Dental Intelligence's Analytics platform turns data from your practice management software into actionable insights. If you want accurate information at your fingertips, our cloud-based, highly secure software provides the information you need to grow your practice.
In this article, we'll go over the 5 key features of Analytics that we recommend you have set up within the first 14 days of your subscription activation.
To set your practice up for success, you should:
Get to Know the Navigation
Before you get started, watch our short overview video to see how Analytics operates at a glance:
Top Bar Navigation
You’ll always know where you are within Analytics based on the name of the page listed in the top left corner of your screen.
From the top bar navigation in Analytics, you can access the following:
Use the search bar to find patients by name or ID
Change the office location (if multiple offices are available)
Follow Ups Notification Bell
Left Side Menu
The left side menu of Analytics houses all of the available dashboards and reports that you have access to based on your profile permissions
Hover over each icon to expand each dropdown menu, or click the white bubble arrow near the top of your menu to expand the left side menu completely.
Use the blue Need Help? bubble in the lower right corner of any page in Analytics to access a network of resources. When you click the bubble, you’ll be able to:
Search for articles in our Knowledge Base
Launch a guided in-app Walkthrough
Connect with the DI Community
View product updates and announcements
Watch a webinar from our library
Contact technical support
Validate Your Practice Management Data with Analytics
Dental Intelligence creates actionable information from the reports in your practice management software. Now that you’re getting to know your way around Analytics, the next thing you should do is validate your practice management data against a real analytics system.
After validating your data, it’s time to start adding users. Start adding team members by clicking on the Settings icon in your top navigation bar, then select Team Management.
When adding team members, you can set their role, permissions, office location, and provider ID. When completed, clicking Send Invite will send an emailed invitation to the email address you have entered for the new user. Learn more about how to add users here.
Once you have added users, the next step is to enter the Clinical Hours and goals for your Providers.
Set Clinical Hours and Provider Goals
Now that you’ve added users, it’s time to set Clinical Hours and Provider Goals! Make sure each of your providers has their Clinical Hours and Production per Hour Goal set.
In order for Analytics to be able to calculate the Production per Hour metric, we need to know how many hours each provider is available to be chair side with patients, ie, Clinical Hours.
As a best practice, assign a team member to update Clinical Hours every day. On the first day of the week and the first day of the month, review and ensure the providers scheduled hours are correct for the coming week or month.
Access Clinical Hours by clicking on the Settings icon in the top bar navigation and then selecting Clinical Hours. Refer to this article to learn how to finish adding clinical hours.
Understanding Actual Hours vs. Scheduled Hours
The reason we have Scheduled Hours is so that we can set accurate production per hour goals for each provider. Then we can automatically calculate daily, weekly, monthly production goals. Enter in the number of hours that each provider is available for production. Every day must be scheduled or set to zero hours.
Actual Hours are intended to be updated day to day if there were differences in the time scheduled and the actual hours worked. This helps to ensure metrics and statistics are as accurate as possible.
Example: If a provider comes into the office at 8:00 am and leaves the office at 5:00 pm, that is a 9 hour day. Yet, this provider had a 1 hour lunch and a 2 hour meeting with the team. The provider is available for 6 Clinical Hours.
To learn how to update to Scheduled Clinical Hours or Actual Clinical Hours, refer to this article!
Setting goals is invaluable when tracking performance and celebrating growth. You can reference 2 basic categories to help identify what your goals should be:
This data will allow you to identify realistic goals rather than idealistic goals. Data driven goals are more likely to be met and will help to motivate you and your team!
Watch this quick video to learn how to set Provider Goals:
Customize the Morning Huddle
You’re almost to finish line! Dental Intelligence's Morning Huddle Board is one of our most popular features for good reason – it's changing the way dental practices plan their days, fill holes in the production schedule, and celebrate successes. With an automatically generated agenda (which you have full control over), your team can see what is really happening, what is scheduled to happen and what could happen in order to have a successful day.
Access your Morning Huddle by clicking the Coffee Cup icon found on the left hand menu of your Dental Intelligence dashboard.
By customizing the Morning Huddle, the first 15 minutes of your day is spent productively. You have all the metrics you need, automatically organized into an easy-to-read, customizable presentation. That means no more running reports manually, and no more mornings spent elbow-deep in your practice management system. Your agenda is set, and you're ready to set your practice up for success.
Congratulations! You've made it through the basics of setting up Analytics to start working for your practice. There's still so much more that Analytics has to offer. Browse the articles linked below for even more learning: