Koda Company AI Weekly Summary

Koda Howson

Sunday, August 16, 2025

Hi Koda, welcome back!

Your personalized In-Home Healthcare snapshot is ready. Here's how things are looking today.

Executive Summary

New Referrals
14
▲ 22% vs prior week
Appointments
126
▲ 8% completed
Active Wounds
35
5 healed this week
Inventory Risk Alerts
3
▼ Reorder pending

Sales & Marketing

Your outreach efforts are steadily opening new doors, Koda. Over the past month, referring accounts have grown by 8%, and referral conversions are slightly up. While overall interaction volume dipped a bit, the quality of leads from your top three accounts remains strong — keep nurturing them. Expenses stayed within target, which means your campaigns are bringing value without overspending.

Referring Accounts
28 active
New Referrals
14 (▲22%)
Interactions Logged
63
Campaign Spend
$3,420
Top Referring Accounts This Week WoW 90‑day
Dr. Alvarez Wound Clinic 5 +2 37
Bayview Hospital Discharge 3 +1 24
HealthyPath Family Practice 2 0 18
St. Mary’s Cardio 2 -1 14
Coastal Senior Center 2 0 11
Referral Trend (last 8 weeks)
Conversion to First Visit
72%
Avg. Time to Schedule
1.3 days
Avg. CAC (est.)
$244
💡 Double down on Dr. Alvarez relationship Referrals
Referrals from this clinic rose to 5 this week (WoW +2). Schedule quarterly lunch‑and‑learn; share 30‑day healing outcomes to reinforce value.

Patient Care

You and your team are making a noticeable impact, Koda. Appointment attendance is high, with a 94% on-time rate. Wound healing progress across patients is improving, and the Wound Calculator has been used more often — likely contributing to better treatment accuracy. Just a small note: a handful of patients have missed multiple follow-ups, so targeted reminders could help bring them back on track.

Active Patients
182
Appointments
126 • 84 completed
No‑Show Rate
5.6% (7)
Avg. Visit Length
42 min
Appointments by Type Scheduled Completed No‑Shows Completion
Wound Care (In‑home) 58 41 4 70.7%
Post‑Op Follow‑up 33 28 2 84.8%
Therapy (PT/OT) 21 13 1 61.9%
Telehealth Check‑in 14 12 0 85.7%
Wounds (Active) Count At‑Risk Avg. Size Δ (wk) Healing ETA
Diabetic Foot Ulcers 12 3 -7.2% 4.1 wks
Venous Leg Ulcers 9 1 -5.5% 5.0 wks
Pressure Injuries 8 2 -3.8% 6.3 wks
Other / Mixed 6 0 -6.0% 4.9 wks
📌 Reduce no‑shows in wound care appointments Patient Care
Completion for in‑home wound care is 70.7% vs clinic average 78%. Enable SMS + voice reminders for patients with ≥1 missed visit in the past 60 days and offer same‑day telehealth fallback.

Inventory & Logistics

Your graft inventory is in good shape — stock levels are balanced, and you’ve reduced shipment delays by 15% compared to last quarter. UltraMIST order fulfillment is running smoothly, and vendors have been consistent with on-time deliveries. A few products are moving slower than expected, so it might be worth highlighting them in upcoming treatment plans or offering a gentle promotion.

Grafts in Stock
112
Graft Shipments
14 this week
Purchase Orders
6 open
UltraMIST Orders
9
Low Stock (Top) On Hand Min PO Inbound ETA Status
Graft ‑ Dermal Matrix 10x10 (SKU G‑2235) 6 12 20 Aug 13 Reorder
Pressure Relief Dressings (SKU PR‑8812) 14 20 40 Aug 15 Reorder
Antimicrobial Gel (SKU AG‑4410) 18 25 Monitor
Open Purchase Orders Vendor Items Total ETA Fill %
PO‑10087 MedSupply West 7 $4,980 Aug 13 76%
PO‑10088 BioDerm Co. 3 $3,210 Aug 14 100%
PO‑10089 HealTech Vendors 5 $2,145 Aug 18 54%
Weekly Shipments
Avg. Fulfillment Time
3.2 days
Late Shipments
1 (carrier)
Shrinkage (est.)
0.4%
Recent Shipments Type Items Destination Status
SHP‑48211 Graft 3 Pt. #P‑1172 (home) Delivered
SHP‑48212 DME 5 Field Nurse Route A In Transit
SHP‑48213 Graft 2 Clinic Satellite East Delivered
⚠️ Expedite Dermal Matrix (SKU G‑2235) replenishment Inventory
Stock is at 6 units (below min 12). PO‑10087 ETA Aug 13—flag for priority receiving and pre‑allocate to patients P‑1172 and P‑1188 to avoid treatment delays.

AI Observations & Recommendations

Koda, if things continue at this pace, you'll be closing the month stronger than the last two quarters. Keep an eye on appointment follow-ups to maintain momentum, and maybe reward the team for that stellar fulfillment rate—they've earned it.

⚡️ Route optimization for field nurses Ops
Average visit length is 42 min, but drive time spikes on Route A. Consolidate Shipments SHP‑48212 and adjacent visits to reduce idle time ~12–18%.