The Schedule Analysis tool is an excellent way to find gaps in your schedule and prepare for upcoming appointments. This helpful feature will answer all your scheduling questions in minutes.

Watch this short video to learn more:

To access the Day, Week, or Month View schedules, hover over the schedule icon and click Schedule Analysis.

By default, the schedule is displayed by month. Click on a specific date on the calendar to view that day's Schedule by Provider or Schedule by Operatory.

Click on the date breadcrumbs at the top of the schedule to switch between the day, week, or month view.

In the Month View we will show a scheduled production total for the whole practice on each day. Click into each day to view the daily schedule view for each individual provider. You can change the date range by clicking the calendar in the top right hand corner:

In the Week View we will summarize total scheduled production for the provider on each day compared to the set provider goal. You can change the date range by selecting the calendar in the top right hand corner, then click into each day to view more specific data and the schedule:

In the Day View we provide a summary of each provider's schedule. This includes the number of appointments, the number of clinical hours, the scheduled production, this is then compared to the providers daily production goal, and the dollar value of unscheduled treatment according to the patient's treatment plans in the providers schedule:

When you click into an individual provider, we will show the schedule in chronological order for the times they are scheduled. We will include the time of the appointment, the patient's name, additional appointment information (attached ADA codes, other potential images that could be completed, and the confirmation status). And finally, we will identify all important opportunities to maximize the patient's value, including, unscheduled treatment, unscheduled family members, the existing A/R balance and whether they are scheduled for a future hygiene appointment:

You can click into each of these metrics and we will pull up the patient card with the correlating information:

The schedule will also show Open Time. When you click into this, a list of unscheduled patients specific to that provider will populate:

This list is established based on the following Criteria:

You can also view the schedule in the Operatory View by selecting the Schedule by Operatory button. Here you will see the open chairs and where patient appointments are scheduled. You can hover over or click into each patient to view their patient card and statistics: