Common Jarvis Solutions

Case acceptance measures the percentage of diagnosed treatment that patients schedule or complete, serving as a key indicator of patient trust and future production. This video explains how Jarvis Analytics calculates case acceptance using dollar-based values derived from diagnosed versus accepted treatment. Viewers gain foundational insight into interpreting this metric and preparing to review it within the Treatment Miner module for operational and provider-level decision-making.

In this training, clients will learn how to use case acceptance data to identify opportunities within treatment planning and patient follow-up efforts.
The session demonstrates how to interpret case acceptance insights in Jarvis to prioritize unscheduled treatment and improve patient communication strategies.
By the end, clients will understand how to apply this metric to drive more consistent scheduling, informed coaching, and sustainable practice growth.

Learn how to identify patients with unscheduled treatment using the Patient Portal and understand where follow-up is needed.
Also learn how to track and document follow-up efforts to ensure accountability and continuity of care. You will be equipped to use patient portal insights to prioritize outreach, improve treatment progression, and reduce missed opportunities.

Utilize the KPIs view within your Front Office module to track and analyze your Key Performance Indicators. Watch how your team’s scheduling efforts directly impact these metrics.

Utilize the KPIs module to track and analyze your Key Performance Indicators. Configure which metrics are viewable and create your own custom KPIs, unique to your practice. Then watch how your team’s scheduling efforts directly impact these metrics.

One of Jarvis’ greatest capabilities is helping you to spot inefficiencies and missed opportunities in your day to day. Your RCM module will help you pinpoint the inefficiencies slowing down your time to payment and the Morning Huddle is a great place to reflect on your collections from the day prior and capitalize on scheduling opportunities for the gaps in your schedule today and tomorrow.

Learn about the Snapshot, Dashboard>Goals modules and how revenue is tracked along with how you can measure department goals

Learn about how performance can be tracked in the Operations module to show actionable team tasks and reporting.

Learn how the Snapshot Module supports the key performance areas that drive practice growth such as Production, Collections, and Patient Flow. Identify the operational behaviors that influence these outcomes and gives visibility into where opportunities exist.

Top-line performance refers to revenue growth and the drivers that increase production and collections. These trends help practices understand where growth is coming from and where revenue is being left on the table. Today we will be looking at the Operations module and how Jarvis provides visibility into the driving factors that support the top line.

Making sure your hygiene patients are scheduling their future hygiene visits each time they visit your office will ensure healthy oral hygiene for your patients and a healthy hygiene department for your practice. Today in Jarvis We are going to take a look at how you can Monitor hygiene reappointment percentage and gaps in re-care

Opperations is a great place to monitor health. You are able to compare to last year in a lot of tabs. The scorecard also allows you to see month over month preformance.