This article provides a comprehensive reference for all Denticon Practice Analytics (DPA) dashboards, explaining the purpose, key metrics, calculation logic, and color-coded indicators for each report so office managers, providers, and DSO leaders can interpret and act on their data.
Overview
Denticon Practice Analytics includes the following dashboards, each designed to provide actionable insight into a specific area of practice performance:
- Morning Huddle – Daily schedule, yesterday's performance, month/year standing, and previous month performance
- Production Analysis – Net production trends, scheduled production, and insurance breakdowns
- Collections Analysis – Collections efficiency, outstanding A/R, outstanding claims, and provider-level collections
- Provider Breakdown – Provider-level production, utilization, case acceptance, and retention
- Treatment Plan Analysis – Treatment pipeline status, case acceptance, and referrals
- Front Office – High-level production, collections, utilization, appointments, and unscheduled treatment
- Hygiene Recall – Hygiene program performance, retention, adjunctive therapy, and reappointment rates
- Patient Visit Analysis – Visit trends, patient activity segmentation, reappointment, and appointment no-show rates
Understanding Conditional Formatting (Color Indicators)
Across all dashboards, metrics use a consistent color-coding system to indicate performance status:
- Green – Metric is at or above the target or comparison benchmark
- Yellow – Metric is approaching the target (typically 85%–95% of goal)
- Red – Metric is below the target or comparison benchmark
For production and collection goal percentages specifically:
- Below 85% → Red
- 85% – 95% → Yellow
- Above 95% → Green
Morning Huddle Dashboard
The Morning Huddle dashboard provides a high-level overview of key metrics about production and goals, collections, patient exams, and upcoming opportunities. It covers four views: Today's Schedule, Previous Day's Performance, Where We Stand (MTD/YTD), and Previous Month's Performance (Version 2).
View 1 – Today's Schedule (Default View)
Purpose: See MTD progress, key metrics from office group to provider level, today's exam schedule, and collection and production opportunities.
Date range: Today (no comparison period)
Key metrics:
- Net Production MTD vs. Goal – (Net Production MTD ÷ Goal Amount MTD) × 100. Goal is Daily Goal × Provider Working Days MTD. A working day is 0.5 if total appointment time ≤ 4 hours, or 1.0 if more than 4 hours. Cancelled, blocked, and missed appointments are excluded.
- Collection % of Prod MTD – (Net Collection MTD ÷ Net Production MTD) × 100.
- Total Patients Seen MTD – Distinct count of patients with a visit-code procedure charged to ledger. Green if higher than the same period last month; red otherwise.
- New Patients Seen MTD – Distinct count of patients whose First Visit Date falls within the current month.
- Recare Patients Seen MTD – Count of transactions containing exam code D0120 or D0145.
- Outstanding A/R – Total uncollected balance for all patients as of today, calculated by patient's home office using Account AR type. Credit balances are included.
- Case Acceptance Rate % MTD – (Distinct count of treatment plans in Accepted, Scheduled, or Completed status ÷ Total treatment plans) × 100.
- Utilization MTD – (Provider Working Hours ÷ Provider Available Hours) × 100. Available hours account for provider schedules and all holiday layers (enterprise, office, provider) in priority order.
- Daily Goal – Configured in Denticon Setup → Providers → Provider Goals. Providers with no MTD transactions are excluded from the goal calculation.
- Avg Daily Production MTD – Net Production MTD ÷ Provider Working Days MTD.
- Daily Avg to Meet Monthly Goal – (Monthly Goal − Net Production MTD) ÷ Remaining Provider Working Days. If Daily Goal = 0, result is 0. If remaining days = 0, it is treated as 1. If remaining days < 0, result equals the Daily Goal.
- Scheduled Production Today / Next Working Day / 2nd Working Day – Sum of fee amounts from appointment details for the respective dates. Each provider's individual next working day is used when providers have different schedules.
- Exams Today – Broken out as:
- New Patient Exams: D0150 (registered patients must have no First Visit Date)
- Recare Exams: D0120 or D0145
- Emergency Exams: D0140 or D0160
- Total Exams: Sum of all three types
- Outstanding A/R of Today's Patients – Sum of patient balances for patients with appointments today. Patients with a balance ≤ $0 or a patient portion ≤ $0 are excluded.
- Pending Tx $ of Today's Scheduled Recare Exams – Sum of fees for accepted-but-not-yet-scheduled treatment plans belonging to recare patients (D0120 or D0145) on today's schedule.
- SRP Opportunities – Count of distinct patients scheduled today for D4910 who have not received D4341, D4342, D1120, D1110, or D4355 in the past 24 months.
Drillthrough options: Right-click the Patient Exams donut chart, Outstanding A/R of Today's Patients value, Pending Tx $ value, or SRP Opportunities value and select Drillthrough to view the detail report.
View 2 – Previous Day's Performance
Purpose: Review overall office performance for yesterday.
Date range: Yesterday | Comparison: Same day last week
Key metrics:
- Net Production – Gross Production + Production Adjustments. Green if higher than the same day last week.
- Net Collections – Gross Collection + Collection Adjustment. Green if higher than the same day last week.
- Total Patients Seen – Distinct count of patients with a visit-code procedure in the ledger.
- New Patients Seen – Distinct count of patients whose First Visit Date was yesterday.
- Recare Patients Seen – Distinct count of patients with D0120 or D0145 in the ledger.
- Daily Goal – Configured in Denticon Setup → Providers → Provider Goals.
- Same Day Net Production – (Net Production − Scheduled Production) ÷ Scheduled Production. Only appointments created on or before yesterday are included in Scheduled Production; missed appointments are excluded.
- Case Acceptance Rate % MTD – (Accepted/Scheduled/Completed treatment plans ÷ All treatment plans) × 100.
- Utilization MTD – (Provider Working Hours ÷ Provider Available Hours) × 100.
- Reappointment % – Distinct patients who had an appointment and a transaction yesterday and have a future appointment scheduled (excluding cancelled or missed future appointments). Only procedures where IsVisit = Y are considered for last visit date.
- Count of Patients by Insurance Carrier – Patients who did not reappoint, grouped by their Primary Insurance Plan Carrier. Patients with all future appointments marked as Missed or Cancelled are counted as no-reappointment patients.
View 3 – Where We Stand
Purpose: Review month-to-date and year-to-date office performance.
Date range: MTD | Comparison: Same month of prior year
Key metrics:
- Net Production MTD vs. Goal – Same formula as Today's Schedule view.
- Collection % of Prod MTD – (Net Collection MTD ÷ Net Production MTD) × 100.
- Total / New / Recare Patients Seen MTD – Same definitions as Today's Schedule view; compared to the same period last month.
- Outstanding A/R – Same as Today's Schedule view.
- Case Acceptance Rate % MTD – Same formula as Today's Schedule view.
- Utilization MTD – Same formula as Today's Schedule view.
- Total Production per Day Needed to Achieve Monthly Goal – (Monthly Goal − Net Production MTD) ÷ Remaining Provider Working Days.
- New Patient Seen YTD – Distinct count of patients with First Visit Date within the current year. Green if higher than same YTD last year.
- Total New Patients Projected this Month – New Patients MTD + ((New Patients MTD ÷ Provider Working Days MTD) × Remaining Provider Working Days).
- Recare Patients Seen YTD – Count of transactions with D0120 or D0145. Green if higher than same YTD last year.
- Total Recare Patients Projected this Month – Recare Patients MTD + ((Recare Patient Exams MTD ÷ Provider Working Day MTD) × Remaining Provider Working Days).
- YoY Comparison – Side-by-side count of New Patients and Recare Patients: last month vs. same month last year.
- Net Production YTD vs. Goal – (Net Production YTD ÷ Goal Amount YTD) × 100. If goal = 0, this is set to 100%.
- Net Collections YTD – Gross Collection + Collection Adjustment, year to date.
- Collection % of Prod YTD – (Net Collection YTD ÷ Net Production YTD) × 100.
View 4 – Previous Month's Performance (Version 2)
Purpose: Provide a static, complete view of the previous month's performance as of its last day. This view was added to address metrics showing near-zero values at the start of a new month.
Note: This view does not include drillthrough detail reports.
Key metrics (all calculated as of the last day of the previous month):
- Net Production vs. Goal – Same formula as MTD view, scoped to the previous full month.
- Collection % of Prod – Same formula, scoped to the previous full month.
