[HIDDEN] Using the KPIs Huddle Dashboard

Description

KPIs or, Key Performance Indicators, are discrete data representations that offices can use for decision making and planning. KPIs are part of the Curve Playbook Huddle Dashboards.

Note - Only users logged in with the 'Reporting' role can view the KPI dashboard.

Steps

What is displayed in the KPI dashboard

Total AR over 90 days - This KPI shows accounts receivable amount owed to the practice from both patients and insurance that is past due over 90 days. Below the dollar value is the percentage of total practice AR that this portion represents. It is recommended that AR over 90 should not exceed 10% of the practice AR.

Report To Run: RP Aging with no filters.
How to Compare Numbers: Add the column 'Insurance Total Owing >90 Days' and 'Patient Total Owing >90 Days' to get the Dollar value for AR over 90 days. The percentage is a representation of how much that dollar value represents as the portion of your total AR that is over 90. This is calculated by dividing the total of 'Insurance Total Owing >90 Days' and 'Patient Total Owing >90 Days' and dividing by Total AR.

Collections this month - The percentage funds collected this month by the practice are shown in this KPI. Below the percentage the outstanding funds to be collected is shown as 'Over production'. If collections are greater than production, that amount will be shown. A well established target for collections is 98% or better.
- Report To Run: Period Summary. Filter the date range for Current Month.
- How to Compare Numbers: The percentage is found by taking the Production number on the Period Summary and Dividing the Collection number on the Period Summary. The Dollar amount is found by taking the Production number on the Period Summary minus the Collection number on the Period Summary.
New patients this month - This KPI shows number of new patients to the practice this month compared to last month.
- Report To Run: New Patient Report. This report will need to be filtered by First Appointment Date NOT PROFILE CREATED DATE. Filter for first appointment date.
- How to Compare Numbers:Run once filtered for First Appointment Date with dynamic date set to 'Last Month' to get a number of patients. Run the report again for the First Appointment Date with dynamic date set to 'This Month'. This is the number displayed on the KPI. Divide the number of patients this month by the number of patients last month to get the % change.
Production this month - Total production value for the practice this month so far is shown in this KPI compared to last month.Use this Production this month to compare where the practice stands compared to the month before.
- Report To Run: Period Summary or Production Summary. Use the date range filter using this month to get the production number for this month and then filter by last month to get the production number for last month.
- How to Compare: Production Number this month is the number displayed. To get the percent, take this months production number and divide by previous months production number to get the % of change to get calculation for this month. Subtract the number calculated by 1 to get the comparison to previous month.
Recare retention rate this month - This KPI shows ratio between the number of scheduled Recare appointments this month so far and total number of Recare appointments due this month. This value can help establish if Recare is being scheduled appropriately. A suitable target is 88%.
- Report To Run: Recare Due Date report. Filter by due date using dynamic date option with this month selected. The report should include recare status as a column. The report should then be grouped by Recare Status.
- How to Compare: When grouped by recare status, you will get the option showing schedueled and due recare. Divide the scheduled recare patients into the total number of patients to get the % for retention values.
Unscheduled treatment plans value - Each active patient may have more than one treatment plan in their file. These may be created as options for treatment, or as separate treatment plans.
- Until a specific treatment plan has been selected, estimating the value of these possibly used unscheduled treatment plans can be difficult. They exist in multiple possible forms, but it is unknown which form will be selected.
- This is why we provide a minimum total value and a maximum total value for unscheduled treatment plans.
- The maximum value will represent the total of the highest valued single treatment plan on each active patient, while the minimum value will represent the total of the lowest valued single treatment plan on each patient. So, of course, if a patient only has one unscheduled treatment plan available, this one value would contribute to both totals. If your practice tends to present many treatment plan options to patients, it is likely that the maximum value will be much higher than the minimum value in this view. The closer these two values are, the fewer treatment plan possibilities that are being considered.

Copyright © 2022 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice’s operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer (“Licensee”). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee’s established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.

Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.

P Please consider the environment before printing this quick guide.