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userguide:dailydb
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userguide:dailydb [16:14 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 ===== | ||
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| 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. \\ | ||
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| ===== KPI Metrics ===== | ===== KPI Metrics ===== | ||
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| 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//, // | 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//, // | ||
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| 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 ===== | ||
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| 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.1705011293.txt.gz · Last modified: 16:14 Jan 11, 2024 by mattv
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