Divergent Dental Knowledge Base

User Tools

Site Tools

Trace:
userguide:am_huddle

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
userguide:am_huddle [15:32 Oct 19, 2023]
mattv [Appointment Details] 		userguide:am_huddle [11:46 Jun 7, 2024] (current)
mattv [Key Practice Metrics]
Line 5: Line 5:
 === It's divided into 3 main sections: === === It's divided into 3 main sections: ===
  
-{{:screenshots:samplereport:samplereport:huddlefull.png?750|}}+{{:screenshots:samplereport:samplereport:morninghuddlefull.png?650|}}
  
 ===== Key Practice Metrics ===== ===== Key Practice Metrics =====
  
 **Morning Huddle Key Practice Metrics**\\ **Morning Huddle Key Practice Metrics**\\
-{{:screenshots:samplereport:samplereport:huddlekpm.png?650|}}+{{:screenshots:samplereport:samplereport:keymetrics.png?650|}}
  
 This **Key Practice Metrics** section summarizes a handful of key metrics that are useful for the whole practice to be aware of.  They are grouped into date ranges as follows(rows):\\  This **Key Practice Metrics** section summarizes a handful of key metrics that are useful for the whole practice to be aware of.  They are grouped into date ranges as follows(rows):\\ 
Line 20: Line 20:
 This gives the entire team a sense of how successful the practice is, from a business point-of-view.\\ This gives the entire team a sense of how successful the practice is, from a business point-of-view.\\
    
-There are eight columns of data to observe. //Let's delve into those metrics://+====There are eight columns of data to observe. ==== 
 + //Let's delve into those metrics://
  
 ==== Net ====  ==== Net ==== 
Line 49: Line 50:
  
 ===== Providers ===== ===== Providers =====
-{{:userguide:providers.png?300|}}\\+{{:screenshots:samplereport:samplereport:providers.png?300|}}\\
  
 This top left section of the report summarizes the scheduled NET production for the day sorted by each provider. \\ This top left section of the report summarizes the scheduled NET production for the day sorted by each provider. \\
Line 55: Line 56:
  
 ===== Appointment Details ===== ===== Appointment Details =====
-{{:screenshots:samplereport:samplereport:huddleapptssched.png?675|}}+{{:screenshots:samplereport:samplereport:apptsscheduled.png?675|}}
  
 This section shows each appointment with more detailed information. It's organized by Operatory, then chronologically, just like your schedule module in your practice management software. //There are nine columns of data for each appointment//: This section shows each appointment with more detailed information. It's organized by Operatory, then chronologically, just like your schedule module in your practice management software. //There are nine columns of data for each appointment//:
Line 99: Line 100:
 There is another section on this huddle report to have a look at exams and radiographs that may be due. This section will denote whether a patient is due based on their recall schedule (set in Open Dental) or their Insurance Plan (based on plan information in open Dental). The goal of this section was to help our Open Dental users keep up with their standards of care, and of course not lose out on the missed production from exams and x-rays.\\ There is another section on this huddle report to have a look at exams and radiographs that may be due. This section will denote whether a patient is due based on their recall schedule (set in Open Dental) or their Insurance Plan (based on plan information in open Dental). The goal of this section was to help our Open Dental users keep up with their standards of care, and of course not lose out on the missed production from exams and x-rays.\\
  
-{{:screenshots:samplereport:samplereport:huddleexamsxrays.png?600|}}\\+{{:screenshots:samplereport:samplereport:examsxrays.png?600|}}\\
 You can see this section of the report is divided into columns again, like the Huddle report on Page 1. The OP Time, name, and age columns are all pretty evident as to what they represent. The InsCo is the currently active Primary Insurance plan assigned to that patient (if they have one. Consequently, if a patient doesn't have insurance, they won't be present on this portion of the report).\\ You can see this section of the report is divided into columns again, like the Huddle report on Page 1. The OP Time, name, and age columns are all pretty evident as to what they represent. The InsCo is the currently active Primary Insurance plan assigned to that patient (if they have one. Consequently, if a patient doesn't have insurance, they won't be present on this portion of the report).\\
 The Next Three Columns identify if the patient is due for any exam, bitewing radiograph, or Panoramic or full mouth series of radiographs:\\ The Next Three Columns identify if the patient is due for any exam, bitewing radiograph, or Panoramic or full mouth series of radiographs:\\
   * **Exam:** there are several options here for a patient's recall exam. They could show as //ExamDUE//, which indicates this patient is OVERDUE for their recall exam, or// ExamINS//, indicating that this patient is due for their exam, according to the information you have listed in their insurance plan. //FirstExam// would indicate that this patient has not been yet billed for an exam, so you should consider doing an exam.   * **Exam:** there are several options here for a patient's recall exam. They could show as //ExamDUE//, which indicates this patient is OVERDUE for their recall exam, or// ExamINS//, indicating that this patient is due for their exam, according to the information you have listed in their insurance plan. //FirstExam// would indicate that this patient has not been yet billed for an exam, so you should consider doing an exam.
   * **BWX:** again, there are a few options here, and they are similar to the exam options:// BWXDue//, indicates that this patient is due for their set of bitewing x-rays, based on your recall schedule. //BWXINS//, again indicates that based on the insurance information you have in their plan, this patient would be due for a set of BWX according to insurance. //FirstBWX //would indicate that you do not yet  have a set of BWX on file, and you should consider taking their first one.   * **BWX:** again, there are a few options here, and they are similar to the exam options:// BWXDue//, indicates that this patient is due for their set of bitewing x-rays, based on your recall schedule. //BWXINS//, again indicates that based on the insurance information you have in their plan, this patient would be due for a set of BWX according to insurance. //FirstBWX //would indicate that you do not yet  have a set of BWX on file, and you should consider taking their first one.
-  * **PanFMX:**The same is true for the PanFMX options. // PanFMXDue//, indicates that this patient is due for their set of panoramic or full series of x-rays, based on your recall schedule. //PanFMXINS//, again indicates that based on the insurance information you have in their plan, this patient would be due for a full series or Pan image according to insurance. //FirstPanFMX //would indicate that you do not yet have a set on file, and you should consider taking their first one. +  * **PanFMX:**The same is true for the PanFMX options. // PanFMXDue//, indicates that this patient is due for their set of panoramic or full series of x-rays, based on your recall schedule. //PanFMXINS//, again indicates that based on the insurance information you have in their plan, this patient would be due for a full series or Pan image according to insurance. //FirstPanFMX //would indicate that you do not yet have a set on file, and you should consider taking their first one.\\ 
-----+
 {{ :logo:divergent_logo_rectangle.png?300 |}} {{ :logo:divergent_logo_rectangle.png?300 |}}
userguide/am_huddle.1697747537.txt.gz · Last modified: 15:32 Oct 19, 2023 by mattv

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki