Default View-Today's Schedule
The Today’s Schedule dashboard allows you to see month-to-date(MTD) progress, a breakdown of key metrics from the office group level down to the provider level, exams on the schedule today, as well as opportunities for collection and increasing production.
Morning Huddle-The Morning Huddle dashboard provides insight into the performance or schedule of the Office Group, Office, or Provider. This dashboard provides a high-level overview of key metrics about production and goals, collections, patient exams & upcoming opportunities. Three views show information pertaining to today’s schedule, yesterday’s performance, and where the office group, office, or provider stands in relation to the month and year.
Active Provider Toggle: A new toggle button has been added to select between Active Provider MTD and Active Provider Today. Providers having appointments (except cancelled, missed and block) in MTD range will be considered as Active Providers MTD and providers having appointments today are Active Provider Today. The dashboard metrices (except Outstanding A/R) will be displayed for Active Provider MTD and the scorecard will be displayed based on the selected option from the toggle button.
Net Production MTD vs. Goal- How an office or provider's net production is trending toward their goal.
The percentage is found by calculating Net Production MTD (Month to date) divided by Goal Amount MTDx100
Net Production MTD = Gross Production + Production Adjustments, month to date.
Goal Amount MTD= Daily Goal x Provider Working Days, month to date. (Provider Goals are entered under Setup>Providers>Provider Goals)
Goal percentage < 85% → Red
Goal percentage >= 85% and <=95% → Yellow
Goal percentage >95% → Green
Collections as % of Prod MTD-How an office or provider is trending with collections as a percentage of net production. The percentage is found by calculating Net Collection MTD divided by Net Production MTD.
Net Collection MTD= Gross Collection + Collection adjustments, month to date.
Net Production MTD= Gross Production + Production adjustments, month to date.
Goal percentage < 85% → Red
Goal percentage >= 85% and <=95% → Yellow
Goal percentage >95% → Green
Total Patients Seen MTD- Count of total patients seen with a visit code posted to their ledger.
Distinct Count of Patient IDs where Ledger contains Procedure code with Visit Code = ‘Yes’
New Patients Seen MTD- Count of patients with initial visit code posted to their ledger.
Distinct Count of Patient IDs where the Patient’s First Visit Date is within the specified Date Range
Recare Patients Seen MTD- Count of patients seen with D0120 or D0145 posted to their ledger.
Count of Transactions where the Ledger contains D0120 or D0145
Outstanding A/R- Amount of dollars that has not been collected as of today's date filtered by transaction office.
Outstanding A/R for All patients:
• A/R by patient’s home office
• A/R type used: Account AR
• Includes Credit Balance
Case Acceptance Rate % MTD-The rate that diagnosed treatment plans convert to Accepted, Scheduled, or Completed Status.
Case Acceptance Rate= [Total amount of distinct treatment plans set to Accepted, Scheduled, Completed divided by total of all treatment plans excluding Alternative and Referred Out plans] x 100.
Utilization MTD-Percentage of booked schedule time intervals vs total available time intervals. If utilization is low, run the “Recall Due Report” and “Treatment Plan Status” reports to get patients back onto the schedule.
Utilization MTD= [Provider Working Hours divided by Provider Available Hours] x 100.
Provider Working Hours considers the following:
1. Consider the Appointment Length of each provider separately
2. Do not consider Cancelled, Blocked & Missed Appointments
3. Consider the Total Appointment length on each individual day in hours
Provider Available Hours considers the following (Priority order low to high):
1. Consider Provider’s Schedule
2. Take out Enterprise Holiday/PGID Holiday
3. Take out Office Holiday
4. Consider Office Holiday - Office Open Exception
5. Take out Provider Holiday
6. Consider Provider Holiday - In-Office Exception
Outstanding A/R of Today's Patients-The outstanding dollar amount owed by either the patient or insurance balance of all patients on the schedule today.
Sum of Patient Balances for the patients who have an appointment today
Outstanding A/R of Today’s Patients considers the following:
1. Patient AR value for the whole PGID will be considered regardless of transaction office
or provider.
2. Patients will be grouped under appointment office and provider regardless of transaction
office or provider.
3. If the Patient’s Balance is less than or equal to zero then that patient is ignored.
4. If the Patient’s Portion of the balance is less than or equal to zero, then that
patient is ignored.
Pending TX $ of Today's Sch Exams-The total fee amount for the recare patients on the schedule today that have pending accepted treatment that has not been scheduled.
SUM of FEE where Treatment Plan Status is Accepted and Not Scheduled or Not Completed for the patients who have an appointment today containing exam code D0120 or D0145.
SRP Opportunities-Patients on the schedule today for a D4910 that have not received a D4341 or D4342 in the last 24 months.
