Hyg Pre-Appointed Any %
Description
The Hyg Pre-Appointed Any % KPI measures the percentage of patients who, after completing any hygiene procedure during a selected time range, scheduled any type of future appointment—not limited to hygiene. This includes follow-ups with doctors, treatments, or additional hygiene visits.
Why This KPI Matters
Patient Retention: Indicates the likelihood of patients returning for future care.
Revenue Predictability: Future bookings help forecast income.
Practice Efficiency: Helps prevent holes in the schedule.
Team Performance: Reflects staff’s ability to engage and book patients.
Calculation
Numerator: Number of patients who had a hygiene visit and scheduled any future appointment.
Denominator: Total patients seen for a hygiene procedure in that same period.
Formula: Hyg Pre-Apptd Any %=(Patients with any future appointmentTotal hygiene patients)×100\text{Hyg Pre-Apptd Any \%} = \left( \frac{\text{Patients with any future appointment}}{\text{Total hygiene patients}} \right) \times 100Hyg Pre-Apptd Any %=(Total hygiene patientsPatients with any future appointment)×100
Action Guidelines
Performance Tier | Suggested Actions |
Below Goal / <50th Percentile | Review hygiene/front desk booking workflows |
Meets Goal / 50th–75th Percentile | Maintain performance |
Exceeds Goal / 75th–90th Percentile | Consider raising the goal (e.g., 95%) |
Best Practices & Reminders
Date Range Tip: Use "Month-to-Date" (MTD) early in the month. “Current Month” only captures post-month-end bookings and can skew results.
Timing Window: Only appointments scheduled within 15 days of a hygiene visit are counted as “pre-appointed.”
Patient Communication: Identify top-performing scripts (verbal, card reminders, digital confirmations).
Training: Ensure staff know how this KPI works and why it matters.
Seasonality: Adjust expectations during holidays, back-to-school periods, etc.
Hyg Pre-Appointed Hyg %
Description
The Hyg Pre-Appointed Hyg % KPI measures the percentage of patients seen for hygiene services who also scheduled their next hygiene appointment during or shortly after their visit. This KPI zeroes in on hygiene-to-hygiene continuity.
Why This KPI Matters
Preventive Care Continuity: Keeps patients on routine care cycles.
Revenue Stability: Hygiene appointments form the backbone of production.
Patient Loyalty: Tracks success in nurturing long-term care relationships.
Scheduling Efficiency: Reduces future outbound workload for recare.
Calculation
Numerator: Patients who had a hygiene procedure and scheduled a future hygiene-specific appointment.
Denominator: All patients who had a hygiene procedure.
Formula: Hyg Pre-Apptd Hyg %=(Patients with next hygiene apptTotal hygiene patients)×100\text{Hyg Pre-Apptd Hyg \%} = \left( \frac{\text{Patients with next hygiene appt}}{\text{Total hygiene patients}} \right) \times 100Hyg Pre-Apptd Hyg %=(Total hygiene patientsPatients with next hygiene appt)×100
Action Guidelines
Performance Tier | Suggested Actions |
Below Goal / <50th Percentile | Train the team on scripting and objection handling |
Meets Goal / 50th–75th Percentile | Maintain processes |
Exceeds Goal / 75th–90th Percentile | Increase internal goal to 95% |
PMS-Specific Considerations
Dentrix:
If you use multi-codes, add them to PbN > Settings > Service Code Sets > Recall.
Eaglesoft:
After selecting appointment type, click “Add Services” and include D1110, D1120, or D4910.
Open Dental:
The future appointment must include a code listed in the Recall Service Code Set.
Best Practices & Reminders
Date Range Tip: Same as above—use Month-to-Date (MTD) early in the month for best accuracy.
Timing Constraint: Only appointments booked within 15 days post-visit are counted.
Hygiene Code Dependency: The future appointment must include recall/prophy/perio maintenance codes, or else it won’t qualify.
Standardization: Align teams on scheduling methods and ensure hygiene-specific codes are used correctly in PMS.
Final Thoughts on Hygiene KPIs
Both Hyg Pre-Appointed Any % and Hyg Pre-Appointed Hyg % are vital for understanding how well your practice is converting hygiene visits into future engagement. Together, they help measure the strength of your patient recall system, team performance, and the reliability of your future schedule.
Practices excelling in these KPIs typically:
Train front desk and hygienists together.
Run daily huddles with unscheduled patients lists.
Automate reminders for pre-scheduling.