What Is the Opportunity Miner?
The Opportunity Miner is your practice’s growth engine. Unlike standard static reports, this is an interactive tool that identifies "trapped" revenue within your database and allows you to act on it immediately.
It shows:
| 1 |
Production Opportunities Unscheduled but accepted treatment plans. |
| 2 |
Collection Opportunities Outstanding patient and insurance balances. |
| 3 |
Engagement Stats Which patients are reachable via SMS or Email. |
| 4 |
Custom Segments Filtered lists based on demographics, clinical needs, or provider. |
| 5 |
Bulk Communication Status Real-time tracking of outreach efforts. |
| Think of it as your Revenue Command Center for filling the schedule and cleaning up accounts receivable. |
Best Practices for Dental Offices
The Opportunity Miner is your main tool for proactive practice growth.
| 1 |
Target high-value treatment Filter by production value to fill last-minute openings. |
| 2 |
Use for "Low-Hanging Fruit" Target patients with remaining insurance benefits before year-end. |
| 3 |
Audit regularly Ensure "Accepted" treatment plans are accurate so your "Opportunities" are real. |
| 4 |
Automate Outreach Use templates to ensure consistent professional messaging. |
When utilized weekly, it will:
• Fill the doctor and hygiene schedules.
• Increase treatment acceptance follow-ups.
• Recover "lost" patients who have drifted from the practice.
• Boost monthly collections by targeting patients with balances.
How to Generate the Report
Navigate to the System Menu → select Opportunity Miner under Insights
Create a new report by clicking +Generate New List on the right of the screen.
Technical Logic: Understanding "Filter Stacking"
When creating a list, CareStack uses filters to help narrow down the results and show only the patients that match your criteria. Understanding how Filters and Columns work is important:
Filters (The "Who"): These define the entry requirements. If a patient doesn't meet the filter, they are excluded.
The "+" Rule: Every time you click a "+", you are adding a layer. For example: Account Status (Active) + Balance (> $100) + Last Visit (< 6 months) ensures you aren't wasting time texting patients who moved away or haven't been seen in years.
Columns (The "What"): These are the data points you see about the people who met the filter criteria.
Act on the Data (Outreach)
Selecting patients on the left will allow you to see the total potential value of your selection under Collection Opportunity.
1. Send Message/Email: Click Send Message (SMS) or Send Email. *rates may apply
Select a Saved Template for speed and consistency.
Click Send.
| Report Generation Best Practice: Always Save your filtered lists. By saving a list for "Unscheduled Hygiene," you can click one button every Monday morning to see an updated list of names without having to rebuild the filters from scratch. |
Track & Monitor
• Compare the Production Opportunity total at the start of the week vs. the end of the week to measure how much treatment was moved to the schedule.
Access & Permissions
• Opportunity Miner: Visible to roles with "Insights" or "Reporting" permissions.
• Bulk Messaging: This is a restricted sub-feature. If you cannot send messages, contact CareStack Support to enable bulk communication for your office.