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Analytics: Single Location Scorecards
Analytics: Single Location Scorecards

Learn how to create and manage location scorecards in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Dental Intelligence is excited to announce that Scorecards are now available for single location users!

In this article, you'll learn how to:

Important note: You must be an Admin user with full access to Scorecards.

For assistance with user permissions, please see our Permissions guide here.

Create a New Scorecard

  1. Click on the Dashboards icon in the left side menu and then click Scorecards

  2. To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner

  3. Enter the scorecard name, choose Location as the Type, and then click Create scorecard

  4. 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

  5. To change the default settings, click on the dropdown lists available for the Locations, Metrics, Time Range, and Comparison 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

  6. If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it

  7. Compare historical data by time period trends, providers, and procedure codes by clicking on the expanding arrow next to the practice name

  8. To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set

  9. 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

  10. Click on the report icon in the header and drilldowns to expand visualizations of each selection

  11. In addition to reviewing visualized data by clicking on the report icons in the header, you can also jump to a visualizations only view by clicking on the Visualize Time Period and Visualize Trends tabs

  12. The Visualize Time Period 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)

  13. 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

  14. 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 a scorecard.

Revise an Existing Scorecard

  1. Click on the scorecard to open it

  2. To rename a scorecard, click on the pencil icon near the scorecard name

  3. 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

  4. 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 new scorecard

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