If you want to meet your office goals, you should carefully monitor each day’s production, collections, case acceptance, new patients, and scheduling totals in the Daily Huddle report. You can use this report to review each day’s statistics, to see if you’re on track to meet your production and scheduling goals, and to track your monthly progress. The report’s Case Acceptance section displays the total amount of treatment that was diagnosed and accepted for the previous day and the month-to-date.
To learn how to view case acceptance totals in the Daily Huddle report, examine the following charts. (Note: There is no video for this lesson.)
| KPI Measurement | What the Numbers Mean |
| Amount of Treatment Diagnosed | Displays the dollar value of the treatment you diagnosed. The numbers come from the following procedures:
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| Amount of Treatment Accepted | Displays the dollar value of the treatment that was accepted. These statistics are the totals of the following procedures:
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Additional Tips
- Treatment-planned procedures are always counted in the Daily Huddle totals according to the procedure date and not the entry date.
- You can specify which providers are counted as dentists and which are counted as hygienists using the Assign Providers as Dentist/Hygienist option in Practice Advisor Setup.
- To email a copy of the report, you must have a MAPI-compliant email system, such as Microsoft Office, set up on your computer.
Check Your Knowledge
There is no “Check Your Knowledge” for this topic.