The Performance Dashboard in Analytics gives you a general overview of how your practice is performing, showcasing the following critical metrics:

These metrics provide a well-rounded snapshot of how your practice is performing and highlights potential for additional growth.

Watch the short video below to learn more about how to navigate the Performance Board:

Access the Performance Board from the left side menu in Analytics:

The ticker in the Performance Board is a slider of metrics that runs across the top header of the dashboard. Use the ticker to quickly view a variety of critical metrics at a glance.

From the Performance Board dashboard, use the helpful icons located on each metric graph to get better insight to each metric and displayed data:

Review trends in the Performance Board by clicking on the green or red arrow on each metric. A green arrow indicates that the metric is trending positively, while red indicates that the metric is trending negatively.

Depending on the metric, you can view recent or year over year data and trends by clicking between tabs.

Appointments is one of the baseline metrics. Appointments are defined by the number of blocks on the schedule. In addition to monitoring Appointments, Dental Intelligence also captures the number of Visits and Seen patients. While similar sounding, these metrics all capture different values in your practice data.

In order to consistently maintain and grow, monitoring the number of appointments, visits, and seen patients for a specified period of time is critical to your success.

Production is the starting point from which collections are derived. This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

An increase in production will typically result in net profits. By correlating your production needs to the goals you have set, you can begin scheduling to reach this number and succeed in obtaining your desired goals.

Customized Production Reports allow you to dig a little deeper into where your production is coming from. To run a custom report, please follow the steps below:

Click into any section of the Unscheduled Patients pie chart to populate a list of all patients who completed treatment within the selected time frame and are currently unscheduled for any future appointment. These sections include 0-6 months, 6-9 months, 9-12 months, 12-18 months, 18-36 months. In this same list, you will be able to view their total unscheduled treatment amount to see what production opportunity you have with these patients.

The New Patients metric captures the number of patients who have completed their first visit to the practice. They are counted as a New Patient the first time an ADA code is walked out on their ledger. This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Your Practice Management Software's definition of a New Patient might differ. The reports within your Practice Management Software may be identifying newly created Patient Profiles as New Patients. Dental Intelligence criteria captures the first completed appointment. Dental Intelligence is unable to recognize Custom Codes, which can affect the final report.

The Restorative/Elective Case metrics captures the number of patients who were presented with treatment, identifying how much of that treatment they accepted, and how much was left unscheduled. This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Avg./Visit is the total Hygiene Production in the period divided by the total number of Hygiene Visits in the period.

Hygiene production includes the following ADA Procedure codes: D9972, D9973, D9975, D4341, D4342, D4355, D4381, D4910, D4921, D1110, D1120, D1206, D1208, D1310, D1320, D1330, D1351, D1353, D4346.

Hygiene Visits are identified by patients who are seen for any of the following ADA Procedure codes: D4341, D4342, D4910, D1110, D1120.

The Diagnostic percentage is the total number of patients presented with a Hygiene Case Procedure in the period divided by the number of Hygiene Visits in the period.

The Acceptance percentage is the total number of patients who have "accepted" a Hygiene Case Procedure, which is then divided by the number of patients "presented" a Hygiene Case Procedure. The procedure must be accepted on the same day it is presented. The purpose of this metric is to measure same day Case Acceptance, whether the procedures are accepted and scheduled for a later date or accepted and performed on the same day as the visit.

This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Hygiene Re-Appointment is the percentage of Hygiene Visits that have scheduled a subsequent hygiene appointment on the same day of their Hygiene Appointment before leaving the dental office.

Hygiene Visits is the number of patients being seen for hygiene care, identified by hygiene-specific ADA procedure codes including:

If a Hygiene code is attached with no other procedure codes, it will be categorized as a Hygiene Appointment.

Reappointed is the number of Hygiene Visits that did scheduled a subsequent hygiene appointment before leaving the dental office, meaning same-day reappointed patients. This number does not change.

This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Cancellations and No-Shows will ruin profitability faster than most any other problem. By minimizing these two issues, you will preserve margin and reach break even much faster. High cancellation percentages can be reduced by helping the patients understand how important this appointment time is immediately after scheduling the appointment.

Cancellations and No Shows are two different metrics found on your Performance Board:

Cancellations is the percentage of patient appointments which were broken more than 24 hours before their appointment.

No-Shows is the percentage of appointments broken less than 24 hours prior to the scheduled time of the appointment.

Scheduled is the number of scheduled appointments that are on your schedule. This number will match the number of Appointments shown in the Appointments metric.

This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.