ATTENTION:

1. Pulse is currently in Limited Release - General release is expected late Sept 2026.
   
2. Documentation is currently being prepared. Details may be limited and further editing may occur during this time.

Pulse gives you a single place to understand production, collections, debt, appointments, and patient activity without running multiple manual reports in Dental4Windows/Dental4Web

1. The Home dashboard is intended for orientation and navigation rather than detailed analysis. As it combines navigation elements and data tiles from multiple sources, not all content responds to data filters.
   
2. For fully interactive and filterable analysis, use the relevant dedicated dashboard.

Have you read the Getting Started & Reference Guide yet?

Click here to read before starting

Home 

The Home dashboard is the default page once user has logged into Pulse.

The Welcome section and Quick Access links remain unchanged when filters are applied, and some fixed practice KPI tiles may also continue to display account-level data.

1. Confirm the Home title & greeting context
   
2. Check the headline tiles for any obvious operational issue - use filters for Client ID or Location
   
3. Select the Quick Access dashboards for the next task
   
4. Use the Dashboards menu for any standalone production dashboard
   

Dashboards Overview

Refer to Filter References for verified filter labels. 

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Actionable Dashboard

Actionable turns defined business rules into patient or financial follow-up lists. The current dashboard has six tabs. Each tab pairs a headline count or value with a detail table. There is no general date filter because each worklist uses its own rule for what is currently actionable.

RULE-BASED LISTS: An Actionable row means the record meets the dashboard rule. It does not prove that contact is appropriate in every case. Review patient preferences, alerts, clinical context, debt arrangements and recent source-system activity before contacting the patient.

1. Confirm Location and Provider scope
   
2. Review the count card to understand worklist size
   
3. Sort or scan the detail table using contact and recall context
   
4. Open the patient record before contacting the patient or changing a recall setting
   

1. Confirm that the plan remains active and accepted in the source record
   
2. Check whether an appointment exists under another provider, location or appointment type that the rule may not recognise
   
3. Contact the patient using the recorded communication preference and approved practice process
   
4. Book or update the appointment in the source system, not in the dashboard
   

1. Prioritise appointments by date, FTA count and confirmation status
   
2. Review notes, communication preferences and any existing attendance arrangement
   
3. Use respectful, neutral communication. FTA history is operational context, not a judgement about the patient
   

THRESHOLD CAUTION: Treat the displayed worklist as authoritative for the current platform rule. Business thresholds can change, so do not manually reproduce the list from an old written threshold without validating the current definition. 

1. Narrow by location and provider before allocating work
   
2. Prioritise using recall due information, last treatment context and patient communication preferences
   
3. Remove inappropriate contacts through the source-system status or normal practice process rather than simply ignoring the dashboard row
   

1. Check the current source ledger before making contact because payments, credits or arrangements may have changed since the last sync. 
   
2. Review debt age, amount, bad-debt classification and any payment arrangement
   
3. Follow the practice's authorised collections and hardship process
   
4. Do not include clinical or unrelated patient information in an exported debt worklist
   

1. Check that no future booking exists elsewhere in the patient record
   
2. Confirm the missed or cancelled status is correct
   
3. Contact the patient using the appropriate practice workflow 
   
4. Create the booking in the source system and allow the next sync to remove the record from the list
   

1. Choose one tab and one operational objective. 
   
2. Set Client ID, Location and Provider context before reading the count. 
   
3. Use the count or value to size the work, then move to the detail table. 
   
4. Review each source patient or ledger record before contact. 
   
5. Complete the action in the source system or approved communication tool. 
   
6. Use the Pulse workflow status where available and refresh after the next data sync to confirm the record leaves the list when expected. 
   

Huddle Dashboards

Huddle Navigation

Shared Filters

INACTIVE RECORDS: An inactive provider or appointment book can still have historical appointments. Include inactive values when reconciling an older result, then return to the active-only view for normal operations. 

Huddle Yesterday

1. Refresh Huddle Yesterday and confirm the location and appointment-book scope. 
   
2. Compare Production Amount with Practice Goal for Yesterday. 
   
3. Review provider and patient production only where the total needs explanation. 
   
4. Open FTAs and check whether missed patients have been reappointed. 
   
5. Use Future Appointments Scheduled to identify attended patients who left without a future booking. 
   

Huddle Today

COUNTS CAN DIFFER: Today and Appointments Today answer different questions. One patient can have more than one appointment, and appointment visibility or status rules can affect the appointment count.

