Dental Intelligence Analytics helps you turn the information from your practice management system into clinical opportunities. Our software can show you production opportunities, easily collect on accounts receivable and keep your schedule full. Need more active patients to fill your chairs? Our practice analytics can show you which unscheduled patients to focus on.

We recommend utilizing these three Analytics features to locate unscheduled production from your existing patients:

Once you've tracked down your unscheduled opportunities, turn them into appointments on your schedule!

Don't let all of your hard work go unnoticed! Celebrate all of your successes and hone in on the areas where you can grow:

The Unscheduled Patients Metric found on your Performance Board will help you identify your active patients that do not have a future appointment on the books.

Watch this short video for an in-depth overview of how the Unscheduled Patients metric can help you locate existing patients without a scheduled return appointment:

Click on any section of the Unscheduled Patients pie chart to populate a list of all patients who have completed treatment within the selected time frame and are currently unscheduled for any future appointment.

These time frames include:

In the populated list, sort the last column to see the treatment plans from highest dollar amount to lowest. These patients might have active Follow Ups that you and your team are working on. Use this list in tandem with Follow Ups to identify your greatest opportunities.

The Restorative/Elective Case Metric in the Performance Board captures the number of patients who were presented with treatment, identifying how much of that treatment they accepted, and how much was left unscheduled. This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Watch this short video to learn more about how the Restorative/Elective Case metric can help your practice determine which patients have unscheduled treatment:

The Restorative/Elective Case Metric is a great place to double check and identify your unscheduled treatment. We recommend that you view this every day because you will find patients that scheduled their next hygiene appointment, but did not schedule their treatment.

Generate a list of patients by clicking on the magnifying glass icon above the chart data, then filter the list by Treatment type.

Click on a patient name to open their patient card. In the example below, the patient has a hygiene appointment scheduled in advance, but they currently have $1,584 of unscheduled treatment.

The question now becomes: Do we want to wait for the hygiene appointment to schedule the patient for their treatment? The answer is NO! Using the data collected from the Performance Board, you and your team can act on potential opportunities right away!

Identifying specific lists of patients will save you tons of time when making outbound attempts to schedule or connect with patients. Determining these patients has been simplified through our Patient Finder tool.

Watch the short video below for a brief overview of the Patient Finder tool and learn how you can start implementing Patient Finder lists in your practice today!

Add custom filters to your patient base to narrow down what types of patients are the most valuable, adjust the data columns shown, then export and save the lists directly to your computer when you need to use them to verify data elsewhere.

If your Dental Intelligence bundle also includes Analytics, you can integrate your Analytics Patient Finder lists into your Engagement Patients dashboard.

When you select the Filters Library button in Engagement, you will see a Dental Intelligence option. Click into this tab.

From here you can click through the Saved Searches you have created in the Patient Finder or you can select from the pre-made filters in Popular Searches & Top Staff Picks.

Dental Intelligence's Follow Up Tasks are an easy to use feature to help you keep track of your patients by reminding you who you need to check in with. Be reminded of patients needing hygiene recare, unscheduled treatment, past due balances and so much more.

Watch the short video below to learn how to start setting up Follow Up Task reminders:

The best time to schedule patients for their treatment is when they are in the practice, and in front of you. If the patients don't schedule at either of those times, Follow Up Tasks help you ensure that they don't fall through the cracks.

Follow Up Tasks allow you to make a reminder to yourself to call or text a patient in the future. Create a task and set a due date. When you log into your Dental Intelligence Dashboard, the follow up task will be waiting, ready for you with all the information you need to know about the patient.

Improve the quality of your calls and patient outreach by knowing exactly what you need to talk to your patients about. Follow up tasks benefit you and your patients by increasing the efficiency of your practice and enhances the patient experience.

Use Auto Follow Up Tasks in Analytics to make sure you never lose track of a patient again.

Unscheduled Treatment Follow Up Tasks analyze the treatment that is unscheduled for each individual patient that matches the auto follow up criteria. If we find any restorative procedures, we look for the last completed non-hygiene appointment and assign the follow up to the restorative provider on that appointment. If the only unscheduled treatment is hygiene, we get the last completed hygiene appointment and use the first hygienist attached to that appointment.

Watch this short video to learn more about how to set up Automatic Follow Up Tasks:

Staying organized when contacting patients helps to better the patient experience but also simplifies your daily tasks and outreach to patients.

When you are ready to reach out to a patient, simply attempt the follow up task and mark whether or not they were contacted. You can also leave notes, so other teammates know what happened on the call.

Need to assign a different team member to existing follow up tasks? No problem! Select one or multiple tasks by clicking the checkbox next to the patients name, then click on the Assign drop down menu. This will allow you to select a team member from the users in your Dental Intelligence dashboard to assign the follow ups to.

As you use Follow Up Tasks daily, Analytics will keep track of the hard work that you are doing. After all, you deserve the credit for calling those patients and keeping the schedule full! Make sure you keep track of your performance using the Follow Up Tasks Results dashboard.

Unscheduled Treatment Attempts show the following metrics by each team member:

a. follow up tasks attempts

b. actual patients contacted

c. total patients contacted/total attempts = contact success percentage

Unscheduled Treatment Outcomes show the following metrics by each team member:

a. successfully scheduled treatment

b. completed treatment/total contacted patients = success percentage

c. dollar value of all attempted patients treatment

d. total dollar value of all attempted patients treatment/total number of attempted patients = dollar value per attempt

In order for Unscheduled Treatment Follow Up Tasks to be completed, the future appointment must be for the unscheduled treatment, and not a hygiene visit.
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