Unscheduled Patients


Found on the performance board, this tool will include Source Data in the Menu icon of all Rescheduled Patients for the date range selected. View definitions and additional information by selecting the Information ( i ) icon.

What is this? This metric includes the following data points:

  • 0 - 6 Months displays all active patients that have had a completed visit within the last 6 months who currently are not scheduled for a future visit. By selecting this pie slice you can see the details of these patients including their last hygiene visit.

  • 6 - 9 Months includes all active patients that have had a completed visit between the last 6 - 9 months who currently are not scheduled for a future visit. By selecting this pie slice you can see the details of these patients including their last hygiene visit.

  • 9 - 12 Months includes all active patients that have had a completed visit between the last 9 - 12 months who currently are not scheduled for a future visit. By selecting this pie slice you can see the details of these patients including their last hygiene visit

  • 12 - 18 Months includes all active patients that have had a completed visit between the last 12 - 18 months who currently are not scheduled for a future visit. By selecting this pie slice you can see the details of these patients including their last hygiene visit.

  • 18 + Months includes all active patients that have not had a completed visit within the last 18 - 36 months who currently are not scheduled for a future visit. By selecting this pie slice you can see the details of these patients. We do not consider these patients as "Active Patients" including their last hygiene visit.

  • Unscheduled Active Patients are patients that have had a completed visit within the last 18 months, a status of active in your Practice Management Software and DO NOT have a future scheduled appointment.

  • Unscheduled Opportunity is taking your Unscheduled Active Patients and multiplying these patients by your Average Hygiene Production per Visit. This gives you an indication of the amount of Production available if you were to schedule these patients for a Hygiene Visit.

  • Est. Annual Opportunity is taking your Unscheduled Active Patients and multiplying these patients by your Average Annual Collections per Active Patient. This gives you an indication as to how much revenue your practice would receive if these patients were actively being seen in your practice.

  • Rescheduled Patients identifies the number of patients that were added back to your schedule within the period selected.

  • Rescheduled Production identifies specifically the production that was added to the scheduled using your Fee Scheduled attached to the ADA Procedure Codes associated with the Rescheduled Patients within the period.

  • Est. Annual Recaptured is taking the Rescheduled Patients and multiplying these patients by your Average Annual Collections per Active Patient. To ensure that you reach or increase this average, it is important to always have a future appointment scheduled for these patients.


Refer to the following article to learn more about Source Data:

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