Practice Insights: Management - Patients Dashboard

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A dashboard to provide practice managers and owners with management level information about their practice.

Information includes recall numbers booked, comparisons of sent recall versus recalls booked, new patients versus number of lapsed patients (not seem for 18mths), New Patients minus Lapsed Patients, gender ratio, referral types.

For data accuracy, ensure recall batches are created, recalls is selected in Appointment window when a recall appointment is being made, gender is selected for every patient, patient referrals are used.

For description of features found in all dashboards please read: Practice Insights: Summary of all Dashboards article

Six charts in this dashboard

  1. Recall Analysis

    1. The number of recall appointments booked
    2. For an appointment to be counted as a recall appointment, it needs to be linked to a recall set
    3. Recalls Sent – All the recalls sent within during the period / Recalls Booked – Of the patients that received a recall, the number of patients that booked a recall appointment within the same period
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  2. Recall Effectiveness

    1. The effectiveness of the recalls in the period
    2. Recalls Booked / Sum of Recalls Sent (%)
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  3. New and Lapsed Patients

    1. New Patient: The UNIQUE number of patients with an item number entered into Treatment for the first time versus Lapsed Patient: A lapsed patient is one whose 18th Month anniversary since their last visit was in the period specified and has no future appointments on the current date
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  4. Net Patient Gain

    1. New Patient: The UNIQUE number of patients with an item number entered into Treatment for the first time minus (-) Lapsed patients: A lapsed patient is one whose 18th Month anniversary since their last visit was in the period specified and has no future appointments on the current date = net patient gain
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  5. Patient Demographics

    1. Active Patients are broken down by age bracket and gender

    2. Active Patient: An active patient is any patient who has had treatment performed in the same Location in the last 18 months
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  6. New Patient Referral Analysis

    1. The number of patients by referral sources
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