Team Insights - Dental KPIs for the Non-Clinical Team
Know when your Overdue Recall, Unscheduled Treatment, or broken appointment follow-up calls are turning into Scheduled Appointments.
See which of your Outstanding claim follow-ups are actually turning into PAID claims – so you can measure the ROI of your follow-up efforts by specific team members!
Problem
Besides Excel sheets, Post-It notes, or Open Dental’s block-outs – there’s no way to track and see quick stats on how many recall patients are followed up with on a daily basis… or weekly and monthly basis.
No way to see whether your Open Dental unscheduled treatment list is actually being worked on on a consistent basis..
No way to see whether patients missed appointments were actually followed up on to bring them back on the schedule!
No way to see which of your Outstanding claim follow-ups are actually turning into PAID claims
Solution
Know exactly how many follow-ups are being done on a daily, weekly, or monthly basis - whether it's for unscheduled treatment, recall or for broken appointments!
See WHO scheduled appointments from your follow-ups.
See the actual $ value attached to the Open Dental appointments, so you can measure your ROI on your team's follow-up efforts!
Get a quick glance onto your daily, weekly, and monthly Outstanding Claims & Patient Balance follow-ups to make sure your AR doesn't get out of control
For multiple team members, find out which team members are making the most calls and whose calls are converting into appointments!
Monitoring on a daily basis is important, but measuring team performance over time helps you provide better insights to your team
