May 19, 2024 Appointment Capacity
Purpose
The Appointment Capacity Report is a new tool designed to make scheduling appointments easier for dental practices. It helps improve how efficiently appointments are set. This report gives a clear view of important metrics across different locations, like the number of scheduled appointments, provider counts, booked hours, and lead times for different types of appointments. By quickly checking performance, practices can find areas to improve, balance workloads, and make patients happier.
Use Cases & Benefits
Practices can use this report to improve their scheduling by looking at times when appointment volumes are high or low. This helps spread out patient appointments more evenly throughout the day or week, reducing busy times and making better use of provider availability. By looking at booked hours and provider counts, managers can better assign staff, ensuring each location has enough coverage without overstaffing, which is important for practices with multiple providers or locations.
The report also helps manage how far in advance appointments are booked. By knowing the lead times for different types of appointments, practices can offer quicker services for urgent care while managing regular check-ups efficiently. Also, using the low wait times shown in the Appointment Capacity Report can help with targeted marketing efforts, bringing more patients to less busy locations and using resources better across the practice.
Module
- Enterprise Subscription – Calendar Module
PMS Compatibility
- Cloud 9, Endo Vision, Perio Vision, OMS Vision,Denticon, Dentrix (Canada), Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Focus Ortho, Open Dental (Canada), Open Dental, Open Dental Clinics, PBS Endo Enterprise, Tracker (Canada)
Definitions and Calculations
| Metric | Definition | Calculation |
| Scheduled Appointments | The count of all scheduled appointments within a given time frame, regardless of type or duration. | Simply a count of all appointments. Each appointment is counted once, irrespective of its duration. |
| # of Providers | The unique count of providers had at least 1 patient visit for the selected date range. | Count of all unique providers listed in the appointment schedule. |
| Booked Hours | The total number of hours that have been scheduled for appointments within a certain time frame. | Sum of the duration of all individual appointments within the specified time frame. |
| Average Appointment Lead Time (All Appointments) | This is the average time between when an appointment is scheduled and when it occurs, for all types of appointments. | Sum of the lead times of all appointments divided by the total number of appointments. Lead Time = # of days between the created date of the appointment and when the appointment is scheduled. |
| Average Appointment Lead Time (New Patient Appointments) | This is the average time between when an appointment is scheduled and when it occurs, for new patient appointments. | Sum of the lead times of all new patient appointments divided by the number of new patient appointments. Lead Time = # of days between the created date of the appointment and when the appointment is scheduled. New Patient = Custom per Customer Definition |
| Average Appointment Lead Time (Emergency Appointments) | This is the average time between when an appointment is scheduled and when it occurs, for emergency appointments. | Sum of the lead times of all emergency appointments divided by the number of emergency appointments. Lead Time = # of days between the created date of the appointment and when the appointment is scheduled. Emergency Appointment = Any appointment with a D0140 |