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Analytics: Techniques for Increasing Treatment Acceptance
Analytics: Techniques for Increasing Treatment Acceptance
Emily Allred avatar
Written by Emily Allred
Updated over a year ago

How Does Analytics Help Increase Treatment Acceptance?

Dental Intelligence analyzes vast amounts of data, including patient records, treatment histories, and financial information. By examining this data, it identifies trends and patterns, allowing dental professionals to identify specific treatment opportunities for individual patients.

By leveraging the powerful features outlined in this article, dental practices can enhance patient communication, provide personalized care, and ultimately increase treatment acceptance rates, leading to improved oral health outcomes for patients.

In this article, we will explore:


Maximizing Platform Visibility for Unscheduled Treatment Opportunities

Set Goals for all Providers in Analytics

Setting goals is an essential part of tracking your practice's performance. When you set expectations, you can easily identify areas where you are meeting them and areas that need further improvement. With Dental Intelligence Analytics, you can easily set goals for all providers and make sure that the whole team is on the same page with what they are aiming to accomplish.

To get started on setting these goals, click this link for step-by-step instructions on how to set them up.

Or, to get an in-app walkthrough of how to set goals, click the button below:

Customize the Morning Huddle to help with Treatment Acceptance

The Morning Huddle is a great way to quickly analyze the performance of your team and identify areas that need further attention. This customizable form allows you to see who has outstanding treatment that needs to be scheduled, and allows you and your team to plan what you will do with specific patients to make sure their next phase of treatment can get completed ASAP.

To ensure a productive morning huddle, we suggest celebrating wins and quickly discussing an opportunity for improvement with a positive mindset. It helps to have agreed-upon metrics to measure success; good metrics to consider include yesterday’s treatment acceptance percentage, prior treatments accepted, and doctor/hygienist production per visit.

To learn more about the Morning Huddle, click here.

Here is an in-app walkthrough that will teach you everything you need to know about the Morning Huddle:

Download the Dental Intelligence Analytics Mobile App

The Dental Intelligence Analytics Mobile App is a great tool for accessing your schedule, viewing your performance, and setting your game plan all in one place. Use this app to stay on top of your work on the go, and make sure all providers are aware that they can also view their schedule and evaluate their own performance on it. To get the app, download it from the Apple App Store or Google Play Store.

To learn more about the mobile app, click here.


Daily Practices to Boost Treatment Acceptance Rates

Use the Morning Huddle to Review Yesterday’s Performance

Without monitoring how you are performing it is hard to make steady improvements. The Morning Huddle allows you to quickly and easily see how your team performed yesterday with getting treatment accepted.

  • Celebrate wins & quickly discuss an opportunity for improvement

  • It is important that you keep it positive when discussing past performance.

  • We recommend you start by finding what went well yesterday and promoting as many good things as possible.

  • If there were multiple areas you fell short yesterday, pick one to focus on and make better today. There is no use in overwhelming your team with everything they need to fix.

Review patients coming in today with Unscheduled Treatment

The Morning Huddle makes it easy for you to see who has outstanding treatment that needs to be scheduled. Surfacing this treatment allows you and your team to plan what you will do with specific patients to make sure their next phase of treatment can get completed ASAP.

Set a Patient Finder Filter

Patient Finder is a great tool that can be used to find patients who have specific unscheduled treatments that you want to focus on getting accepted. To ensure an effective filter, decide what type of procedures you want to focus on and filter by both these and by patient insurance information or outstanding balances. This will give you the best list of patients to move forward with.

Once you have these lists ready, you can seamlessly integrate them into your Engagement platform. This will empower you to effortlessly send out bulk texts or emails, inviting those patients with a treatment plan to make their way to your office.

To learn how to create your own custom Patient Finder list, click here to see the knowledge article.

You can also follow this in-app walkthrough to discover the ins and outs of creating a patient finder list:

By following these steps, you will be well on your way to increasing treatment acceptance in your practice. Through goal setting, monitoring performance with the Morning Huddle, and using the mobile app and Patient Finder filters, you will be able to keep your team accountable and take your practice to the next level.


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