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Practice Monitors
The following are user-friendly Excel spreadsheets that will assist you in monitoring how your practice is doing on a daily, monthly, and yearly basis.
New Patient Adult Monitor
- Number of New patients
- Average Age
- Referral source tracking
- Amount diagnosed and accepted, along with the percentage
- Financial arrangements made
- Whether or not treatment is phased
- Place for Notes
- Tracks internal vs. external referral sources
- Graphs
New Patient Child Monitor
- Number of New patients
- Average Age
- Referral source tracking
- Amount diagnosed and accepted, along with the percentage
- Financial arrangements made
- Whether or not treatment is phased
- Place for Notes
- Tracks internal vs. external referral sources
- Graphs
- Set daily goal
- Each day, enter in the actual number of new patients, both adults and children
- Yearly comparison between last year and this year
- Set your daily goal for the doctor
- Set daily hygiene goal
- Each day enter in the amount produced by the doctor and hygiene departments
- Enter in any adjustments
- Chart will automatically update, telling you the number of days, hours, production per hour, percentage production above goal, etc
- Tracks year to date stats
- Tracks quarterly stats, which can aid in determining quarterly goals, bonuses, etc
- Set your daily goal for the doctor
- Set daily hygiene goal
- Each day enter in the amount produced by the doctor and hygiene departments
- Enter in any adjustments
- Chart will automatically update, telling you the number of days, hours, production per hour, percentage production above goal, etc
- Tracks year to date stats
- Tracks quarterly stats, which can aid in determining quarterly goals, bonuses, etc
- Tracks patients with cosmetic work diagnosed and whether or not they scheduled
- Tracks patients who come in and have new work diagnosed
- Whether or not they scheduled
- Why they may not have scheduled
- Tracks monthly percentage of diagnosed vs. accepted
- Yearly section tracks amount diagnosed vs. amount accepted as well as the percentage
- Tracks patients who came in and have old work diagnosed but not yet scheduled
- Original diagnosis date
- Enter in if the patient scheduled it this time and if they did not, why not
- Yearly section tracks amount diagnosed vs. amount accepted as well as the percentage
- Names
- Number of people leaving
- Reason for Leaving
- Yearly section tracks patients leaving month to month
- Linked to new patient goals to determine net new patients
- Tracks year to year patients leaving