Below is a navigation map, with descriptions, of the Overview Dashboard.
- Filter by account menu: Select this drop-down menu to filter by “All Accounts” or single accounts associated with your Enterprise account.
- Total Billed Today: this card shows the total dollar amount that has been billed “Today” for all accounts. This data resets at 12am every day. So at the beginning of the day, a practice may see a “$0” value. But data will refresh throughout the day to show how much has been billed.
- Total Billing Scheduled: this card shows the total dollar amount that has been scheduled for all accounts. This looks in the future to determine the cost of each appointment and show the user how much billing they have scheduled.
- Average Production per Visit: this is an average of the dollar amount made from each visit for all accounts.
- Today’s Recare Rate: this shows the recare rate for the day for all accounts. The chart shows a history of recare rate increasing/decreasing over the span of the past 12 months. Users can click “View Report” and be directed to the Reports page, where they can see rates for all accounts individually.
- Total in Unscheduled Treatment: this shows the total dollar amount that’s sitting in treatment that hasn’t been scheduled by patients. The chart shows a history of the dollar amount over the span of the past 12 months. Users can click “View Report” and be directed to the Reports page, where they can see totals for all accounts individually.
- Overall Rating: this shows the current average overall social rating for Google and Facebook for all accounts. The chart shows how reviews have changed over the past 5 months. Users can click “View data” and be directed to the Patient Experience > Reviews page to read all of their reviews and see review-related data.
- Recent Reviews: this shows the two most recent social reviews for all accounts. Users can click “View all” and be directed to the Patient Experience > Reviews page to read all of their reviews.
- Net Promoter Score: this shows the current average NPS for all accounts. Users can click “View data” and be directed to the Patient Experience > NPS page to see more data on NPS and surveys.