As you are using your Follow Up Tasks daily, Dental Intelligence Analytics will be able to keep track of the hard work that you are doing! After all, you deserve the credit for calling those patients and keeping the schedule full! So make sure you keep track of your performance. 📈

In this article, we'll explore:

Learn how to view your Follow Ups Tasks performance in the video below:

Viewing Follow Up Tasks Results

As you mark attempts and complete Follow Up Tasks, Dental Intelligence Analytics will keep track of your attempts and the details that are included.

Hover over the Follow Up Tasks Bell icon in the left side menu
Select Follow Up Task Results
Here you will be able to view the source data details of completed and attempted Follow Up Tasks
To view different date ranges, select either the pre-made filters (Today, Last 7 days, Last 30 days)
Or select the Date & Calendar icon to choose specific days, weeks, months, years or ranges

Important note: If you notice attempts that have been done by "Unknown", these are just attempts by Dental Intelligence employees testing.

Understanding Follow Up Tasks Metrics

Hygiene Recare

Hygiene Recare Attempts show the following metrics by each team member:

a. follow up task attempts

b. actual patients contacted

c. total patients contacted/total attempts = contact success percentage

Hygiene Recare Outcomes show the following metrics by each team member:

a. completed hygiene recare appointments

b. completed appointments/total contacted patients = success percentage

c. number of patients seen

d. dollar value of all attempted patients hygiene appointments

e. total dollar value of all attempted patients hygiene appointments/total number of attempted patients = dollar value per attempt

Example: Amy attempted to contact 31 patients. If every single attempted patient were to complete their hygiene recare appointment, the total dollar value would be $585. $585 divided by 31 is $19. The value of each follow up task attempt done by Amy is $19.

Unscheduled Broken Appointments

Unscheduled Broken Appointment Attempts show the following metrics by each team member:

a. follow up task attempts

b. actual patients contacted

c. total patients contacted/total attempts = contact success percentage

Unscheduled Broken Appointment Outcomes show the following metrics by each team member:

a. completed appointments

b. completed appointments/total contacted patients = success percentage

c. number of patients seen

d. dollar value of all attempted patients appointments

e. total dollar value of all attempted patients appointments/total number of attempted patients = dollar value per attempt

Unscheduled Treatment

Unscheduled Treatment Attempts show the following metrics by each team member:

a. follow up task attempts

b. actual patients contacted

c. total patients contacted/total attempts = contact success percentage

Unscheduled Treatment Outcomes show the following metrics by each team member:

a. successfully scheduled treatment

b. completed treatment/total contacted patients = success percentage

c. dollar value of all attempted patients treatment

d. total dollar value of all attempted patients treatment/total number of attempted patients = dollar value per attempt

Tracking Follow Up Tasks

Completed Past Due Claims Follow Up Tasks are not tracked in the Follow Up Tasks Results page. This is because claims are not under the control of the practice. The history of the task will still be tracked in the patient card.

Completed Unscheduled Broken Appointment Follow Up Tasks will show as $0 being scheduled if the patient did not have a previously canceled / broken appointment.

For Unscheduled Treatment Follow Up Tasks to be completed, the future appointment must be for the unscheduled treatment, and not a hygiene visit.