What is the Monthly Drill Down Report?
The Monthly Drill Down Report is a report that showcases a few key things that your Dental Intelligence tools have helped your team accomplish over the last 4 weeks:
Digital forms completed by patients
Appointments scheduled through Online Scheduling
Dollars collected with DI Payments
Morning Huddles completed
This report is intended for practice leadership and can be shared with team members to celebrate the amazing results the team are achieving from their combined efforts utilizing Dental Intelligence.
How are the numbers in the Monthly Drill Down Report calculated?
Metrics included in the Monthly Drill Down Report are taken directly from your Dental Intelligence portal and are compiled in an easy-to-read view:
Time-saving estimates are derived by assigning an estimated amount of time to each task performed that Dental Intelligence helps to streamline.
Dollars ($) collected adds up the last 4 weeks of collections processed through Dental Intelligence (terminal transactions, text to pay, and card entries).
Who receives the Monthly Drill Down Report?
Anyone marked as a practice owner, admin, or office manager on your account will receive a Monthly Drill Down Report.
How often will I receive a Drill Down Report?
The Monthly Drill Down Report is generally sent out at the beginning of each month. You'll receive a notification that your report is available via email as well as an in-app pop-up message.
How can I improve the results in my Monthly Drill Down Report?
If you'd like to improve the results in your Monthly Drill Down Report, be sure to follow the suggestion(s) included in your report. They were specially curated for practices just like yours who are facing similar circumstances.
We also offer a variety of learning resources that you and your team can reference at any time!
Still have questions? Just click on the "di" icon in the bottom right corner of this page to chat with the Dental Intelligence support team!