Front Office

The Front Office dashboard provides insight into the performance of the Front Office and opportunities to maximize production and office utilization. It provides a high-level overview of key metrics about production, collections, provider utilization, appointments, unscheduled treatment, and opportunities. The single-page report displays the high-level view of key metrics categorized into tiles, with the ability to drill into certain cards for more details relevant to the selected tile. The Office Manager and Front Office staff can identify target areas to focus on for the day, with the ability to view past and upcoming data for production, appointments, and opportunities.

 

Net Production-How an Office Group or Office or a Provider is trending with Net Production towards their goal, where net production represents total dollar amount produced minus adjustments, including last 7 days Production update.

Net Production divided by Goal Amount x 100

Net Production = Gross Production + Production Adjustment

Goal Amount = Daily Goal x Provider Working Day for each provider

Daily Goal = SUM(Each Months Daily Goal x Total Provider Working Days for the month) divided by Total Working Days

Daily goal considers the following:

Daily Goal & Total Provider Working Days values that are configured under Denticon’s Setup → Providers → Provider Goals

Provider Working Days considers the following:

Consideders Appointment Length of each provider separately, does not consider Cancelled, Blocked & Missed Appointments

Total Appointment length on each individual day

If Total Appointment length <= 4 hours then, 0.5 (Half day)

Else 1.0 (Full day)

 

Net Collection-Total dollar amount collected minus adjustments

Gross Collection + Collection Adjustments

 

Outstanding AR of Today’s Scheduled Patients-Amount of money that has not been collected those are allocated from Today’s Scheduled Patients.

Outstanding Production Amount that is not Collected yet with respect to patients that are scheduled today based on Transaction Office.

 

Collections as % of Production-Percentage of Net Production that has been collected.

Net Collections divided by Net Production x 100

 

Outstanding A/R by Patient vs Insurance-View the breakout of Outstanding A/R by Patient and insurance carrier to understand and prioritize collection efforts.

Outstanding Production Amount that is not Collected yet with respect to Patient Portion and Insurance Portion based on Transaction Office.

 

Provider Utilization-Percentage of booked scheduled time intervals vs total available time intervals. If utilization is low, run the “Recall Due Report“ and “Treatment Plan Status“ report to get patients back onto the schedule.

Provider Working Hours divided by Provider Available Hours x 100

Provider Working Hours considers the following:

Consider Appointment Length of each provider separately

Do not consider Cancelled, Blocked & Missed Appointments

Consider Total Appointment length on each individual day in hours.

 

Provider Available Hours considers the following:
(Priority order low to high)

Considers Provider’s Schedule

Take out Enterprise Holiday/PGID Holiday

Take out Office Holiday

Considers Office Holiday - Office Open Exception

Take out Provider Holiday

Considers Provider Holiday - In office Exception

 

Utilization by Provider-Provider Level Breakdown of Percentage of booked schedule time intervals vs total available time intervals.

 

Appointments

 

New Patients- Count of patients with Initial Visit Code charged to ledger.

Distinct Count of Patient IDs where Patient’s First Visit Date is within the specified Date Range.

 

Recare Patients- Count of patients seen for exam code D0120 or D0145

Count of Transactions where Ledger contains procedure code D0120 or D0145.

 

Hygiene Patients- Count of patients seen that requires Hygiene appointments.

Count of Appointments containing Procedure Codes: D4910, D4341, D4342, D4355 or the Appointment Provider is a “Hygienist”.

 

Daily Appointments- Count of appointments (excluding missed and cancelled appointments) separated by Dentist and Hygienist.

Count and Fee amount of appointments considering Dentist and Hygienist separately.

While calculating the Appointment Count:

Cancelled, Missed and Blocked Appointments have been ignored.

 

Unscheduled Treatment

 

Patient Diagnosed-Total number of patients that have treatment plans in a certain date range.

Total amount of patients that have treatment diagnosed for a certain date range.

 

Unscheduled Patients with Tx Plan-Total number and amount of treatment plans that have been diagnosed or accepted but not scheduled.

Count of distinct patients having Unscheduled and Incomplete treatment plans and sum of the fee amounts of the respective treatment plans.

 

Case Acceptance Rate-The rate at which treatment plans that are diagnosed are converted to accepted, scheduled or completed status.

Distinct Count of Treatment Plans that are Accepted or Scheduled or Completed divided by count of all Treatment Plans x 100

 

Percentage Preauthorized-How preauthorized patients are trending with pending treatment plans

Ratio of Covered Preauthorized patients with respect to Unscheduled Patients.

Count of distinct patients who are preauthorized and covered divided by Count of distinct unscheduled patients

 

Opportunities

 

Unconfirmed Appointments-Total number and amount of Appointments that are not confirmed in the upcoming 7 days.

Count and Fee amount of Appointments that are set as Unconfirmed.

 

No Show Appts (Last 7 Days)-Total number and amount of Missed and Cancelled appointments for last 7 Days.

Count and fee amount of Missed or Cancelled Appointment for last 7 days depending on selected Date Range

 

Count of No-Show Appointments by Date-Count of No-Show Appointments Date wise on certain date range.