01 / Estimate
Size the leak with assumptions
Calculator / model Use known call, appointment, recall, or production numbers to estimate missed demand. Useful for prioritizing, but not proof.
02 / Safe review
Review real clinic signals
Safe review Review calls, schedule risk, recall, or workflow fit before touching patients. No patient contact, schedule changes, or dental software writes in the first review.
03 / Recovery pilot
Run one approved workflow
Measured result Staff approves the rules and messages. Xona runs the workflow and reports what was booked, saved, needs staff, or still leaking.