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Analytics: Scorecard Templates
Analytics: Scorecard Templates

Save time with pre-made Scorecard templates that utilize key metrics

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

We've curated 16 unique Scorecards templates that capture common industry metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.

Click on the Scorecard Templates tile on your Scorecards dashboard to get started:

Next, click on a template to open it and view data for the pre-selected metrics.

You can also customize templates and save them to your Scorecards library, which can then be shared with other users or locations. Click on the blue Save Changes button, then choose Save as NEW Scorecard.

Update the template name (if you'd like). Once saved, click on the purple My Templates tile to view your customized template.


Scorecard Templates

Template Name

Type

Description

AR Overview

Locations

Review net production, collections, and outstanding AR balances for the last 6 months by location

Daily Flash Locations

Locations

Review production (scheduled and gross), collections, and adjustments, as well as case acceptance, hygiene re-appointment, and new patients for the last week by location

Daily Flash Providers

Providers

Review production (scheduled, gross, and per hour), cases (seen, diagnosed, presented, accepted), fluoride percentage, and perio percentage for the last week by provider

Dental Intelligence Engagement Performance

Locations

Review the following Engagement action-related metrics by location:

  • DI Appointments Online Scheduled

  • DI Appointments Online Scheduled New Patients

  • DI Appointments Confirmed

  • DI Appointments Confirmed %

  • DI Appointments Confirmed After 1st Try

  • DI Appointments Confirmed After 2nd Try

  • DI Appointments Confirmed After 3rd Try

  • DI Appointments Not Confirmed

  • DI Forms All Completed before Check-in

  • DI Forms Average Session Length

  • DI Forms Completed at Check-in %

  • DI Forms Outstanding before Check-in

This data is available for Engagement and Analytics users only.

Finance Review

Locations

Review production, adjustments, collections, and outstanding AR balances for the last 3 quarters by location

High Producing Procedures

Procedure Codes

Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code

Hygiene and Perio

Procedure Codes

Review the number of completed procedures, gross production, cases presented, and cases accepted by hygiene and perio procedure code

Insurance AR

Locations

Review outstanding AR related to insurance balances for the last 6 months by location

Marketing Review

Locations

Review new/lost patients, net patient growth, re-appointment, case presentation/acceptance, and new patient missing referral source for the last 3 months by location

Operations Performance

Locations

Review production (scheduled and gross), write-offs, collections, and adjustments, AR, as well as case acceptance, hygiene re-appointment, and new patients for the last 3 months by location

Opportunities

Procedure Codes

Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code

Ortho

Procedure Codes

Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by ortho procedure code

Providers Performance

Providers

Review a variety of production metrics, net collections, case accepted and presented metrics, fluoride percentage, and perio percentage for the last 3 months by provider

Referral Source Review

Referral Sources

Review patient lifetime value collections, new patients, new net patient production by procedure date, new patient collections, new patient cases presented and accepted (% and $), new patient hygiene re-appointed, net production by procedure date, collections, and case dollars presented and percentage accepted by patients by referral source

Restorative

Procedure Codes

Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by restorative procedure code

Scheduling Review

Locations

Review a variety of metrics related to appointments (scheduled, completed, canceled, etc), as well as production (gross and scheduled) year over year for the last 3 years by location

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