Hygiene 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.

What is this? This metric includes the following data points:

  • Avg. $-Visit is the total Hygiene Production in the period divided by the total number of Hygiene Visits in the period.

    • Hygiene production includes 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

  • Diagnostic Percentage is the total number of patients diagnosed with a Hygiene Case Procedure in the period divided by the number of Hygiene Visits in the period.

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

  • Acceptance Percentage is the total number of patients who have "Accepted" a Hygiene Case Procedure divided by the number of patients Presented a Hygiene Case Procedure. The "Accepted" need to occur on the same day the "Presented" occurred. The purpose of this metric is to measure same day Case Acceptance whether the procedures are accepted and scheduled for a latter 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 the same day as their appointment.

    • "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.

  • 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 todays 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.


Refer to the following article to learn more about Source Data:

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