The Dashboard Module

What is the Dashboard Module?

The Dashboard is the daily performance pulse on your business. It includes an aggregated total of your Production, Adjustments and Collections. It also provides great insights into the individual performance of payors, referrals and services in the metrics section.

You can review the Dashboard for any date range you choose by utilizing the Date Picker.

The Dashboard includes Red and Green Trend arrows that indicate Production, Collections and Adjustments as up or down compared to last year or to your Goals.

Example

Let’s say you would like to find out how many prophys your hygienist did last month!

1. Open up your dashboard module.
2. Click the metrics tab.
3. Select last month from the date picker.
4. Scroll to the bottom of the page until you see services.
5. In the services box type 1100.
6. This will show you all of the providers in your practice who have done a prophy this month, how many they have done, and the total revenue generated from those prophys!

There are a variety of other tasks you can do in the Dashboard module, look for the other tasks to learn more about this module.

Notes:

In order to get the best results when searching for a payor or comparing your payors on the metric tab you will want to make sure you map your payors. See CONFIGURATIONS for more information.