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Updated: Renamed Scorecards Metrics

As part of our June 2024 release, we renamed certain Scorecards metrics to enhance search functionality and navigation

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

The following metrics were renamed in Scorecards to make them easier to navigate. If you were utilizing one of these metrics previously, you'll notice that the metric has been automatically renamed in your scorecard(s) dashboard.

Previous Metric Label

Updated Metric Label

90-Day Gross Collections Percentage

Collections Percentage Gross Rolling 90 Days

Accepted Hygiene Treatment

Hygiene Cases Accepted

Accepted Hygiene Treatment Dollars

Hygiene Case $ Accepted

Accepted Restorative Treatment

Restorative Cases Accepted

Accepted Restorative Treatment Dollars

Restorative Case $ Accepted

Accepted Treatment

Cases Accepted

Accepted Treatment Dollars

Case $ Accepted

Active Hygiene Patients

Active Hygiene Patients

Active Patients

Active Patients

Active Patients Over 30

Active Patients Over 30

Active Patients With Future Hygiene Visit Scheduled

Active Patients Hygiene Pre-Appointed

Active Patients with Future Visit Scheduled

Active Patients Pre-Appointed

Active Perio Patients Over 30

Active Perio Patients Over 30

Adjustments By Entry Date

Adjustments By Entry Date

AR 0-30 Days

AR Patients 0-30 Days

AR 31-60 Days

AR Patients 31-60 Days

AR 61-90 Days

AR Patients 61-90 Days

AR 90+ Days

AR Patients 90+ Days

Average Patient Value

Annual Patient Value

Cancelled Appointments

Appointments Cancelled

Cancelled Appointments Rescheduled

Appointments Cancelled Then Rescheduled

Cancelled Hygiene Appointments

Appointments Cancelled Hygiene

Cancelled Restorative Appointments

Appointments Cancelled Restorative

Cancelled Uncategorized Appointments

Appointments Cancelled Other

Case Hygiene Patients Seen

Case Patients Seen Hygiene

Case Patients Diagnosed

Case Patients Diagnosed

Case Patients Seen

Case Patients Seen

Case Restorative Patients Seen

Case Patients Seen Restorative

Collections

Collections

Collections Adjustments By Entry Date

Collections Adjustments

Completed Appointments

Appointments Completed

Completed Hygiene Appointments

Appointments Completed Hygiene

Completed Restorative Appointments

Appointments Completed Restorative

Completed Uncategorized Appointments

Appointments Completed Other

Exams

Just hyg and rest exams or all? Screenings?

