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.
Note: This metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.
Watch this short video for a walkthrough of how to use this metric:
Restorative/Elective Case Metric
Data Review Tools
Click into the trends icon to view view year over year and 90 day trends for your practice
Click on the magnifying glass icon to view the details of the source data that included in that metric
The information icon will give you additional information about this metric
Avg. $/Exam
The dollar amount you observe represents the average amount per exam. Average dollars per exam is calculated by dividing the total amount of restorative and elective production by the number of exams conducted in a given week. This metric reflects the average amount of restorative work produced for each exam conducted. However, it's important to note that this metric is dependent on the diagnosis, presentation, and acceptance of the work. It considers only the amount patients accept from what has been diagnosed. In other words, the average dollar per exam only includes the amount that was accepted from the diagnosed procedures.
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.
All/Total
This refers to the combination of all patients and the total dollar amount of treatment presented to all patients during a specific timeframe.
Accepted/Total
This refers to the subset of patients who accepted the treatment and the corresponding dollar amount exclusively for those who accepted.
All/Average
This indicates the average dollar amount presented across all patients.
Accepted/Average
This represents the average of the patients who accepted treatments only rather than considering all patients' treatments.
Included Data Points
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.
Please be advised that the metrics for EagleSoft offices will only generate if they are currently syncing with our system. Unfortunately, we do not have the ability to generate metrics for these offices prior to their first sync. However, it's worth noting that both Dentrix and Open Dental can generate this metric using historical data.