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userguide:dailydb [15:09 Jan 11, 2024]
mattv 		userguide:dailydb [15:34 Jan 17, 2024] (current)
mattv
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 //Now let's break this report down a little further.// //Now let's break this report down a little further.//
 ===== Dashboard Dials ===== ===== Dashboard Dials =====
-{{:screenshots:samplereport:samplereport:goals.png?700|}}+{{:screenshots:samplereport:samplereport:goals.png?800|}}
  
 This upper section is a quick reference as to the health and growth of the practice for the current month. You get a graphical representation of your monthly production, income, and the number of new patients that had kept their appointments. These dials provide a quick visual snapshot of how the current month compares to your monthly performance goals. The benchmark or pace-indicator for hitting your goal is represented by the black dash on the dial. This indicator also illustrates how much time has passed for the current month, like a watch face. \\ This upper section is a quick reference as to the health and growth of the practice for the current month. You get a graphical representation of your monthly production, income, and the number of new patients that had kept their appointments. These dials provide a quick visual snapshot of how the current month compares to your monthly performance goals. The benchmark or pace-indicator for hitting your goal is represented by the black dash on the dial. This indicator also illustrates how much time has passed for the current month, like a watch face. \\
  
 **The default goal settings are 5% growth over your previous 12-month average**, but this number can be modified upon request. Goals are very nearly completely customizable should you so choose. If you wish to change goals, just get in touch with our support team and inform them of your changes. There are many customers that change goals every month. \\ **The default goal settings are 5% growth over your previous 12-month average**, but this number can be modified upon request. Goals are very nearly completely customizable should you so choose. If you wish to change goals, just get in touch with our support team and inform them of your changes. There are many customers that change goals every month. \\
 +
 +You can also note the text under your current metrics. The font is smaller, but these numbers are also color-coded to match your goal progress. It will also indicate how far ahead or behind your goal your current pace resides. \\
  
 //These metrics// (Production, Income, New Patients)// //have colors indicating whether or not you are on pace to reach your goals for the current month:// \\ //These metrics// (Production, Income, New Patients)// //have colors indicating whether or not you are on pace to reach your goals for the current month:// \\
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 ===== KPI Metrics ===== ===== KPI Metrics =====
-{{:userguide:keymetrics.png?700|}}+{{:userguide:keymetrics.png?800|}}
  
-Under the dials, you can see the numbers in detail. This middle grid is comprised of 7 Key Performance Indicator (KPI) Metrics based on four time frames: //Today//, //Tomorrow//, //This Week//, and //This Month//. You're also provided the numbers for last year, same month, so you have a benchmark to compare to. There is also a calculated average statistic in each column for the last 12 rolling months. It's a great way to see if you're hitting your goals for these important KPI's. You're also given the totals for the current year so far in the last row.\\+Under the dials, you can see the numbers in detail. This middle grid is comprised of 7 Key Performance Indicator (KPI) Metrics based on four time frames: //Today//, //Tomorrow//, //This Week//, and //This Month//. You're also provided the numbers for last year from the same month, so you have a benchmark to compare to. There is also a calculated 12-month average statistic in each column for the last 12 rolling months. It's a great way to see if you're hitting your goals for these important KPI's. You're also given the totals for the current year so far in the last row.\\
 \\ \\
 **Let's break down the grid a little more:**\\ **Let's break down the grid a little more:**\\
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 ====Scheduled==== ====Scheduled====
-This is the production still remaining for time frame after write-offs and adjustments that are yet to be completed. Could also be considered as future production, or production left on the schedule. If you complete appointments with some treatment not posted/completed, this is where you would see that production. For example, if you see a patient that has 5 restorations to do in their appointment, and for whatever reason, you only complete 3 of those restorations, the remaining two would show this production, if they are left in this appointment uncompleted.+This is the uncompleted production still remaining for time frame taken from the active treatment plan and the scheduled date that are yet to be completed. Could also be considered as future production, or production left on the schedule. If you complete appointments with some treatment not posted/completed, this is where you would see that production. For example, if you see a patient that has 5 restorations to do in their appointment, and for whatever reason, you only complete 3 of those restorations, the remaining two would show this production, if they are left in this appointment uncompleted.
  
 ====Total==== ====Total====
-Net Prod + Scheduled columns for the given time frame (week, month, etc). This is also a means to consider where the week or month or year would end up if nothing else were to change. You can use this to forecast weekly and monthly production before those time periods are over.+This is the total of your Net Prod + Scheduled production columns for the given time frame (week, month, etc). This is also a means to consider where the week or month or year would end up if nothing else were to change. You can use this to forecast weekly and monthly production before those time periods are over. Granted the schedule is always in a state of change, but as of the point in time in which the sync was captured, you have a means to forecast your current week and month's production metrics. 
  