Fluoride Percentage

Fluoride Percentage

Fluoride Visits

Fluoride Visits

Future Appointments

Appointments Future

Future Hygiene Appointments

Appointments Future Hygiene

Future Restorative Appointments

Appointments Future Restorative

Future Uncategorized Appointments

Appointments Future Other

Gross Hygiene Production

Production Gross Hygiene

Gross Other Production

Production Gross Other

Gross Production

Production Gross

Gross Production Per Hour

Production Per Hour Gross

Gross Production Per Visit

Production Per Visit Gross

Gross Restorative Production

Production Restorative Gross

Gross Specialty Production

Production Specialty Gross

Hygiene Diagnoses

Case Diagnosed Hygiene

Hygiene Exams

Visits Hygiene

Hygiene Patients Avg Value Of Next Unscheduled Visit

Unscheduled Opportunity Hygiene - Avg Appt

Hygiene Pre-Appointment Percentage

Pre-Appointment Percentage Hygiene

Hygiene Reappointment Percentage

Hygiene Re-Appointment Percentage

Hygiene Treatment Acceptance Percentage

Case Acceptance % Hygiene

Hygiene Treatment Amount Acceptance Percentage

Case $ Acceptance % Hygiene

Hygiene Treatment Presented

Case Presented Hygiene

Hygiene Visits For Fluoride

Visits Hygiene with Fluoride

Hygiene Visits For Perio

Visits Perio

Insurance AR

AR Insurance

Insurance Collections

Collections Insurance

Misc Visits

Visits Other

Net Collections

Collections Net

Net Production By Entry Date

Production Net by Entry Date

Net Production By Entry Date Per Hour

Production Per Hour Net by Entry Date

Net Production By Proc Date

Production Net by Procedure Date

Net Production By Procedure Date Per Hour

Production Per Hour Net by Procedure Date

New Patient Reappointment Percentage

New Patient Hygiene Re-Appointment Percentage

New Patients

New Patients

New Patients Hygiene Visits

New Patient Hygiene Visits

New Patients Hygiene Visits Reappointed

New Patient Hygiene Patients Re-Appointed

New Patients Reappointed

New Patient Hygiene Re-Appointed

No-Show Appointments

Appointments No-Show

No-Show Appointments Rescheduled

Appointments No-Show Then Rescheduled

No-Show Hygiene Appointments

Appointments No-Show Hygiene

No-Show Restorative Appointments

Appointments No-Show Restorative

No-Show Uncategorized Appointments

Appointments No-Show Other

Other Scheduled Production

Scheduled Production Other

Past Due AR

AR Patients Past Due

Patient AR

AR Patients

Patient Attrition

Patients Lost

Patient Collections

Collections Patients

Patients Avg Value Of Next Unscheduled Visit

Unscheduled Opportunity - Avg Appt

Patients In Recall

Unscheduled Active Patients

Patients In Recall Amount Next Appt Recaptured

Unscheduled Active Patients Now Scheduled $

Patients In Recall Patient Annual Value

Unscheduled Active Patients Opportunity

Patients In Recall Recapture Annual Value

Rescheduled Active Patients Value

Patients In Recall Scheduled

Unscheduled Active Patients Rescheduled

Patients Net Growth

Patients Net Growth

Patients Past Due

AR Patients Past Due #

Patients Seen By Provider

Patients Seen

Perio Percentage

Perio Percentage

Perio Visits

Perio Visits

Pre-Appointment Percentage

Pre-Appointment Percentage

Presented Hygiene Treatment Dollars

Case $ Presented Hygiene

Presented Hygiene Treatment Dollars To Accepted Patients

Case $ Presented to Accepted Patients Hygiene

Presented Restorative Treatment Dollars

Case $ Presented Restorative

Presented Restorative Treatment Dollars To Accepted Patients

Case $ Presented to Accepted Patients Restorative

Presented Treatment Dollars

Case $ Presented to Patients

Presented Treatment Dollars From Accepted

Case $ Presented to Accepted Patients

Reappointed Hygiene Visits

Hygiene Patients Re-Appointed

Recaptured Patients Scheduled

Recaptured Patients

Recaptured Patients Status

Recaptured Patients PMS

Restorative Diagnoses

Case Diagnosed Restorative

Restorative Exams

Case Exams Restorative

Restorative Patients Avg Value Of Next Unscheduled Visit

Unscheduled Opportunity Restorative - Avg Appt

Restorative Treatment Acceptance Percentage

Cases Accepted % Restorative

Restorative Treatment Amount Acceptance Percentage

Case $ Accepted % Restorative

Restorative Treatment Presented

Cases Presented Restorative

Restorative Visits

Visits Restorative

Rolling 90-Day Net Collections Percentage By Entry Date

Collections Percentage Net Rolling 90 Days By Entry Date

Rolling 90-Day Net Collections Percentage By Procedure Date

Collections Percentage Net Rolling 90 Days By Procedure Date

Same-Day Accepted Hygiene Treatment Dollars

Same-Day Accepted Treatment Dollars Hygiene

Same-Day Accepted Restorative Treatment Dollars

Same-Day Accepted Treatment Dollars Restorative

Same-Day Accepted Treatment Dollars

Same-Day Accepted Treatment Dollars

Same-Day Dollars

Same-Day Dollars

Scheduled Appointments

Appointments Scheduled

Scheduled Hygiene Appointments

Appointments Scheduled Hygiene

Scheduled Hygiene Production

Production Scheduled Hygiene

Scheduled Production

Production Scheduled

Scheduled Restorative Appointments

Appointments Scheduled Restorative

Scheduled Restorative Production

Production Scheduled Restorative

Scheduled Specialty Production

Production Scheduled Specialty

Scheduled Uncategorized Appointments

Production Scheduled Other

Total Adjustments

Adjustments Total

Total AR

AR Total

Treatment Acceptance Percentage

Case Acceptance %

Treatment Accepted By New Patients

Cases Accepted New Patient

Treatment Amount Acceptance Percentage

Case $ Accepted %

Treatment Presented

Cases Presented

Treatment Presented To New Patients

Cases Presented New patients

Unscheduled Patients Count

Unscheduled Patients

Visits

Visits

Write-Offs By Entry Date

Write-offs Entry Date

Write-Offs By Procedure Date

Write-offs Procedure Date

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