User Tools
Below you will find links to samples for each of our report types. The Daily Dashboard give you an idea of the daily productivity of the practice. The Morning Huddle gives doctor and team the information they need about each appointment as well as a snapshot of the business of the day, week, and month. The Monthly KPI report gives the administrative team tools and opportunities to identify trends in your data. The Weekly Recall list gets the front office team working to fill the schedule. The Unscheduled Treatment report lets the office team know who still needs treatment appointments in doctor's chair. The Weekly Recap reports give the team a snapshot of the productivity for the week as well as reappointment rates and a comparison to the year prior. All of these reports will be detailed in their one entry within the User Guide.
Daily Reports:
Daily Dashboard
Morning Huddle
Weekly Reports:
Weekly Recap Report
Unscheduled Treatment
Monthly Reports:
Monthly KPI Report
Attrition List (an addendum to the Monthly KPI report)
Attrition List
