[HIDDEN] Recare Overview Dashboard

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Description

This dashboard will aid you identify opportunities to fill in revenue and keep up with proper rescheduling of active patients.

How can I apply this information to my practice?

Most dental consultants suggest maintaining active patients is much less costly than recruiting and adding new patients. It is easier for practices to call up patients already in the system to schedule for recare than to bring them into the practice for a first (and often complementary) visit.

By creating recare and new appointments for existing patents, a practice does not have to rely on new patients as the main method of increasing production. The ‘Recare Overview’ dashboard can help you find these opportunities.


Note

The data displayed in this dashboard can be filtered by clinic. This filter provides the option to display the recare overview for the selected clinic(s). For more information about how to use filters in dashboards, refer to the quick guide, Using the Filter, Expand, and Zoom Features in Dashboards.

Steps

What are the different views and how are they calculated?

All scheduled & unscheduled recare appointments

This view shows percentage (as well as the count, when hovering) of all scheduled and unscheduled recare appointments for active patients. Unscheduled recare appointment counts include ‘Due’, ‘Overdue’ and ‘Unscheduled' recare statuses.

There is no filter for this view.

How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.

Patients by recare type

This view shows the number of patients by recare type. Each type further shows the recare status. There is no filter for this view.

How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.

Recare patients seen in last 6 months - No recare appointments scheduled

This view shows the number of patients that had appointments in the last six months but have not had a recare appointment scheduled.

There is filter for last appointment date in this view. The current month’s data represents from the first day of the month until the current day -1 (yesterday).

How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.

Patients with appointments in next 6 months - No recare appointments scheduled

This view shows the number of patients that have appointments in the next six months without recare scheduled. With this data identified, your practice has a clear course of action to increase recare bookings.

There is filter for next appointment date in this view. The current month’s data represents from the current day to the last day of the current month.

How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.

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