Performance Board: Hygiene Case

This article will discuss which data is being tracked in the Hygiene Case Metric

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Before you read on, watch this short video for a walkthrough of how to use this metric:


Hygiene Case Metric

Data Review Tools

  1. Click into the trends icon to view view year over year and 90 day trends for your practice

  2. Click on the magnifying glass icon to view the details of the source data that included in that metric

  3. The information icon will give you additional information about this metric

Data Points Included

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 Procedures: 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.

  • Hygiene Case Procedures codes include the following ADA Procedure Codes: D1351, D1353, D4220, D4341, D4342, D4346, D4355, D4381, D4921, D4999, D5994, D6080, D6081, D9972, D9973, D9975

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.

  • Presented is the number patients who had Hygiene Case Procedures added to the Treatment Planner.

  • Accepted is the number of patients who had Hygiene Case Procedure added to the Treatment Planner AND on the same day have added one or more of those ADA Codes to the appointment for the patient on the same day (Same Day Treatment) or in the future.

Note: The Hygiene Case metric is calculated retroactively, meaning that Dental Intelligence uses historical data in order to determine the current outcomes.

Same Day Treatment is the Hygiene Case Procedure dollars that were added to the patient’s treatment planner and were then completed on the same day identified by the procedure(s) added to the patient's ledger on the day the treatment was presented.

Scheduled Treatment is the Hygiene Case Procedures 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. 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 dollars associated with the Hygiene Case Procedures added to the patient’s treatment planners.

Unscheduled Treatment is the procedures entered into the patient’s treatment planner in the period that has 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.

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