- Total / New / Recare Patients Seen – Same definitions; compared to the month before the previous month.
- Reappointment % – Patients whose last visit was on the last day of the previous month who have a future appointment (excluding cancelled/missed).
- Case Acceptance Rate % – Same formula, scoped to the last day of the previous month.
- Utilization – Same formula, scoped to the last day of the previous month.
- Exams Previous Month – Broken out as New Patient (D0150), Recare (D0120/D0145), Emergency (D0140/D0160), and Total Exams.
- Avg Daily Production – Net Production (previous month) ÷ Provider Working Days (previous month).
- New Patient Seen YTD / Recare Patients Seen YTD – Scoped to the last day of the previous month; compared to the same YTD last year.
- YoY Comparison – New and Recare patient counts: previous month vs. same month last year.
- Net Production YTD vs. Goal – Scoped to the last day of the previous month. If goal = 0, set to 100%.
- Net Collections YTD – YTD collections as of the last day of the previous month.
- Collection % of Prod YTD – YTD collections ÷ YTD production, scoped to the last day of the previous month.
Production Analysis Dashboard
The Production Analysis dashboard helps you understand what has been produced, what could be produced, and how to maximize production goals.
Report 1 – Production Analysis
Purpose: Track how DSOs, offices, and providers are trending toward production goals and identify struggling areas.
Date ranges: Yesterday (comparison: same day last week) | MTD — default (comparison: month over month)
Key metrics:
- Net Production & Net Production vs. Goal – Net Production ÷ Goal Amount. Goal uses weighted daily goal across provider working days. Color indicators: below 85% = red; 85%–95% = yellow; above 95% = green.
- Daily Average to Meet Monthly Goal – (Monthly Goal − Net Production MTD) ÷ Remaining Provider Working Days. Always calculated for the current month regardless of selected date range. If remaining days = 0, treated as 1; if remaining days < 0, result equals Daily Goal.
- Avg. Daily Net Production – Net Production ÷ Provider Working Days.
- Avg. Net Production per Visit – Net Production (visit codes only) ÷ Count of visits. Helps identify whether production drops are due to patient volume or treatment acceptance.
- Same Day Net Production % – (Net Production − Scheduled Production) ÷ Scheduled Production × 100.
- Net Production by Date and Provider Type – Trend chart split by dentist and hygienist.
- Net Production by Procedure Category – Sorted highest to lowest; drillable to ADA code level.
- Top Insurance Carriers by Net Production – Top 5 carriers by net production. Full distribution available in the detail report.
Report 2 – Scheduled Production
Purpose: View scheduled production for a dynamic 7-day future window to forecast goal attainment.
Date ranges: Today + next 7 days — default | Until month end
Key metrics:
- Scheduled Production – Sum of fee amounts from appointment details.
- Avg Daily Scheduled Production – Scheduled Production ÷ Provider Working Days.
- Avg Scheduled Production per Visit – Scheduled Production (visit codes only) ÷ Count of scheduled visits.
- Avg Scheduled Production per Hour – Scheduled Production ÷ Provider Working Hours.
- Scheduled Utilization % – (Provider Scheduled Hours ÷ Provider Available Hours) × 100.
- Daily Goal / Daily Average to Meet Monthly Goal – Same formulas as Production Analysis Report 1.
- Scheduled Production Today / Next Working Day / 2nd Working Day – Fee sums per provider's individual schedule.
- Production to Goal – Net Production through yesterday + Scheduled Production for the selected range, compared to a prorated goal bar.
- Scheduled Production by Date – Bar chart with date-level detail. Bars display in red if below Daily Average to Meet Monthly Goal, or green if at or above it.
Report 3 – Production Detail
Purpose: Understand which insurance carriers are generating the most production.
Key metrics: Patient Count, Gross Production, Production Adjustment, and Net Production — all broken down by Primary Insurance Plan Carrier.
Collections Analysis Dashboard
The Collections Analysis dashboard provides insights into what has been collected, what could be collected, and how to maximize collection efforts.
Report 1 – Collections Analysis
Purpose: Evaluate Gross Collections, Net Collections, adjustments, and collection efficiency at the office group and office level.
