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Analytics: DI Engagement Metrics in Scorecards
Analytics: DI Engagement Metrics in Scorecards

Get insights into how automations in Engagement are performing for your practice within Scorecards

Erika Gardner avatar
Written by Erika Gardner
Updated over a month ago

Know the stats behind the vital role Dental Intelligence is playing in your standard operating procedures and patient interaction workflows with Engagement-specific metrics like number of appointments confirmed with Engagement and whether or not your patients had all required forms filled out ahead of their appointments.

Note: If you do not utilize Dental Intelligence Engagement, DI Engagement metrics in Scorecards will not populate data.

In Scorecards, there are currently 12 DI Engagement metrics to choose from:

  • DI Appointments Online Scheduled

  • DI Appointments Online Scheduled New Patients

  • DI Appointments Confirmed

  • DI Appointments Confirmed %

  • DI Appointments Confirmed After 1st Try

  • DI Appointments Confirmed After 2nd Try

  • DI Appointments Confirmed After 3rd Try

  • DI Appointments Not Confirmed

  • DI Forms All Completed before Check-in

  • DI Forms Average Session Length

  • DI Forms Completed at Check-in %

  • DI Forms Outstanding before Check-in

The easiest way to get a bird's eye view on all of these unique stats? Take advantage of our pre-made Dental Intelligence Engagement Performance Scorecard Template.

  1. From the Scorecards dashboard, click on the Scorecard Templates tile

  2. Then, click on the Dental Intelligence Engagement Performance Scorecard

  3. By default, all 12 DI Engagement metrics will be selected. Customize the template by choosing which locations you'd like to include, time periods, and trends

  4. When finished, click on the blue Save Changes button, then choose Save as NEW Scorecard

    Update the template name (if you'd like). Once saved, click on the purple My Templates tile to view your customized template.

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