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Scorecards Metrics Glossary

A reference of all active Scorecards metrics, their definitions, and which Scorecard types each metric is available on.

Note: Metrics marked with a Treatment Team scorecard availability track performance across a provider's treatment team and appear on Provider and Location Scorecards.

Metric Name

Definition

Available On

Acceptance %

Referral Source Scorecards: Percentage of patients seen that was presented treatment and that treatment was scheduled for a future appointment or completed in the same visit
Location Scorecards: Percentage of treatment accepted that was presented.

Referral Source Scorecards
Location Scorecards

Acceptance % Dollars

Referral Source Scorecards: Percentage of dollars accepted compared to dollars presented to patients
Location Scorecards: Percentage of treatment dollars accepted that were presented.

Referral Source Scorecards
Location Scorecards

Acceptance % Dollars (Tx Team)

Percentage of dollars accepted by patients that provider presented or treatment team presented during visit

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Acceptance % Dollars Avg Hygiene

Percentage of average dollar amount accepted by patients for treatment categorized as hygiene

Location Scorecards

Acceptance % Dollars Goal

Goal for Case $ Acceptance %

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Acceptance % Dollars Hygiene

Percentage of hygiene treatment dollars accepted that were presented.

Location Scorecards

Acceptance % Dollars New Patients

Referral Source Scorecards: Percentage of dollars accepted compared to dollars presented to patients
Procedure Code Scorecards: Percentage of procedure fees accepted that were presented to new patients.

Referral Source Scorecards
Procedure Code Scorecards

Acceptance % Dollars of Accepted Patients % Restorative Avg

Accepted % of average dollar amount of treatment categorized as restorative presented to patients and accepted at least some amount of treatment

Location Scorecards

Acceptance % Dollars of Accepted Patients Restorative

Accepted % dollar amount of treatment categorized as restorative presented to patients and accepted at least some amount of treatment

Location Scorecards

Acceptance % Dollars Restorative

Percentage of restorative treatment dollars accepted that were presented.

Location Scorecards

Acceptance % Dollars Same Day (Tx Team)

Percentage of the dollar amount of treatment that was treatment planned and accepted by the patient on the same day of patient’s visit, excluding fluoride treatment

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Acceptance % Dollars to Goal (Tx Team)

Represents the percentage of the Case $ Acceptance % goal that has been met

Provider Scorecards

Acceptance % Goal

Goal for Case Acceptance %

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Acceptance % Hygiene

Percentage of hygiene treatment accepted that was presented.

Location Scorecards

Acceptance % New Patients

Referral Source Scorecards: Percentage of patients seen that was presented treatment and that treatment was scheduled for a future appointment or completed in the same visit
Procedure Code Scorecards: Percentage of procedure accepted that were presented to new patients.
Location Scorecards: Percentage of treatment accepted that was presented to a new patient.

Referral Source Scorecards
Procedure Code Scorecards
Location Scorecards

Acceptance % Restorative

Percentage of restorative treatment accepted that was presented.

Location Scorecards

Acceptance % to Goal (Tx Team)

Represents the percentage of the Case Acceptance % goal that has been met

Provider Scorecards

Accepted

Location Scorecards / Provider Scorecards / Referral Source Scorecards: Number of patients with treatment planned procedures during their visit for treatment categorized as Restorative or Hygiene that were scheduled for a future appointment or completed during their visit
Procedure Code Scorecards: Number of procedures (treatment) accepted by the patient.

Location Scorecards
Provider Scorecards
Referral Source Scorecards
Procedure Code Scorecards

Accepted % (Tx Team)

Percentage of patients that accepted treatment presented by provider or treatment team during visit

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted (Tx Team)

Location Scorecards: Number of patients that accepted treatment presented by provider or treatment team during visit
Provider Scorecards / Procedure Code Scorecards / Provider & Location Scorecards (Treatment Team view): Number of patients that accepted treatment presented by provider or treatment team during visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Dollars

Location Scorecards / Provider Scorecards: Dollar amount of treatment planned procedures categorized as Hygiene or Restorative and then scheduled for a future appointment or completed without a treatment plan
Procedure Code Scorecards: Fees for procedures (treatment) accepted by the patient.

Location Scorecards
Provider Scorecards
Procedure Code Scorecards

Accepted Dollars (Tx Team)

Amount of dollars accepted by patients that provider presented or treatment team presented during visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Dollars Avg Per Seen (Tx Team)

Average dollar amount accepted per patient seen, regardless of having presented treatment

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Dollars Hygiene

Total dollars accepted for procedures categorized as hygiene

Location Scorecards
Provider Scorecards

Accepted Dollars Hygiene Avg

Average dollar amount accepted by patients for treatment categorized as hygiene

Location Scorecards

Accepted Dollars Hygiene Avg by Accepted Patients

Average dollar amount accepted of those patients that accepted treatment categorized as hygiene

Location Scorecards

Accepted Dollars New Patients

Referral Source Scorecards: Dollar amount of presented treatment to new patients that was also scheduled for a future appointment or completed in the same visit
Procedure Code Scorecards: Fees for procedures (treatment) accepted by new patients.

Referral Source Scorecards
Procedure Code Scorecards

Accepted Dollars of Accepted Patients Restorative Avg

Accepted Average dollar amount of treatment categorized as restorative presented to patients and accepted at least some amount of treatment

Location Scorecards

Accepted Dollars Prior Tx

Total dollar amount of treatment accepted during the reporting period that was not accepted on the same day it was presented

Location Scorecards
Provider Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Dollars Restorative

Total dollars accepted for procedures categorized as restorative

Location Scorecards
Provider Scorecards

Accepted Dollars Restorative Avg

Average dollar amount of treatment categorized as restorative accepted by patients

Location Scorecards

Accepted Dollars Same Day

Location Scorecards / Provider Scorecards: Dollar amount of treatment that was treatment planned and accepted by the patient on the same day of patient’s visit, excluding fluoride treatment
Procedure Code Scorecards: Fees for procedures (treatment) accepted on the same day by the patient.

Location Scorecards
Provider Scorecards
Procedure Code Scorecards

Accepted Dollars Same Day (Tx Team)

Dollar amount of treatment that was treatment planned and accepted by the patient on the same day of patient’s visit, excluding fluoride treatment from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Dollars Same Day Hygiene

Gross production for procedures completed during a visit that were not scheduled or treatment planned ahead of the patient's visit

Location Scorecards
Provider Scorecards

Accepted Dollars Same Day New Patients

Fees for procedures accepted the same day by new patients.

Procedure Code Scorecards

Accepted Dollars Same Day Restorative

Gross production for procedures completed during a visit that were not scheduled or treatment planned ahead of the patient's visit

Location Scorecards
Provider Scorecards

Accepted Hygiene

Number of patients presented procedures categorized as hygiene and it was scheduled/completed

Location Scorecards
Provider Scorecards

Accepted New Patients

Location Scorecards / Provider Scorecards / Referral Source Scorecards: Number of new patients presented treatment that was scheduled for a future appointment or completed in the same visit
Procedure Code Scorecards: Number of procedures (treatment) accepted by new patients.

Location Scorecards
Provider Scorecards
Referral Source Scorecards
Procedure Code Scorecards

Accepted New Patients Same Day

Number of procedures (treatment) accepted to new patients same day.

Procedure Code Scorecards

Accepted Prior Tx

Number of treatment cases accepted during the reporting period that was not accepted on the same day it was presented

Location Scorecards
Provider Scorecards
Provider & Location Scorecards (Treatment Team view)

Accepted Restorative

Number of patients presented procedures categorized as restorative and it was scheduled/completed

Location Scorecards
Provider Scorecards

Active Hygiene Patients

Patients that have had treatment completed in their ledger in the last 18 months that is categorized as Hygiene

Location Scorecards

Active Patients

Insurance Carrier Scorecards: Number of active patients associated to the selected insurance company as their primary dental insurance
Location Scorecards: Patients that have had treatment completed in their ledger in the last 18 months and status in PMS is Active

Insurance Carrier Scorecards
Location Scorecards

Active Patients %

Percentage of all active patients with selected insurance carrier as their primary dental insurance at time of visit

Insurance Carrier Scorecards

Active Patients Hygiene Pre-Appointed

Patients that have had treatment completed in their ledger in the last 18 months, Active in PMS, and have an appointment scheduled in the future for treatment categorized as hygiene

Location Scorecards

Active Patients Over 30

Patients that have had treatment completed in their ledger in the last 18 months and have a date of birth that makes them over 30 years old

Location Scorecards

Active Patients Pre-Appointed

Patients that have had treatment completed in their ledger in the last 18 months, Active in PMs, and have an appointment scheduled in the future

Location Scorecards

Active Perio Patients Over 30

Patients that have had treatment completed in their ledger in the last 18 months, have a date of birth that makes them over 30 years old and have ever had treatment classified as perio

Location Scorecards

Adjustment % Rolling 90 Days

Percentage of adjustments compared to production by office setting for 12 months before end of selected time period

Location Scorecards

Adjustment Rolling 12 Month

12 Month Rolling Adjustment

Location Scorecards

Adjustment Rolling 90 Days by Average Net Production Ratio

Adjustment Rolling 90 Days by Average Net Production Ratio

Provider Scorecards

Adjustments % Rolling 12 Months

Precent of adjustments compared to collections starting 12 month before end of selected time period

Location Scorecards

Adjustments By Entry Date

Total dollar amount of adjustments by date added to the practice management system

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Adjustments By Practice Setting

Adjustments based on each practice's production setting in Dental Intelligence

Location Scorecards

Adjustments Rolling 90 Days

Total adjustments from 90 days before the end of selected time peiod

Location Scorecards

Adjustments Total

Total of adjustments made to patient ledgers from write-offs and other adjustments

Location Scorecards

Adjustments Total Rolling 90-Days by Entry Date

Total adjustments over last 90 days from end of selected time period by entry date

Provider Scorecards

Annual Patient Value

Average dollar amount collected from number of patients seen in the last year

Location Scorecards

Appointments Broken

Number of cancelled and no-show appointments

Location Scorecards

Appointments Broken Hygiene

Number of cancelled and no-show appointments for treatment categorized as Hygiene

