The Home Dashboard in Practice IQ is a mission-critical tool used by practices daily to monitor real-time performance across production, patient engagement, collections, and operational efficiency. This dashboard provides instant visibility into your most important KPIs and helps guide decisions at both the clinical and administrative levels.
Top Summary Tiles
Located at the top of the dashboard, these tiles provide a snapshot of the current day's performance metrics:
On Schedule
Definition: The total dollar value of appointments currently scheduled for today.
Calculation: Sum of the values of all scheduled appointments during the given time range.
Appointments Added
Definition: Number of newly scheduled appointments today (not rescheduled).
Calculation: Count of new appointments with today’s entry date.
Appointments Dollars Added
Definition: Total value of the procedures tied to newly added appointments.
Note: Can differ from "On Schedule" if appointments are added for future dates.
New Patients Added
Definition: Unique patients added with a first-ever appointment today.
Sync Rule: PbN identifies new patients based on historical appointment and creation dates in the PMS.
💡 Best Practice Tip: Monitor these tiles first thing each morning and again before closing. Low “Appointments Added” may indicate low inbound traffic or gaps in scheduling follow-up workflows.
Production
KPIs & Formulas
Gross Production = Total monetary value of all dental services provided within a specified time period.
Adjusted Production = Total adjusted (net) production for the time range being viewed. Gross – Adjustments (e.g., discounts, write-offs).
Collections = Payments posted (from patients and insurance).
Projection = Expected production based on future scheduled appointments.
$ per Appointment = Average production generated per appointment. Gross Production ÷ Number of appointments.
By Provider Breakdown
A table that categorizes production by Hygienist vs Doctor.
Useful to assess hygiene-to-doctor production balance.
PMS Mapping
Open Dental: Procedurelog and Payments table.
Dentrix: Ledger and Procedure History.
Eaglesoft: Transaction Archive and Procedure Detail tables.
🔍 Suggestion: If your “$ per Appointment” is below $250, audit if you’re under-scheduling high-value procedures or over-relying on exams and prophys. Track provider-level trends to optimize performance.
Patient Retention
KPIs & Formulas
NP Seen: New patients with completed appointments.
Active Patient: Measures the number of unique patients who have visited the dental office within the last 18 months.
NP Pre-appt % = Percentage of new patients who have scheduled another visit within a specific time range. (New patients with future appointments ÷ Total new patients seen) × 100
Retention % = Percentage of patients who were active 12 months ago and are still active. (Active patients with a future appointment ÷ Total active patients) × 100
Going Inactive % = Patients that are in month 17 since their last completed visit. Once it reaches month 18 for a patient, they'll come off the going inactive list and will be considered inactive.
Active Scheduled % = Percentage of currently active patients with an upcoming appointment.
Reactivated: Patients with no appointment for 18+ months who now have one.
Net Growth = measures the increase or decrease in the number of patients visiting the dental office over a specific period. (Number of Patients at End of Period - Number of Patients at Start of Period) ÷ Number of Patients at Start of Period × 100
PMS Mapping
OD: Appointment and patient logs.
Dentrix/Eaglesoft: Continuing care records, ledger history.
📌 Practice Strategy: Retention below 60% may suggest your hygiene or front desk team is not proactively pre-appointing. Schedule regular reactivation campaigns every quarter and leverage automation to prompt inactive patients.
Treatment Acceptance
KPIs & Formulas
Tx Acceptance % = Percentage of the Total Treatment Plan Accepted by All Patients (Provider). (Total $ Accepted ÷ Total $ Presented) × 100
PT Accept % = Percentage of patients for whom at least one plan item was accepted (completed or scheduled) out of all patients presented a treatment plan. (# of Patients who accepted some treatment ÷ Patients Presented) × 100
Patients Seen = Each unique patient that the dental office has seen during the selected time range. Each patient is counted only once, regardless of the number of visits they make.
Diagnosed % = The percentage of all patients receiving an exam who received a treatment plan. (Number of Patients with Treatment Plans ÷ Total Number of Patients Receiving Exams) × 100
Tx Presented = Total value of all treatment plans presented per provider.
Tx Accepted = Total Treatment Plan Value Accepted in Dollars.
