In this article, you'll learn how to:
Important note: You must have full or limited access to view Scorecards. You can only view providers from locations that you have access to.
For assistance with user permissions, please see our Permissions guide here.
A note about mapping providers
If a warning symbol appears next to a provider ID shown in a Scorecard, it indicates the provider is unmapped and should be mapped to a new or existing user in Dental Intelligence. If a provider is not listed in your Scorecard but you know that they have an existing Dental Intelligence account, they need a provider ID code attached to their account. Click here to learn more about mapping providers.
Create a New Procedure Codes Scorecard
Single locations: Click on the Dashboards icon in the left side menu and then click Scorecards
Multi-location or DSOs: Click on the DSO Dashboards icon, then click on 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
Locations: Currently selected practice (Note: If you have access to multiple locations, you can select additional practices from this dropdown menu)
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 period trends, providers, and locations by clicking on the expanding arrow next to the procedure code
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.
Use the Scorecards AI Assistant and get additional insights
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.
Click here to learn more about using the Scorecards AI Assistant.
Revise an Existing Procedure Codes Scorecard
Click on a scorecard to open it
To rename a scorecard, click on the pencil icon near the scorecard name
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