Location Scorecards

Appointments Broken Other

Number of cancelled and no-show appointments for treatment categorized as Other

Location Scorecards

Appointments Broken Restorative

Number of cancelled and no-show appointments for treatment categorized as Restorative

Location Scorecards

Appointments Cancelled

Number of appointments that were cancelled according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments Cancelled %

Percentage of scheduled appointments that were cancelled

Location Scorecards

Appointments Cancelled Hygiene

Number of appointments categorized as hygiene that were cancelled according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments Cancelled Other

Number of appointments categorized as Other that were cancelled according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments Cancelled Restorative

Number of appointments categorized as restorative that were cancelled according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments Cancelled Still Unscheduled

Number of patients with appointments cancelled and stil not rescheduled

Location Scorecards

Appointments Cancelled Then Rescheduled

Number of appointments scheduled for patients that had previously cancelled appointments according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments Completed

Number of appointments with a status of complete (including past appointments that are not marked "complete")

Location Scorecards

Appointments Completed %

Percentage of scheduled appointments that are set to a completed status versus those that are scheduled but still not set to a complete status

Location Scorecards

Appointments Completed % Hygiene

Number of appointments scheduled and not yet completed for procedures that are categorized as hygiene treatment

Location Scorecards

Appointments Completed % Other

Number of appointments scheduled and not yet completed for procedures that are categorized as other (not restorative or hygiene) treatment

Location Scorecards

Appointments Completed % Restorative

Number of appointments scheduled and not yet completed for procedures that are categorized as restorative treatment

Location Scorecards

Appointments Completed Hygiene

Number of hygiene appointments with a status of complete (including past appointments that are not marked "complete")

Location Scorecards

Appointments Completed Other

Number of Other appointments with a status of complete (including past appointments that are not marked "complete")

Location Scorecards

Appointments Completed Restorative

Appointments completed that included treatment classified as restorative treatment

Location Scorecards

Appointments Future Hygiene

Number of appointments that include treatment classified as Hygiene and are scheduled for some point in the future

Location Scorecards

Appointments Future Other

Number of appointments that include treatment classified as Other and are scheduled for some point in the future

Location Scorecards

Appointments Future Restorative

Number of appointments that include treatment classified as Restorative and are scheduled for some point in the future

Location Scorecards

Appointments Incomplete

Number of appointments that are scheduled and not yet completed

Location Scorecards

Appointments Incomplete Hygiene

Percentage of appointments scheduled and not yet completed for procedures that are categorized as hygiene treatment

Location Scorecards

Appointments Incomplete Other

Percentage of appointments scheduled and not yet completed for procedures that are categorized as other (not restorative or hygiene) treatment

Location Scorecards

Appointments Incomplete Restorative

Percentage of appointments scheduled and not yet completed for procedures that are categorized as restorative treatment

Location Scorecards

Appointments No-Show

Number of appointments that were no-shows according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments No-Show Hygiene

Number of appointments categorized as Hygiene that were no-shows according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments No-Show Other

Number of appointments categorized as Other that were no-shows according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments No-Show Restorative

Number of appointments categorized as Restorative that were no-shows according to the practice management system used (see our knowledge base for details on each)

Location Scorecards

Appointments No-Show Then Rescheduled

Number of appointments scheduled for patients that had gone from having a no-show and unscheduled to rescheduled

Location Scorecards

Appointments No-Shows %

No-Shows Appointments %

Location Scorecards

Appointments Scheduled

Number of scheduled appointments

Location Scorecards
Provider Scorecards

Appointments Scheduled Hygiene

Number of scheduled appointments associated to procedures categorized as hygiene procedures

Location Scorecards

Appointments Scheduled Other

Number of appointments scheduled for treatment categorized without an assigned category

Location Scorecards

Appointments Scheduled Restorative

Number of appointments scheduled for treatment categorized as Restorative

Location Scorecards

AR Balance Completed

Number of patients from the morning list whose outstanding AR balance was successfully collected by end of day

Location Scorecards

AR Balance Not Completed

Number of patients from the morning list whose outstanding AR balance remained uncollected by end of day

Location Scorecards

AR Balance Total

Number of patients identified at the start of the day who have an outstanding AR balance

Location Scorecards

AR Days

AR Days based on the comparison of AR to production (based on practice's production type setting)

Location Scorecards

AR Insurance

Total dollar amount of estimated insurance portions from unpaid insurance claims

Location Scorecards

AR Insurance (Est.)

Estimated amount expected from insurance companies for outstanding claims

Location Scorecards

AR Insurance 0-30 Days

Total dollar amount from insurance claim balances outstanding up to 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 0-30 Days Count

Total number of insurance claims outstanding up to 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 0-30 Days Count Percent

Percent of total number of insurance claims outstanding up to 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 0-30 Days Percent

Percentage of total dollar amount from insurance claim balances outstanding up to 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 31-60 Days

Total dollar amount from insurance claim balances outstanding between 31 to 60 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 31-60 Days Count

Total number of insurance claims outstanding between 31 to 60 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 31-60 Days Count Percent

Percent of total number of insurance claims outstanding between 31 to 60 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 31-60 Days Percent

Percentage of total dollar amount from insurance claim balances outstanding between 31 to 60 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 61-90 Days

Total dollar amount from insurance claim balances outstanding between 61 to 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 61-90 Days Count

Total number of insurance claims outstanding between 61 to 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 61-90 Days Count Percent

Percent of total number of insurance claims outstanding between 61 to 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 61-90 Days Percent

Percentage of total dollar amount from insurance claim balances outstanding between 61 to 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 90+ Days

Total dollar amount from insurance claim balances outstanding over 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance 90+ Days Percent

Percentage of total dollar amount from insurance claim balances outstanding over 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Avg Adjustments

Average dollar amounts in adjustments for insurance claims

Insurance Carrier Scorecards

AR Insurance Avg Write-offs Entry Date

Average dollar amounts in write-offs for insurance claims by date entered into PMS

Insurance Carrier Scorecards

AR Insurance Avg Write-offs Procedure Date

Average dollar amounts in write-offs for insurance claims by date shown in patient ledgers

Insurance Carrier Scorecards

AR Insurance Over 90 Days Count

Total number of insurance claims outstanding over 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Over 90 Days Count Percent

Percent of total number of insurance claims outstanding over 90 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Overdue

Total dollar amount from insurance claim balances outstanding more than 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Overdue Count

Total number of insurance claims outstanding over 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Overdue Count Percent

Percent of total number of insurance claims outstanding over 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Insurance Overdue Percent

Percentage of total dollar amount from insurance claim balances outstanding over 30 days

Insurance Carrier Scorecards
Location Scorecards

AR Patients

Total dollar amount of estimated patient portion of completed treatment

Location Scorecards

AR Patients 0-30 Days

Accounts Receivable 0 to 30 days old

Location Scorecards

AR Patients 31-60 Days

Accounts Receivable 31 to 60 days old

Location Scorecards

AR Patients 61-90 Days

Accounts Receivable 61 to 90 days old

Location Scorecards

AR Patients 90+ Days

Accounts Receivable more than 90 days old

Location Scorecards

AR Patients Past Due

Accounts Receivable more than 30 days old

Location Scorecards

AR Patients Past Due #

Number of patients with Past Due AR

Location Scorecards

AR Ratio

Ratio of average accounts receivable compared to production

Location Scorecards

AR Total

Total dollar amount in accounts receivable

Location Scorecards

Average Hygiene Dollars Per Hygiene Visit

Average Amount Per Hygiene Visit.

Location Scorecards

Average Net Production Ratio

Average Net Production Ratio

Location Scorecards
Provider Scorecards

Average Restorative Dollars Per Exam

Average Amount Per Exam.

Location Scorecards

Bitewings Completed

Number of procedures completed with procedure codes that are flagged in DI as a bitewing code

Location Scorecards
Provider Scorecards

Bitewings Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a bitewing code

Location Scorecards
Provider Scorecards

Claims Average Age

Average time it takes from submitting a claim to paying or closing a claim

Location Scorecards

Clinical Actual Hours By Setting

Provider Scorecards: Clinical Actual Hours either by DI Clinical Actual Hours or PMS Clinical Actual Hours based on setting
Location Scorecards: Clinical hours by DI actual clinical hours (if exists), otherwise DI scheduled hours or PMS scheduled hours based on setting

Provider Scorecards
Location Scorecards

Clinical Days Scheduled

Provider Scorecards: Clinical Days Scheduled
Location Scorecards: Total number of clinical days scheduled for the practice during the selected period

Provider Scorecards
Location Scorecards

Clinical Hours Actual

Provider Scorecards: Clinical Hours Actual
Location Scorecards: Total clinical hours of location’s providers for selected time period, uses Actual clinical hours when set

Provider Scorecards
Location Scorecards

Clinical Hours Dentist Actual

Total clinical hours for dentist providers in the selected period, using actual clinical hours when set

Location Scorecards

Clinical Hours Dentist Actual By Setting

Total dentist clinical hours using DI actual hours if available, otherwise falling back to DI scheduled or PMS scheduled hours based on setting

Location Scorecards

Clinical Hours Dentist PMS Actual

Total PMS clinical hours for dentist providers in the selected period, using PMS actual clinical hours when set

Location Scorecards

Clinical Hours Dentist PMS Scheduled

Total PMS scheduled clinical hours for dentist providers in the selected period

Location Scorecards

Clinical Hours Dentist Scheduled

Total scheduled clinical hours for dentist providers in the selected period

Location Scorecards

Clinical Hours Hygienist Actual

Total clinical hours for hygienist providers in the selected period, using actual clinical hours when set

Location Scorecards

Clinical Hours Hygienist Actual By Setting

Total hygienist clinical hours using DI actual hours if available, otherwise falling back to DI scheduled or PMS scheduled hours based on setting

Location Scorecards

Clinical Hours Hygienist PMS Actual

Total PMS clinical hours for hygienist providers in the selected period, using PMS actual clinical hours when set

Location Scorecards

Clinical Hours Hygienist PMS Scheduled

Total PMS scheduled clinical hours for hygienist providers in the selected period

