Restorative/Elective Case


Found on the Performance Board, this tool will include Source Data as well as a Year Over Year performance chart in the Menu icon. View definitions and additional information by selecting the Information ( i ) icon.

Use the Source Data in this metric to view patients who were presented with treatment, identify how much of that treatment they accepted and how much was left unscheduled. Click the Green Plus (+) icon to view the treatment that was left unscheduled.

What is Restorative/Elective Case? This metric, found on the Performance Board, includes the following data points:

  • Avg. $/Exam is the total Restorative/Elective Production in the period divided by the total number of exams in the period.

    • Restorative/Elective production includes all ADA Restorative and Specialty Procedure Codes excluding D4341, D4342 and D4910.

    • Exams include ADA Procedure Codes D0120, D0140, D0145, D0150, D0160, D0170, D0180.

  • Diagnostic Percentage is the total number of patients diagnosed with a Restorative/Elective procedure in the period divided by the number of Exams in the period.

    • Exams include ADA Procedure Codes D0120, D0140, D0145, D0150, D0160, D0170, D0180.

    • Diagnosed is the number of patients who had an Exam during their appointment and Restorative/Elective ADA Procedure Codes excluding D4341, D4342 and D4910 were added to the Treatment Planner that same day.

  • Acceptance Percentage is the total number of patients who have accepted Restorative/Elective procedure in the period divided by the number of patient Presented Restorative/Elective procedures in the period.

    • Presented is the number patients who had Restorative/Elective ADA Procedure Codes excluding D4341, D4342 and D4910 added to the Treatment Planner the same day as their appointment. If this number is more than the Diagnosed number, it is likely caused by a patients having ADA procedures added to their Treatment Plan without that patient having an Exam Procedure Code on the Appointment. This will cause Diagnosed to be less as Diagnostic percentage is measuring the percentage of patients diagnosed with Restorative/Elective Procedures during an exam.

    • Scheduled is the number of patients who had Restorative/Elective ADA Codes excluding D4341, D4342 and D4910 added to the Treatment Planner AND on the same day have added one or more of those ADA Codes to the patient’s future appointment.

  • Same Day Treatment is the Restorative/Elective dollars associated with the ADA procedures excluding D4341, D4342 and D4910 that were added to the patient’s treatment planner and were completed on the same day, meaning the procedure code(s) added to the treatment planner were also added to the patient’s ledger as production.

  • Scheduled Treatment is the Restorative/Elective ADA procedures excluding D4341, D4342 and D4910 that were added to the patient’s treatment planner and were scheduled for a future appointment. The future scheduled appointment must be scheduled the same day as the presented procedures as this metric tracks same day acceptance. For example, if the patient left your office the day you presented the procedures without scheduling the procedures but then calls in the following day to schedule this would not be counted.

  • Treatment Presented is the sum total of the Restorative/Elective dollars associated with the procedures added to todays patient’s treatment planners.

  • Unscheduled Treatment is the procedures entered into the patient’s treatment planner in the period that have not been completed or scheduled.


Refer to the following article to learn more about Metric Details [Source Data]:

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