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userguide:monthly_kpi
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userguide:monthly_kpi [16:35 Jan 17, 2024] mattv [Production & Income] |
userguide:monthly_kpi [16:56 Jan 17, 2024] (current) mattv [The Attrition List] |
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| ==== Page 2 ==== | ==== Page 2 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg2_sample.png?550|}} | + | {{:screenshots:samplereport:samplereport: |
| === Net Production per Hour === | === Net Production per Hour === | ||
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| ==== Page 3 ==== | ==== Page 3 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg3_sample.png? | + | {{:screenshots:samplereport:samplereport: |
| === Broken & Total Appointments === | === Broken & Total Appointments === | ||
| This graph shows the total number of scheduled appointments along with the number of those appointments that were broken for a given month. The Broken Appointment Percentage is calculated based on the number of total appointments scheduled for all providers vs any broken appointments. (See the Y-Axis on the Right side of the graph) The statistics for those appointments are below the month labels on the graphs. \\ | This graph shows the total number of scheduled appointments along with the number of those appointments that were broken for a given month. The Broken Appointment Percentage is calculated based on the number of total appointments scheduled for all providers vs any broken appointments. (See the Y-Axis on the Right side of the graph) The statistics for those appointments are below the month labels on the graphs. \\ | ||
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| - | {{:userguide:kpi:monthly_kpi_pg4_sample.png?550|}} \\ | + | {{:screenshots:samplereport:samplereport: |
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| ==== Page 5 ==== | ==== Page 5 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg5_sample.png? | + | {{:screenshots:samplereport:samplereport: |
| === Perio vs Prophy === | === Perio vs Prophy === | ||
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| ==== Page 6 ==== | ==== Page 6 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg6_sample.png? | + | {{:screenshots:samplereport:samplereport: |
| === Appointments by Provider === | === Appointments by Provider === | ||
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| ==== Page 7 ==== | ==== Page 7 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg7_sample.png? | + | {{:screenshots:samplereport:samplereport: |
| === Case Acceptance, Patients === | === Case Acceptance, Patients === | ||
| Case acceptance is illustrating how your office and team are doing at scheduling newly presented treatment. These metrics are derived from the same place that the CasePats from the Morning Huddle and the Daily Dashboard come from. For the month, of all those patients that had new treatment presented, how many scheduled at least one newly planned procedure code. You can see we provide the count of patients that had new treatment presented and the percentage of those patients that scheduled new treatment. The percentage is on the right Y-axis. | Case acceptance is illustrating how your office and team are doing at scheduling newly presented treatment. These metrics are derived from the same place that the CasePats from the Morning Huddle and the Daily Dashboard come from. For the month, of all those patients that had new treatment presented, how many scheduled at least one newly planned procedure code. You can see we provide the count of patients that had new treatment presented and the percentage of those patients that scheduled new treatment. The percentage is on the right Y-axis. | ||
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| ==== Page 8 ==== | ==== Page 8 ==== | ||
| - | {{:userguide:kpi:monthly_kpi_pg8_sample.png? | + | {{:screenshots:samplereport:samplereport: |
| === AR Patient & Insurance === | === AR Patient & Insurance === | ||
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| ==== Page 9 ==== | ==== Page 9 ==== | ||
| === Summary Statistics === | === Summary Statistics === | ||
| - | {{:userguide:kpi:monthly_kpi_pg9_sample.png?750|}}\\ | + | {{:screenshots:samplereport:samplereport: |
| The last page of the Monthly KPI report is a total summary of all the numerical figures important to the health of your practice as a business. Each month is broken down into 13 categories for analysis. | The last page of the Monthly KPI report is a total summary of all the numerical figures important to the health of your practice as a business. Each month is broken down into 13 categories for analysis. | ||
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| * **CasePats%** This metric is the case acceptance per patient by percentage for the past month. That is, those patients that had newly planned treatment procedures to their chart, and have scheduled at least one of those appointments with one of those newly planned codes. | * **CasePats%** This metric is the case acceptance per patient by percentage for the past month. That is, those patients that had newly planned treatment procedures to their chart, and have scheduled at least one of those appointments with one of those newly planned codes. | ||
| * **ReAppt%** As before, this is the percentage of patients that were seen that month that have another appointment in the future with at least one procedure code attached to it.\\ | * **ReAppt%** As before, this is the percentage of patients that were seen that month that have another appointment in the future with at least one procedure code attached to it.\\ | ||
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| + | ==== Page 10 ==== | ||
| + | === Summary Statistics === | ||
| + | {{: | ||
| ======The Attrition List ======= | ======The Attrition List ======= | ||
| + | {{: | ||
| The Attrition List Report is compiled once per month and is a separate attachment to the Monthly KPI Report. Recipients that receive the Monthly KPI will also receive the Attrition List. **We are not able to separate those who receive the Monthly KPI and the Attrition List at this time.** We consider any patient in attrition to be those patients where it has been 18 months since their last visit to your practice.\\ | The Attrition List Report is compiled once per month and is a separate attachment to the Monthly KPI Report. Recipients that receive the Monthly KPI will also receive the Attrition List. **We are not able to separate those who receive the Monthly KPI and the Attrition List at this time.** We consider any patient in attrition to be those patients where it has been 18 months since their last visit to your practice.\\ | ||
userguide/monthly_kpi.1705530956.txt.gz · Last modified: 16:35 Jan 17, 2024 by mattv
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