Location Scorecards

Clinical Hours Hygienist Scheduled

Total scheduled clinical hours for hygienist providers in the selected period

Location Scorecards

Clinical Hours Scheduled

Provider Scorecards: Clinical Hours Scheduled
Location Scorecards: Total clinical hours of location’s providers for selected time period, uses only Scheduled hours set for providers

Provider Scorecards
Location Scorecards

Clinical Hours Scheduled By Setting

Provider Scorecards: Clinical Hours Scheduled either by DI Clinical Scheduled Hours or PMS Clinical Scheduled Hours based on setting
Location Scorecards: Clinical hours scheduled either by DI clinical scheduled hours or PMS clinical scheduled hours based on setting

Provider Scorecards
Location Scorecards

Collection % Net Rolling 12 Months

12 Month Rolling Net Collection Percentage from end of selected time period (based on office's production type setting)

Location Scorecards

Collections

Insurance Carrier Scorecards: Total of payments added to insurance claims
Location Scorecards / Provider Scorecards / Referral Source Scorecards: Total of payments added to patient ledgers

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Collections %

Amount of collections divided by production from ledger

Location Scorecards

Collections % Gross Rolling 12 Months

Percentage of last 12 months of collections compared to gross production at the end of the selected time period

Location Scorecards

Collections % 30 Days

Amount of collections for the last 30 days from end of selected time period divided by production from ledger

Location Scorecards

Collections % Gross Rolling 90 Days

Percent of production compared to collections from 90 days previous of selected end date

Location Scorecards

Collections % Net Rolling 90 Days By Entry Date

Rolling 90-Day Net Collections Percentage By Entry Date

Location Scorecards

Collections % Net Rolling 90 Days By Procedure Date

Rolling 90-Day Net Collections Percentage By Procedure Date

Location Scorecards

Collections % Same-Day Patient Portion

Percentage of patients portion of amount collected at time of service.

Location Scorecards
Provider Scorecards

Collections 30 Days

Newly generated KPI to get 30 days worth of collections starting at the end of the selected time period

Location Scorecards

Collections Adjustments

Adjustments Applied to Collections By Entry Date

Location Scorecards
Provider Scorecards

Collections Insurance

Amount Collected from Insurance

Location Scorecards
Provider Scorecards

Collections Insurance Estimated Amount

Amount Estimated to be Collected from Insurance

Location Scorecards
Provider Scorecards

Collections Net

Total of payments added to patient ledgers plus or minus adjustments configured as collections adjustments

Location Scorecards
Provider Scorecards

Collections Net % Rolling 90 Days

Percentage of gross production compared to net production by office setting for 12 months before end of selected time period

Location Scorecards

Collections New Patients

Total of payments added to patient ledgers for patients whose first visit was during selected date range

Referral Source Scorecards

Collections Patients

Amount Collected from Patients

Location Scorecards
Provider Scorecards

Collections Per Working Day

Average dollar amount in collections per working day

Location Scorecards
Provider Scorecards

Collections Rolling 12 Months

Last 12 months of collections at the end of selected time period

Location Scorecards

Collections Rolling 90 Days

Dollars of collections from 90 days previous of selected end date

Location Scorecards

Collections Same-Day

Amount Collected from Patients the Day of Treatment

Location Scorecards
Provider Scorecards

Collections Same-Day Patients

Collections Same-Day Patients

Location Scorecards
Provider Scorecards

Completed Clinical Days

Location Scorecards: Practice Completed Clinical Days
Provider Scorecards: Provider Completed Clinical Hours

Location Scorecards
Provider Scorecards

Completed Production By Practice Setting

Completed Production based on each practice's production setting in Dental Intelligence

Provider Scorecards

Completed Visits Dentist

Number of patients with production completed in their ledgers on a given day and are associated with a Dentist provider

Location Scorecards

Completed Visits Hygienist

Number of patients with production completed in their ledgers on a given day and are associated with a Hygienist provider

Location Scorecards

Crowns Completed

Number of procedures completed with procedure codes that are flagged in DI as a crown code

Location Scorecards
Provider Scorecards

Crowns Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a crown code

Location Scorecards
Provider Scorecards

Dentist Production Gross

Total dollar amount of all the gross production from the appointments that are connect to a Dentist

Location Scorecards

Dentist Production Gross Per Visit

Total dollar amount posted to patient's ledgers, divided by number of patient visits, where the production and the visit are associated with a Dentist provider

Location Scorecards

Dentist Production Net

Production net (Gross Production - Adjustments) based on each practice's production setting in Dental Intelligence

Location Scorecards

Dentist Production Net 90-Day Average

Total dollar amount of net production from the appointments connected to a Dentist, calculated from 90-Day average

Location Scorecards

Dentist Production Net 90-Day Average Per Visit

Net production per visit by average write-offs and adjustments from 90 days previous to selected end date, where the production and the visit are associated with a Dentist provider

Location Scorecards

Dentist Production Net By Entry Date

Total dollar amount of net production from the appointments connected to a Dentist, calculated by entry date

Location Scorecards

Dentist Production Net by Entry Date Per Visit

Net production per visit by date entered into the patient's ledger, where the production and the visit are associated with a Dentist provider

Location Scorecards

Dentist Production Net By Procedure Date

Total dollar amount of net production from the appointments connected to a Dentist, calculated by procedure date

Location Scorecards

Dentist Production Net by Procedure Date Per Visit

Net production per visit by date shown in the patient's ledger, where the production and the visit are associated with a Dentist provider

Location Scorecards

Dentist Production Net Estimated

Open Dental Only - Dollar amounts produced minus other adjustments, plus estimated write-offs and write-off estimate adjustments, for appointments connected to a Dentist provider.

Location Scorecards

DI Appointments Confirmed

Number of completed appointments that were confirmed with DI at least one day ahead of appointment

Location Scorecards

DI Appointments Confirmed %

Percentage of completed appointments confirmed via DI at least one day before the appointment

Location Scorecards

DI Appointments Confirmed After 1st Try

Number of completed appointments that were confirmed with DI at least one day ahead of appointment and patient confirmed after only one confirmation request

Location Scorecards

DI Appointments Confirmed After 2nd Try

Number of completed appointments that were confirmed with DI at least one day ahead of appointment and patient confirmed after only two confirmation requests

Location Scorecards

DI Appointments Confirmed After 3rd Try

Number of completed appointments that were confirmed with DI at least one day ahead of appointment and patient confirmed after only two confirmation requests

Location Scorecards

DI Appointments Not Confirmed

Number of completed appointments that were not confirmed with DI at least one day ahead of appointment

Location Scorecards

DI Appointments Online Scheduled

Number of appointments that were scheduled with DI online scheduling

Location Scorecards

DI Appointments Online Scheduled New Patients

Number of new patient appointments that were scheduled with DI online scheduling

Location Scorecards

DI Campaign Emails Delivered

Number of emails sent and successfully delivered to patients using DI email marketing campaigns

Location Scorecards

DI Campaign Emails Delivered %

Percent of emails successfully delivered to patients compared to emails sent using DI email marketing campaigns

Location Scorecards

DI Campaign Emails Link Clicked

Number of marketing links clicked by patients in emails sent with DI email marketing campaigns

Location Scorecards

DI Campaign Emails Opened

Number of emails opened by patients that were sent via DI email marketing campaigns

Location Scorecards

DI Campaign Emails Opened %

Percentage of emails opened compared to emails sent to patients with DI email marketing campaigns

Location Scorecards

DI Campaign Emails Sent

Number of emails sent to patients using DI email marketing campaigns

Location Scorecards

DI Cases Accepted

Number of patients who were presented treatment cases using DI during their visits and approved part of all of the treatment using DI

Location Scorecards

DI Cases Accepted %

Percentage of patients who were presented treatment cases using DI during their visits and approved part or all of the treatment using DI

Location Scorecards

DI Cases Presented

Number of patients who were presented treatment cases using DI during their visits

Location Scorecards

DI Forms All Completed before Check-in

Number of patients that had all forms completed before they were checked into their appointment

Location Scorecards

DI Forms Average Session Length

Average amount of minutes taken for a patient to to complete all outstanding patient forms

Location Scorecards

DI Forms Completed at Check-in %

Percentage of patients having completed all outstanding patient forms before the patient was checked in

Location Scorecards

DI Forms Outstanding before Check-in

Number of patients that did not have all required patient forms completed before they were checked into their appointment

Location Scorecards

DI Hygiene Recall Appts Scheduled

Number of online appointments scheduled through DI hygiene recall invitations

Location Scorecards

DI Hygiene Recall Invites Sent

Number of hygiene recall invitations sent to patients by DI

Location Scorecards

Exams

Number of Exams

Provider Scorecards

Exams Restorative

Number of Restorative Exams

Location Scorecards
Provider Scorecards

Fluoride %

Percentage of visits where treatment categorized as Hygiene was completed and fluoride was also completed

Location Scorecards
Provider Scorecards

Fluoride Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a fluoride code

Location Scorecards
Provider Scorecards

Fluoride Visit Opportunities

Visits where a provider completes a procedure categorized as hygiene in ledger and fluoride can be offered to patients

Provider Scorecards

Fluorides Completed

Number of procedures completed with procedure codes that are flagged in DI as a fluoride code

Location Scorecards
Provider Scorecards

FMX Completed

Number of procedures completed with procedure codes that are flagged in DI as a FMX code

Location Scorecards
Provider Scorecards

FMX Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a FMX code

Location Scorecards
Provider Scorecards

Forecasted Production To Goal Variance

Forecasted Production To Goal Variance

Location Scorecards

Future Appointments

Total number of appointments scheduled from the selected date forward. When a date range is selected, the calculation uses the last date in the selected period as the reference point.

Location Scorecards

Future Visits

Total number of distinct patient visits scheduled from the selected date forward. When a date range is selected, the calculation uses the last date in the selected period as the reference point.

Location Scorecards

Hygiene Patients Re-Appointed

Number of patients seen for visit categorized as Hygiene that were also scheduled for a future appointment categorized as Hygiene before or during the same visit

Location Scorecards
Provider Scorecards

Hygiene Re-Appointment %

Percentage of hygiene visits that are reappointed before or on the date of the appointment.

