Good morning, Dr. Mitchell
Thursday, April 10, 2026 · Cardiology Associates of Texas · 34 appointments today
↑ +2
6
Missed Calls Today
↑ +3%
12%
No-Show Risk Rate
↓ −2
34
Appointments Today
↑ +$1.4k
$8,200
Revenue Risk
Appointment Volume
Last 7 days — Scheduled vs Completed vs No-shows
Weekly
Recent Activity
View all →
Missed call from (512) 445-8821 — no follow-up assigned
9:14
James R. — 2:30 PM appointment unconfirmed, high no-show risk (78%)
8:52
SOP uploaded: Stress Test Protocol v2.pdf by James Ortega
8:30
Maria L. confirmed 10:00 AM appointment via text
8:15
AI Assistant resolved 4 staff queries this morning
7:58
Active Alerts
4 new
6 Missed Calls Unresolved
4 of 6 without follow-up assigned. Est. impact: $3,600+
9:14 AM
3 High-Risk Unconfirmed Appointments
James R., Carol T., Mark D. — afternoon slots at risk
8:45 AM
SMS Callback Waiting 2h 14m
(512) 445-8821 requested a callback — no staff response assigned yet
Requested 7:06 AM · View conversation →
AI Insight · Afternoon Risk
3 of 4 Afternoon Slots Unconfirmed
Unconfirmed afternoon appointments no-show at 2.4× the rate of confirmed ones. A targeted confirmation call in the next 90 minutes could protect an estimated $4,200 in scheduled revenue.
Revenue Risk Trend
Month-to-date estimated leakage
AI Services — Today
Live activity across all three channels
✦
Staff AI Assistant
Active
47
Queries
91%
Resolved
1.4s
Avg Reply
💬
SMS Engagement Bot
Active
6
Convos
67%
Response
2
Booked
🌐
Web Chatbot
Active
14
Sessions
5
Leads
3
Bookings
AI Staff Assistant
Ask operational questions — trained on your clinic's SOPs, policies, and workflows.
Stratavos AI
Cardiology Associates of Texas · 8 SOPs indexed
GPT-4o · RAG
✦
Hello, Dr. Mitchell. I'm your Stratavos AI Assistant, trained on your clinic's SOPs and operational documents.
I can help with insurance verification, scheduling protocols, intake workflows, referral processes, and more. What can I help with today?
I can help with insurance verification, scheduling protocols, intake workflows, referral processes, and more. What can I help with today?
9:00 AM
SM
What insurance plans do we currently accept?
9:02 AM
✦
Based on your Insurance Verification SOP (updated March 2026), Cardiology Associates accepts:
Commercial Insurance
• Blue Cross Blue Shield (PPO & HMO)
• UnitedHealthcare · Aetna · Cigna · Humana
Government Plans
• Medicare Part B · Texas Medicaid
⚠ Note: Prior authorization is required for stress tests, echocardiograms, and nuclear studies. Always verify eligibility before scheduling.
Commercial Insurance
• Blue Cross Blue Shield (PPO & HMO)
• UnitedHealthcare · Aetna · Cigna · Humana
Government Plans
• Medicare Part B · Texas Medicaid
⚠ Note: Prior authorization is required for stress tests, echocardiograms, and nuclear studies. Always verify eligibility before scheduling.
9:02 AM
How do we schedule stress tests?
What is our no-show policy?
Intake workflow steps
Referral process
Prior auth requirements
Clinic Documents
Indexed · 8 docs
Insurance Verification SOP
Stress Test Protocol v2
New Patient Intake Workflow
No-Show & Cancellation Policy
Referral Authorization Guide
Scheduling & Prior Auth
Emergency Protocols
Billing & Coding Guide 2026
Revenue Protection
Missed calls, appointment risk, and estimated revenue leakage — real-time.
Today
6
Missed Calls
3 high-risk
9
Unconfirmed Appointments
+1.2%
11.4%
No-Show Rate (MTD)
+$3.2k
$24.6k
Est. Lost Revenue (MTD)
Missed Calls — Today
Apr 10, 2026
| Phone | Time | Status | Follow-Up |
|---|---|---|---|
| (512) 445-8821 | 9:14 AM | Unassigned | — |
| (210) 338-9120 | 8:48 AM | Unassigned | — |
| (713) 552-0044 | 8:22 AM | In Progress | Calling back |
| (214) 778-3301 | 7:55 AM | Resolved | Appt. booked |
| (512) 900-1147 | 7:30 AM | Unassigned | — |
| (832) 446-0293 | 7:08 AM | In Progress | Voicemail left |
Revenue Risk — 30 Day Trend
Today's Appointments — Risk View
34 total · 3 high risk · 6 unconfirmed
All (34)
High Risk (3)
| Patient | Time | Type | Confirmation | No-Show Risk | Status |
|---|---|---|---|---|---|
| James Richardson | 2:30 PM | Echo Follow-Up | Unconfirmed | 78% | Pending |
| Carol Thompson | 3:15 PM | Stress Test | Unconfirmed | 65% | Pending |
| Mark Davidson | 4:00 PM | New Patient | Partial | 42% | Pending |
| Linda Martinez | 1:45 PM | Echo | Partial | 34% | Pending |
| Thomas Anderson | 1:00 PM | Cath Lab Consult | Confirmed | 12% | Pending |
| Patricia Williams | 11:30 AM | Holter Follow-Up | Confirmed | 10% | In Progress |
| Robert Chen | 10:45 AM | EKG | Confirmed | 5% | Completed |
| Maria Lopez | 10:00 AM | Annual Cardio | Confirmed | 8% | Checked In |
Revenue Alerts
3 activeHigh No-Show Risk — 3 Afternoon Appointments
James R., Carol T., Mark D. unconfirmed. Est. revenue at risk: $4,200
4 Missed Calls Without Follow-Up Assigned
Potential new patient inquiries. Est. impact: $3,600+. Assign follow-up within 2 hours.
