We've curated 21 unique Scorecards templates that capture common industry metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.
Click on the Scorecard Templates tile on your Scorecards dashboard to get started:
Next, click on a template to open it and view data for the pre-selected metrics.
You can also customize templates and save them to your Scorecards library, which can then be shared with other users or locations. Click on the blue Save Changes button, then choose Save as NEW Scorecard.
Update the template name (if you'd like). Once saved, click on the purple My Templates tile to view your customized template.
Scorecard Templates
Template Name | Type | Description |
AR Overview | Locations | Review net production, collections, and outstanding AR balances for the last 6 months by location |
Daily Flash Locations | Locations | Review production (scheduled and gross), collections, and adjustments, as well as case acceptance, hygiene re-appointment, and new patients for the last week by location |
Daily Flash Providers | Providers | Review production (scheduled, gross, and per hour), cases (seen, diagnosed, presented, accepted), fluoride percentage, and perio percentage for the last week by provider |
Dental Intelligence Engagement Performance | Locations | Review the following Engagement action-related metrics by location:
This data is available for Engagement and Analytics users only. |
Finance Review | Locations | Review production, adjustments, collections, and outstanding AR balances for the last 3 quarters by location |
High Producing Procedures | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code |
Hygiene and Perio | Procedure Codes | Review the number of completed procedures, gross production, cases presented, and cases accepted by hygiene and perio procedure code |
Insurance AR | Locations | Review outstanding AR related to insurance balances for the last 6 months by location |
Insurance Carrier Performance | Insurance Carriers | Review gross production, write-offs, production by procedure date, collections, new patients, active patients, and a variety of AR ranges |
Marketing Review | Locations | Review new/lost patients, net patient growth, re-appointment, case presentation/acceptance, and new patient missing referral source for the last 3 months by location |
Operations Performance | Locations | Review production (scheduled and gross), write-offs, collections, and adjustments, AR, as well as case acceptance, hygiene re-appointment, and new patients for the last 3 months by location |
Opportunities | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by procedure code |
Ortho | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by ortho procedure code |
Providers Performance | Providers | Review a variety of production metrics, net collections, case accepted and presented metrics, fluoride percentage, and perio percentage for the last 3 months by provider |
Referral Source Review | Referral Sources | Review patient lifetime value collections, new patients, new net patient production by procedure date, new patient collections, new patient cases presented and accepted (% and $), new patient hygiene re-appointed, net production by procedure date, collections, and case dollars presented and percentage accepted by patients by referral source |
Restorative | Procedure Codes | Review the number of completed procedures, gross production, cases presented and accepted, and case dollars presented and accepted by restorative procedure code |
Scheduling Review | Locations | Review a variety of metrics related to appointments (scheduled, completed, canceled, etc), as well as production (gross and scheduled) year over year for the last 3 years by location |
Team Tasks Back Office | Team Members (Beta) | Get a quick overview on how your team is utilizing Team Tasks in Engagement. How many patients did they contact? What was the conversion rate? How much has been collected on those accounts? |
Team Tasks Detailed | Team Members (Beta) | Focus on metrics related to task attempts, patients contacted, and tasks completed. Expand the data you want to include, then export the list and bring it to your next Morning Huddle to review with your team. |
Team Tasks Overview | Team Members (Beta) | Geared toward team members whose main duties are related to collecting overdue dollars and monitoring post-op contacts, focus on metrics related to past due account tasks, post-op tasks, and other (miscellaneous) tasks. |
Team Tasks Scheduling | Team Members (Beta) | Track metrics related to tasks involving confirming appointments, broken appointments, unscheduled treatment, and more. As a schedule coordinator or operations director, you'll have a birds-eye view on how your scheduling team is performing. |