The Performance Board contains a wealth of information that is designed to help you understand what is going on in your practice at a glance.
Several of the numbers on the Performance Board rely on the number of visits, or appointments, your practice completes during the given time range. You may notice that some of these visit numbers do not always seem to match up with each other. Why would these numbers not match? This short article will help you understand what causes this behavior.
If you want to see visits or Production Per Visit per Provider, then please go to the Provider Pulse.
Categorizing Visit Types
Dental Intelligence categorizes all Visits into 3 types based on ADA codes:
Restorative Visit
Hygiene Visit (The following ADA Codes are categorized as a Hygiene Visit: D1110 or D1120 [Prophy]; D4341, D4342, or D4910 [Perio])
Uncategorized Visit
Note: if a dentist completes a D1110, then that visit is a hygiene visit.
Hygiene Visits can be found on 3 major metrics:
Visits Metric, click here to learn more about Visits
Hygiene Re-Appointment Metric, click here to learn more about Hygiene Re-Appointment
Hygiene Case Metric, click here to learn more about Hygiene Case
Visits Metric
This metric captures the individual visits on your appointment book: Scheduled, Completed, and Broken.
When you hover over the Visits bar graph, you will see the Incomplete score. Incomplete is the difference between scheduled and completed appointments.
What if a Visit has both Restorative and Hygiene codes?
Within the source data, Dental Intelligence will classify the visit as "Restorative and Hygiene." In that case (1) total visit is also (1) restorative visit and (1) hygiene visit. When this happens, adding Restorative + Hygiene + Uncategorized visits will be more than Total visits.
Hygiene Re-Appointment Metric
The Hygiene Visit number in the Visit Metric should be the same as the Hygiene Visits in the Hygiene Re-appointment Metric, located at the bottom-left of the Performance Board. This means that if patients were scheduled for Hygiene, but the visit was not completed, broken, or deleted, they will still count against your Hygiene Re-Appointment.
Hygiene Case Metric
The purpose of the Hygiene Case metric is to see how many of your patients who are in for hygiene are accepting Hygiene ADA codes presented to them. The first number that is needed for this metric is the number of patients that were seen for hygiene.
Hygiene Case Visits are different than the other Visit numbers on the Performance Board. This number looks at the number of patients who meet the following criteria:
Have Hygiene ADA codes posted to their ledger
The total dollar amount from Hygiene codes on their ledger is greater than the total dollar amount from Restorative codes.
The most common reasons why we see this number being different than the other two is:
The hygiene appointment for whatever reason will not be walked out or manually completed in your Practice Management System. Dental Intelligence calls these appointments “Completed (Unknown)” in the Visits source data.
The hygiene appointment is completed, and the ledger has more completed ADA restorative dollars than ADA hygiene dollars.
A patient has Hygiene codes attached to their ledger, but never had an official "Appointment" created in the Practice Management System.