MTD No-Show Rate Above Target (11.4% vs 8%)
Consider proactive 48-hour confirmation outreach for all scheduled procedures.
Platform Operations
Stratavos platform performance, AI service health, engagement activity, and knowledge base status.
Stable
99.8%
Platform Uptime
+12%
47
AI Queries Today
+8%
67%
SMS Response Rate
Today
14
Chatbot Sessions
AI Assistant Performance
Staff-facing assistant · Today
47
Queries Today
91%
Resolution Rate
4
Escalated to Staff
1.4s
Avg Response Time
Top Query Topics — This Week
Insurance & Prior Auth38%
Scheduling Protocols27%
Intake & New Patients19%
Referral Process11%
Other5%
AI Query Volume — Last 7 Days
Knowledge Base Health
Staff + patient-facing documents
Staff SOPs
8 docs
Last updated: Today
Patient-Facing
6 docs
Last updated: Apr 7
📋All documents indexedUp to date
⚑Pending AI error reports2 unreviewed
🌐Chatbot widget detected on siteActive
Platform Service Status
Stratavos OS PortalOperational
AI Staff AssistantOperational
SMS Engagement BotOperational
Web ChatbotOperational
Document StorageOperational
Missed Call TrackerDegraded
Auth ServiceOperational
Staff AI Adoption
% of staff using AI Assistant this week
64%
3 of 5 staff active
Priya Nair — 12 queries this week
ActiveJames Ortega — 8 queries this week
ActiveDr. Sarah Mitchell — 4 queries this week
ActiveKevin Park — no activity this week
InactiveDana Collins — no activity this week
InactivePlatform Alerts
2 activeMissed Call Tracker — Degraded
Intermittent sync delays detected. SMS bot unaffected. Engineering notified.
Since 7:30 AM today
2 Unreviewed AI Error Reports
Submitted by Premier Orthopedics and Cardiology Associates. Review in Admin Panel.
Oldest: Apr 7, 2026
SMS Engagement
AI-powered text follow-up for missed callers — automatically starts conversations, answers questions, and drives appointment bookings.
Today
6
Texts Sent
+8%
67%
Response Rate
Today
3
Resolved by AI
2 new
1
Callback Requests
Conversations4 active
(512) 445-88219:14 AM
Please have someone call me back
Callback Requested
(210) 338-91208:48 AM
Do you take Medicare patients?
Active
(713) 552-00448:22 AM
Thanks! I'll book online now.
Resolved
(214) 778-33017:55 AM
Booked for next Tuesday at 10am!
Appt. Booked
(512) 900-11477:30 AM
No response yet
No Reply
(832) 446-02937:08 AM
What are your office hours?
Active
👤
(512) 445-8821
Missed call · 9:14 AM · Callback requested
Hi! This is Sarah at Cardiology Associates of Texas — so sorry we missed your call! How can we help you today? 😊
Hi yes, I was calling about getting an appointment. I've been having some chest discomfort and my doctor referred me to a cardiologist.
I'm sorry to hear that — we're glad you reached out! We specialize in exactly that. Dr. Mitchell sees new cardiology patients and typically has availability within 1–2 weeks.
Do you have insurance? I want to make sure we can confirm coverage before you come in.
Do you have insurance? I want to make sure we can confirm coverage before you come in.
Yes I have Blue Cross Blue Shield PPO through my employer
Great news — we accept Blue Cross Blue Shield PPO! ✅
You can book your new patient consultation online here: cardiologyassociates.com/book
Or if you'd prefer, I can have someone from our team call you to schedule. Which do you prefer?
You can book your new patient consultation online here: cardiologyassociates.com/book
Or if you'd prefer, I can have someone from our team call you to schedule. Which do you prefer?
Please have someone call me back, I'm not great with online stuff
⚡ Callback requested — front desk notified · 9:20 AM
Of course! I've notified our front desk and someone will call you within the next 2 hours during business hours (Mon–Fri, 8 AM–5 PM CT).
Is there a best time or number to reach you?
Is there a best time or number to reach you?
Configuration
Opening Message
Variables: {staff_name}, {clinic_name}, {phone}
Follow-Up Cadence
Send initial text
Immediately
Follow-up if no reply
2nd follow-up
After-hours sending
Callback Notifications
Notify front desk
Slack / Teams alert
Email notification
Scheduler Connector
AthenahealthConnected · Last sync 4 min ago
Web Chatbot
AI chat widget for your clinic website — answers patient questions, captures leads, and drives online bookings 24/7.
Today
14
Chat Sessions
+22%
38
Questions Answered
+2
5
Leads Captured
+1
3
Booking Clicks
Recent Chat Sessions
Today · 14 sessions · Avg 4.2 min
"Do you accept new cardiology patients with Medicare?"
"I'd like to schedule an echocardiogram, how do I do that?"
"What are your office hours and where are you located?"
"I was referred by Dr. Patel — what do I need to bring?"
"Do you offer telehealth appointments?"
"What's the cost of a stress test without insurance?"
Patient-Facing Knowledge Base
Documents the chatbot uses to answer visitor questions. Set visibility per document.
Visibility:
■ Clinic Only
■ Clinic + Public
■ Public (Website)
Services & Procedures Overview
Insurance & Accepted Plans FAQ
Office Hours, Location & Parking
New Patient Checklist
Pricing & Self-Pay Guide 2026
Telehealth & Virtual Visit Info
Chatbot Configuration
Welcome Message
Booking
Online booking enabled
Lead Capture
Capture name + phone
Capture reason for visit
Notify staff on lead
Escalation
Offer callback if can't answer
Show office hours on escalation
Website Embed
Paste this snippet before </body> on your website:
Widget ActiveDetected on cardiologyassociates.com
Widget Settings
Position on Page
↖
↗
↙
💬
Bottom Right (default)
Launch Trigger
Floating Bubble
Auto-open on Delay
Exit Intent
Scroll Trigger
Element Trigger
Programmatic JS
Page Rules
Appearance
Admin Panel
Clinic management, user administration, and system oversight. Stratavos internal.
2 pilots
3
Active Clinics
All verified
10
Total Users
MTD
534
Total Appointments
+12%
47
AI Queries Today
Clinic Management
All tenants on the platform
| Clinic | Specialty | Users | Status | Appts (MTD) | Joined | |
|---|---|---|---|---|---|---|
| Cardiology Associates of Texas | Cardiology | 4 | Active | 284 | Jan 15, 2026 | |
| Premier Orthopedics Group | Orthopedics | 3 | Active | 198 | Feb 3, 2026 | |
| Lakeside Neurology Center | Neurology | 3 | Onboarding | 52 | Mar 28, 2026 |
User Management
All platform users
| Name | Clinic | Role | Status | Last Login | |
|---|---|---|---|---|---|
| Dr. Sarah Mitchell | admin@cardiologyassociates.com | Cardiology Associates | Clinic Admin | Active | Today 8:45 AM |
| James Ortega | j.ortega@cardiologyassociates.com | Cardiology Associates | Staff | Active | Today 8:10 AM |
| Priya Nair | p.nair@cardiologyassociates.com | Cardiology Associates | Staff | Active | Today 9:00 AM |
| Dr. Kevin Cho | kcho@premierortho.com | Premier Orthopedics | Clinic Admin | Active | Yesterday |
| Rachel Simmons | r.simmons@premierortho.com | Premier Orthopedics | Staff | Active | Today 7:30 AM |
| Dr. Angela Torres | atorres@lakesideneurology.com | Lakeside Neurology | Clinic Admin | Pending | Apr 7, 2026 |
Client-Reported AI Errors
Submitted by clinic users via SMS or Chatbot conversations
| Date | Clinic | Channel | What AI Got Wrong | What Should Have Happened | Status |
|---|---|---|---|---|---|
| Apr 9 · 2:41 PM | Premier Orthopedics | SMS | Told patient we accept Cigna — we dropped Cigna in Jan 2026 | Should have said "please call us to verify current insurance" | Pending |
| Apr 7 · 11:08 AM | Cardiology Associates | Chatbot | Said telehealth visits are $0 copay — that's only for established patients | Should clarify copay depends on patient type and insurance plan | Pending |
System Activity Log
| Timestamp | User | Action | Clinic |
|---|---|---|---|
| Apr 10 · 9:14 AM | System | Missed call alert triggered | Cardiology Associates |
| Apr 10 · 8:52 AM | Priya Nair | AI Assistant — insurance inquiry | Cardiology Associates |
| Apr 10 · 8:30 AM | James Ortega | SOP uploaded: Stress Test Protocol v2 | Cardiology Associates |
| Apr 10 · 7:58 AM | Rachel Simmons | AI Assistant — referral process | Premier Orthopedics |
| Apr 9 · 5:30 PM | Dr. Sarah Mitchell | Session started | Cardiology Associates |
Settings
Clinic configuration, user profile, security, and preferences.
🏥 Clinic Info
👤 User Profile
🔐 Security
📅 Calendar Sync
💳 Billing
◎ Preferences
Clinic Information
Revenue Baseline
Used to calculate estimated revenue at risk from missed calls, unconfirmed appointments, and no-shows across the Dashboard and Revenue Protection tab.
$
Enter your blended average across appointment types. This does not need to be exact — a conservative estimate is fine.