Location Scorecards
Provider Scorecards

Hygiene Re-Appointment % Goal

Goal for Hygiene Re-Appointment %

Provider Scorecards

Hygiene Re-Appointment % to Goal

Represents the percentage of the Hygiene Re-Appointment % goal that has been met

Provider Scorecards

Hygiene Reappointment Visits not Rescheduled

Number of patients with a completed hygiene visit where another hygiene visit was not added to the schedule on the same day of their visit

Location Scorecards

Hygiene Visits

Patients that were seen and had procedures completed categorized as Hygiene

Location Scorecards
Provider Scorecards

Hygiene Visits Per Hour

Average hygiene visits per clinical hour

Location Scorecards
Provider Scorecards

Hygienist Production Gross

Total dollar amount of all the gross production from the appointments that are connect to a hygienist

Location Scorecards

Hygienist Production Gross Per Visit

Total dollar amount posted to patient's ledgers, divided by number of patient visits, where the production and the visit are associated with a Hygienist provider

Location Scorecards

Hygienist Production Net

Production net (Gross Production - Adjustments) based on each practice's production setting in Dental Intelligence

Location Scorecards

Hygienist Production Net 90-Day Average

Total dollar amount of net production from the appointments connected to a hygienist, calculated from 90-Day average

Location Scorecards

Hygienist Production Net 90-Day Average Per Visit

Net production per visit by average write-offs and adjustments from 90 days previous to selected end date, where the production and the visit are associated with a Hygienist provider

Location Scorecards

Hygienist Production Net By Entry Date

Total dollar amount of net production from the appointments connected to a hygienist, calculated by entry date

Location Scorecards

Hygienist Production Net by Entry Date Per Visit

Net production per visit by date entered into the patient's ledger, where the production and the visit are associated with a Hygienist provider

Location Scorecards

Hygienist Production Net By Procedure Date

Total dollar amount of net production from the appointments connected to a hygienist, calculated by procedure date

Location Scorecards

Hygienist Production Net by Procedure Date Per Visit

Net production per visit by date shown in the patient's ledger, where the production and the visit are associated with a Hygienist provider

Location Scorecards

Hygienist Production Net Estimated

Open Dental Only - Dollar amounts produced minus other adjustments, plus estimated write-offs and write-off estimate adjustments, for appointments connected to a Hygienist provider.

Location Scorecards

Net Write-off Estimated by Provider

Open Dental Only - Estimate Net Write-offs

Provider Scorecards

New Patient Adjustments By Entry Date

Total dollar amount of adjustments of any type by date added to the practice management system

Referral Source Scorecards

New Patient Gross Production

Sum of procedure fees from the ledger for new patients

Procedure Code Scorecards

New Patient Hygiene Re-Appointed

Number of new patients with a visit categorized as Hygiene and who were scheduled for a future appointment categorized as Hygiene before or during the same visit

Referral Source Scorecards

New Patient Production Net by Entry Date

Dollar amounts produced by date shown in patients ledgers minus adjustments categorized as write offs and other adjustments by the date added to a new patients ledgers

Referral Source Scorecards

New Patient Production Net by Procedure Date

Dollar amounts produced minus adjustments categorized as write offs by date shown in patients ledgers and other adjustments by the date added to a new patients ledgers

Referral Source Scorecards

New Patient Write-offs Entry Date

Total amount of negative adjustments associated with insurance claims based on date added into practice management system

Referral Source Scorecards

New Patient Write-offs Procedure Date

Total amount of negative adjustments associated with insurance claims based on date shown in Ledger

Referral Source Scorecards

New Patients

Insurance Carrier Scorecards: Number of new patients with the selected insurance company as their primary dental insurance
Location Scorecards / Provider Scorecards / Referral Source Scorecards: Number of patients with an ADA code or a custom code that has a dollar amount greater than zero added to their ledger for the first time where the code is not D9987 or D9986

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

New Patients Hygiene Re-Appointed

Number of new patients with a visit categorized as Hygiene and who were scheduled for a future appointment categorized as Hygiene before or during the same visit

Location Scorecards
Provider Scorecards

New Patients Hygiene Re-Appointment %

Percentage of new patient visits that are reappointed before or on the date of the appointment.

Location Scorecards
Provider Scorecards

New Patients Hygiene Re-Appointment % Goal

Goal for New Patients Hygiene Re-Appointment %

Provider Scorecards

New Patients Hygiene Re-Appointment % to Goal

Represents the percentage of the New Patients Hygiene Re-Appointment % goal that has been met

Provider Scorecards

New Patients Missing Referral Source

Number of new patients that were missing referral source upon their first visit

Location Scorecards
Provider Scorecards

New Patients MTD

Provider Scorecards: Number of new patients made throughout the month nearest to the end of the selected time period
Location Scorecards: Number of new patients seen throughout the month nearest to the end of the selected time period

Provider Scorecards
Location Scorecards

New Patients Per Working Day

Average number of new patients per working day

Location Scorecards
Provider Scorecards

New Patients QTD

Provider Scorecards: Number of new patients made throughout the quarter nearest to the end of the selected time period
Location Scorecards: Number of new patients seen throughout the quarter nearest to the end of the selected time period

Provider Scorecards
Location Scorecards

New Patients YTD

Provider Scorecards: Number of new patients made throughout the year nearest to the end of the selected time period
Location Scorecards: Number of new patients seen throughout the year nearest to the end of the selected time period

Provider Scorecards
Location Scorecards

No-Shows Unscheduled

No-Shows Unscheduled Count

Location Scorecards

Not Accepted Dollars Hygiene

Total dollars not accepted for procedures categorized as hygiene

Location Scorecards
Provider Scorecards

Not Accepted Dollars Hygiene Avg

Average dollar amount of treatment categorized as hygiene not accepted by patients

Location Scorecards

Not Accepted Dollars Restorative

Total dollars not accepted for procedures categorized as restorative

Location Scorecards
Provider Scorecards

Not Accepted Dollars Restorative Avg

Average dollar amount of treatment categorized as restorative not accepted by patients

Location Scorecards

Not Accepted Dollars Same Day

Fees for procedures (treatment) accepted at a later date by the patient.

Procedure Code Scorecards

Not Accepted Hygiene

Number of patients presented procedures categorized as hygiene and it was not accepted

Location Scorecards
Provider Scorecards

Not Accepted Presented Dollars to Accepted Patients Hygiene Avg

Not Accepted Average dollar amount of treatment categorized as hygiene presented to patients

Location Scorecards

Not Accepted Presented Dollars to Accepted Patients Restorative Avg

Not Accepted Average dollar amount of treatment categorized as restorative presented to patients

Location Scorecards

Not Accepted Restorative

Number of patients presented procedures categorized as restorative and it was not accepted

Location Scorecards
Provider Scorecards

Number of Claims Count

Number of Claims Count

Insurance Carrier Scorecards

Number of Completed Procedures

Number of completed procedures from the ledger.

Procedure Code Scorecards

Number of days in Selected Period

Total number of days within the selected date range

Location Scorecards
Provider Scorecards

Panos Completed

Number of procedures completed with procedure codes that are flagged in DI as a panos code

Location Scorecards
Provider Scorecards

Panos Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a Panos code

Location Scorecards
Provider Scorecards

Patient Lifetime Value Collections

How much value patients have brought the practice in terms of amounts collected from them based on average length of an active patient’s lifetime with the practice.

Referral Source Scorecards

Patient Lifetime Value Production

How much value patients have brought the practice in terms of amounts collected from them based on average length of an active patient's lifetime with the practice.

Referral Source Scorecards

Patients Inactive 18 Months Without Visit

Patients considered inactive due to no visits in past 18 months

Location Scorecards

Patients Inactived Pract Mgmt System

Patients considered inactive due to being marked inactive in practice management system

Location Scorecards

Patients Lost

Number of patients who have not been seen in the last 18 months and/or have been marked inactive in practice management system

Location Scorecards

Patients Net Growth

Number of new patients minus number of patients gone inactive

Location Scorecards

Patients Not Rescheduled

Number of patients who were seen or had a broken appointment but were not rescheduled for a future appointment

Location Scorecards

Patients Seen

Number of patients that a provider had procedures associated to

Location Scorecards
Provider Scorecards

Patients Seen (Tx Team)

Location Scorecards: Number of patients seen by provider or treatment team during visit
Provider Scorecards / Procedure Code Scorecards / Provider & Location Scorecards (Treatment Team view): Number of patients seen by provider or treatment team during visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Patients Seen Hygiene

Number of patients with treatment completed categorized as Hygiene

Provider Scorecards

Patients Seen Restorative

Number of patients with treatment completed categorized as Restorative

Provider Scorecards

Percent completed to goal per day

The percentage of completed production compared to the defined goal per day

Provider Scorecards

Percent scheduled to goal

The percentage of scheduled production compared to the defined goal

Provider Scorecards

Percent scheduled to goal per day

The percentage of scheduled production compared to the defined goal per day

Provider Scorecards

Perio Acceptance % (Tx Team)

Percentage of patients seen by any member of the treatment team who are presented with perio treatment and are scheduled for that treatment or the perio treatment is completed during the visit

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Perio Accepted (Tx Team)

Number of patients seen by any member of the treatment team who are presented perio treatment and are scheduled for perio treatment is completed during the visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Perio Patients Seen (Tx Team)

Location Scorecards: Number of patients seen by any member of the treatment team who are 30 years or older and have not previously been treated for periodontitis
Provider Scorecards / Procedure Code Scorecards / Provider & Location Scorecards (Treatment Team view): Number of patients seen by any member of the treatment team who are 30 years or older and have not previously been treated for periodontitis from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Perio Presented %

Percentage of hygiene visits for patients over 30 where perio procedures were performed

Location Scorecards
Provider Scorecards

Perio Presented % (Tx Team)

Percentage of patients seen who are 30 years or older and have not previously been treated for periodontitis by any member of the treatment team and who are presented with perio treatment

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Perio Presented (Tx Team)

Location Scorecards: Number of patients seen by any member of the treatment team who are presented with perio treatment
Provider Scorecards / Procedure Code Scorecards / Provider & Location Scorecards (Treatment Team view): Number of patients seen by any member of the treatment team who are presented with perio treatment from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Perio Visit %

Percentage of hygiene visits for patients over 30 where perio procedures were performed

Location Scorecards
Provider Scorecards

Perio Visits

Number of patients seen and received a procedure categorized as perio

Location Scorecards

Perio-likely Hygiene Visits

Hygiene visits for patients over the age of 30 and more likely to need perio treatment per ADA

Location Scorecards
Provider Scorecards

PMS Provider Clinical Hours

Provider Clinical Hours from Practice Management Software

Provider Scorecards

PMS Provider Clinical Hours Scheduled

Provider Clinical Hours Scheduled from Practice Management Software

Provider Scorecards

Pre-Appointment %

Percentage of active patients that have an appointment scheduled in the future

Location Scorecards

Pre-Appointment Hygiene %

Percentage of active hygiene patients that are currently scheduled for an upcoming appointment categorized as Hygiene

Location Scorecards

Presented

Provider Scorecards: Number of patients seen and were given treatment plans
Location Scorecards / Referral Source Scorecards: Number of patients seen that had treatment planned procedures added during their visit
Procedure Code Scorecards: Number of procedures (treatment) presented to the patient.

Provider Scorecards
Location Scorecards
Referral Source Scorecards
Procedure Code Scorecards

Presented % (Tx Team)

Percentage of patients seen that provider or treatment team presented treatment to during visit

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Presented % Goal

Goal for Case Presented %

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Presented % Hygiene

Percentage of Hygiene diagnosis per exam.

Location Scorecards

Presented % Restorative

Percentage of restorative diagnosis per exam.

Location Scorecards

Presented % to Goal (Tx Team)

Represents the percentage of the Case Presented % goal that has been met

Provider Scorecards

Presented (Tx Team)

Location Scorecards: Number of patients that provider or treatment team presented treatment to during visit
Provider Scorecards / Procedure Code Scorecards / Provider & Location Scorecards (Treatment Team view): Number of patients that provider or treatment team presented treatment to during visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Presented Dollars (Tx Team)

Amount of dollars presented to patients that provider presented or treatment team presented during visit from PMS source data

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Presented Dollars Avg (Tx Team)

Average amount of dollars treatment planned and presented to patients during patient visits

Location Scorecards
Provider Scorecards
Procedure Code Scorecards
Provider & Location Scorecards (Treatment Team view)

Presented Dollars Hygiene

Total dollar amount of treatment categorized as hygiene presented to patients

Location Scorecards
Provider Scorecards

Presented Dollars Hygiene Avg

Average dollar amount presented to patients for treatment categorized as hygiene

Location Scorecards

Presented Dollars New Patients

Fees for procedures (treatment) presented to new patients.

Procedure Code Scorecards

Presented Dollars Restorative

Total dollar amount of treatment categorized as restorative presented to patients

Location Scorecards
Provider Scorecards

Presented Dollars Restorative Avg

Average dollar amount of treatment categorized as restorative presented to patients

Location Scorecards

Presented Dollars to Acceptance % Avg Hygiene

Percentage of average dollar amount presented to patients of those that accepted treatment categorized as hygiene

Location Scorecards

Presented Dollars to Acceptance % Hygiene

Percentage of hygiene treatment presented to patients and accepted at least some amount of treatment

Location Scorecards

Presented Dollars to Accepted Patients

Total dollars of treatment presented to patients that accepted at least some amount of treatment

Location Scorecards
Provider Scorecards

Presented Dollars to Accepted Patients % Restorative

Percentage of dollar amount of treatment categorized as restorative presented to patients

Location Scorecards

Presented Dollars to Accepted Patients % Restorative Avg

Percentage of average dollar amount of treatment categorized as restorative presented to patients

Location Scorecards

Presented Dollars to Accepted Patients Hygiene

Total dollar amount of treatment categorized as hygiene presented to patients and accepted at least some amount of treatment

Location Scorecards
Provider Scorecards

Presented Dollars to Accepted Patients Hygiene Avg

Average dollar amount presented to patients of those that accepted treatment categorized as hygiene

Location Scorecards

Presented Dollars to Accepted Patients Restorative

Total dollar amount of treatment categorized as restorative presented to patients and accepted at least some amount of treatment

Location Scorecards
Provider Scorecards

Presented Dollars to Accepted Restorative Avg

Average dollar amount of treatment categorized as restorative presented to patients and accepted at least some amount of treatment

Location Scorecards

Presented Dollars to New Patients

Total dollar amount of treatment presented to new patients

Referral Source Scorecards

Presented Dollars to Not Accepted Patients Hygiene

Total dollar amount of treatment categorized as hygiene presented to patients and not accepted any amount of treatment

Location Scorecards
Provider Scorecards

Presented Dollars to Not Accepted Patients Restorative

Total dollar amount of treatment categorized as restorative presented to patients and not accepted any amount of treatment

Location Scorecards
Provider Scorecards

Presented Dollars to Patients

Total dollar amount of treatment presented to patients

Location Scorecards
Provider Scorecards
Referral Source Scorecards
Procedure Code Scorecards

Presented Hygiene

Number of patients seen and were given treatment plans for procedures categorized as Hygiene

Location Scorecards
Provider Scorecards

Presented Hygiene during Hygiene Visit

Number of patients seen that had hygiene treatment planned during visit categorized as Hygiene

Location Scorecards
Provider Scorecards

Presented Hygiene/Restorative

Number of patients seen that had treatment planned procedures added during their visit

Provider Scorecards

Presented New Patients

Location Scorecards / Provider Scorecards / Referral Source Scorecards: Number of new patients seen that had treatment planned procedures added during their visit
Procedure Code Scorecards: Number of procedures (treatment) accepted to new patients.

Location Scorecards
Provider Scorecards
Referral Source Scorecards
Procedure Code Scorecards

Presented Restorative

Number of patients that were presented treatment categorized as restorative procedures

Location Scorecards
Provider Scorecards

Presented Restorative during Restorative Visit

Number of patients with an exam that were presented treatment categorized as Restorative

Location Scorecards
Provider Scorecards

Procedures Completed for New Patients

Number of procedures completed for new patients.

Procedure Code Scorecards

Production 30 Days

Newly generated KPI to get 30 days worth of production starting at the end of the selected time period

Location Scorecards

Production Adjustments Estimated

OD Only - Adjustments that are planned for future visits with patients on discount plans. Shows as adjustments in future on OD reports.

Location Scorecards
Provider Scorecards

Production By Practice Setting

Production based on each practice's production setting in Dental Intelligence

Location Scorecards

Production Completed %

Percentage of scheduled production from procedures that was completed

Location Scorecards

Production Dentist By Setting

Production Dentist based on each practice's production setting in Dental Intelligence

Location Scorecards

Production Forecast Completed

Production Forecast Completed

Location Scorecards

Production Forecasted

Production Forecasted

Location Scorecards

Production Forecasted Remaining Net Estimated

Location Scorecards: Production Forecasted Remaining Net Estimated
Provider Scorecards: Production Net Scheduled To Date By Estimation

Location Scorecards
Provider Scorecards

Production Goal By Practice Setting

Practice Production goal by either practice setting or auto calculated goal

Location Scorecards

Production Goal Net Estimated

Open Dental Only - Dollar amounts produced minus other adjustments by the date added to patients ledgers and estimated write-offs and adjustments goal

Location Scorecards

Production Goal Total using PMS Schedule

Provider Production Goal Total based on Practice Management Software Provider Schedule

Provider Scorecards

Production Gross

Procedure Code Scorecards: Sum of procedure fees from the ledger.
Insurance Carrier Scorecards: Total of procedures added to insurance claims
Location Scorecards / Provider Scorecards / Referral Source Scorecards: Total of procedures added to patient ledgers

Procedure Code Scorecards
Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Production Gross Completed to Date

Completed production from start of chosen time period to end of yesterday. When looking at past period, today’s date but in the past is used to determine completed to date production.

Location Scorecards
Provider Scorecards

Production Gross Forecasted

Based on completed production from start to end of yesterday plus remaining gross scheduled production from today until the end of time period. For past time periods, today but in the past is used.

Location Scorecards
Provider Scorecards

Production Gross From New Patients

Total of prodedures added to patient ledgers for patients whose first visit was during selected date range

Referral Source Scorecards

Production Gross Goal

Total of procedures added to patient ledgers goal

Location Scorecards

Production Gross Hygiene

Total dollar amount of treatment classified as Hygiene by date shown in patients' ledgers

Location Scorecards
Provider Scorecards

Production Gross MTD

Amount of gross production made throughout the month nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Production Gross Other

Total dollar amount of treatment classified as something other than hygiene or restorative by date shown in patients' ledgers

Location Scorecards
Provider Scorecards

Production Gross Percent to Goal

Total of procedures added to patient ledgers percent to goal

Location Scorecards

Production Gross QTD

Amount of gross production made throughout the quarter nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Production Gross Scheduled Remaining

Remaining scheduled production from today until the end of chosen time period. For past time periods, today's date but in the past is used.

Location Scorecards
Provider Scorecards

Production Gross YTD

Amount of gross production made throughout the year nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Production Hygiene %

Percentage of production completed that was classified as hygiene

Location Scorecards

Production Hygiene Completed %

Percentage of scheduled production from procedures categorized as Hygiene that was completed

Location Scorecards

Production Hygiene Not Completed

Amount of scheduled production from procedures categorized as Hygiene that was not actually completed

Location Scorecards

Production Hygienist By Setting

Production Hygienist based on each practice's production setting in Dental Intelligence

Location Scorecards

Production Net % Rolling 12 Month

Percentage of collections compared to production by office setting for 90 days before end of selected time period

Location Scorecards

Production Net % Rolling 90 Days

Perecentage of adjustments compared to net production from 90 Days before end of selected time period.

