Found on the Performance Board, this tool will include Reports, Source Data, Recaptured patients, Lost patients, 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:
New Patients: The number of patients who have had a first completed visit in the practice. They are counted as a New Patient the first time an ADA code is walked out on their ledger.
Note: 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 Intel will look for the first completed appointment. In addition, Dental Intel is unable to recognize Custom Codes, this can effect the final report.
Hyg Re-Appointment %: The number and percentage of New Patients that have scheduled a future hygiene appointment.
Case Acceptance %: The number of New Patients where treatment was presented in the Treatment Planner and the number of New Patients and percentage who have completed or scheduled the recommended treatment before the end of day.
Lost: The number of patients that have fallen into the category of not having a completed visit within the last 18 months or whose status in the Practice Management Software was changed from Active to Inactive.
This number is split into two additional categories when viewed in the Year Over Year chart. Here you will see Status Change & Inactivity
Status Change represents the patients whose status in the Practice Management Software (Dentrix, Eaglesoft, Open Dental) was changed from Active to Inactive
Inactivity represents the patients who have not completed a visit within the last 18 months
Recaptured: The opposite of lost, this is the number of patients who have not completed a visit within the past 18 months, but have now completed a visit and are brought back into the practice.
Net Growth: This is the number of New Patients less the Lost patients. It is important to remember that New Patients is based on an individual completing his or her first appointment, not if this individual has scheduled a subsequent appointment. You may consider calculating your Net Growth using the Reappointed New Patients rather than New Patients.
Why is this Important?
Without a consistent flow of new patients, the practice will begin to see a decline in production. The Active Patient size, Pre-Appointment and Hygiene Re-Appointment Percentages will determine the amount of New Patients a practice will need to schedule in order to maintain or grow the practice. Often times the number of New Patients required to achieve a healthy growth rate can be significantly reduced if the practice focuses on rescheduling existing patients immediately after they have completed their current appointment and recalling those that did not schedule.
Refer to the following article to learn more about Source Data: