overview
Accurate, straightforward reporting that everyone at your practice can use
You need a simple and transparent way to view metrics so you and your team can be more proactive and effectively plan your workdays.
You want your team to be more data-informed, so you also have a better grasp of your practice performance and can help address it if outcomes aren’t being met.
You need to have visibility into each location’s practice outcomes so you can motivate practices to stay accountable, ensure processes are being followed, and be able to confidently report on your goals to your executive team.
You juggle a lot, and you don’t have time to think about how you can influence these metrics. We do the strategizing for you. Each report comes with tips you can implement at your practice. These are proven tactics that work in dental.
Data is accurate from the time you start using Insights to ensure you can effectively budget, plan, and prioritize tasks based on what you see.
Insights live within the Marketing Platform. With everything in one place, you can make it a habit to check them out each day. It’s a less disruptive and more organized way of viewing data.
Directly from Insights, you can call or text patients who require follow up and continual care based on each outcome. It’s less clicking around, switching between your PMS and RevenueWell system, and creating patient lists, saving you valuable time.
With Insights, you can directly impact important metrics like production goals, case acceptance, no-shows, reappointments, and more to help drive profitability.
Knowing what each metric means and how it’s calculated is the first step in becoming data informed and building confidence in how to respond to data. You’ll see an info bubble that shows the definition of the metric, how it’s calculated, and tips on how to impact it.
Whether you’re new to analyzing metrics, want to get more comfortable with it, or you love digging into numbers, Insights can work for you and your team. Insights show you:
Features
See your no-show and confirmation rates so you can ensure these patients get back on your schedule
See your case acceptance rates so you know which patients may require additional attention and care
Ensure patients are receiving the right communication through the right channels. This report shows hygiene visits and reappointments.
See how many new patients you've acquired, reactivated, and lost using this report
Each practice outcome includes a relevant patient list of people you need to contact. You can call or text the patients from here.
See what your subscriptions do for you and how to use them more effectively