Huddle Tomorrow

Use Huddle Tomorrow near the end of the day to prepare the next schedule. The dashboard combines schedule capacity, patient mix, incomplete treatment and a detailed appointment list. 

Column	Meaning	Operational use
Appointment time	Scheduled start time	Run the list in chronological order
Duration	Appointment length in minutes	Identify long visits and schedule gaps
Appt type	Appointment type from the source system	Prepare room, staff and patient instructions
Provider	Assigned provider	Group or sort the schedule by provider
FTAs	Historical failed-to-attend count for the patient at the location	Prioritise confirmation where attendance risk is higher
Confirmation status	Whether the appointment is confirmed	Complete confirmation calls or messages
New pt	New-patient flag	Prepare registration and first-visit workflow
Latest recorded treatment date	Most recent recorded treatment date at the location	Provide context for returning-patient preparation
Patient name	Patient attached to the appointment	Open the correct patient record
Patient DOB	Date of birth	Identity check and age context
Patient age	Calculated age	Age-related preparation where relevant
Recent or upcoming birthday	Birthday proximity flag	Optional personalised patient engagement
Patient contact	Primary phone number	Confirmation or follow-up
Patient email	Email address on file	Use only through approved communication workflows
Contact preference	Recorded preferred contact method	Choose the appropriate authorised channel
Pt due periodic check-up	Periodic-examination due flag	Review recall opportunity in the source record
Pt due xray	Standard radiograph due flag	Clinical preparation only; confirm source record and clinical judgement
Pt due OPG	OPG due flag	Clinical preparation only; confirm source record and clinical judgement
Family members with no future appts	Linked family members without a future booking	Consider appropriate family rebooking discussion
Patient alerts	Active patient alerts	Open the patient record and follow practice policy
Patient allergies	Recorded allergies	Clinical awareness; source patient record remains authoritative
Patient medical conditions	Recorded medical conditions	Clinical awareness; verify before care
Next future appointment date	Next appointment after tomorrow, if present	Avoid unnecessary rebooking discussion
Actions	Pulse workflow status such as Not Actioned, Actioned, Follow Up, On Hold, Ignored or Patient Refused	Track list handling in Pulse; it does not update the D4W/D4Web patient record

CLINICAL SAFETY: Due flags, alerts, allergies and medical-condition summaries help preparation but do not replace opening and reviewing the current patient record before treatment. 

1. Refresh Huddle Tomorrow and select the correct location and appointment books. 
   
2. Review utilisation overall, then identify the appointment book responsible for any material gap. 
   
3. Sort the appointment table by confirmation status and FTA history to prioritise contact. 
   
4. Review new patients and incomplete treatment with the relevant team members. 
   
5. Record a Pulse Actions status as each row is handled, where that control is available. 
   
6. Update the source appointment or patient record separately when a booking, clinical note or patient detail must change. 
   

Insights Summary Dashboards

Insights Summary (Over Time)

Use (Over Time) when the main question is direction: improving, declining, volatile or stable. Its current default date is Last month

Charts by Tab

Production: Trend of Net Production; Net Production; Trend of Hourly Net Production. 

Use the trend charts for direction and the scorecard for the selected-period total or rate

Appointments: Trend of Completed Appointments; Total Completed Appointments; Trend of Average Appointments per Hour; Average Appointments per Hour. 

Read volume and throughput together so a high total is not mistaken for high efficiency

Patients: Trend of New Patients; Total New Patients.

Compare acquisition volume across the period and the aggregate count

Treatment Plans: Trend of Treatment Plan Value; Total Treatment Plan Value 

Review whether plan value is building consistently or concentrated in a small part of the period 

Rebooking: Trend of Rebooking Rate; Rebooking Rate. 

Review retention workflow consistency, not just a single percentage 

Live Filter	Default	How it affects the View
Client ID	Account scope	Defines the practice database
Location	All accessible locations	Narrows the result to one or more sites
Date	Last month	Controls the analysis period and comparison context
Provider is active	All unless selected	Includes or excludes providers based on active status
Provider	All	Limits the trends to selected providers
Hidden appointments	All unless selected	Controls completed-appointment measures by the source visibility classification where supported

TREND LEGENDS  Where a chart includes current period, target or previous-year series, use the visible legend labels. Do not rely only on a remembered colour because chart themes can change. 

