Divergent Dental Knowledge Base

You will see this weekly recap each Monday morning in your email inbox. It includes two charts: case acceptance by patient and top producing procedures. These charts are a quick summary of the last weeks efficacy of scheduling appointments needed while also seeing which procedures brought in most of your production. Seeing the Top procedures each week helps you get a feel for why the week’s production might have been up or down.

The upper-left chart is case acceptance by patient, grouped by time frames. Case acceptance is defined as any patient who had an appointment, had at least one newly treatment planned-non-recall-procedure added to his or her chart, and whether or not that patient either completed or scheduled an appointment to complete that procedure. It also shows you how soon patients are scheduling their procedures in five different time frames: same day, within two weeks, within 30 days, scheduled any time after 30 days, or unscheduled.

For example, if patient John came into the office on Monday, had 4 crowns and 2 fillings treatment planned, but only scheduled one of the fillings for 3 week outs, he would only be counted in the within 30 days time frame. He would not be counted in the unscheduled category. This way of looking at case acceptance is helpful, as it lets you know how effective your practice and team is at getting necessary appointments scheduled. Use this as a learning tool to identify opportunities to better train the office team in their scheduling practices, or take a look at the communication between front desk and provider space, where sometimes appointments are lost in translation.

The lower table gives you the information on both your overall practice and insights into individual providers in your practice. There are several metrics that are broken down by providers. Only active providers who saw patients the previous week will be listed. These metrics include: net production, total income (payments), collection percentage, number of patients seen, net production per patient, hours worked, production per hour, and reappointment rate.

Let's define those metrics:

• Net Production - Net production is that production after all adjustments have been made.
• Total Income - All the payments made from all sources
• ColPct - Collection percentage is defined as the amount of production actually collected via payments (Total Income)
• PatsSeen - This is the actual number of patients that were seen that had appointment procedures completed and posted to their account ledger.
• ProdPerPat - This is the production per patient average for that day. Think of it as Net Production divided by PatsSeen.
• Hours - these hours are defined by your practice management schedule. If you don't select the hours or set the schedule in which you are open, this number will not give an accurate portrayal of this metric of the ProdPerHour metric.
• ProdPerHour - This is the production per hour from the previous week. Think of it as NetProd divided by Hours worked.
• ReAptRate - this is the ReAppointment rate for last week. Reappointment rate is also defined on the Morning Huddle Report.