> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Daily Brief — AI Morning Clinic Summary

> An AI-generated morning operational summary covering your clinic's schedule, revenue snapshot, alerts, and opportunities so you can start the day prepared.

The Daily Brief gives clinic owners and admins a concise operational overview every morning. Instead of checking multiple dashboards to understand where things stand, you get a single AI-generated summary that covers your schedule, revenue, and anything that needs attention.

**Admins & Doctors** see the daily brief.

<Frame>
  <img src="https://assets.odontox.io/odontox-prod-asset/ai-brief.png" alt="AI Daily Brief" />
</Frame>

## What the brief covers

<AccordionGroup>
  <Accordion title="Personalized greeting">
    The brief opens with a greeting that includes your name and the current date, setting context for the day ahead.
  </Accordion>

  <Accordion title="Schedule overview">
    How many appointments are booked for today, broken down by confirmation status. You'll immediately see if there are unconfirmed appointments that need follow-up.
  </Accordion>

  <Accordion title="Revenue snapshot">
    Three key numbers: expected revenue for today (based on scheduled appointments), month-to-date collections, and month-to-date invoiced amounts. This gives you a quick read on how the month is tracking.
  </Accordion>

  <Accordion title="Alerts">
    Issues that need your attention right now. Examples include unconfirmed appointments for today, overdue invoices that haven't been followed up on, and pending treatment plans approaching expiration.
  </Accordion>

  <Accordion title="Opportunities">
    Revenue and engagement opportunities the AI has identified. These might include pending treatment plans that could convert with a follow-up call, light schedule days that are good for recall outreach, or patterns suggesting a good time for a specific campaign.
  </Accordion>

  <Accordion title="Summary paragraph">
    A closing paragraph that ties everything together with a brief assessment of the day's outlook.
  </Accordion>
</AccordionGroup>

## How to access the daily brief

<Steps>
  <Step title="Open Ruby Insights">
    Click Ruby Insights in the sidebar.
  </Step>

  <Step title="View the Daily Brief">
    The daily brief sits at the top of the **Plan ahead** section. If no one in your clinic has generated it yet today, click the generate button.
  </Step>

  <Step title="Review and act">
    Use the alerts and opportunities sections to prioritize your morning — confirm appointments, follow up on overdue invoices, or call patients with pending plans.
  </Step>
</Steps>

<Tip>
  Make the daily brief part of your morning routine. Generate it when you arrive, review the alerts, and delegate action items to your team before the first patient walks in.
</Tip>

## Revenue metrics explained

The revenue snapshot in the daily brief uses specific calculations to ensure accuracy:

* **Expected revenue today** — based on scheduled appointments and their associated treatment values
* **MTD collected** — actual payments received so far this month
* **MTD invoiced** — total invoices issued this month
* **Collection rate** — calculated only on invoices whose due date has already passed

<Note>
  Invoices with future installment due dates are excluded from the collection rate calculation. This prevents installment-based payment plans from artificially lowering your collection rate when payments aren't yet due.
</Note>

## Caching and refresh

The daily brief is **cached per clinic and shared across all admins**. The first person to open Ruby Insights each day generates it, and everyone else in the clinic sees the same brief instantly. A **"Cached · X ago"** badge shows when it was last generated, with a **Refresh** button alongside it. The cache refreshes automatically at the end of the working day (Pakistan time) or after 24 hours.

If you need fresh data — for example, after confirming several appointments or processing a batch of payments — use the **Refresh** button to regenerate. A refresh counts as a new generation.

<Warning>
  Each generation counts toward your **15 per day** rate limit, shared across all Ruby features. Routine page loads don't count — only an explicit Refresh or Generate does.
</Warning>

## Practical scenarios

<CardGroup cols={2}>
  <Card title="Morning huddle">
    Pull up the daily brief during your team's morning meeting to align everyone on the day's priorities, outstanding items, and revenue targets.
  </Card>

  <Card title="End-of-day check">
    Refresh the brief at the end of the day to see updated collection figures and confirm that action items from the morning have been addressed.
  </Card>

  <Card title="Slow day planning">
    When the brief shows a light schedule, use the opportunities section to identify recall patients or pending treatment plans worth a follow-up call.
  </Card>

  <Card title="Month-end review">
    Toward the end of the month, the MTD figures in the daily brief help you quickly assess whether you're on track to meet revenue goals.
  </Card>
</CardGroup>

## Related articles

* [AI Overview](/ai/overview) — rate limits, AI principles, and the full list of AI features
* [Revenue Forecast](/ai/revenue-forecast) — a 30-day forward-looking revenue prediction
* [Payment Reminders](/ai/payment-reminders) — follow up on the overdue invoices flagged in your brief
* [Treatment Follow-ups](/ai/treatment-followups) — act on the pending treatment plans the brief highlights