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Analytics: Setting the Treatment $ Acceptance % Goal
Analytics: Setting the Treatment $ Acceptance % Goal
Treatment $ Acceptance % is the percentage dollars we have presented to patients that are accepted
Bradley McCormick avatar
Written by Bradley McCormick
Updated this week

Treatment $ Acceptance % is one of the most important measurements in the Dental Practice

When a patient that has had items added to their treatment planner and schedules or has all or some of those items completed, we measure the percentage of the presented dollars that were accepted.

You can review your practice provider's performance to identify what your goals should be. Typically, like-providers should have the same goal.


Review Your Treatment $ Acceptance % 

  1. First, access the Provider Pulse from the Dashboard dropdown menu

  2. Go to the Patient Acceptance % Metric under Case

  3. The time range is defaulted to the current week. Change the selected time range by clicking on the blue date range button and selecting day, week, month, year, or choose a custom range.

  4. Filter results by Role, Provider, or Procedure Type.

  5. Review each provider's percentage, and use it as a benchmark to determine at which rate they should be getting acceptance in order to increase profits. Please remember a goal should stretch the person, it should also be attainable. Write down a reasonable goal for the providers.

Best Practice

An average benchmark for a practice to get patient acceptance is about 45%

The percentage here does not matter as much as knowing where you are striving to improve. If you are at 5%, set a goal for 10% and after you hit that move your goal higher.


Additional Resources

Now that you know more about the Treatment $ Acceptance % Goal, refer to the following article to learn how to set the NP Hygiene Re-Appointment % Goal:

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