Location Scorecards

Production Net 90-Day Avg by procedure date

Net Production by average write-offs by procedure date and average adjustments over last 90 days from end of selected time period

Provider Scorecards

Production Net by Entry Date

Dollar amounts produced by date shown in patients ledgers minus adjustments categorized as write offs and other adjustments by the date added to patients ledgers

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Production Net by Entry Date Goal

Dollar amounts produced by date shown in patients ledgers minus adjustments categorized as write offs and other adjustments by the date added to patients ledgers goal

Location Scorecards

Production Net by Entry Date Percent to Goal

Dollar amounts produced by date shown in patients ledgers minus adjustments categorized as write offs and other adjustments by the date added to patients ledgers percent to goal

Location Scorecards

Production Net By Practice Setting

Production net (Gross Production - Adjustments) based on each practice's production setting in Dental Intelligence

Location Scorecards

Production Net by Procedure Date

Dollar amounts produced minus adjustments categorized as write offs by date shown in patients ledgers and other adjustments by the date added to patients ledgers

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Production Net by Procedure Date Goal

Dollar amounts produced minus adjustments categorized as write offs by date shown in patients ledgers and other adjustments by the date added to patients ledgers goal

Location Scorecards

Production Net by Procedure Date Percent to Goal

Dollar amounts produced minus adjustments categorized as write offs by date shown in patients ledgers and other adjustments by the date added to patients ledgers percent to goal

Location Scorecards

Production Net Estimated

Open Dental Only - Dollar amounts produced minus other adjustments by the date added to patients ledgers and estimated write-offs and adjustments.

Location Scorecards
Provider Scorecards

Production Net Estimated MTD

Provider Scorecards: Amount of net estimated production made throughout the month nearest to the end of the selected time period
Location Scorecards: Open Dental only - Amount of net production made throughout the month nearest to the end of the selected time period according according to write offs made ahead of insurance payments

Provider Scorecards
Location Scorecards

Production Net Estimated Percent to Goal

Open Dental Only - Dollar amounts produced minus other adjustments by the date added to patients ledgers and estimated write-offs and adjustments percent to goal

Location Scorecards

Production Net Estimated QTD

Provider Scorecards: Amount of net estimated production made throughout the quarter nearest to the end of the selected time period
Location Scorecards: Open Dental only - Amount of net production made throughout the quarter nearest to the end of the selected time period according according to write offs made ahead of insurance payments

Provider Scorecards
Location Scorecards

Production Net Estimated YTD

Provider Scorecards: Amount of net estimated production made throughout the year nearest to the end of the selected time period
Location Scorecards: Open Dental only - Amount of net production made throughout the year nearest to the end of the selected time period according according to write offs made ahead of insurance payments

Provider Scorecards
Location Scorecards

Production Net Forecast Completed By Entry Date

Production Net Completed To Date By Entry

Location Scorecards

Production Net Forecast Completed By Proc Date

Production Net Completed To Date By Proc

Location Scorecards

Production Net Forecast Completed Net Estimated

Production Net Completed To Date By Estimation

Location Scorecards
Provider Scorecards

Production Net Forecasted by Entry Date

Forecasted net production with completed production up to yesterday plus today’s production forward, using date entered added to ledger

Location Scorecards

Production Net Forecasted by Proc Date

Forecasted net production with completed production up to yesterday plus today’s production forward, using dates shown in ledger

Location Scorecards

Production Net Forecasted Net Estimated

OD Only - Forecasted net production with completed production up to yesterday plus today’s production forward, using estimated and adjusted write offs

Location Scorecards
Provider Scorecards

Production Net MTD Entry Date

Provider Scorecards: Amount of net entry date production made throughout the month nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the month nearest to the end of the selected time period according to the date when transactions were added to the system

Provider Scorecards
Location Scorecards

Production Net MTD Proc Date

Provider Scorecards: Amount of net proc date production made throughout the month nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the month nearest to the end of the selected time period according to the date shown in patient ledgers

Provider Scorecards
Location Scorecards

Production Net QTD Entry Date

Provider Scorecards: Amount of net entry date production made throughout the quarter nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the quarter nearest to the end of the selected time period according to the date when transactions were added to the system

Provider Scorecards
Location Scorecards

Production Net QTD Proc Date

Provider Scorecards: Amount of net proc date production made throughout the quarter nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the quarter nearest to the end of the selected time period according to the date shown in patient ledgers

Provider Scorecards
Location Scorecards

Production Net Rolling 12 Months

12 months rolling net production from end of selected time period (based on office's production type setting)

Location Scorecards

Production Net Rolling 90 by Entry Date

Net production completed from 90 days previous of selected end date by date added to patients' ledgers

Location Scorecards

Production Net Rolling 90 by Procedure Date

Net production completed from 90 days previous of selected end date by date shown in patients' ledgers

Location Scorecards

Production Net Rolling 90 Days

Total net production from 90 days before end of selected time period.

Location Scorecards

Production Net Rolling 90 Days by Average Net Production Ratio

Production Net Rolling 90 Days by Average Net Production Ratio

Provider Scorecards

Production Net Scheduled Forecast Remaining By Entry Date

Production Net Scheduled To Date By Entry

Location Scorecards

Production Net Scheduled Forecast Remaining By Proc Date

Production Net Scheduled To Date By Proc

Location Scorecards

Production Net YTD Entry Date

Provider Scorecards: Amount of net entry date production made throughout the year nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the year nearest to the end of the selected time period according to the date when transactions were added to the system

Provider Scorecards
Location Scorecards

Production Net YTD Proc Date

Provider Scorecards: Amount of net proc date production made throughout the year nearest to the end of the selected time period
Location Scorecards: Amount of net production made throughout the year nearest to the end of the selected time period according to the date shown in patient ledgers

Provider Scorecards
Location Scorecards

Production Not Completed

Amount of scheduled production from procedures that was not actually completed

Location Scorecards

Production Other %

Percentage of production completed that was not classified as hygiene restorative, or specialty

Location Scorecards

Production Other Completed %

Percentage of scheduled production from procedures categorized as Other that was completed

Location Scorecards

Production Other Not Completed

Amount of scheduled production from procedures categorized as Other that was not actually completed

Location Scorecards

Production Other Roles By Setting

Other Roles Production based on each practice's production setting

Location Scorecards

Production Other Roles Gross

Total gross production from appointments assigned to roles other than hygienists and dentists

Location Scorecards

Production Other Roles Net 90-Day Average

Total net production from appointments assigned to roles other than hygienists and dentists, calculated from 90-day average

Location Scorecards

Production Other Roles Net By Entry Date

Total dollar amount of net production from the appointments assigned to roles other than hygienists and dentists, calculated by entry date

Location Scorecards

Production Other Roles Net By Procedure Date

Total net production from appointments assigned to roles other than hygienists and dentists, calculated by procedure date

Location Scorecards

Production Other Roles Net By Setting

Other Roles Net Production (Gross Production - Adjustments) based on each practice's production setting

Location Scorecards

Production Other Roles Net Estimated

Open Dental only - Net production minus adjustments, plus estimated write-offs for non-hygienist and non-dentist role appointments

Location Scorecards

Production Per Day

Production per day based on each practice's production setting in Dental Intelligence

Location Scorecards
Provider Scorecards

Production Per Day Net Rolling 90 Days by Average Net Production Ratio

Production Per Day Net Rolling 90 Days by Average Net Production Ratio

Provider Scorecards

Production Per Hour

Production Per hour based on each practice's production setting in Dental Intelligence

Location Scorecards
Provider Scorecards

Production per Hour Dentist By Setting

Dentist production per hour based on each practice's production setting

Location Scorecards

Production per Hour Dentist Gross

Total dentist production posted to patient ledgers for a day, divided by clinical hours

Location Scorecards

Production per Hour Dentist Net 90-Day Avg

Net dentist production per hour using avg write-offs from 90 days prior to the selected end date, with actual hours when recorded

Location Scorecards

Production per Hour Dentist Net by Entry Date

Net dentist production per hour, calculated by entry date

Location Scorecards

Production per Hour Dentist Net by Procedure Date

Net dentist production per hour, calculated by procedure date

Location Scorecards

Production per Hour Dentist Net Estimated

Open Dental only - net dentist production per hour using estimated write-offs and adjustments, with actual hours when recorded

Location Scorecards

Production Per Hour Goal

Production Per Hour Goal

Provider Scorecards

Production Per Hour Gross

Provider Scorecards: Total dollar amount posted to patients' ledgers for a day, divided by clinical hours set up for provider
Location Scorecards: Total dollar amount posted to patients' ledgers for a day, divided by practice clinical hours

Provider Scorecards
Location Scorecards

Production per Hour Hygienist By Setting

Hygienist production per hour based on each practice's production setting

Location Scorecards

Production per Hour Hygienist Gross

Total hygienist production posted to patient ledgers for a day, divided by clinical hours

Location Scorecards

Production per Hour Hygienist Net 90-Day Avg

Net hygienist production per hour using avg write-offs from 90 days prior to the selected end date, with actual hours when recorded

Location Scorecards

Production per Hour Hygienist Net by Entry Date

Net hygienist production per hour, calculated by entry date

Location Scorecards

Production per Hour Hygienist Net by Procedure Date

Net hygienist production per hour, calculated by procedure date

Location Scorecards

Production per Hour Hygienist Net Estimated

Open Dental only - net hygienist production per hour using estimated write-offs and adjustments, with actual hours when recorded

Location Scorecards

Production Per Hour Net 90-Day Avg

Net Production Per Hour by average write-offs and adjustments from 90 days previous to selected end date, uses actual clinical hours when recorded

Location Scorecards
Provider Scorecards

Production Per Hour Net by Entry Date

Net Production By Entry Date Per Hour

Location Scorecards
Provider Scorecards

Production Per Hour Net by Procedure Date

Net Production By Procedure Date Per Hour

Location Scorecards
Provider Scorecards

Production Per Hour Net Estimated

Open Dental Only - Net Production Per Hour by estimated write-offs, adjusted write-offs, and adjustments, uses actual clinical hours when recorded

Provider Scorecards

Production Per Hour Scheduled

Production Per Hour scheduled based on each practice's production setting in Dental Intelligence

Provider Scorecards

Production Per Hour Scheduled % to Goal

The percentage of scheduled production per hour compared to goal

Provider Scorecards

Production Per Visit

Production Per visit based on each practice's production setting in Dental Intelligence

Location Scorecards
Provider Scorecards

Production Per Visit Gross

Location Scorecards: Gross Production Per Visit
Provider Scorecards: Total dollar amount posted to patients' ledgers, divided by number of patient visits

Location Scorecards
Provider Scorecards

Production Per Visit Net 90-Day

Net Production Per Visit by average write-offs and adjustments from 90 days previous to selected end date

