Dental Intelligence's dental practice analytics help you turn the information from your practice management system into clinical opportunities. Dentists who know how to implement changes in their office love the data that Dental Intelligence provides at their finger tips. Learn more about how the Monthly Report can quickly and easily identify opportunities that impact the future of your practice positively.
Why a Monthly Report is Valuable
Seeing your practice analytics is one thing, but being able to act on those analytics is another thing altogether. The Monthly Report available in Analytics provides greater insight into the overall performance of your practice and opportunities for continued growth. View statistics by collections, production, and patient activity.
Reviewing the Monthly Report is easy with automated report emails. To start receiving monthly report review emails, toggle on the option in the upper right corner of your Monthly Report page in Analytics.
Accessing Your Report
Your Reports tab contains all the progress reports provided by Analytics. Hover over the Reports tab in the left-hand menu of your Analytics Dashboard, then select the Monthly Report.
Note: If you do not see a reports tab, you have not been given access. Please reach out to an Admin team member in your practice.
Understanding the Monthly Report
The Monthly Report captures the following metrics during the selected month-long period (YTD):
The number of patients whose status in your practice management system is active and who have had a completed visit in the last 18 months
Those who have their first completed visit at the practice (procedures billed out to them and on their ledger)
New Patients + Recaptured Patients - Lost Patients = Patient Growth
Any patients who have a completed visit at the practice after going 18 months without a visit or whose status in the practice management system is changed back to Active after it has been Inactive
The amount of Active Patients in your practice who have a future visit scheduled
Hyg Re-Appointment %
The amount of patients who came in for a hygiene visit that left the office scheduled for their next hygiene visit
How to Run a Monthly Report
Hover over the Reports tab in the left-hand menu of your Analytics Dashboard
Click to select Monthly Report
The report view will default to the current month. Change the selected month by clicking on the blue Calendar button in the upper left corner
Review the generated results
Note: Monthly Reports cannot be printed directly from within Analytics. To receive a printable version of this report, please toggle on the option to begin receiving automatically generated Monthly Report emails in the upper right corner of your Monthly Reports page.