Our customizable Scorecards give you a quick, simple, and complete understanding of the metrics that matter most to you. With Scorecards, you can compare clinics, identify trends over time, and stay updated on how your organization is performing — all in one centralized space.
Accessing Scorecards
To access Scorecards, just click on Scorecards in the left side menu.
Navigating Scorecards
From the Scorecards Dashboard, click on the purple My Scorecards tile to view scorecards you have created. Click on the orange Scorecards shared with me tile to view scorecards created by others. Click on the blue Scorecard Templates tile to view pre-made scorecards created by Dental Intelligence.
Or, search for scorecards by name using the search bar:
Review existing scorecards and sort using the available columns:
Name
Focus (Providers, Locations, Procedure Codes)
Created by
Permissions
Creation date
Creation time
Shared with Others
Click on the up or down arrows in each column to sort the list in ascending/descending order.
Click on the Actions button listed on each scorecard to make the following changes to the selected scorecard:
Rename
Duplicate
Share
Delete
Pre-Built Scorecard Templates
Not sure where to start with Scorecards? We've curated 21 unique Scorecards templates that capture common industry metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.
Click on the Scorecard Templates tile on your Scorecards dashboard to get started.
Next, click on a template to open it and view data for the pre-selected metrics.
You can also customize templates and save them to your Scorecards library, which can then be shared with other users or locations. 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.
Explore our 21 Scorecard Templates
Explore our 21 Scorecard Templates
Template Name | Type | Description |
AR Overview | Locations | Review net production, collections, and outstanding AR balances for the last 6 months by location |
Daily Flash Locations | Locations | Review production (scheduled and gross), collections, and adjustments, as well as case acceptance, hygiene re-appointment, and new patients for the last week by location |
Daily Flash Providers | Providers | Review production (scheduled, gross, and per hour), cases (seen, diagnosed, presented, accepted), fluoride percentage, and perio percentage for the last week by provider |
Dental Intelligence Engagement Performance | Locations | Review the following Engagement action-related metrics by location:
This data is available for Engagement and Analytics users only. |
Finance Review | Locations | Review production, adjustments, collections, and outstanding AR balances for the last 3 quarters by location |
High Producing Procedures | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code |
Hygiene and Perio | Procedure Codes | Review the number of completed procedures, gross production, cases presented, and cases accepted by hygiene and perio procedure code |
Insurance AR | Locations | Review outstanding AR related to insurance balances for the last 6 months by location |
Insurance Carrier Performance | Insurance Carriers | Review gross production, write-offs, production by procedure date, collections, new patients, active patients, and a variety of AR ranges |
Marketing Review | Locations | Review new/lost patients, net patient growth, re-appointment, case presentation/acceptance, and new patient missing referral source for the last 3 months by location |
Operations Performance | Locations | Review production (scheduled and gross), write-offs, collections, and adjustments, AR, as well as case acceptance, hygiene re-appointment, and new patients for the last 3 months by location |
Opportunities | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code |
Ortho | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by ortho procedure code |
Providers Performance | Providers | Review a variety of production metrics, net collections, case accepted and presented metrics, fluoride percentage, and perio percentage for the last 3 months by provider |
Referral Source Review | Referral Sources | Review patient lifetime value collections, new patients, new net patient production by procedure date, new patient collections, new patient cases presented and accepted (% and $), new patient hygiene re-appointed, net production by procedure date, collections, and case dollars presented and percentage accepted by patients by referral source |
Restorative | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by restorative procedure code |
Scheduling Review | Locations | Review a variety of metrics related to appointments (scheduled, completed, canceled, etc), as well as production (gross and scheduled) year over year for the last 3 years by location |
Team Tasks Back Office | Team Members (Beta) | Get a quick overview on how your team is utilizing Team Tasks in Engagement. How many patients did they contact? What was the conversion rate? How much has been collected on those accounts? |
Team Tasks Detailed | Team Members (Beta) | Focus on metrics related to task attempts, patients contacted, and tasks completed. Expand the data you want to include, then export the list and bring it to your next Morning Huddle to review with your team. |
Team Tasks Overview | Team Members (Beta) | Geared toward team members whose main duties are related to collecting overdue dollars and monitoring post-op contacts, focus on metrics related to past due account tasks, post-op tasks, and other (miscellaneous) tasks. |
