Practice Analytics
Diagnosis and Acceptance
When viewing Practice Analytics there are two metrics that allow you to track the status of treatment planning and patient engagement. (This is available in Morning Huddle, Practice Performance, Hygiene Performance, Provider Performance, and Cases ...
Growth Report
The growth report allows you to track your patient loss or gain over time. Go to Practice Analytics > Reports > Growth. Choose the timeframe you would like to view in the top right. By tracking New patients, Recaptured patients, and Lost patients we ...
Bulk Quick Text
Bulk Quick Text requires Practice Analytics. If you wish to use this feature but your package does not include Practice Analytics, please contact our team to upgrade! Bulk Quick texts are a smooth and efficient way to send Review Requests, ...
Setting Up Practice Analytics Reports by Email - Daily, Weekly, Monthly
To update preferences to receive reports via email from Practice Analytics go to Settings > Notifications > Alerts. Scroll down to find Practice Analytics section. At the end of that section click on Add to include any users to receive email reports. ...
How to Create Patient Lists
Patient lists are a really helpful and versatile way to target specific patient groups in your book of business. Using our filters, there are endless possibilities for targeted email campaigns, patient communications, collections, insurance, ...
How A Patient's Recall Due Date is Calculated in Adit Using Tracker
Practices using Tracker as their EHR can manage their patient recalls by setting “Pending Appointments”. Pending appointments are appointments that need to be scheduled for a patient, and are set on a calendar to serve as reminders for the practice ...
Filtering Treatment Plan Types - Practice Analytics
To filter treatment plan types, open Practice Analytics Module. Navigate to the Preferences option in the top menu. (If you do not see the option available. Click the three dots to expand the menu.) Choose the option Set Goals. From this page ...
Managing Net/Gross Production in Practice Analytics
Practice analytics has two methods of showing you how to calculate production numbers: The first way is Gross Production, which is the sum of all the production revenue. The second way is Net Production, which is the sum of all the production revenue ...
How to Set Up Provider Dashboards
In this help article, we will show you how to set up your provider dashboards so that you can track each provider’s metrics such as: Production per hour, day, & visit Total production and production type breakdown Collections Hygiene Re-appointment ...
Automate Follow Up Tasks
You can customize and automate your Follow Up tasks to help ensure your team is focusing on the most important tasks and not duplicating work that is already done. You can automate the creation of Follow Up tasks based on appointments, such as: · A ...
Reassign a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the Assign to field. 4. Click the Save button.
Delete a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Click Delete Follow Up at the bottom of the form to delete the task.
Edit a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the fields as needed. 4. Click Save to save your changes or Cancel to discard your changes.
Attempt a Follow Up
We call every try to handle a Follow Up task an Attempt. Each Attempt is recorded with its result (successful or not) so that there is a clear record of your team’s efforts to complete a particular task, such as collecting a payment or scheduling an ...
Create a Follow Up Task
There are two places where you can easily create a Follow Up task: on the Follow Ups dashboard, or in a patient’s Patient Card. From the Follow Ups dashboard: 1. Navigate to the Practice Analytics module. 2. In the top navigation menu, select Follow ...
View a Follow Up Task
You can view all your location’s Follow Up tasks within the Practice Analytics module. 1. Navigate to the Practice Analytics module. 2. In the top navigation menu, select Follow Ups. If you don’t see this option in the menu, click the three dots to ...
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