Analytics can be a powerful tool that can help you maximize your collections. This article will discuss the basics of analytics software and how it can help you collect more information from customers.

Analytics provides essential collections metrics that offer a comprehensive overview of important aspects such as Accounts Receivable (AR) and Claims Aging. By utilizing this dashboard, you gain a bird's-eye view of the overall performance in terms of total collections and annual patient value. These metrics enable you to assess the financial health of your practice, identify any outstanding claims, track the aging of accounts, and understand the overall value generated by your patient base on an annual basis.

In the upper right-hand corner of each metric, you will find buttons that offer valuable insights. By clicking on them, you can access patient information, view trends over weekly, yearly, and 90-day periods, and obtain details about insurance companies associated with the metric. This allows you to gain a comprehensive understanding of individual patients, track performance trends, and gather relevant data on insurance providers.

Unlock a wealth of knowledge and elevate your understanding of each metric with a simple click of the "i" button. This feature is your gateway to comprehensive insights on how the data is measured and the precise information extracted from your practice management software. It can be found in all metrics in your Analytics software.

Dental Intelligence makes it easy to stay on top of your practice's performance reports. With Daily, Weekly, and Monthly Reports, you can quickly analyze data to find opportunities to optimize your practice's performance.

To access Reports in Dental Intelligence, select Reports from the left-hand navigation menu. You will then be presented with a list of Reports that you can access. Select one of the reports to review your practice’s performance. You can review current performance, past performance, and compare different time periods by selecting the date range on the upper lefthand corner.

If you would like to receive continuous updates on the performance of your practice, you can turn on the Weekly Email Option. From the Reports page, click on the toggle on the upper righthand corner and select the "Receive Email" option. You can decide which days and which reports you would like to receive automatically.

If none of the Reports are quite right for you, you can build your own report by selecting Production Report or New Patient Report from the Reports menu. You can then configure your report and click “Create Report” when you are done. Your report will now be available to export.

The Morning Huddle Today & Tomorrow tabs provide a visual way to see patient account balances that are scheduled for that particular day. In these tabs you will be able to:

Assign a team member to one or both of these tabs daily to review the accounts and decide when and where these patients will be notified of their balance.

Enabling Automated Follow-ups takes the guesswork out of setting up a process for following up with patients, plus it keeps it consistent.

In your settings, under follow-ups, enable the feature for tracking past due accounts. Customize the settings based on the amount and lateness of the outstanding balance. Assign these accounts to a specific team member for prompt follow-up. This streamlined process ensures effective management of delinquent payments, boosting your collection efforts.

By accessing the Follow-Up list, you can filter by the type of follow-up needed. In this case you will select Past Due Account follow ups. This will bring up an entire list of patients that have a balance on their account and need to be followed-up with.

Once you have this list available, go through and contact the patients using the necessary methods and log your Follow Up attempts.

Ensure that your practice is set up with Dental Intelligence Insurance.

Once the onboarding experience is complete, you will be able to verify eligibility, send claims, and correct denials with just a few clicks.