Date ranges: Yesterday (comparison: same day last week) | MTD — default (comparison: month over month)
Key metrics:
- Collections as a % of Production – (Net Collections ÷ Net Production) × 100. Target is 95%: below 85% = red; 85%–95% = yellow; above 95% = green.
- Gross Collections – Patient Payment + Insurance Payment before adjustments.
- Collections Adjustment – Adjustments applied to collections (can be positive or negative).
- Net Collections – Gross Collection + Collection Adjustment.
- Net Collections by Procedure Types – Drillable from ADA category to individual procedure code.
- Top Insurance Carriers – Top 5 by insurance payment and adjustment. Full list available via drillthrough.
- Collections Scorecard – Office-level view of collection KPIs to identify over- and under-performers.
- Avg. Days Sales Outstanding (DSO) – Outstanding AR ÷ (Net Collections ÷ Business Days in Range). Business days = Monday–Friday count.
- % OTC Collections – Patient Payment ÷ Estimated Patient Amount, where the payment and estimated amount share the same transaction date. Calculated daily and then cumulated.
- % Patient/Gross Collections – Patient Payment ÷ Gross Collection.
Report 2 – Outstanding A/R
Purpose: View outstanding A/R details as of a specific date to prioritize collection efforts.
Date range: Single as-of date (options: Current or Last Month)
Key metrics:
- Total Outstanding A/R – Uncollected estimated patient and insurance amounts based on transaction office.
- Avg. Days Sales Outstanding – Outstanding AR ÷ (Net Collections ÷ Business Days). If denominator = 0, treated as 1.
- Outstanding A/R by Patient vs. Insurance – Breakdown to prioritize patient vs. insurance follow-up.
- Top Carriers by Outstanding Insurance A/R – Top carriers by outstanding insurance portion.
- A/R Aging – Time buckets: Current, 30+, 60+, 90+, 120+ days. Color indicators: 0 = N/A; ≤60 days = green; ≤90 days = yellow; ≤120 days or >120 days = red. Drillthrough available to view responsible party detail.
Report 3 – Outstanding Claims
Purpose: View outstanding insurance claim details as of a specific date.
Date range: Single as-of date (options: Current or Last Month)
Key metrics:
- Total Outstanding Claims – Outstanding production amount from open claims.
- Count of Outstanding Claims – Number of open, unclosed claims.
- Top Insurance Carriers by Outstanding Claims – Top 5 carriers by outstanding claim amount.
- Outstanding Claims by Claim Type – Broken out by Primary, Secondary, and Tertiary (including Quaternary) insurance type.
- Claims Aging – Same time-bucket structure and color rules as A/R Aging above. Drillthrough available for patient-level claim detail.
Report 4 – Provider Collections
Purpose: Provider-level breakdown of all key collections metrics.
Date ranges: MTD — default | Yesterday
Note: A/R and Claims values in this report always reflect current values regardless of the selected date range.
Key metrics: Collections as a % of Production, Gross Collections, Collections Adjustment, Net Collections, % Patient/Gross Collections, Total Outstanding A/R, Avg. Days Sales Outstanding, A/R Aging (extended buckets to 180+, 270+, 360+ days), Total Outstanding Claims, and Count of Outstanding Claims.
Provider Breakdown Dashboard
The Provider Breakdown dashboard helps office managers and DSO leaders identify which providers are meeting production goals and where coaching opportunities exist.
Report 1 – Provider Breakdown
Purpose: Compare provider-level production, utilization, case acceptance, and retention side by side.
Date ranges: MTD — default (comparison: month over month) | Yesterday (comparison: same day last week)
Key metrics:
- Avg. Daily Net Production – Net Production ÷ Provider Working Days. Green if above daily goal; red if at or below.
- Collection as a % of Production – (Net Collections ÷ Net Production) × 100.
- Case Acceptance % – (Accepted/Scheduled/Completed treatment plans ÷ All treatment plans) × 100.
- Provider Retention Rate % (12 mo) – Patients who had a D0120 or D0145 exam 12 months ago and returned within the following 12 months, as a percentage of the original cohort.
- Provider Utilization – (Provider Working Hours ÷ Provider Available Hours) × 100.
- Total Doctor Days – Provider Working Days (using the 0.5/1.0 rule).
- Avg. Daily Net Production vs. Daily Goal by Providers – Bar chart showing Top 15, Bottom 15, or All providers. Tooltip shows Daily Provider Goal, Daily Avg. to Meet Monthly Goal, and Avg. Daily Production % to Goal.
- Actual vs. Scheduled Production – (Actual Production ÷ Scheduled Production) × 100. Target = 150%: below 135% = red; 135%–150% = yellow; ≥135% = green.
- Scheduled Production Today / Next Working Day / 2nd Working Day – Always calculated using an MTD date range.
- Production / Visit – Net Production (visit codes only) ÷ Count of visits.
- New Patients – Distinct count of patients with First Visit Date in the selected range.
- Recare Patients – Count of transactions with D0120 or D0145.
- Missed Appt % / Cancelled Appt % / No Show Appt % – Respective appointment counts ÷ Total appointments (blocked appointments excluded).
Treatment Plan Analysis Dashboard
The Treatment Plan Analysis dashboard shows how treatments contribute to revenue and where the practice is losing production due to unscheduled or unaccepted plans.
Report 1 – Treatment Analysis
Purpose: Understand treatment pipeline composition and identify where outreach can recover production.
Date ranges: MTD — default | Yesterday
Key metrics:
- Production Amount by Treatment Status – Total fee amounts split by: Diagnosed, Completed, Scheduled, and Accepted treatment plans.
- Average Production Per Visit – Net Production (visit codes only) ÷ Count of visits.
- Case Acceptance Rate – (Accepted/Scheduled/Completed plans ÷ All plans) × 100.
- Unscheduled Patients with Accepted Treatment Plan – Total fee amount of accepted, unscheduled, incomplete plans.
- Unscheduled Patients with Unaccepted Treatment Plan – Total fee amount of unaccepted, unscheduled, incomplete plans.
- % Accepted / % Scheduled / % Completed – Each status's fee total as a ratio of total Diagnosed fee amount.
- Amount of Unscheduled Treatment Plans – Total fee of unscheduled and incomplete plans.
- % Unscheduled Patients with Treatment Plans – Unscheduled fee total ÷ Diagnosed fee total.
- Top Referrals – Count of internal and external referrals by specialty. Can be filtered to view by referring or referred provider's specialty.
Front Office Dashboard
The Front Office dashboard gives office managers and front desk staff a single-page view of key daily operational metrics with drillthrough capability for each tile.
Report 1 – Front Office
Purpose: Identify focus areas for the day across production, collections, utilization, appointments, and unscheduled treatment.
Date ranges: Yesterday (comparison: same day last week) | MTD — default (comparison: month over month) | YTD (comparison: prior YTD)
Key metric tiles:
- Net Production – Net Production amount, Net Production vs. Goal %, and a 7-day Net Production trend.
- Net Collection – Net Collections, Collections as % of Production (target 95%), Outstanding AR of Today's Scheduled Patients, and Outstanding A/R by Patient vs. Insurance.
- Provider Utilization – Overall utilization % and a provider-level utilization breakdown.
- Appointments – New Patients, Recare Patients (D0120/D0145), Hygiene Appointments (D4910, D4341, D4342, D4355 or hygienist provider), and Daily Appointments (by dentist and hygienist, excluding cancelled/missed/blocked).
- Unscheduled Treatment – Patient Diagnosed count, Unscheduled Patients with Treatment Plan (count and amount), Case Acceptance Rate, and Percentage Preauthorized.
- Opportunities – Unconfirmed Appointments (upcoming 7 days), No Show Appointments (last 7 days count and amount), and Count of No Show Appointments by Date.
Hygiene Recall Dashboard
The Hygiene Recall dashboard helps executives and office managers measure how efficiently hygienists retain patients and drive hygiene program performance.
Hygiene Recall Report
Date ranges: MTD — default (comparison: month over month) | Yesterday (comparison: same day last week) | YTD (comparison: prior YTD)
Key metrics:
- Avg Daily Net Production – Net Production ÷ Provider Working Days, compared to daily goal.
- Collection as a % of Production – (Net Collections ÷ Net Production) × 100.
- Hygiene Retention Rate % (12 Months) – Patients with D4341, D4342, D1120, D4910, D1110, or D4355 in a prior 12-month window who return within the next 12 months for D1120, D4910, or D1110.
