Morning Huddle Metric Name

Definition

Dentist's Production per Hour (Gross)

Measures how much gross revenue dentists generate per hour of actual hours worked.
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Calculation: Total Dentist Gross Production / Total Dentist Actual Hours Worked.
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Use this to benchmark dentist efficiency before any insurance adjustments are applied.

Dentist's Net Production per Hour (By Procedure Date)

Measures how much net revenue dentists generate per hour of actual hours worked, with adjustments applied on the date each procedure was completed.
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Calculation: Total Dentist Net Production / Total Dentist Actual Hours Worked.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure in the practice management system. Unlinked adjustments will not be reflected correctly.

Dentist's Net Production per Hour (By Entry Date)

Measures how much net revenue dentists generate per hour of actual hours worked, with adjustments applied on the date they were posted.
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Calculation: Total Dentist Net Production / Total Dentist Clinical Hours Worked.
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Best used when adjustments are not consistently linked to specific procedures.

Dentist's Net Production per Hour (By 90 Day Average)

Measures how much net revenue dentists generate per hour of clinical work, using a smoothed adjustment rate to reduce timing fluctuations.
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Calculation: Total Dentist Net Production / Total Dentist Actual Hours Worked.
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Net Production formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.
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Best used when adjustment posting dates vary widely, making Procedure Date or Entry Date methods less reliable.

Hygienist's Production per Hour (Gross)

Measures how much gross revenue hygienists generate per hour of actual hours worked.
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Calculation: Total Hygienist Gross Production / Total Hygienist Actual Hours Worked.
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Use this to benchmark hygienist efficiency before any adjustments are applied.

Hygienist's Net Production per Hour (By Procedure Date)

Measures how much net revenue hygienists generate per hour of actual hours worked, with adjustments applied on the date each procedure was completed.
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Calculation: Total Hygienist Net Production / Total Hygienist Actual Hours Worked.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure in the practice management system.

Hygienist's Net Production per Hour (By Entry Date)

Measures how much net revenue hygienists generate per hour of actual hours worked, with adjustments applied on the date they were posted.
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Calculation: Total Hygienist Net Production / Total Hygienist Actual Hours Worked.
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Best used when adjustments are not consistently linked to specific procedures.

Hygienist's Net Production per Hour (By 90 Day Average)

Measures how much net revenue hygienists generate per hour of actual hours worked, using a smoothed adjustment rate.
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Calculation: Total Hygienist Net Production / Total Hygienist Actual Hours Worked.
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Net Production formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.
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Best used when adjustment posting dates vary widely.

Production per Hour (Gross)

Measures how much gross revenue all providers generate per hour of actual hours worked.
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Calculation: Gross Production / Provider Actual Hours Worked.
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Scheduled Hours are tracked in the Clinical Hours configuration. This is a provider-level metric, unlike the combined dentist/hygienist metrics above.

Net Production per Hour (By Procedure Date)

Measures how much net revenue all providers generate per hour of actual hours worked, with adjustments applied on the date each procedure was completed.
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Calculation: Net Production / Provider Actual Hours Worked.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure for this metric to be accurate.

Net Production per Hour (By Entry Date)

Measures how much net revenue all individual providers generate per hour of actual hours worked, with adjustments applied on the date they were posted.
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Calculation: Net Production / Provider Actual Hours Worked.

Net Production per Hour (By 90 Day Average)

Measures how much net revenue all providers generate per hour of actual hours worked, using a smoothed adjustment rate.
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Calculation: Net Production / Provider Actual Hours Worked.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Dentist Production (Gross)

The total gross revenue produced by all dentists for the selected period, before any adjustments or write-offs.
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Calculation: Sum of Gross Production across all users with the role of 'dentist.'

Dentist Net Production (By Procedure Date)

The total net revenue produced by all dentists, with adjustments applied on the date each procedure was completed.
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Calculation: Sum of Net Production across all dentists.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure in the practice management system.

Dentist Net Production (By Entry Date)

The total net revenue produced by all dentists, with adjustments applied on the date they were posted.
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Calculation: Sum of Net Production across all dentists.

Dentist Net Production (By 90 Day Average)

The total net revenue produced by all dentists, estimated using a rolling 90-day adjustment rate to smooth timing differences.
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Calculation: Sum of Net Production across all dentists.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Hygienist Production (Gross)

The total gross revenue produced by all hygienists for the selected period, before any adjustments or write-offs.
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Calculation: Sum of Gross Production across all hygienists.

Hygienist Net Production (By Procedure Date)

The total net revenue produced by all hygienists, with adjustments applied on the date each procedure was completed.
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Calculation: Sum of Net Production across all hygienists.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure in the practice management system.

Hygienist Net Production (By Entry Date)

The total net revenue produced by all hygienists, with adjustments applied on the date they were posted.
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Calculation: Sum of Net Production across all hygienists.

Hygienist Net Production (By 90 Day Average)

The total net revenue produced by all hygienists, estimated using a rolling 90-day adjustment rate to smooth timing differences.
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Calculation: Sum of Net Production across all hygienists.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Production per Visit (Gross)

Measures the average gross revenue generated per patient visit across all providers.
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Calculation: Total Gross Production / Total Patient Visits.
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Gross Production is sourced from the patient ledger. Use this to track average visit value before adjustments.

Net Production per Visit (By Procedure Date)

Measures the average net revenue generated per patient visit across all providers, with adjustments applied on the date each procedure was completed.
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Calculation: Total Net Production / Total Patient Visits.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure.

Net Production per Visit (By Entry Date)

Measures the average net revenue generated per patient visit across all providers, with adjustments applied on the date they were posted.
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Calculation: Total Net Production / Total Patient Visits.

Net Production per Visit (By 90 Day Average)

Measures the average net revenue generated per patient visit across all providers, using a smoothed adjustment rate.
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Calculation: Total Net Production / Total Patient Visits.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Dentist's Net Production per Visit (By Procedure Date)

Measures the average net revenue generated per patient visit by dentists, with adjustments applied on the date each procedure was completed.
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Calculation: Total Dentist Net Production / Total Patient Visits.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure.

Dentist's Net Production per Visit (By Entry Date)

Measures the average net revenue generated per patient visit by dentists, with adjustments applied on the date they were posted.
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Calculation: Total Dentist Net Production / Total Patient Visits.

Dentist's Net Production per Visit (By 90 Day Average)

Measures the average net revenue generated per patient visit by dentists, using a smoothed adjustment rate.
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Calculation: Total Dentist Net Production / Total Patient Visits.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Hygienist's Net Production per Visit (By Procedure Date)

Measures the average net revenue generated per patient visit by hygienists, with adjustments applied on the date each procedure was completed.
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Calculation: Total Hygienist Net Production / Total Patient Visits.
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ACCURACY REQUIREMENT: Each adjustment must be linked to its corresponding procedure.

Hygienist's Net Production per Visit (By Entry Date)

Measures the average net revenue generated per patient visit by hygienists, with adjustments applied on the date they were posted.
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Calculation: Total Hygienist Net Production / Total Patient Visits.

Hygienist's Net Production per Visit (By 90 Day Average)

Measures the average net revenue generated per patient visit by hygienists, using a smoothed adjustment rate.
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Calculation: Total Hygienist Net Production / Total Patient Visits.
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Net Production by 90-Day Average formula: (90-Day Total Adjustments / 90-Day Total Production) x Current Period Gross Production.

Dentist's Production per Visit (Gross)

Measures the average gross revenue generated per patient visit by all dentists.
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Calculation: Total Dentist Gross Production / Total Patient Visits.

Hygienist's Production per Visit (Gross)

Measures the average gross revenue generated per patient visit by all hygienists.
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Calculation: Total Hygienist Gross Production / Total Patient Visits.

Production (Gross)

The total gross revenue produced by all providers for the selected period, before any adjustments or write-offs.
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Calculation: Sum of Gross Production across all providers.
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Note on goals: The Production Goal is the sum of individual goals for providers who have scheduled or completed production that day. Providers with no activity are excluded from the goal total.

Production (Net)

The total net revenue produced by all providers for the selected period, after adjustments and write-offs.
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Calculation: Sum of Net Production across all providers.
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Note on goals: The Production Goal is the sum of individual goals for providers who have scheduled or completed production that day. Providers with no activity are excluded from the goal total.

Collections

The total money received by the practice for the selected period, broken down into four components:
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Collections (Total): All payments received or recorded in the patient ledger.
Collections - Insurance: Payments received from insurance carriers on submitted claims.
Collections - Patient: Payments received directly from patients, recorded in the patient ledger.
Write-offs / Adjustments: Total insurance write-offs and other adjustments (shown for context, not added to collections).

Patient Diagnostic %

Measures the percentage of unique patients seen and had treatment documented or completed on the day of their appointment.
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Calculation: Patients with a documented treatment need / Total unique patients seen.
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A patient is counted if, on the day of their appointment, treatment was either added to their treatment planner or completed same-day without prior scheduling.
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This reflects how consistently providers are diagnosing and presenting treatment to patients.

Tx Acceptance %

Measures the percentage of presented treatment dollars that patients agreed to.
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Calculation: Dollars Accepted / Dollars Presented.
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Treatment is counted as accepted if it was scheduled from the treatment planner or completed same-day without prior scheduling.
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This is a dollar-weighted metric. A single high-value case acceptance has more impact than several low-value ones. Compare with Patient Acceptance % for a volume-based view.

Patient Acceptance %

Measures the percentage of patients who agreed to at least some of their recommended treatment.
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Calculation: Patients who accepted treatment / Patients presented with treatment.
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A patient is counted as accepting if they scheduled treatment from their planner or had unscheduled treatment completed same-day.
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This is a patient-count metric, not dollar-weighted. Compare with Tx Acceptance % to understand both the volume and value of case acceptance.

Hygiene Reappointment %

Measures how effectively the practice keeps hygiene patients on a continuous care schedule.
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Calculation: Hygiene visits where the patient scheduled a future hygiene appointment before leaving / Total hygiene visits.
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A higher percentage indicates stronger recall systems and patient retention. Industry benchmark is typically 85-90%.

NP Hygiene Reappointment %

Measures how effectively the practice converts new patients into returning hygiene patients.
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Calculation: New patients who scheduled a future hygiene appointment before leaving / Total new patients seen.
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This is a leading indicator of long-term patient retention. A low rate may indicate the reappointment conversation at checkout needs attention.

Unscheduled Patients Rescheduled

Tracks the number of active patients who were previously unscheduled but were booked for a future appointment during the selected period.
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This reflects the practice's reactivation efforts - phone outreach, recall campaigns, or front desk follow-up bringing lapsed patients back onto the schedule.

Unscheduled Active Patients

The current count of active patients who have no future appointment on the books.
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In Analytics, active patients are defined as those who are marked as "active" in your practice management software AND completed an appointment in the past 18 months. This number represents the practice's immediate reactivation opportunity - the larger this number, the more untapped scheduled revenue is available.

Fluoride Treatment %

Measures how consistently fluoride treatments are offered and completed during hygiene visits.
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Calculation: Hygiene visits with a fluoride code (D1206 or D1208) recorded / Total qualifying hygiene visits.
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Qualifying hygiene visits include: periodontal scaling (D4341, D4342), periodontal maintenance (D4910), adult prophylaxis (D1110), and child prophylaxis (D1120).
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This metric helps identify opportunities to improve preventive care recommendations and associated revenue.

Prior Tx Accepted (Available for Open Dental users only)

Measures how much previously presented treatment was accepted by patients seen during the selected period.
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Treatment is counted as accepted if it was either completed at the visit or scheduled for a future appointment.
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This highlights the value of re-presenting treatment - patients who declined previously may say yes when re-engaged at a follow-up visit.
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Note: Available for Open Dental users only.