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userguide:sample_reports [16:37 Aug 20, 2019]
mattv |
userguide:sample_reports [13:47 Jan 11, 2024] (current)
mattv |
| 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 opportunities to identify trends in the 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 appointments in doctor's chair. The **Weekly Recap** report gives 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 [[userguide:guide_home|User Guide]]. | 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 [[userguide:guide_home|User Guide]]. |
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| {{ :screenshots:samplereport:dashboard.pdf |[[Daily Dashboard]]}} | **Daily Reports:**\\ |
| | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/dashboard.pdf |Daily Dashboard}}\\ |
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| {{ :screenshots:samplereport:morninghuddle.pdf |[[Morning Huddle]]}} | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/morninghuddle.pdf |Morning Huddle}}\\ |
| | \\ |
| | **Weekly Reports:**\\ |
| | {{http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/weeklyrecap.pdf|Weekly Recap Report}}\\ |
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| {{ :screenshots:samplereport:monthlykpi.pdf |[[Monthly KPI]]}} | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/recall.pdf| |Weekly Recall}}\\ |
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| {{ :screenshots:samplereport:recall.pdf | |[[Weekly Recall]]}} | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/unscheduledtreatment.pdf|Unscheduled Treatment}}\\ |
| | \\ |
| | **Monthly Reports:**\\ |
| | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/monthlykpi.pdf|Monthly KPI Report}}\\ |
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| {{ :screenshots:samplereport:unscheduledtreatment.pdf |[[Unsched Tx|Unscheduled Treatment]]}} | **Attrition List** (an addendum to the Monthly KPI report)\\ |
| | {{ http://kb.divergentdental.com/_media/screenshots/samplereport/screenshots/samplereport/attritionlist.pdf |Attrition List }}\\ |
| {{ :screenshots:samplereport:weeklyrecap.pdf |[[Weekly Recap]]}} | ---- |
| | {{ :logo:divergent_logo_rectangle.png?300 |}} |
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