- Adjunctive Therapy % – Hygiene patients receiving any adjunctive therapy code (D1206, D1208, D4999, D4921, D4381, D7465) ÷ Total hygiene patients.
- Hygiene Reappointment % – Patients with a hygiene procedure (D4341, D4342, D1120, D4910, D1110, D4355) who also have a future hygiene appointment ÷ All such patients.
- Avg Daily Net Production vs. Daily Goal by Hygienist – Bar chart (Top 15, Bottom 15, or All) with tooltip showing daily goal, daily avg. to meet monthly goal, and % to goal.
- Total Hygiene Retention – Retention broken down by patient type: Child (D1120), Prophy (D1110, D4355), SRP (D4341/D4342), and Perio (D4355/D4910).
- Prod Per Visit – Net Production (visit codes) ÷ Visit count.
- Prod Chair Per Hour – Net Production ÷ Provider Scheduled Working Days.
- Fluoride/Varnish %, Laser %, Irrigation %, Arestin % – Each adjunctive therapy code group as a percentage of total hygiene patients.
- Avg Quad Per Day – Distinct patients with a quad code ÷ Provider Working Days.
- Avg Visits Per Day – Distinct visit count ÷ Provider Working Days.
- Perio % – Patients with D4355 or D4910 returning within 12 months of an initial hygiene code visit.
Patient Visit Analysis Dashboard
The Patient Visit Analysis dashboard provides actionable insight into visit trends, patient activity status, and appointment behavior to help practices get patients back on the schedule and maximize production.
Patient Visit Analysis Report
Date ranges: Yesterday (comparison: same day last week) | MTD — default (comparison: month over month) | YTD (comparison: prior YTD)
Key metrics:
- Patient Visits – Count of daily visit-code transactions summed over the date range.
- Total Patients Seen – Distinct count of patients with a visit-code procedure in the ledger.
- Reappointment % – Patients with a subsequent appointment at the same office ÷ Total appointments in the range.
- Provider Utilization – (Provider Working Hours ÷ Provider Available Hours) × 100.
- Production Per Visit – Net Production (visit codes) ÷ Visit count.
- Active Patients – Distinct patients with a last visit date within the past 12 months.
- Inactive Patients – Distinct patients with no visit in the past 24 months, or no visit date on record.
- Danger Zone Patients – Distinct patients with no visit in the past 12 months but a last visit between 12 and 24 months ago.
- Active vs. Inactive vs. Danger Zone Patients – Trend chart comparing the three patient groups over time.
- New Patients Seen – Distinct patients whose First Visit Date is in the selected range.
- Recare Patients Seen – Transactions with D0120 or D0145.
- Emergency Exams – Exams with code D0140 or D0160.
- New Patients vs. Recare Patients vs. Emergency Exams – Trend chart comparing all three groups.
- Patients by Zip Code – Map and chart of patient count and net production by patient zip code.
- Missed Appointment % – Missed appointments ÷ Total appointments (blocked excluded). Green if the rate decreases vs. the comparison period; red if it increases or stays the same.
- Cancelled Appointment % – Cancelled appointments ÷ Total appointments. Same color logic (lower = green).
- No Show Appointment % – (Missed + Cancelled appointments) ÷ Total appointments. Same color logic.
Common Calculation Rules Across All Dashboards
The following rules apply consistently throughout all DPA dashboards:
- Net Production = Gross Production + Production Adjustment
- Net Collections = Gross Collection + Collection Adjustment
- Provider Working Days – Calculated per provider separately. Each day where total appointment length ≤ 4 hours = 0.5 days; over 4 hours = 1.0 day. Cancelled, blocked, and missed appointments are excluded.
- Provider Available Hours – Determined in priority order (lowest to highest): provider schedule → enterprise/PGID holidays → office holidays → office open exceptions → provider holidays → provider in-office exceptions.
- Daily Goal – Configured in Denticon Setup → Providers → Provider Goals. If no goal is set (= 0), calculations treat it as 0 or 1 as noted per metric.
- Recare exam codes include both D0120 and D0145 (D0145 was added in DPA).
- SRP cleanup codes include D1120, D1110, and D4355 in addition to D4341 and D4342 (added in DPA).