Team Tasks Scheduling | Team Members (Beta) | Track metrics related to tasks involving confirming appointments, broken appointments, unscheduled treatment, and more. As a schedule coordinator or operations director, you'll have a birds-eye view on how your scheduling team is performing. |
Create Your Own Scorecard
You can create Scorecards in the following focus areas:
By locations
By providers
By procedure codes
By referral sources
By insurance carriers
By team members (Beta)
Location Scorecards
Location Scorecards
In the left side menu, click Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name, choose Location as the Type, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Locations: Currently selected practice
Metrics: Gross Production and Scheduled Production
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
Compare historical data by time period trends, providers, procedure codes, and referral sources by clicking on the expanding arrow next to the practice name
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Provider Scorecards
Provider Scorecards
In the left side menu, click Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name, choose Provider as the Type, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Providers: All providers from the practice you're logged into will be selected
Metrics: Gross Production and Scheduled Production
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
Compare historical data by time period trends, locations, procedure codes, and referral sources by clicking on the expanding arrow next to the practice name
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Procedure Codes Scorecards
Procedure Codes Scorecards
In the left side menu, click Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name, choose Procedure Codes as the Type, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Procedure Codes: D0120
Locations: Currently selected practice (Note: If you have access to multiple locations, you can select additional practices from this dropdown menu)
Metrics: Gross Production and Number of Completed Procedures
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
Compare historical data by time period trends, providers, and locations by clicking on the expanding arrow next to the procedure code
Organize procedure codes by ADA category in Scorecard Settings. Just click on Scorecards Settings, then choose ADA Category from the Group By dropdown and click Apply
Once grouped, you'll see the ADA category shown in the ADA Category/Procedure Code column. Click on the arrow next to the category name to expand and see all of the selected procedure codes included in that category.
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Referral Sources Scorecards
Referral Sources Scorecards
Insurance Carriers Scorecards
Insurance Carriers Scorecards
Team Members Scorecards
Team Members Scorecards
Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share a scorecard.
Scorecard Settings
Adjust how your scorecard appears and toggle displays on/off. Open a scorecard, then click on the Settings icon.
Depending on the scorecard type you have selected, you can adjust the following settings:
Grouping
If you are a multi-location practice or DSO, choose to group data by region or brand
Procedure Codes Scorecards: Choose to group data by ADA Category so that you can more easily view large amounts of procedures codes data
Goal Indicators: Toggle goals on/off
Trend Indicators: Toggle trends on/off
Round On-Screen Values: Toggle whole numbers on/off; exports will still show decimals
Industry Benchmarks: Percentage-based metrics with industry data available will show industry levels in the performance visualizations section of the scorecard; toggle on/off
Add a logo/image: Upload or drag and drop the logo of your choice. This makes it easier to organize Scorecards by practice. Logos are shown near the name of the Scorecard and in your Scorecards List
When finished, click Apply to update your scorecard settings.
Scorecard Visualizations
Click on the report icon to expand visualizations of each selected metric or drilldown.
In addition to reviewing visualized data by clicking on the report icons found in the Scorecard header and drilldowns, you can also jump to a visualizations only view by clicking on the Visualize Performance and Visualize Trends tabs.
The Visualize Performance tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and goal (if set).
The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among locations or providers.
Hover over over each data point to quickly view the details of the selected metric. Click on the location or provider name to hide/show the trend line from the presentation.
How are scorecard trends calculated?
Scorecard trends are calculated using a common data analysis technique known as linear regression, which reliably and predictably converts raw data into actionable insights. Trends are calculated according to the time range and comparison period selected, utilizing each line of produced data as an individual point in the equation.
Data is listed in reverse chronological order with the most recent data shown at the top. Expand the location list to review historical data.
The trend associated with each selected metric is included in the most recent data line item shown at the top of each location list. Depending on the filters/rules that have been applied to the scorecard, trends will show as trending positively or negatively (green or red).
Scorecards AI Assistant
Meet your Scorecards AI Assistant, Dot! Dot is an AI-integration that offers invaluable insights into practice and provider performance by analyzing data trends and metrics for you within your unique scorecard.
Open any scorecard and click on the robot icon to get started. Then, choose a pre-populated question or ask your own, and watch as it efficiently compares various aspects of the current dataset, providing actionable intelligence to enhance operational efficiency and find opportunities for growth.
Ask a question
Ask a question
Start a conversation with Dot by clicking on the robot icon within an open scorecard. Dot will populate a few suggested questions. Click on a suggested question to generate an answer.
Or, click I have my own question to ask a unique question. Type a question and then hit Return or Enter on your keyboard to send your question and generate an answer. It's normal for Dot to take a few moments to populate an answer depending on the amount of data that may need to be reviewed.
With the ability to minimize the AI Assistant chat window at any time during your conversation, you can pick up right where you left off after reviewing the Scorecard, adding more metrics, changing time frames, and other crucial workflows.
Introduce new data
Introduce new data
Have questions about other data points that may not be included or available on your current scorecard? You can provide Dot with more data by sharing key-value pairs of information separated by semicolons, with each row of data separated by a new line.
Here's an example of how to format the data:
Start Date=MM/DD/YYYY;
End Date=MM/DD/YYYY;
Practice Name=Your Practice Name
Patient Value=$X.XX;
Gross Production=$X.XX;
Scheduled Production=$X.XX;
Collections=$X.XX;
AR 0-30 Days=$X.XX;
AR 31-60 Days=$X.XX;
AR 61-90 Days=$X.XX;
AR 90+ Days=$X.XX;
Include this data in your question to Dot and get even more insights into how selected practices, providers, or procedure codes are performing.
Pinpoint actionable items
Pinpoint actionable items
Take Dot's insights one step further! Armed with data in hand, you can ask Dot to create content to keep you moving forward. Whether it's drafting a congratulatory email to a top performer or an internal bulletin staff about the importance of reducing AR days, Dot can help you put something together in just a few clicks.
Please note: The AI Assistant within Scorecards is able to assist with questions and data related to the currently selected scorecard only. If you have questions about other metrics in Dental Intelligence or how-to instructions, please start a new conversation with Support by clicking on the question mark in the left side menu.
Share or Download a Scorecard
Share a Scorecard
Share a Scorecard
Scorecards can be shared with other users or locations. To share your scorecard, follow these steps:
From the Scorecard dashboard, click on the purple My Scorecards tile to show all of the scorecards that you have created
Locate the scorecard you would like to share and then click on the Actions button
Choose Share
Select the person, people, or location that you would like to share the scorecard with, then click Share
You can tell which scorecards have been shared by the group icon shown in the Shared with Others column
Please note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Shared scorecards cannot be edited by other users. The original scorecard author is the only one who can make edits to the scorecard.
Export a Scorecard
Export a Scorecard
Export the selected scorecard as a CSV file by clicking on the Export link in the upper right corner.
Note: Scorecards will export showing all data that has been expanded. If you would like to include data from any of the drilldowns, be sure to expand those areas before exporting.
Quickly expand (or collapse) all data at once by clicking on the expansion arrow in the Scorecard header.
Scorecards Metrics
Location Metrics
Location Metrics
Provider Metrics
Provider Metrics
Procedure Codes Metrics
Procedure Codes Metrics
Referral Sources Metrics
Referral Sources Metrics
Insurance Carriers Metrics
Insurance Carriers Metrics
Team Members Metrics
Team Members Metrics
Understanding DI Engagement Metrics
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 23 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
DI Cases Presented
DI Cases Accepted
DI Cases Accepted %
DI Campaign Emails Sent
DI Campaign Emails Opened
DI Campaign Emails Opened %
DI Campaign Emails Link Clicked
DI Campaign Emails Delivered
DI Campaign Emails Delivered %
DI Hygiene Recall Invites Sent
DI Hygiene Recall Appts Scheduled
The easiest way to get a bird's eye view on a variety of these unique stats? Take advantage of our pre-made Dental Intelligence Engagement Performance Scorecard Template.
From the Scorecards dashboard, click on the Scorecard Templates tile
Then, click on the Dental Intelligence Engagement Performance Scorecard
By default, 12 DI Engagement metrics will be selected. Customize the template by choosing which locations you'd like to include, time periods, and trends
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.