All Dashboards

All Dashboards

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Listed below are the various dashboards available in Practice Analytics like treatment plans, invoiced production, new patients, view patients fees from first seen date and appointment cancelation dashboards.

Practice Analytics: Treatment Plans Dashboard

The Treatment Plans dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click Treatment Plans Dashboard

  2. Enter filters preferences

    1. Period: Select the period to base this dashboard on
    2. Location: Select the location or <All> to base this dashboard on, if applicable
    3. Provider: Select the Provider(s) or <All> to include in the dashboard
    4. Active: Tick to show only Active providers
    5. Click Apply

Treatment Plans

The Treatment Plans sub-tab displays data in graph format, showing the number and value of Treatment Plans for the selected filter period.

All Presented: The number of Treatment Plans created during the selected period.
Rejected: The number of Treatment Plans rejected during the selected period.
Accepted: The number of Treatment Plans accepted during the selected period.

Incomplete Treatment Plans

The Incomplete Treatment Plans sub-tab displays data in graph format, showing the percentage of payments for the selected filter period.

Active: Amount and percentage of active Treatment Plans
Inactive: Amount and percentage of inactive Treatment Plans

Practice Analytics: Invoiced Production Dashboard

The Appointment Cancellations dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click Invoiced Production Dashboard

  2. Enter filters preferences

    1. Period: Select the period to base this dashboard on
    2. Location: Select the location or <All> to base this dashboard on, if applicable
    3. Provider: Select the Provider(s) or <All> to include in the dashboard
    4. Active: Tick to show only Active providers
    5. Click Apply

TOP Invoiced Production

The TOP Invoiced Production sub-tab displays data in pie and graph format, showing the number of appointments versus cancellations for the selected filter period.

Gross Production: The value of Items entered into Treatment during the selected period.
Discounts: The total value of Discounts applied during the selected period.
Refunds: The total value of Refunds applied during the selected period.
Net Production: The total value of Invoices created during the selected period less Discounts and Refunds.
Total Payments: The total value of Receipts created during the selected period.
Total Cash: The total value of Cash Receipts created during the selected period.

Payment Statistics

The Payment Statistics sub-tab displays data in graph format, showing the percentage of payments for the selected filter period.

% Cash Payments: % of receipts with Cash payment method.
% Unpaid: % invoices unpaid. Negative means Receipts are higher than Invoices.
% Discount: % discounts.
Payments by: Payments by MRP – Patients, Third Parties, Insurance.

Practice Analytics: New Patients Dashboard

The New Patients dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click New Patients Dashboard

  2. Enter filters preferences

    1. Period: Select the period to base this dashboard on
    2. Location: Select the location or <All> to base this dashboard on, if applicable
    3. Provider: Select the Provider(s) or <All> to include in the dashboard
    4. Active: Tick to show only Active providers
    5. Click Apply

New Patients

The New Patients sub-tab displays data in a line diagram format, showing the number of new patients for the selected filter period.

Total: The total sum of new patients treated that meet the filter settings
# With Treatment Plan: A count of the new patients from the Total with treatment plans on their first visit
$ With Treatment Plan: The sum (in dollar value) of the treatment plans created for new patients (as per filter settings) during their first visit
Subsequent Appointments: A count of the new patients from the Total who has at least one appointment after the first treatment date

Referral Statistics

The Referral Statistics sub-tab displays data in a pie chart format, showing the referral sources for new patients for the selected filter period. 


New Patient by Referral: Shows the number of new patients split by ‘defined’ and ‘not defined’. Data showing ‘not defined’ will only appear if new patients exist without a referral selected
Defined Referrals: Shows the number of patient referrals broken down by each referral type

Items Performed

The Items Performed sub-tab displays data in a column chart format, showing the top 5 items performed for new patients for the selected filter period.


Top 5 Items Performed on New Patients: Shows the top 5 items that were performed on new patients within the filter settings
$ Top 5 Items Performed on New Patients: Shows the amount earnt from the top 5 items performed on new patients within the filter settings

Age Demographic

The Age Demographic sub-tab displays data in a stacked area diagram, showing the number of new patients by their age.

Practice Analytics: View Patient Fees from First Seen Date

A table can be created in the Items KPI report in Practice Analytics to show the fees applied to a patients file since their First Seen Date.

Run the Report  

  1. Click Items under the KPI menu

  2. Remove current headings if not applicable by dragging and dropping to the heading list. 
  3. To build this KPI table, click and drag the below headings:
    Fee: The fee per item from the treatment tab. If the Qty is more than 1, the fee will be multiplied with the total found in the Amount column.
    First Seen Date: The date of the first item entered in the Treatment, excluding items marked as Non-Treatment
    Px Card No: The card number of the Patient
    Tx date: The date of the item (treatment) from the treatment tab.

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

  1. Click on the filter icon and select the dates you want to show
     
  2. Click OK

KPI Table Details


Drill Down

  1. Click Drill Down to see more information


Views

The format of the table can be saved in a View. This means the format of the table above is saved.

  1. Click Views
  2. Click  to add a View 
                                                                                                      
  3. Enter the name of the View and click Update 
                                                                  
  4. Click Save View     
                                                                                             

Export data

  1. Click Export to Excel icon (top right corner)

  2. Click KPI Table 
  3. Choose location of the file to be saved in
  4. Enter a File Name 
  5. Click Save

Practice Analytics: Appointment Cancellations Dashboard

The Appointment Cancellations dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click Appointment Cancellations Dashboard

    1. Enter filters preferences

      1. Period: Select the period to base this dashboard on
      2. Location: Select the location or <All> to base this dashboard on, if applicable
      3. Provider: Select the Provider(s) or <All> to include in the dashboard
      4. Active: Tick to show only Active providers
      5. Click Apply

# Cancellations

The # Cancellations sub-tab displays data in pie and graph format, showing the number of appointments versus cancellations for the selected filter period.


Total Appointments: The count of appointments that exist in the Cancellation List as well as the Appointment Book for the selected period.
Total Cancellations: The count of appointments that exist in the Cancellation List as well as appointments in the book that do not exist in the Cancellation List but have an FTA / UTA status for the selected period.
FTA: The number of appointments that exist in the Cancellation List and the Appointment Book with an FTA status/reason for the selected period. Any appointments that are in both the Appointment Book and the Cancellation list will only be included once.
UTA: The number of appointments that exist in the Cancellation List and the Appointment Book with an UTA status/reason for the selected period. Any appointments that are in both the Appointment Book and the Cancellation list will only be included once.
Other: The number of appointments that exist in the Cancellation List with the reason being anything other than FTA or UTA for the selected period.

% Cancellations

The % Cancellations sub-tab displays data in graph format, showing the percentage of cancellations for the selected filter period.

Cancellation Reasons

The Cancellation Reasons sub-tab displays data in graph format, showing the number of cancellations by reason for the selected filter period.

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