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home:info_and_faq:reports_overview [16:51 Jun 12, 2025]
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home:info_and_faq:reports_overview [16:58 Jun 12, 2025] (current)
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| **Case Acceptance by Patient** This section provides a visual look at patient acceptance \\ | **Case Acceptance by Patient** This section provides a visual look at patient acceptance \\ |
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| **Unscheduled Treatment:** This is another weekly report. This list is sent every Monday morning. From it, your front desk has a systematic way to follow up with patients who were recently seen and had newly treatment planned procedures that they have yet to schedule or complete. Get these patients back on your books. | **Unscheduled Treatment:** This is another weekly report. This list is sent every Monday. In utilizing this report, your front desk has a systematic way to follow up with patients who were recently seen and had newly treatment planned procedures that they have yet to schedule or complete. Even a 10% increase in patients with unscheduled treatment would be a definite boost to the practice. Get these patients back on your books! |
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| **Recall:** Another weekly report sent every Monday morning, this is designed to complement any automated reminder system that you are already using. It also gives your front desk an easy way to know who they should be calling to schedule their next recall appointments. | **Recall:** Another weekly report sent every Monday, this is report designed to complement any automated reminder system that you are already using for your recall system. It also gives your front desk an easy way to know who they should be calling or reaching out to via email or text messages to schedule their next or overdue recall appointments. |
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| **Monthly KPI:** (Key Performance Indicators): This report is the most in-depth report we offer. It will be sent on or near the 1st of each month. It is designed to give you get a quick comprehensive overview of your practice. You will be able to spot practice-wide and provider-specific trends that will help you identify areas that are going well or might need improvement. For more information on this monthly report, please visit our [[[[userguide:guide_home|User Guide]]. | **Monthly KPI:** (Key Performance Indicators): This report is the most inclusive and in-depth report we offer. It will be sent on or near the 1st of each month. It is designed to give you get a comprehensive overview of your practice. You will be able to spot practice-wide and provider-specific trends that will help you identify areas that are going well or might need improvement. This report is built to examing the practice-level metrics as well as individual provider metrics. For more information on this monthly report, please visit our [[[[userguide:guide_home|User Guide]]. |
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