12 copy-paste Open Dental queries + the worksheet

The lists your office should work every morning, pulled straight from your own Open Dental. Paste, click Submit, and work the list.

• Money still in the chartTreatment planned, nothing on the schedule. Biggest dollars first.
• Overdue cleanings, unconfirmed, left without a next visitYour hygiene schedule and tomorrow’s book, with the phone on every row.
• Insurance to verify, claims 30+ days, done but not billedThe billing lists, oldest first, carrier phone on the row.
• Notes missing, year-end benefits, balances over 90, huddle, openingsThe rest of the 12. All read-only: they only look, never change anything.
• The worksheet (Excel / Google Sheets)Paste each list into its tab. It totals the dollars and turns green as you book.