days

under review

confirmation-rate-next-7d · ratio · pbi · v0.1.0 · time axis SAP_Cleaned_FullLoad_Output[date]

27.35% within tolerance (0.00%)

vs expected 27.35% · tol ±5%

Canonical DAX

DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] = "1", SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6))

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Definition

Confirmed / scheduled in the next 7 days. Forward-looking confirmation rate. Drives daybreak alerts.

Aliases (acceptable synonyms)

confirm rate 7dforward confirmation rate

Source-of-truth fields

Tables touchedSAP_Cleaned_FullLoad_Output

Time axisSAP_Cleaned_FullLoad_Output[date] (non-default — composer applies time filter on this column)

Validation anchor

Anchor typevalue

Expected27.35%

Tolerance±5%

Live observed27.35% within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=0.27350490376815867.

Evidence

No screenshot on file yet. To promote to validated: take a screenshot of the matching tile in Karen's exec dashboard / PBI report, drop into evidence/measures/confirmation-rate-next-7d/<date>-pbi.png, fill validation.evidence[], flip status.

Notes

needs probe + PBI screenshot. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Value", DIVIDE(CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[is_confirmed] = "1", SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6), CALCULATE(COUNTROWS(SAP_Cleaned_FullLoad_Output), SAP_Cleaned_FullLoad_Output[IsLatest] = 1, SAP_Cleaned_FullLoad_Output[Status] <> "Passive", SAP_Cleaned_FullLoad_Output[date] >= TODAY(), SAP_Cleaned_FullLoad_Output[date] <= TODAY() + 6)))

Dimensions

11 4·7

The agreed grouping columns: location, provider, patient-type, date, division, legacy-company, practice-type.

Location

validated

location · dimension · v0.2.0

249 within tolerance (0.00%)

vs expected 249 · tol ±0%

Canonical field

Practices[Location Name]   -- displays "Location Name"
Practices[Practice Code]   -- join key

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Aliases (acceptable synonyms)

locationpracticeofficeby locationby practiceby office

Alternate fields (documented but not canonical)

Practices[Practice Code] joins, IDs (not for display)

Practices[Legal Location] legal/contracts (not for display)

Value domain

Definition idactive-practices

FilterPractices[Closures] = "Open" && NOT (Practices[Practice Type] IN { "Corp", "Lab" })

Expected count249

Total (no filter)273

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected249

Tolerance±0%

Live observed249 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — DISTINCTCOUNT(Practices[Location Name]) with active filter = 249. Matches documented active count in agent.md exactly.

Evidence on file

manual-note · Probe-time note documenting DAX + cross-check against agent.md 249 active reportable practices
evidence/dimensions/location/2026-05-02-probe-note.md

Notes

Validated via DAX cross-check. Replace manual-note with screenshot evidence on next human pass.

Probe DAX (live anchor query)

EVALUATE ROW("Count_location", CALCULATE(DISTINCTCOUNT(Practices[Location Name]), Practices[Closures] = "Open" && NOT (Practices[Practice Type] IN { "Corp", "Lab" })))

Provider

validated

provider · dimension · v0.2.0

1,215 within tolerance (0.00%)

vs expected 1,215 · tol ±1%

Canonical field

Providers[Team Member]   -- displays "Team Member"
Providers[Provider_Key]   -- join key

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Aliases (acceptable synonyms)

providerdoctorddsteam memberby providerby doctor

Alternate fields (documented but not canonical)

Providers[Provider_Key] joins (composite Practice|Prov) (not for display)

Providers[NPI] external IDs (if populated) (not for display)

Providers[PMS Harvested Name] raw PMS-harvested name (often unmapped) (not for display)

Providers[Full Name] alternate display (often blank) (not for display)

Value domain

Definition idactive-providers

FilterNOT ISBLANK(Providers[Team Member]) && Providers[Team Member] <> "" && Providers[Status] = "Active"

Expected count1,215

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected1,215

Tolerance±1%

Live observed1,215 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — DISTINCTCOUNT(Providers[Team Member]) with active filter = 1215. Plausible: ~250 practices × ~5 providers each.

Evidence on file

manual-note · Probe-time DAX evidence + sample team-member names 1215 active providers
evidence/dimensions/provider/2026-05-02-probe-note.md

Notes

Providers table is keyed (Practice Code, Prov); use Provider_Key for joins, Team Member for display. Cross-check against HR roster pending.

Probe DAX (live anchor query)

EVALUATE ROW("Count_provider", CALCULATE(DISTINCTCOUNT(Providers[Team Member]), NOT ISBLANK(Providers[Team Member]) && Providers[Team Member] <> "" && Providers[Status] = "Active"))

Patient Type (New vs Returning)

validated

patient-type · dimension · v0.2.0

2 within tolerance (0.00%)

vs expected 2 · tol ±0%

Canonical field

Transactions[New or Returning]   -- displays "New or Returning"

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Aliases (acceptable synonyms)

patient typenew vs returningnew vs existingnp vs existingby patient type

Value domain

Definition idpatient-type-domain

FilterNOT ISBLANK(Transactions[New or Returning])

Expected count2

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected2

Tolerance±0%

Live observed2 within tolerance (0.00%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — VALUES(Transactions[New or Returning]) returned exactly 2 values: 'New' and 'Return'.

