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Analytics: Proven Methods to Keep Your Schedule Full

Emily Allred avatar
Written by Emily Allred
Updated over a month ago

How Can Analytics Optimize Your Schedule, Minimize No Shows, and Reduce Cancellations?

By analyzing data and patterns, you can accurately forecast demand, allocate resources efficiently, and make real-time adjustments. Understanding cancellation patterns allows for effective game planning. With data-driven decisions, you'll optimize schedules, enhance patient satisfaction, and maximize resource utilization.

Taking a Deep Dive into Patient Appointment Data

Gain valuable insights by analyzing patient appointment data. Uncover trends, optimize scheduling, and enhance patient experiences.

Activate Your Hygiene Safety Net Using Follow-ups

Turning on Hygiene Recare Auto Follow Ups will automatically notify you of patients who are almost due for their hygiene appointment, this will lessen your work-load by identifying the patients for you!

Turn on Hygiene Recare Auto Follow Ups and set the criteria to find patients 1 day before their hygiene due date. From there, assign follow ups to team member(s) who will be responsible for reaching out to a patient if they didn’t schedule via the Engagement automated outreach.

Click here to learn how to enable Hygiene Recare Auto Follow Ups.

Complete Assigned Hygiene Recare Follow Ups Daily in Analytics

Now that follow ups are being created and assigned, they must be attempted and completed! Access the list of assigned follow ups and take the typical steps you would to reach out and schedule a patient, then mark the attempts on the follow up in Analytics. This allows you to have a complete understanding of when you last contacted the patient and what you discussed. Team member(s) who have follow ups assigned to them should make time to reach out to patients and attempt the follow ups that were generated.

Click here to learn how to attempt follow ups.


Optimize Your Daily Schedule with Dashboard Tools

Review Yesterday in the Morning Huddle to See Hygiene Reappointment Data

Catching unscheduled hygiene patients sooner rather than later increases your chances of getting them scheduled for a future appointment.

The Analytics Morning Huddle will provide you with a list of patients that did not get scheduled for their appointment. In the Morning Huddle, you can view the number of patients who were not rescheduled for a future hygiene appointment yesterday.

To stay on track, set your providers' Hygiene Reappointment % goal to 90% & review daily. View this article to learn how to set this goal.

Review Today’s Patients Scheduling Needs in the Morning Huddle

Analytics' Morning Huddle Today schedule view will tell you exactly which patients are unscheduled for their Hygiene appointment. This saves you from having to search in each patient's chart, by showing you all in one place.

Click here to learn more about the Morning Huddle - Today view.

Look in the New Patient Metric

One effective strategy to boost your hygiene schedule is to leverage the New Patient Metric in the Performance Board. By examining the records of lost patients who haven't visited your practice in 18 months or more, you have an opportunity to reconnect with them and fill openings in your hygiene schedule. Proactively reaching out to these patients can potentially bring them back into your practice, ensuring a fuller schedule and stronger patient relationships.

Learn about the New Patient Metric here.

Track Pre-Appointment and Hygiene Reappointment

It is important to be proactive about pre-appointment and hygiene reappointment. This means ensuring that every patient leaves your office with a future appointment scheduled.

By doing so, you can avoid gaps in your schedule and ensure that your hygiene department stays busy.

Learn about the Hygiene Re-Appointment metric here.

By using Dental Intelligence Analytics, you can identify patients who are due for hygiene services, reach out to them efficiently, and create follow-ups as needed. With these tools at your disposal, you can keep your hygiene schedule full and ensure the long-term success of your practice.

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