Dental Intelligence is excited to announce that Location, Provider, and Procedure Codes Scorecards are now available in Beta for multi-location users!
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.
In this article, you'll learn how to:
Important note: You must be an Admin user with full access to DSO Scorecards.
For assistance with user permissions, please see our Permissions guide here.
Create a New Location Scorecard
Click on the DSO Dashboards icon in the left side menu and then click DSO Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name, choose Location as the Primary focus, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Locations: Currently selected practice
Metrics: Gross Production and Scheduled Production
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
To change the default settings, click on the dropdown lists available for the Locations, Metrics, Time Range, and Trend options. Click on the arrow to expand or collapse selection options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it
Compare historical data by time periods by clicking on the expanding arrow next to the location name
In the drilldown of each location, you can view:
➤Time period trends
➤Locations
➤Procedure codes
To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set
Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to compare locations from the same brand or review locations by region. Choose to turn goals/trends on or off, then click Apply
Click on the report icon in the header or drilldowns to expand visualizations of each selection
In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance and Visualize Trends tabs
The Visualize Performance tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and goal (if set)
The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among locations. Hover over over each data point to quickly view the details of the selected metric. Click on the location name to hide/show the trend line from the presentation
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share scorecards.
Create a New Provider Scorecard
Click on the DSO Dashboards icon in the left side menu and then click Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name
Click on the Primary focus dropdown and choose Providers. Then click, Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Providers: All providers from the practice you're logged into will be selected
Metrics: Gross Production and Scheduled Production
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
If you want to modify currently selected providers, click on Providers. Click on All roles to filter providers by their main title role, or click the Active only toggle on to show only active providers
Click on the checkbox next to the practice name to deselect all providers. Click the checkbox next to each provider's name to select/deselect individuals
To change the default settings, click on the dropdown lists available for the Metrics, Time Range, and Trend options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it
Compare historical data by time periods by clicking on the expanding arrow next to the provider name
In the drilldown of each provider, you can view:
➤Time period trends
➤Locations
➤Procedure codes
Quickly expand all available provider data by clicking on the arrow in the Provider column header
To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set
Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to turn goals/trends on or off, then click Apply
Click on the report icon in the header or drilldowns to expand visualizations of each selection
In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance and Visualize Trends tabs
The Visualize Performance tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and goal (if set)
The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among providers. Hover over over each data point to quickly view the details of the selected metric. Click on the provider name to hide/show the trend line from the presentation
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share scorecards.
Create a New Procedure Codes Scorecard
Click on the DSO Dashboards icon in the left side menu and then click Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the Scorecard name
Click on the Primary focus dropdown and choose Procedure Codes. Then click, Create Scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Procedure Codes: D0120
Metrics: Gross Production and Number of Completed Procedures
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
If you want to modify the currently selected procedure(s), click on Procedure Codes
Use the search bar to locate specific codes or click on the checkbox next to the procedure category to select or deselect all procedure codes in that category. Click the checkbox next to each procedure to select/deselect individuals
To change the default settings, click on the dropdown lists available for the Metrics, Time Range, and Trend options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it
Compare historical data by time periods by clicking on the expanding arrow next to the procedure code label
In the drilldown of each code, you can view:
➤Time period trends
➤Providers
➤Locations
To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set
Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to turn goals/trends on or off, then click Apply
Click on the report icon to expand visualizations of each selected metric
In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance tab
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share scorecards.
Revise an Existing Scorecard
Click on the scorecard to open it
To rename a scorecard, click on the pencil icon near the scorecard name
To make changes to scorecard data, use the search bar to locate desired selections, then simply deselect or select a location or metric and click the blue Apply button to generate new results
If you would like to save the changes you've made to the scorecard, click on the blue Save changes button and choose to either Save changes or Save as a new scorecard