Pts Presented = Number of Patients that were Presented Treatment for All Exam Types
Pts Accepted =Number of patients where at least one plan item was accepted (completed or scheduled).
Same Day Treatment = Procedures accepted and completed on the same day they were presented.
PMS Mapping:
OD: “Treatment Plan” module, case status.
Dentrix: Case Status in “Treatment Planner.”
Eaglesoft: Treatment Plans marked “Accepted.”
💡 Insight: Practices with <60% Tx Acceptance often need support on scripting, visual aids, or financing. Try using same-day discounts or payment plan visibility to improve patient buy-in.
Hygiene Retention
KPIs & Formulas
Recall Current % = Percentage of active patients in the dental office who are up-to-date with their recall appointments. (Hygiene patients with upcoming hygiene appt ÷ Total hygiene patients due) × 100
Hyg Pre-appoint % = Percentage of patients who, after having any hygiene procedure done within a specified time range, scheduled another appointment. This subsequent appointment can be for either a doctor or another hygiene procedure. (Hygiene appts scheduled at time of last visit ÷ Total hygiene visits) × 100
Hyg Pts Seen = Number of unique patients who have undergone any hygiene procedure within a given time frame.
Hyg Pts Re-appointed = Number of patients who, after being seen for any hygiene procedure during the selected time range, have scheduled another appointment.
Recall Overdue % = Percentage of active patients who are overdue for their recall appointments. (Number of Overdue Recall Patients ÷ Total Number of Active Recall Patients) × 100
Not on Recall % = Hygiene patients overdue without a future appointment. (Number of Patients Not on Recall Program ÷ Total Number of Patients) × 100
PMS Mapping
Open Dental: Recall table and appointment logs.
Dentrix: Continuing Care.
Eaglesoft: Recall system and appointment scheduler.
🔍 Suggestion: If pre-appoint % is under 85%, consider incentivizing front desk team. Add a hygiene reappointment checklist in the EOD wrap-up protocol.
Accounts Receivable (AR)
KPIs & Formulas
AR Days = (Total AR ÷ Average Daily Collections)
AR Ratio = (AR ÷ Monthly Production)
Aging Buckets: 0–30, 30–60, 60–90, 90+ days
Insurance AR vs Patient AR
Patient Credits: Overpayments or unapplied credits.
PMS Mapping
Dentrix: Aging reports and Payment tables.
Open Dental: Receivables aging reports.
Eaglesoft: Financial AR reporting.
📌 Practice Strategy: High AR Days (>35) or large 90+ totals indicate aging debt. Set recurring tasks for collections follow-up, and use auto-email/text reminders for balances under $250.
Revenue Lost
KPIs & Formulas
Failed or Cancelled $$ = Value of lost production from cancellations and no-shows. (Sum of Cancelled Appointment Values) + (Sum of Failed Appointment Values)
Recovered $$: Amount recaptured through rescheduling or other recovery actions.
Lost Appointments: Count of failed/cancelled appointments not rescheduled. (Number of Failed Appointments ÷ Total Scheduled Appointments) × 100
PMS Mapping
Based on appointment status (Cancelled, Failed, No Show).
Recovery is tracked when a new appointment is added within X days of cancellation.
💡 Tip: Configure automated confirmation and reminder settings. Segment no-show patients and initiate call campaigns or same-day filler lists to boost recovery.
Action-Oriented KPI Guidance
If You See... | Suggested Action |
Low NP Re-appt (<70%) | Launch a post-visit follow-up campaign for new patients |
Tx Acceptance <50% | Enhance treatment presentation training and use visual tools |
Recall Current <70% | Use automated recare campaigns and call overdue patients |
High 90+ AR (>20%) | Task AR follow-up weekly, offer auto-pay or e-statements |
Net Growth Decline | Combine reactivation with referral campaigns |
Low Appointments Added | Revisit confirmation strategy and improve call handling training |
Final Notes
The Home Dashboard in Practice IQ empowers every team member—from front desk to providers—to make data-driven decisions. Review this dashboard daily to detect issues early and take proactive steps to improve patient care, production, and financial outcomes.
👉 Use the “Compare To” toggle to benchmark current performance against past months or years and spot seasonal trends.