Count of DISTINCT PATID with exam code D4910 added in their appointment for today and do not
have D4341/D4342/D1120/D1110/D4355 codes in an appointment for the last 24 months
Metrics by Office Group / Office / Provider-A table that allows the user to drill down to the provider level that details Average Daily Production MTD, Daily Goal, Daily Average Needed to Meet Monthly Goal, Scheduled Production (Today, Tomorrow, Day After Tomorrow), Case Acceptance Rate, and Utilization.
Average Daily Production MTD-Average Net Production amount for each day based on the current month’s trend.
Avg Daily Production MTD= Net Production MTD divided by Provider Working Days MTD x 100
[Net Production MTD] = (Gross Production + Production Adjustment) month to date
Provider Working Days MTD considers the following:
1. Take Appointment Length of each provider separately
2. Do not consider Cancelled, Blocked & Missed Appointments
3. Total Appointment length on each individual day
• If Total Appointment length <= 4 hours then, 0.5 (Half day)
• Else 1.0 (Full day
Daily Goal-Amount of desired Net Production to be completed. This should be altered by
the organization accordingly.
Daily Goals are configured under Denticon’s Setup -> Providers -> Provider Goals
Daily Goal for Today’s Schedule considers the following:
1. If a provider has daily goals configured but does have a transaction in the current month to
date, then that provider’s goal will not be considered.
Daily Goal (Office) = Monthly Goal of Office/Office Monthly Working Days
Where,
Monthly Goal of Office = Sum of Monthly Goal of all providers under the office
Office Monthly Working Days = Working Days calculated from Office Schedule
Daily Average Needed to Meet Monthly Goal-Amount of Net Production needed the remaining working day in order to meet goal at month end.
Daily Average to Monthly Goal= Monthly Goal- Net Production MTD divided by remainder of the provider working days
[Monthly Goal] = (Daily Goal * Total Provider Working Days) for current month
[Net Production MTD] = (Gross Production + Production Adjustment) month to date
[Remaining Provider Working Days] = (Total Provider Working Days - Provider Working Days MTD
Daily Avg Needed to Meet Monthly Goal considers the following:
1. Daily Goal & Total Provider Working Days values that are configured under Denticon’s
Setup-> Providers -> Provider Goals
2. If Daily Goal = 0 then Daily Avg Needed to Meet Monthly Goal will be 0.
Provider Working Days MTD considers the following :
1. Take Appointment Length of each provider separately
2. Do not consider Cancelled, Blocked & Missed Appointments
3. Total Appointment length on each individual day
• If Total Appointment length <= 4 hours then, 0.5 (Half day)
• Else 1.0 (Full day
Scheduled Production Today-Total dollar amount of procedures on today’s schedule of appointments.
SUM of Fee Amount from Appointment Details where date is today.
Scheduled Production Tomorrow -Total dollar amount of scheduled production for the next working day after today. Ex. If a provider works Monday, Wednesday, and Friday and today is Monday, this will sum the Total Production attributed to appointments on the schedule for Wednesday.
Sum of fee amount from Appointment Details where date is provider’s next working day from today
Scheduled Production Tomorrow considers the following:
For multiple providers with different next working day’s (i.e.: Provider A’s next working day is
Wednesday & Provider B’s next working day is Thursday) it will consider next working day for
each provider individually.
Scheduled Production Day After Tomorrow -Total dollar amount of scheduled production for the 2nd working day after today. Ex. If a provider works Monday, Wednesday and Friday and today is Monday, this will sum the total production attributed to appointments on the schedule for Friday.
Sum of fee amount from Appointment Details where date is Provider’s 2nd next working day from today.
Scheduled Production Day After Tomorrow considers the following:
For multiple providers with different next working day’s (i.e.: Provider A’s next working day is
Wednesday & Provider B’s next working day is Thursday) it will consider next working day for
each provider individually.
Exams Today-Broken out by new patients (D0150), recare (D0120 or D0145) patients,
and emergency (D0140 or D0160) patients.
New Patient Exams: Count of exams where the exam code is D0150 (for registered patients First Visit Date should be empty).
Recare Exams: Count of exams where the exam code is D0120 or D0145.
Emergency Exams: Count of exams where the exam code is D0140 or D0160.
Total Exams: Sum of New Patient Exams, Recare Exams & Emergency Exams.
Previous Day's Performance
Data from the last working day of the practice group. For this dashboard only providers having appointment (except cancelled, missed and blocked) on yesterday date will be considered for metric calculation.
Net Production-Total dollar amount produced + any production adjustments.
Net production=Gross Production + Production adjustments
Net Collections-Total dollar amount collected plus collection adjustments. Note: Net collection is represented by the absolute value of calculated result.
Net Collections=Gross Collections + Collection adjustments.