Location Scorecards
Provider Scorecards

Production Per Visit Net by Entry Date

Net production per visit by date entered into the patient's ledger

Location Scorecards
Provider Scorecards

Production Per Visit Net by Procedure Date

Net production per visit by date shown in the patient's ledger

Location Scorecards
Provider Scorecards

Production Per Visit Net Estimated

Open Dental Only - Net Production Per Visit by estimated write-offs, adjusted write-offs, and adjustments

Provider Scorecards

Production Per Working Day Gross

Average dollar amount in gross production per working day

Location Scorecards
Provider Scorecards

Production Per Working Day Net by Entry Date

Average dollar amount in net production per working day

Location Scorecards
Provider Scorecards

Production Per Working Day Net by Procedure Date

Average dollar amount in net production per working day

Location Scorecards
Provider Scorecards

Production Per Working Day Net Estimated

Average dollar amount in net production per working day

Location Scorecards
Provider Scorecards

Production Restorative and Specialty

Amount of production completed that was classified as restorative or specialty

Location Scorecards

Production Restorative and Specialty %

Percentage of production completed that was classified as restorative or specialty

Location Scorecards

Production Restorative and Specialty Completed %

Percentage of scheduled production from procedures categorized as Restorative or Specialty that was completed

Location Scorecards

Production Restorative and Specialty Not Completed

Amount of scheduled production from procedures categorized as Restorative or Specialty that was not actually completed

Location Scorecards

Production Restorative Gross

Total dollar amount of treatment, categorized as Restorative, completed by date shown in patients' ledgers

Location Scorecards
Provider Scorecards

Production Rolling 12 Months

Last 12 months of gross production at the end of the selected time period

Location Scorecards

Production Rolling 90 Days

Gross production completed from 90 days previous of selected end date

Location Scorecards

Production Same-Day

Dollar amount produced where the treatment was not treatment planned or scheduled in advance

Location Scorecards
Provider Scorecards

Production Same-Day %

Same Day Treatment Percentage based on each practice's production setting in Dental Intelligence

Location Scorecards

Production Same-Day % Gross

Same Day Treatment Percentage (Gross)

Location Scorecards
Provider Scorecards

Production Same-Day % Net 90 Day Average

Location Scorecards: Same Day Treatment Percentage (RollingNetProduction)
Provider Scorecards: Same Day Treatment Percentage (RollingNetProduction).

Location Scorecards
Provider Scorecards

Production Same-Day % Net By Entry Date

Same Day Treatment Percentage (NetByEntryDate)

Location Scorecards
Provider Scorecards

Production Same-Day % Net By Proc Date

Same Day Treatment Percentage (NetByProcDate)

Location Scorecards
Provider Scorecards

Production Same-Day % Net Estimated

Location Scorecards: Same Day Treatment Percentage (EstimatedNetProduction)
Provider Scorecards: Same Day Treatment Percentage (EstimatedNetProduction).

Location Scorecards
Provider Scorecards

Production Scheduled

Amount of production scheduled for appointments (depending on practice management system, might be sum of appointment amounts or sum of procedures in appointments)

Provider Scorecards

Production Scheduled By Practice Setting

Production scheduled based on each practice's production setting in Dental Intelligence

Location Scorecards
Provider Scorecards

Production Scheduled For New Patients

Scheduled Production From New Patients

Referral Source Scorecards

Production Scheduled Forecast Remaining

Production Scheduled Forecast Remaining

Location Scorecards

Production Scheduled Gross

Amount of production scheduled for appointments (depending on practice management system, might be sum of appointment amounts or sum of procedures in appointments)

Location Scorecards

Production Scheduled Hygiene

Amount of production scheduled for appointments associated to procedures categorized as hygiene procedures

Location Scorecards

Production Scheduled Net Entry Date

Total scheduled gross production plus/minus daily average of adjustments minus, write-offs (OD uses actual ins fees for scheduled procedures instead of average write-offs) using date of entry

Location Scorecards

Production Scheduled Net Estimated

Open Dental Only - Total scheduled gross production plus/minus daily average of adjustments, minus write-offs as posted at claim creation using their dates in Ledger

Location Scorecards

Production Scheduled Net Procedure Date

Total scheduled gross production plus/minus daily average of adjustments, minus write-offs (OD uses actual ins fees for scheduled procedures instead of average write-offs) using their dates in Ledger

Location Scorecards

Production Scheduled Other

Amount of production scheduled for appointments associated to procedures not categorized as hygiene, restorative, or specialty procedures

Location Scorecards

Production Scheduled Per Day

Production per day scheduled based on each practice's production setting in Dental Intelligence

Provider Scorecards

Production Scheduled Restorative

Amount of production scheduled for appointments associated to procedures categorized as restorative procedures

Location Scorecards

Production Scheduled Restorative and Specialty

Amount of production scheduled that was classified as restorative or specialty

Location Scorecards

Production Scheduled Specialty

Amount of production scheduled for appointments associated to procedures categorized as specialty procedures

Location Scorecards

Production Specialty Gross

Location Scorecards: Total dollar amount of treatment, categorized as Specialty, completed by date shown in patients' ledgers
Provider Scorecards: Total dollar amount of treatment, categorized as specialty, completed by date shown in patients' ledgers

Location Scorecards
Provider Scorecards

Production Write-off Estimated

Open Dental Only - Estimate Production Write-offs

Location Scorecards

Production Write-off Estimated Adjustments

Open Dental Only - Estimate Production Write-offs Adjustments

Location Scorecards

Production Write-off Estimated Adjustments by Provider

Open Dental Only - Estimate Production Write-offs Adjustments

Provider Scorecards

Production Write-off Estimated by Provider

Open Dental Only - Estimate Production Write-offs

Provider Scorecards

Provider Production Goal Per Day Total

Provider Production Per Day Total by Production Per Day Goal times Completed Days

Provider Scorecards

Provider Production Goal Total

Provider Production Goal Total by Production Per Hour Goal times Working Hours

Provider Scorecards

Provider Production Goal Total By Setting

Production per hour goal times either DI scheduled hours or PMS scheduled hours based on setting

Provider Scorecards

Recaptured Patients

Appointments for patients who previously had not had activity in ledger for 18 months or under or had been marked Inactive in practice management system

Location Scorecards

Recaptured Patients PMS

Number of patients who had been inactive in the practice management system and then set to an active status

Location Scorecards

Rescheduled Active Patients Value

Dollar value of scheduled active patients that did not have an appointment scheduled previously, based off average annual collections

Location Scorecards

Rolling 90 days adjustment by entry date

Rolling 90 days adjustment by entry date

Provider Scorecards

Rolling 90 days write-offs by entry date

Rolling 90 days write-offs by entry date

Location Scorecards

Rolling 90 days write-offs by procedure date

Rolling 90 days write-offs by procedure date

Location Scorecards

Scheduled Patients

Number of patients with a scheduled visit during the selected period

Location Scorecards

Sealants Completed

Number of procedures completed with procedure codes that are flagged in DI as a sealant code

Location Scorecards
Provider Scorecards

Sealants Production

Gross dollars from procedures completed with procedure codes that are flagged in DI as a sealant code

Location Scorecards
Provider Scorecards

Team Task Attempts Appointment Confirmations

Number of times a staff member logged an attempt for an appointment confirmation team task

Location Scorecards
Team Member Scorecards

Team Task Attempts Hygiene Recare

Number of times a staff member logged an attempt for a hygiene recare team task

Location Scorecards
Team Member Scorecards

Team Task Attempts Other

Number of times a staff member logged an attempt for a team task categorized as Other

Location Scorecards
Team Member Scorecards

Team Task Attempts Past Due Account

Number of times a staff member logged an attempt for a past due account team task

Location Scorecards
Team Member Scorecards

Team Task Attempts Post-Ops

Number of times a staff member logged an attempt for a post-ops team task

Location Scorecards
Team Member Scorecards

Team Task Attempts Total

Total number of times a staff member logged an attempt for team tasks of any type

Location Scorecards
Team Member Scorecards

Team Task Attempts Unscheduled Broken Appointments

Number of times a staff member logged an attempt for an unscheduled broken appointment team task

Location Scorecards
Team Member Scorecards

Team Task Attempts Unscheduled Treatment

Number of times a staff member logged an attempt for an unscheduled treatment team task

Location Scorecards
Team Member Scorecards

Team Task Completed % Broken Appointments

Percentage of team task marked completed for an unscheduled broken appointment

Location Scorecards
Team Member Scorecards

Team Task Completed % Confirmations

Percentage of team task marked completed for appointment confirmations

Location Scorecards
Team Member Scorecards

Team Task Completed % Hygiene Recare

Percentage of team task marked completed for hygiene recare

Location Scorecards
Team Member Scorecards

Team Task Completed % Other

Percentage of team task marked completed for a team task categorized as Other

Location Scorecards
Team Member Scorecards

Team Task Completed % Past Due Account

Percentage of team task marked completed for a past due account

Location Scorecards
Team Member Scorecards

Team Task Completed % Post-Ops

Percentage of team task marked completed for post-op

Location Scorecards
Team Member Scorecards

Team Task Completed % Total

Percentage of team task marked completed of any type

Location Scorecards
Team Member Scorecards

Team Task Completed % Unscheduled Treatment

Percentage of team task marked completed for an unscheduled treatment

Location Scorecards
Team Member Scorecards

Team Task Completed Broken Appointments

Number of times a staff member marked a team task completed for an unscheduled broken appointment

Location Scorecards
Team Member Scorecards

Team Task Completed Confirmations

Number of times a staff member marked a team task completed for appointment confirmations

Location Scorecards
Team Member Scorecards

Team Task Completed Hygiene Recare

Number of times a staff member marked a team task completed for hygiene recare

Location Scorecards
Team Member Scorecards

Team Task Completed Other

Number of times a staff member marked a team task completed for team task categorized as Other

Location Scorecards
Team Member Scorecards

Team Task Completed Past Due Account

Number of times a staff member marked a team task completed for a past due account

Location Scorecards
Team Member Scorecards

Team Task Completed Post-Ops

Number of times a staff member marked a team task completed for a post-op

Location Scorecards
Team Member Scorecards

Team Task Completed Total

Team Task Completed Total

Location Scorecards
Team Member Scorecards

Team Task Completed Unscheduled Treatment

Number of times a staff member marked a team task completed for an unscheduled treatment

