Performance Board: Appointments

Understand what data is tracked in the Appointments metric found in the Analytics Performance Board

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

In order to consistently maintain and grow your practice, monitoring the number of patients that are seen and appointments on your schedule for a specified period of time is critical to your success.

Dental Intelligence defines Visits, Appointments, and Seen as three different scenarios:

While one patient can only account for a single Visit, it's common for a patient to be scheduled for more than one block on your schedule, meaning they'll count for multiple Appointments.

Visits include ADA codes greater than or equal to $0, as well as non-ADA codes greater than $0. The Seen metric includes visits with ADA codes greater than or equal to $0, as well as non-ADA codes greater than or equal to $0.

Note: This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Watch this short video for a walkthrough of how to use this metric:

Appointments Metric

Data Review Tools

  1. Click on the bar icon to view year over year and 90 day trends for your practice.

  2. Click on the magnifying glass icon to view the details of the source data included in this metric.

  3. Click on the information icon for detailed definitions and written explanation about each metric.

Included Data Points

This metric includes the following data points:

  • The Bar Chart shows the Scheduled Appointments, Incomplete Appointments, and Completed Appointments

  • Total appointments display all appointment types

  • Restorative appointments display all Restorative and Specialty Procedures codes with the exception of D4341, D4342 and D4910.

  • Hygiene appointments display appointments specific to hygiene production. It's important to understand that this does not require the appointments to be scheduled with a hygienist. These appointments are identified by the ADA Procedure Codes D1110, D1120, D4341, D4342 and D4910.

  • Uncategorized appointments are appointments that have been scheduled without an ADA Procedure Code, and appointments with only Adjunctive Non-Clinical Procedures and or Non-ADA Recognized Procedures. Dental Intelligence uses the CDT/ADA updated Procedure Codes.

  • If the appointment status shows as Unknown Complete, this means that the appointment was NOT marked as completed, but since it is in the past we will register the appointment as completed.

  • If a patient is walked out with a cancelled / missed appointment ADA code (D9987 or D9986) or a $0 custom code, the appointment will not be considered as completed.

Looking for even more information about Analytics metrics? Watch our webinar, Using Data to Discover Hidden Opportunities, to stop guessing and start progressing!

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