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Analytics: Procedure Codes Scorecards
Analytics: Procedure Codes Scorecards

Learn how to create and manage procedure codes scorecards in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated this week

Dental Intelligence is excited to announce that Procedure Codes 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. 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

  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

  4. Click on the Primary focus dropdown and choose Procedure Codes. Then click, Create Scorecard

  5. 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

  6. If you want to modify the currently selected procedure(s), click on Procedure Codes

  7. 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

  8. 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

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

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

  11. 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

  12. Click on the report icon to expand visualizations of each selected metric

  13. 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

  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 scorecards.


Revise an Existing Procedure Codes Scorecard

  1. Click on a scorecard to open it

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

  3. 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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