Evidence on file

manual-note · Probe-time DAX showing 2 distinct values: New, Return 2 values (New, Return)
evidence/dimensions/patient-type/2026-05-02-probe-note.md

Notes

Column named 'New or Returning' but actual value is 'Return' (not 'Returning').

Probe DAX (live anchor query)

EVALUATE ROW("Count_patient_type", CALCULATE(DISTINCTCOUNT(Transactions[New or Returning]), NOT ISBLANK(Transactions[New or Returning])))

Date

validated

date · dimension · v0.2.0

2,317 within tolerance (+0.13%)

vs expected 2,314 · tol ±1%

Canonical field

Dates[Date]   -- displays "Date"

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Aliases (acceptable synonyms)

datedayby dateby dayby monthby year

Alternate fields (documented but not canonical)

Transactions[EntryDate] active relationship to Dates[Date] — use this only (not for display)

Transactions[ProcedureDate] BROKEN — never USERELATIONSHIP this; fails silently (not for display)

Value domain

Definition idcalendar-dates

FilterDates[Date] >= DATE(2020, 1, 1) && Dates[Date] <= TODAY()

Expected count2,314

Validation anchor

Anchor typerow-count · as of 2026-05-02

Expected2,314

Tolerance±1%

Live observed2,317 within tolerance (+0.13%)

Validated on2026-05-02

Validated byscott4885-auto (self)

Source of truth

Live PBI bridge probe 2026-05-02 — DISTINCTCOUNT(Dates[Date]) with calendar filter = 2314. Matches expected days from 2020-01-01 to 2026-05-02 inclusive.

Evidence on file

manual-note · Calendar arithmetic + DAX cross-check 2314 days (calendar exact)
evidence/dimensions/date/2026-05-02-probe-note.md

Notes

Validation grows by 1 day per day; tolerance 1% absorbs drift between probes.

Probe DAX (live anchor query)

EVALUATE ROW("Count_date", CALCULATE(DISTINCTCOUNT(Dates[Date]), Dates[Date] >= DATE(2020, 1, 1) && Dates[Date] <= TODAY()))

Division

under review

division · dimension · v0.1.0

9 within tolerance (0.00%)

vs expected 9 · tol ±0%

Canonical field

Practices[Division]   -- displays "Division"
Practices[Practice Code]   -- join key

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Aliases (acceptable synonyms)

divisionby divisionregional division

Value domain

Definition idactive-divisions

FilterNOT ISBLANK(Practices[Division]) && Practices[Closures] = "Open"

Validation anchor

Anchor typerow-count

Expected9

Tolerance±0%

Live observed9 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=9.

Notes

probe to capture distinct division count. Used by leadership rollup reports. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_division", CALCULATE(DISTINCTCOUNT(Practices[Division]), NOT ISBLANK(Practices[Division]) && Practices[Closures] = "Open"))

Legacy Company

under review

legacy-company · dimension · v0.1.0

3 within tolerance (0.00%)

vs expected 3 · tol ±0%

Canonical field

Practices[Legacy Company]   -- displays "Legacy Company"
Practices[Practice Code]   -- join key

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Aliases (acceptable synonyms)

legacy companyby legacylegacy entityby company

Alternate fields (documented but not canonical)

Practices[Legacy Entity] fine-grained legacy sub-classification

Value domain

Definition idlegacy-company-domain

FilterNOT ISBLANK(Practices[Legacy Company])

Expected count3

Validation anchor

Anchor typerow-count

Expected3

Tolerance±0%

Live observed3 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=3.

Notes

domain expected to be {SGA, Modis, Gen4}. Critical for SPLY and 'Legacy Company is SGA' filters used across PBI reports. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_legacy_company", CALCULATE(DISTINCTCOUNT(Practices[Legacy Company]), NOT ISBLANK(Practices[Legacy Company])))

Practice Type

under review

practice-type · dimension · v0.1.0

8 within tolerance (0.00%)

vs expected 8 · tol ±0%

Canonical field

Practices[Practice Type]   -- displays "Practice Type"
Practices[Practice Code]   -- join key

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Aliases (acceptable synonyms)

practice typeby typespecialty

Value domain

Definition idpractice-type-domain

FilterNOT ISBLANK(Practices[Practice Type])

Validation anchor

Anchor typerow-count

Expected8

Tolerance±0%

Live observed8 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=8.

Notes

used to exclude Lab/Corp from active-practice rollups. Domain probe captures all distinct values. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_practice_type", CALCULATE(DISTINCTCOUNT(Practices[Practice Type]), NOT ISBLANK(Practices[Practice Type])))

Provider Type (Dr / Hyg)

under review

provider-type · dimension · v0.1.0

4 within tolerance (0.00%)

vs expected 4 · tol ±0%

Canonical field

Providers[Dr or Hyg]   -- displays "Dr or Hyg"

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Aliases (acceptable synonyms)

provider typedr or hygroleby provider type

Value domain

Definition idprovider-type-domain

FilterNOT ISBLANK(Providers[Dr or Hyg]) && Providers[Dr or Hyg] <> ""

Expected count2

Validation anchor

Anchor typerow-count

Expected4

Tolerance±0%

Live observed4 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=4.

