Tracking the performance of online scheduling efforts is essential for the financial growth and success of dental practices. By using a tool like Dental Intelligence's Online Scheduling performance dashboard, dentists and their staff can gain a comprehensive understanding of their practice's scheduling operations, which can help them to identify areas for improvement and optimize their performance.


As long as online scheduling is enabled for your practice, the online scheduling performance dashboard can be accessed from the lefthand navigation in Engagement.

Scheduled appointments will show statistics on new and returning patients from the date range you have chosen at the top. The performance dashboard allows you to view scheduled appointments for both new and returning patients, providing a clear picture of patient demand, which can inform staffing and scheduling decisions.

You will also see insurance most commonly used by new patients, which gives you an idea of your patient demographic and tailor the your services to fit their needs. This section also includes a pie chart that breaks down most commonly used insurance companies with new patients.

The URL activity section allows for monitoring of patient engagement with specific links. The data displayed includes the number of clicks on the link, the number of clicks that resulted in scheduled appointments, and the patient classification (new or existing). Additionally, there is an option to export this data in a CSV file format via the icon located on the right-hand side of the screen.

Overall, by tracking the performance of your online scheduling efforts, you can improve efficiency, increase patient satisfaction and retention, and ultimately drive financial growth.


To learn more about how to use online scheduling, refer to the following article:

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