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Mastering the Home Dashboard KPIs: Strategic Insights & Performance Guidance

Alyssa Elso avatar
Written by Alyssa Elso
Updated this week

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
Train on same-day scheduling
Address patient objections and missed follow-ups

Meets Goal / 50th–75th Percentile

Maintain performance
Document successful workflows
Train the team using real-case scenarios

Exceeds Goal / 75th–90th Percentile

Consider raising the goal (e.g., 95%)
Turn success into playbooks
Use for KPI coaching and onboarding

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
Audit scheduling workflows
Use hygiene appointment cards and digital booking links

Meets Goal / 50th–75th Percentile

Maintain processes
Identify and document what’s working
Assign KPIs in staff reviews

Exceeds Goal / 75th–90th Percentile

Increase internal goal to 95%
Ensure these pre-appts are kept (watch no-show rates)
Turn insights into team-wide training

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.

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