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Dental Intelligence Analytics measures Diagnostic %, Accepted and Accepted %. You can find these metrics in the Performance Board.
How does Dental Intelligence Determine These Metrics?
What is 'Diagnosed'?
When a patient comes into the office, they are "diagnosed" with the procedures that are then added to their treatment planner.
Diagnostic %
Diagnostic % is the percentage of unique patients seen in the practice, and on the day of their appointment, treatment was added to their treatment planner or treatment was not previously scheduled and was completed the same day.
What is 'Acceptance'?
A procedure is considered 'accepted' when a patient schedules procedure on an appointment or when is it completed that same day.
Accepted
When a patient accepts anything that was added to their treatment planner that day (diagnosed), that is considered as a patient acceptance. For example, if 5 procedures were added to their treatment planner and they scheduled 1 of those procedures that would be 100% patient acceptance.
If the patient rejects treatment, it will still show as unscheduled treatment in Analytics. You must completely remove the treatment from the treatment planner in Open Dental for it to not show.
Accepted %
When a patient accepts procedures that were added to their treatment planner that day (presented), the dollars accepted versus what was presented make up the treatment acceptance. For example, if 5 procedures were added to their treatment planner totaling $1000 and they scheduled 1 of those procedures for $200, that would be 10% treatment acceptance.