 ====Income==== ====Income====
-All Payments received for the given time frame. Also considered as Collections.+All Payments received for the given time frame. Also considered as Collections. Bear in mind this metric has no relation to production, so we refer to it as Income, or the payments made and posted to ledgers for the practice.
  
 ====Col % ==== ====Col % ====
-Percentage of Net Production that was collected by any payments.+Percentage of Net Production that was collected by any payments. This is Income divided by Net Production - it's a representation of collecting the production that was marked as completed.
  
 ====FeesTP==== ====FeesTP====
-This is the total of newly planned treatment that was entered into your practice management software for the current day, week, month, etc. This is future production you intend to schedule. We also exclude any hygiene procedures (D1110, D4910, etc) with the exception of scaling/root-planing (D4341, D4342).+This is the total dollar amount of newly planned treatment that was entered into your practice management software for the current day, week, month, etc. This is future production you intend to schedule. We also exclude any hygiene procedures (D1110, D4910, etc) with the exception of scaling/root-planing (D4341, D4342). Divergent Dental's metrics do not include any Preventative or Diagnostic procedures as treatment, but more routine care.
  
 ====CaseFees==== ====CaseFees====
-This metric is the percentage of dollars of newly planned treatment that are actually scheduled. This is also the same as the CaseFees on the Morning Huddle Report [[userguide:am_huddle|Morning Huddle]] section.+This metric is the percentage of dollars of newly planned treatment that are actually scheduled. This is also the same as the CaseFees on the Morning Huddle Report [[userguide:am_huddle|Morning Huddle]] section. Consider this as the percentage of new treatment dollars put onto your schedule.
  
 ====CasePats==== ====CasePats====
-This metric is the number of patients that had new treatment presented that scheduled at least one of those newly presented treatment codes. It's the same as CasePats as described in the [[userguide:am_huddle|Morning Huddle]] section.+This metric is the number of patients that had new treatment presented that scheduled at least one of those newly presented treatment codes. It's the same as CasePats as described in the [[userguide:am_huddle|Morning Huddle]] section. This metric is also often referred to as Patient Acceptance. You can also consider this as the percentage of patients that schedule Newly Presented Treatment.
  
 ====ReAppt==== ====ReAppt====
-This is the number of patients that had an appointment for the day, week, month, etc. that are scheduled at some point in the future. The same as reappointment percentage as described in the [[userguide:am_huddle|Morning Huddle]] section.+This is the number of patients that had an appointment for the day, week, month, etc. that are scheduled at some point in the future. The same as reappointment percentage as described in the [[userguide:am_huddle|Morning Huddle]] section. The provider with which these future appointments are scheduled does not have any bearing on this metric. When evaluating the bigger picture, it's important to have those patients that were in your practice scheduled for a return visit.
  
 ====NP==== ====NP====
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 ===== Payment & Adjustment Summary ===== ===== Payment & Adjustment Summary =====
-{{:screenshots:samplereport:samplereport:paymentsadjustments.png?700|}}+{{:screenshots:samplereport:samplereport:payandadjust.png?700|}}
  
 ===This section lists the summary of all payments and adjustments posted for the most recent date. === ===This section lists the summary of all payments and adjustments posted for the most recent date. ===
 This can be used as an internal audit as well as a tool to reconcile any payments posted to your bank account. You can also use this to identify trends in how you schedule patients. For example, if you tend to schedule families that get a significant discount all in the same month, you could look to spread those families out over several months, to better weather those adjustments. This summary tool is an easy reference to take in all your adjustment amounts as well as types. Both of these items are also vital in recognizing and resolving any potential embezzlement issue before they get to be a $100,000 issue. This can be used as an internal audit as well as a tool to reconcile any payments posted to your bank account. You can also use this to identify trends in how you schedule patients. For example, if you tend to schedule families that get a significant discount all in the same month, you could look to spread those families out over several months, to better weather those adjustments. This summary tool is an easy reference to take in all your adjustment amounts as well as types. Both of these items are also vital in recognizing and resolving any potential embezzlement issue before they get to be a $100,000 issue.
 ===== Provider Summary ===== ===== Provider Summary =====
-{{:screenshots:samplereport:samplereport:provider_summary.png?700|}}\\+{{:screenshots:samplereport:samplereport:dshbdprovidersum.png?750|}}\\
 This section takes a look at the provider KPI metrics for the day. You can see they are broken down into 10 columns: This section takes a look at the provider KPI metrics for the day. You can see they are broken down into 10 columns:
  
userguide/dailydb.1705007374.txt.gz · Last modified: 15:09 Jan 11, 2024 by mattv

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