Schedule Analysis helps you review your schedule by Day, Week, or Month so you can track production, monitor provider goals, and identify opportunities to grow your practice. With these views, you’ll always have a clear understanding of how your schedule is performing — and where you have opportunities to optimize production and patient care.
Accessing Schedule Analysis
In the left-hand menu, click Schedule and then select Schedule Analysis
The schedule will open in the Month View by default
Use the calendar or the breadcrumbs at the top of the page to switch between Day, Week, or Month views
Month View
Displays the total scheduled production for the entire practice on each day.
Click any day to open the Day View for each provider.
Use the calendar in the top-right corner to adjust the date range.
Week View
Shows each provider’s total scheduled production per day compared to their individual goals.
Click on a day to see more detailed data and schedules.
The date range can be updated using the top-right calendar.
Day View
In the Day View we provide a summary of each provider's schedule. This includes:
Number of appointments
Clinical hours
Scheduled production vs. daily production goal
Dollar value of unscheduled treatment from the treatment plan
When you click into a provider, you’ll see their schedule in chronological order with:
Appointment times
Patient names
Attached ADA codes
Images to be completed (if needed)
Confirmation status
Opportunities to increase patient value (unscheduled treatment, unscheduled family members, A/R balances, and future hygiene visits)
Each metric is clickable and will open the patient card with more details.
Open Time Blocks
Open time blocks highlight any unscheduled blocks in a provider’s schedule. Clicking into an open time block displays a list of suggested patients to fill that time. This list is based on:
Reimbursement rates
A/R balances (patients with outstanding balances are excluded)
Unscheduled treatment needs
Treatment acceptance history
Show rate (avoiding frequent no-shows or late cancellations)
Patient’s preferred day of the week
Operatory View
Select Schedule by Operatory to view appointments organized by chair.
Open chairs will be clearly displayed.
Hover over or click an appointment to view the patient’s card and key statistics.
