Dental Intelligence offers two Patient Finder tools: one Patient Finder in the Engagement Module and another Patient Finder in the Analytics Module. The functionality between these tools is different.
This article explains the Analytics Patient Finder functionality and is part of the Analytics Module. The Analytics Patient Finder is only accessible from the Analytics-Only portal.
Viewing Annual Family Value will tell you the average, annual value of your patients by guarantor. This will provide clarity regarding how much treatment as a dollar value the family has completed and paid for.
How to View Annual Family Value
Important note: Annual family value only shows under the guarantor for the account.
Access Patient Finder from the left side menu of Analytics
Open or create the list of patients you would like to view
The far right column will show the Annual Family Value by guarantor