Location Scorecards
Team Member Scorecards

Team Task Contacted % Broken Appointments

Percentage of team task marked contacted for an unscheduled broken appointment

Location Scorecards
Team Member Scorecards

Team Task Contacted % Confirmations

Percentage of team task marked contacted for appointment confirmations

Location Scorecards
Team Member Scorecards

Team Task Contacted % Hygiene Recare

Percentage of team task marked contacted for hygiene recare

Location Scorecards
Team Member Scorecards

Team Task Contacted % Other

Percentage of team task marked contacted for a team task categorized as Other

Location Scorecards
Team Member Scorecards

Team Task Contacted % Past Due Account

Percentage of team task marked contacted for a past due account

Location Scorecards
Team Member Scorecards

Team Task Contacted % Post-Ops

Percentage of team task marked contacted for post-op

Location Scorecards
Team Member Scorecards

Team Task Contacted % Total

Percentage of team task marked contacted of any type

Location Scorecards
Team Member Scorecards

Team Task Contacted % Unscheduled Treatment

Percentage of team task marked contacted for an unscheduled treatment

Location Scorecards
Team Member Scorecards

Team Task Contacted Broken Appointments

Number of times a staff member logged a successful contact with a patient decision maker for an unscheduled broken appointment team task

Location Scorecards
Team Member Scorecards

Team Task Contacted Confirmations

Number of times a staff member logged a successful contact with a patient decision maker for an appointment confirmation team task

Location Scorecards
Team Member Scorecards

Team Task Contacted Hygiene Recare

Number of times a staff member logged a successful contact with a patient decision maker for an attempted hygiene recare team task

Location Scorecards
Team Member Scorecards

Team Task Contacted Other

Number of times a staff member logged a successful contact with a patient decision maker for a team task categorized as Other

Location Scorecards
Team Member Scorecards

Team Task Contacted Past Due Account

Number of times a staff member logged a successful contact with a patient decision maker for a past due account team task

Location Scorecards
Team Member Scorecards

Team Task Contacted Post-Ops

Number of times a staff member logged a successful contact with a patient decision maker for a post-ops team task

Location Scorecards
Team Member Scorecards

Team Task Contacted Total

Total number of times a staff member logged a successful contact with a patient decision maker for team tasks of any type

Location Scorecards
Team Member Scorecards

Team Task Contacted Unscheduled Treatment

Number of times a staff member logged a successful contact with a patient decision maker for an unscheduled treatment team task

Location Scorecards
Team Member Scorecards

Team Task Dollars Collected Past Due Account

Dollar amount collected from a patient while completing a Past Due Account team task

Location Scorecards
Team Member Scorecards

Team Task Dollars per Attempt Past Due Account

Dollar amount collected from Team Task Dollars Collected Past Due Balances divided by Team Task Attempts Past Due Balance

Location Scorecards
Team Member Scorecards

Team Task Dollars Scheduled Broken Appointments

Dollar amount of an appointment scheduled while completing an unscheduled broken appointment team task

Location Scorecards
Team Member Scorecards

Team Task Dollars Scheduled per Attempt Broken Appointments

Dollar amount scheduled from Team Task Dollars Scheduled Broken Appointments divided by Team Task Attempts Unscheduled Broken Appointments

Location Scorecards
Team Member Scorecards

Team Task Dollars Scheduled per Attempt Unscheduled Treatment

Dollar amount scheduled from Team Task Dollars Unscheduled Treatment divided by Team Task Attempts Unscheduled Treatment

Location Scorecards
Team Member Scorecards

Team Task Dollars Scheduled Treatment

Dollar amount of an appointment scheduled while completing an unscheduled treatment team task

Location Scorecards
Team Member Scorecards

Team Task Scheduled Dollars

Total dollar amount scheduled from broken apointment and unscheduled treatment team tasks

Location Scorecards
Team Member Scorecards

Total Aging Claims Count

Total dollar amount from insurance claim balances

Insurance Carrier Scorecards

Total dollar amount

Total dollar amount from insurance claim balances

Insurance Carrier Scorecards

Unscheduled Active Patients

Active patients (those with ledger activity in last 18 months) that do not have an appointment

Location Scorecards

Unscheduled Active Patients 0-18 Months

Total number of patients without an appointment who were seen up to 18 months ago

Location Scorecards

Unscheduled Active Patients 0-6 Months

Total number of patients without an appointment who were seen between 0 and 6 months ago

Location Scorecards

Unscheduled Active Patients 0-6 Months %

Percentage of patients without an appointment who were seen between 0 and 6 months ago

Location Scorecards

Unscheduled Active Patients 12-18 Months

Total number of patients without an appointment who were seen between 12 and 18 months ago

Location Scorecards

Unscheduled Active Patients 12-18 Months %

Percentage of patients without an appointment who were seen between 12 and 18 months ago

Location Scorecards

Unscheduled Active Patients 6-9 Months

Total number of patients without an appointment who were seen between 6 and 9 months ago

Location Scorecards

Unscheduled Active Patients 6-9 Months %

Percentage of patients without an appointment who were seen between 6 and 9 months ago

Location Scorecards

Unscheduled Active Patients 9-12 Months

Total number of patients without an appointment who were seen between 9 and 12 months ago

Location Scorecards

Unscheduled Active Patients 9-12 Months %

Percentage of patients without an appointment who were seen between 9 and 12 months ago

Location Scorecards

Unscheduled Active Patients Now Scheduled $

Dollar amount scheduled for active patients that did not have an appointment scheduled previously

Location Scorecards

Unscheduled Active Patients Opportunity

Dollar value of active patients without a scheduled appointment, based off average annual collections

Location Scorecards

Unscheduled Active Patients Rescheduled

Number of scheduled active patients that did not have an appointment scheduled previously

Location Scorecards

Unscheduled Active Patients Rescheduled %

Percentage of active patients who did not have any appointments scheduled that was then scheduled

Location Scorecards

Unscheduled Family Members Completed

Number of patients from the morning list whose unscheduled family members were successfully scheduled by end of day

Location Scorecards

Unscheduled Family Members Not Completed

Number of patients from the morning list whose unscheduled family members remained unscheduled by end of day

Location Scorecards

Unscheduled Family Members Total

Number of patients identified at the start of the day who have family members without a scheduled appointment

Location Scorecards

Unscheduled Hygiene Completed

Number of patients from the morning list whose unscheduled hygiene appointments were successfully scheduled by end of day

Location Scorecards

Unscheduled Hygiene Not Completed

Number of patients from the morning list whose unscheduled hygiene appointments remained unscheduled by end of day

Location Scorecards

Unscheduled Hygiene Total

Number of patients identified at the start of the day who have unscheduled hygiene appointments

Location Scorecards

Unscheduled Inactive Patients 18-36 Months

Total number of patients without an appointment who were seen between 18 and 36 months ago

Location Scorecards

Unscheduled Inactive Patients 18-36 Months %

Percentage of patients without an appointment who were seen between 18 and 36 months ago

Location Scorecards

Unscheduled Opportunity - Avg Appt

Potential dollar amount of production from active patients without a future appointment based on average appointment

Location Scorecards

Unscheduled Opportunity Hygiene - Avg Appt

Potential dollar amount of hygiene production from active patients without a future appointment based on average hygiene appointment

Location Scorecards

Unscheduled Opportunity Restorative - Avg Appt

Potential dollar amount of restorative production from active patients without a future appointment based on average restorative appointment

Location Scorecards

Unscheduled Patients

Number of active or inactive patients without a future appointment scheduled

Location Scorecards

Unscheduled Patients 0-36 Months

Total number of patients without an appointment who were seen up to 36 months ago

Location Scorecards

Unscheduled Treatment Completed

Number of patients from the morning list whose unscheduled treatment plans were successfully scheduled by end of day

Location Scorecards

Unscheduled Treatment Not Completed

Number of patients from the morning list whose unscheduled treatment plans remained unscheduled by end of day

Location Scorecards

Unscheduled Treatment Total

Number of patients identified at the start of the day who have unscheduled treatment plans

Location Scorecards

Unscheduled TX

Total dollar amount of all the unscheduled TX from the appointments that are connect to a provider

Provider Scorecards

Visits

Provider Scorecards: Number of patients with production completed and associated to a provider in their ledgers on a given day
Location Scorecards: Number of patients with production completed in their ledgers on a given day

Provider Scorecards
Location Scorecards

Visits Hygiene Completed

Visits Hygiene Completed

Location Scorecards

Visits MTD

Location Scorecards: Number of patients with completed treatment throughout the month nearest to the end of the selected time period
Provider Scorecards: Number of visits made throughout the month nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Visits Other

Number of patients seen for treatment categorized as something other than hygiene or restorative

Provider Scorecards

Visits Per Working Day

Average number of visits per working day

Location Scorecards
Provider Scorecards

Visits Perio

Number of patients seen and received a procedure categorized as perio

Provider Scorecards

Visits QTD

Location Scorecards: Number of patients with completed treatment throughout the quarter nearest to the end of the selected time period
Provider Scorecards: Number of visits made throughout the quarter nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Visits Restorative

Number of patients who received treatment categorized as Restorative

Provider Scorecards

Visits YTD

Location Scorecards: Number of patients with completed treatment throughout the year nearest to the end of the selected time period
Provider Scorecards: Number of visits made throughout the year nearest to the end of the selected time period

Location Scorecards
Provider Scorecards

Working Days

Number of days where providers had at least some production posted to patient ledgers

Location Scorecards
Provider Scorecards

Write-offs Entry Date

Total amount of negative adjustments associated with insurance claims based on date added into practice management system

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Write-offs Procedure Date

Total amount of negative adjustments associated with insurance claims based on date shown in Ledger

Insurance Carrier Scorecards
Location Scorecards
Provider Scorecards
Referral Source Scorecards

Write-offs Total Rolling 90-Days by Entry Date

Total write-offs over last 90 days from end of selected time period by entry date

Provider Scorecards

WriteOffs For Forecast Production

WriteOffs For Forecast Production

Location Scorecards
Provider Scorecards

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