Make sure you have the following "good data" going into your practice management system.
Ensure that proper ADA codes (this is also a legal requirement when billing) are used for all of your services
When Scheduling an appointment add the proper ADA codes to the appointment immediately when scheduling
What benefit do I get from attaching ADA Codes to my appointments?
Visits will correctly be categorized as Hygiene, Restorative, or Misc
My Schedule and Morning Huddle will assign visits to the correct provider
Scheduled production across Dental Intelligence will function as designed
Hygiene Re-Appointment and Hygiene Pre-Appointment will track accurately
Treatment Acceptance and Case metrics will work correctly
Hygiene Recare, for both Perio and Prophy patients, will know if a patient has been scheduled