Insights Summary (by Provider)

Use (by Provider) when the main question is variation across the team. Its current default is Last quarter and Provider active status defaults to Active.

Charts by Tab

Production: Net Production; Total Net Production; Hourly Net Production by Provider. 

Compare output and hourly efficiency. A part-time provider can have lower total production but higher hourly production.

1. Choose a complete and sufficiently long period (normally a month or quarter) 
   
2. Select one location if providers work under materially different site conditions
   
3. Keep Provider active status at Active unless reconciling history
   
4. Compare totals with hourly measures so differences in working hours are visible
   
5. Consider provider role, appointment mix, leave, room availability and data completeness before drawing a conclusion
   
6. Use the dashboard to identify a question, then investigate the source records and operating context. 
   

Insights Dashboard

Insights is the broad analytical dashboard. It combines 27 chart areas across four tabs: Production & Treatment, Collections, Debt and Appointments. Use it after a headline or trend has identified something worth investigating.

Filter	Default	Primary relevance
Dates	Current year	Analysis period across the dashboard
Client ID	Account scope	Practice database
Location	All accessible locations	Site-level analysis
Payment type	All	Collections and payment-method analysis
Treatment status	All	Treatment-plan status measures
Treatment plan is active	All	Active or inactive treatment-plan records
Patient activity status	All	Patient-active classification where supported
Role	All	Provider profession or role
Provider	All	Provider-level analysis; cascades from role and account context
Provider active status	All	Inclusion of inactive providers
Debt age	All	Outstanding debt age categories
Includes bad debt	All	Inclusion or exclusion of records classified as bad debt

 FILTER COMPATIBILITY: A filter only affects charts whose data contains the relevant field. For example, payment type belongs to collections analysis and debt-age filters belong to debt analysis. If a chart does not respond to a filter, confirm the active tab and use a filter that is relevant to that subject area. 

Production & Treatment Tab 

This tab combines production with the value and status of treatment plans.

Production values and treatment-plan values are related but not interchangeable: a plan can be presented or accepted without becoming completed production in the same period.

Live chart	What it represents	How to use it
Gross Production	Production value before configured deductions or adjustments	Use as the starting value for production reconciliation
Net Production	Production after the relevant adjustments in the Pulse measure	Use as the main realised production measure for the selected context
Discounted Amount	Value discounted in the selected period	Investigate whether discounting explains the gross-to-net difference
Total Treatment Plans	All treatment plans included by the current filter and date logic	Establish plan volume before reviewing status categories
Presented Treatment Plans	Plans recorded as presented	Track plan presentation activity
Accepted Treatment Plans	Plans recorded as accepted	Monitor accepted opportunity; use Actionable to find accepted plans without bookings
Completed Treatment Plans	Plans recorded as completed	Review completed plan activity, not necessarily all production line items
Rejected Treatment Plans	Plans recorded as rejected	Identify where plan outcomes warrant process or communication review
Treatment Plans with No Status	Plans without a recognised status	Use as a data-quality worklist and verify source records

Collections Tab

Collections shows cash movement rather than clinical production.

A payment can occur before or after the treatment that generated the charge, so collections and production do not need to match within the same period.

Live chart	What it represents	How to use it
Collections	Total payments received in the selected context	Review incoming payment value
Refunds & Reversals	Amounts returned or payment entries reversed	Explain reductions from gross collections
Net Collections	Collections less refunds and reversals according to the Pulse calculation	Use as the net cash-receipt measure
Net Collection by Payment Type	Net collections grouped by payment method	Understand the contribution of cash, card, health-fund or other configured payment channels

DEBT TIMING : A date-filtered debt view can reflect the debt position as at dates in the period rather than only invoices created in the period. Read the chart title and date logic carefully when reconciling to an accounts report. 

Appointments Tab

Appointments combines completed volume, failed attendance, cancellations, rebooking and hourly throughput. Use the tab to understand whether schedule activity converts into completed care and future bookings.

