Using the Dashboard Module-Results Tab

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Using the Dashboard Module-Results Tab Video


The Dashboard Module allows you to see your practice’s performance over time, in any date range you choose. It also allows you to determine your practice’s health in an easy-to-use format.

The Dashboard Module displays high-level KPIs for the date range selected. These performance indicators include:

  • Financial data such as production, adjustments, and collections 
  • Visit data including new patients and existing patients
  • Provider data including production, visits, and collection per provider


Dr. Smith wants to know how many procedures his full-time hygienist completed during the month of April. By changing the date range to include all of April, he can look at the Provider table. There he can identify how the hygienist is doing and how their production numbers are coming along.


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