DSO Scorecards are a great tool that you can use to create customized reports that focus on the practice locations and data that you care about most, giving you the insight you need to drill down on specific metrics and find opportunities.
Important note: You must have full or limited access to view DSO Scorecards.
For assistance with user permissions, please see our Permissions guide here.
Access DSO Scorecards
As a DSO or multi-location practice, you'll access Scorecards from the DSO Dashboards icon in the left side menu and then click Scorecards.
Create a New Scorecard
Create a new scorecard from scratch by clicking on the blue + Create Scorecard button in the upper right corner of the DSO Scorecards dashboard. Enter the scorecard name and choose the Primary focus. Choose from the following focus types:
Locations
Providers
Procedure Codes
Referral Sources
Insurance Carriers
When finished, click Create scorecard.
Ready to get started and learn more about how Scorecards can provide you with critical insights? Check out our step-by-step guides:
Use Pre-Made Scorecard Templates to Get Started
Not sure where to start when it comes to creating a Scorecard from scratch? No worries! We've created pre-made Scorecard Templates that that capture common industry metrics and time period trends we recommend reviewing on a regular basis to keep a pulse on the health of your practice(s).
Just click on the Scorecard Templates tile on your Scorecards dashboard to get started.
Use the Scorecards AI Assistant and get additional insights
Open any Scorecard and click on the robot icon in the upper right corner to chat with your Scorecards AI Assistant and get AI-powered insights for the selected scorecard. Learn more about using the Scorecards AI Assistant.
Share Scorecards with Team Members or Other Locations
DSO Scorecards can be shared with other Analytics users or locations in just a few clicks. Check out our step-by-step guide here to learn how.