The Daily Metrics section of the Front Office Dashboard displays the totals by Production Types scheduled for the selected day (with the specified provider/location combination), along with the dollar amount of the production totals.
Watch this video for a step-by-step explanation.
Here is a walkthrough of each section under Daily Metrics.
Production for Location
- Goal: Represents the total of the provider goals set for the selected day at the chosen location.
- Scheduled: Shows the total estimate (Gross Production) of appointments scheduled for that date.
- Actual: Represents the total dollar value from completed procedures. Think of this as your daily running total of completed items. This will go up as more codes are completed throughout the day.
| Note: This section also generates data specific to all Hygienists and Dentists for that location on the selected day. |
Prod. Summary by Provider: Provides the list of goals specific to each provider at the given location, covering real-time stats of how much of those goals are actually produced in addition to stats on goals already scheduled and confirmed.
Patient Collection for Location
- Collected: Payments collected from patients who had appointments for the day.
- Expected Co-Pay: Payments that are expected from patients who have completed procedures for the day.
- Patient Past Due: Pending balances due from patients scheduled for an appointment for the day.
- Unapplied Credits: Total unapplied credits for patients who have an appointment during the day.
Completed Visits for Location
- New Patients: Total of new patients who had their treatments or appointments completed for the day.
- Existing Patients: Total of existing patients who had their treatments or appointments completed for the day.
- Needs Reappointment: Total of new and existing patients who had their treatments completed for the day and require reappointments/recalls for the future.
- Schedule Utilisation: Real-time percentage of the total working hours (calculated from the production calendar setup) at practice that has been scheduled.
| Tip: You can hide the Daily Metrics section to get a wider view of the Appointments section in the Dashboard. |
Practices can use this simple guide to gain insights into the information displayed on the Daily Metrics section in the Front Office Dashboard.