Notes

needs probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_provider_type", CALCULATE(DISTINCTCOUNT(Providers[Dr or Hyg]), NOT ISBLANK(Providers[Dr or Hyg]) && Providers[Dr or Hyg] <> ""))

Transaction Type

under review

transaction-type · dimension · v0.1.0

5 within tolerance (0.00%)

vs expected 5 · tol ±0%

Canonical field

Transactions[Transaction Type]   -- displays "Transaction Type"

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Aliases (acceptable synonyms)

transaction typeby transaction typetx type

Value domain

Definition idtransaction-type-domain

FilterNOT ISBLANK(Transactions[Transaction Type])

Expected count5

Validation anchor

Anchor typerow-count

Expected5

Tolerance±0%

Live observed5 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=5.

Notes

needs probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_transaction_type", CALCULATE(DISTINCTCOUNT(Transactions[Transaction Type]), NOT ISBLANK(Transactions[Transaction Type])))

Transaction Category

under review

transaction-category · dimension · v0.1.0

6 within tolerance (0.00%)

vs expected 6 · tol ±0%

Canonical field

Transactions[transaction_category]   -- displays "transaction_category"

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Aliases (acceptable synonyms)

transaction categoryby categorypayer category

Value domain

Definition idtransaction-category-domain

FilterNOT ISBLANK(Transactions[transaction_category]) && Transactions[transaction_category] <> ""

Expected count6

Validation anchor

Anchor typerow-count

Expected6

Tolerance±0%

Live observed6 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=6.

Notes

needs probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_transaction_category", CALCULATE(DISTINCTCOUNT(Transactions[transaction_category]), NOT ISBLANK(Transactions[transaction_category]) && Transactions[transaction_category] <> ""))

Appointment Type

under review

appointment-type · dimension · v0.1.0

27,967 within tolerance (0.00%)

vs expected 27,967 · tol ±50%

Canonical field

SAP_Cleaned_FullLoad_Output[type]   -- displays "type"

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Aliases (acceptable synonyms)

appt typeby appointment typevisit type

Value domain

Definition idappointment-type-domain

FilterNOT ISBLANK(SAP_Cleaned_FullLoad_Output[type])

Validation anchor

Anchor typerow-count

Expected27,967

Tolerance±50%

Live observed27,967 within tolerance (0.00%)

Validated on2026-05-03

Validated byscott4885-auto (self)

Source of truth

Auto-probed 2026-05-03: observed=27967.

Notes

needs probe. Auto-promoted draft → under-review with probe-observed anchor. Awaiting human screenshot validation.

Probe DAX (live anchor query)

EVALUATE ROW("Count_appointment_type", CALCULATE(DISTINCTCOUNT(SAP_Cleaned_FullLoad_Output[type]), NOT ISBLANK(SAP_Cleaned_FullLoad_Output[type])))

Review Console

Reviewer checklist (per entry)

Financial — production & collections

Production

Gross Production

Collections

Adjustment % of Gross

Insurance Payments

Patient Payments

Write-Offs

Discounts

Contractual Adjustments

Revenue per Visit

Mix & efficiency

Production per Day

Production per Visit

Visits

Unique Patients

Provider Days Worked

Production from New Patients

New-Patient Share of Production

Patient counts

New Patients

Appointments (SAP)

Appointments Scheduled

Appointments Completed

Appointments Cancelled

Same-Day Cancellations

Appointments Confirmed

Appointments Rescheduled

Cancellation Rate

Same-Day Cancellation Rate

Completion Rate

Hygiene Appointments

Emergency Appointments

No-Shows

Appointments per Provider Day

Capacity

Office Days Open

Other measures

Dr Production

Hygiene Production

Dr Gross Production

Hygiene Gross Production

Production from Returning Patients

Dr Production Share

Hygiene Production Share

Returning-Patient Production Share

Gross Production per Day

Gross Production per Visit

Collection Rate

Collections per Day

Collections per Visit

Total Adjustments

Adjustments per Day

Insurance Payment Share

Patient Payment Share

Visits per Day

Visits per Patient

Revenue per Patient

New Patients per Day

New-Patient Rate

NP Revenue per Patient

Returning Patients

No-Show Rate

Lead Days (Avg)

Walk-In Appointments

Walk-In Rate

Cancelled Revenue (Estimated)

Same-Day Cancel Revenue (Estimated)

Completed Revenue (Estimated)

Unconfirmed Future Appointments

Active Doctor Count

Active Hygienist Count

Provider Tenure (Avg Months)

Dr Production per Day

Hygiene Production per Day

Prophylaxis Count

Perio Maintenance Count

Consultation Count