Total Patients Seen-Count of total patients seen on previous working day with a visit code posted to their ledger.
Distinct Count of Patient IDs where Ledger contains Procedure code with Visit Code = ‘Yes'.
New Patients Seen-Count of patients with initial visit code posted to their ledger on the previous working day.
Distinct Count of Patient IDs where First Visit Date is within the specified Date Range.
Recare Patients Seen-Count of patients seen the previous working day with D0120 or D0145 posted to their ledger.
Distinct Count of Patient IDs where Ledger contains D0120 or D0145.
Metrics by Office Group / Office / Provider-A table that allows the user to drill down to the provider level that details Yesterday’s Production, Daily Goal, Same Day Production, Case Acceptance, Utilization, and Reappointment %.
Displayed Provider/Office/Office Group considers the following:
1 . Provider/Office/Office Group with a non-zero value in any metric or sub-metric available
in the Scorecard will be displayed.
2. If a provider has a non-zero value in the sub-metric (i.e. for Utilization MTD metric, sub
metrics are available hour & scheduled hour) then the provider will still be displayed in
the scorecard.
3. If a provider is configured under an office or has a transaction under the office, then it
will be displayed under that office.
4. The providers not being displayed in the scorecard will still be available in the right
panel filter to check available data for metrics outside the scorecard.
Previous Day's Net Production- Net production from previous working day.
Net production=Gross Production + Production adjustments
Daily Goal-Amount of desired Net Production to be completed. This should be altered
by the organization accordingly.
Daily Goals configured under Denticon’s Setup -> Providers -> Provider Goals
Daily Goal (Office) = Monthly Goal of Office/Office Monthly Working Days
Where,
Monthly Goal of Office = Sum of Monthly Goal of all providers under the office
Office Monthly Working Days = Working Days calculated from Office Schedule
Same Day Net Production %-Comparison between the amount actually produced vs the amount scheduled to be produced.
Same Day Net Production= Net Production- Scheduled Production divided by Scheduled Production.
Case Acceptance Rate MTD%-See definition in section above.
Provider Utilization MTD- See definition in section above.
Reappointment%-Breakdown of the percentage of patients that reappointed yesterday, and a list grouped by insurance carriers of patients that did not reappoint.
Count of Patients by Insurance Carrier-Breakdown of Patients that did not reappoint based on Primary Insurance Plan Carrier.
Total Patients Seen-Count of Reappointed Patients.
Where We Stand
A report focusing on the performance of the office month to date and year to date.
Net Production MTD vs. Goal-See definition above.
Collections as % of Prod MTD-See definition above.
Total Patients Seen MTD-See definition above.
New Patients Seen MTD-See definition above.
Outstanding A/R-See definition above.
Case Acceptance Rate % MTD-See definition above.
Utilization MTD-See definition above.
Total Production per Day Needed to Achieve Monthly Goal-Users can understand what is needed to meet their production goal for the current month.
Monthly Goal-net Production MTD divided by the remainder of the provider working days.
New Patients Seen YTD- Count of patients with initial visit code charged to ledger, year to date.
Distinct Count of Patient IDs where Patient’s First Visit Date is within the specified Date Range.
Total New Patients Projected this Month-The total count of new patient exams projected for the current month based on number of existing exams completed and assuming the same rate are performed for the remaining working days.
New Patients MTD+ (New Patient MTD/ Provider Working Days MTD) x Remaining Provider Working Days.
Remaining Provider Working Days = (Total Provider Working Days - Provider Working Days MTD)
Provider Working Days MTD considers the following:
1. Take the Appointment Length of each provider
separately
2. Do not consider Cancelled, Blocked & Missed
Appointments
3. Total Appointment length on each individual day
• If Total Appointment length <= 4 hours then, 0.5
(Half day)
• Else 1.0 (Full day)
Total Provider Working Days considers the following:
1. Total Provider Working Days values that are configured under Denticon’s Setup -> Providers ->Provider Goals.
Recare Patients Seen YTD-Count of patients seen for exam code D0120 OR D0145, year to date.
Count of Transactions where Ledger contains D0120 or D0145
Total Recare Patients Projected this Month-The total count of D0120 OR D0145 exams projected for the current month based on number of existing D0120 OR D0145 exams completed and assuming the same rate are performed for the remaining working days.
Recare Patients MTD + (Recare Patient Exams MTD/ Provider Working Day MTD) x Remaining Provider
Working Days.
YOY Comparison-Comparison of New Patient and Recare Patient Count between Last Month & Same Month Last Year.
New Patients: Distinct Count of Patient IDs where the Patient’s First Visit Date is within the specified Date Range
Previous Month's Performance
A report focusing on the overall performance of the office during the previous month. All fields defined previously in sections above.