Dental Intelligence is excited to announce that Scorecards are now available in Beta 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.
Navigate the Scorecard Dashboard
To access Scorecards, hover over the Dashboards icon in the left side navigation of Analytics and then click on Scorecards.
From the Scorecards Dashboard, you can search for scorecards by name using the search bar:
Or, review existing scorecards and sort using the available columns:
Name
Focus
Created by
Permissions
Creation date
Creation time
Shared with Others
Click on the up or down arrows in each column to sort the list in ascending/descending order.
Click on the Actions button listed on each scorecard to make the following changes to the selected scorecard:
Rename
Duplicate
Share
Delete
How are scorecard trends calculated?
Scorecard trends are calculated using a common data analysis technique known as linear regression, which reliably and predictably converts raw data into actionable insights. Trends are calculated according to the time range and comparison period selected, utilizing each line of produced data as an individual point in the equation.
Data is listed in reverse chronological order with the most recent data shown at the top. Expand the location list to review historical data.
The trend associated with each selected metric is included in the most recent data line item shown at the top of each location list. Depending on the filters/rules that have been applied to the scorecard, trends will show as trending positively or negatively (green or red).
Create a New Scorecard
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the scorecard name 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 Range: Last week
Compare To: Trailing weeks
For previous: 3 weeks
To change the default settings, click on the dropdown lists available for the Locations, Metrics, Time Range, and Comparison 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 trends and historical data by time periods and providers by clicking on the expanding arrow next to the practice name
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
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.
How to Share a Scorecard
Scorecards can be shared with other users at your location. To share your scorecard with other users who have access to view your location, follow these steps:
From the Scorecard dashboard, locate the scorecard you would like to share and then click on the Actions button
Choose Share
Select the location that you would like to share the scorecard with, then click Share
You can tell which scorecards have been shared by the group icon shown in the Shared with Others column
Please note: Shared scorecards cannot be edited by other location users. The original scorecard author is the only one who can make edits to the scorecard.
Review an Existing Scorecard
To review an existing scorecard, simply click on the scorecard to open it
Once the scorecard has loaded, you can view the currently selected locations and metrics that apply to the scorecard by reviewing the column labels
Click on the up or down arrows in each column to sort the list in ascending/descending order
Export the selected scorecard as a CSV file by clicking on the Export link in the upper right corner
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 new scorecard