Live chart	What it represents	How to use it
Completed Appointments	Appointments counted as completed under the source-status rules	Use as the delivered appointment-volume measure
FTA Appointments	Appointments recorded as failed to attend	Monitor missed-appointment volume
FTAs by Provider	FTA appointments grouped by provider	Identify patterns while accounting for provider appointment volume and patient mix
FTAs Rebooked	FTA appointments followed by a qualifying rebooking	Measure recovery after missed appointments
Cancelled Appointments	Appointments recorded as cancelled	Monitor lost or moved appointment activity
Cancelled Appointments Rebooked	Cancelled appointments followed by a qualifying rebooking	Measure recovery after cancellation
Same-Day Rebooking Rate	Share of completed appointments associated with a future booking created on the same calendar day	Monitor the consistency of the rebooking workflow
Appointments by Provider	Appointment volume grouped by provider	Compare workload before interpreting FTA or rebooking counts
Net Production per Hour vs Appointments per Hour	Production efficiency and appointment throughput shown together	Distinguish a high-value appointment mix from high appointment volume

Suggested Insights investigation 

1. Start with one question, such as why net collections fell or why the FTA rate increased
   
2. Set the date, client and location before adding subject-specific filters
   
3. Open the relevant tab and compare headline measures with their breakdown charts
   
4. Use one cross-filter or provider filter at a time so the cause of each change is clear
   
5. Return to the unfiltered view and confirm the pattern remains material
   
6. Reconcile a sample of source records before making an operational or financial decision
   

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Standalone Production Dashboards

Three focused dashboards sit outside the main Insights tab structure (Home page). Use them when production, hourly efficiency or discounts is the primary subject and you need more detail than the summary views provide.

Insights - Production & Treatment (Net Production)

The Net Production dashboard reconciles production from gross value through deductions to net value, then compares the result with target and the prior year. Its current default date is a rolling range from one month ago to now, not necessarily the current calendar month

Live filter	Default	Usage
Client ID	Account scope	Practice database
Location ID	All accessible locations	Site identifier used by this dashboard
Date	One month ago to now	Rolling analysis period; change to a completed calendar period for formal comparison
Provider active status	All	Include or exclude inactive providers
Role	All	Narrow by provider profession
Provider	All	Narrow to one or more providers
Treatment group	All	Narrow to a clinical or service category
Items	All	Narrow to individual treatment item codes

Charts

DATE SEMANTICS: The gross-production chart explicitly uses treatment date. If another report uses transaction, posting or invoice date, totals can differ even when both are correct under their own rules. 

Insights - Production & Treatment (Net Production per Hour)

This dashboard compares production with the hours available or worked in the Pulse calculation. It is useful for provider and capacity analysis because it separates total output from output density. Its current date default is Current month. 

Live filter	Default	Usage
Client ID	Account scope	Practice database
Location ID	All accessible locations	Site scope
Date	Current month	Period for production, hours and appointment calculations
Role	All	Provider profession
Provider active status	All	Active or inactive provider inclusion
Provider	All	One or more providers

Charts

Net Production and Hours Worked by Provider: Provider net production beside the hours included for that provider. 

Establish the denominator context before comparing efficiency

Net Production per Hour by Provider: Net production divided by included hours for each provider. 

Compare efficiency while considering role, appointment mix and data quality

FAIR INTERPRETATION: A higher hourly value is not automatically better clinical or operational performance. Appointment mix, provider role, treatment complexity, cancellations, available hours and incomplete time data can materially change the result. 

Insights - Production & Treatment (Total Discounts)

The Total Discounts dashboard isolates discount activity and its distribution across practitioners. Its current default date is Last month.

Live filter	Default	Usage
Client ID	Account scope	Practice database
Location ID	All accessible locations	Location identifier
Location	All accessible locations	Location display name; keep it consistent with Location ID
Dates	Last month	Completed prior-month view
Provider active status	All	Active or inactive provider inclusion
Role	All	Provider profession
Provider	All	One or more practitioners
Treatment group	All	Clinical or service category
Item	All	Individual treatment item

TWO LOCATION FILTERS: This dashboard currently exposes both Location ID and Location. If both are visible, keep them aligned. Conflicting values can produce a blank or misleadingly narrow result. 

Charts

Trend of discounts vs. previous year: Discount value over time with a prior-year comparison. 

Identify persistent change rather than reacting to one transaction 

Click here for Metric Glossary.

Click here for Shared Filter references.

Click here for Reconciliation & Troubleshooting.