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How Production KPIs—Like Perio Patients %—Help You Track and Optimize Patient Care

Emily McClendon avatar
Written by Emily McClendon
Updated yesterday

Why Production KPIs Matter

Production KPIs in Practice by Numbers (PbN) provide critical insight into how well your practice is delivering care, diagnosing conditions, and following through on treatment. These metrics allow you to measure what matters—from provider efficiency to patient outcomes—and take action where it counts.

Tracking Production KPIs helps you:

  • Uncover missed treatment opportunities

  • Monitor the provider and hygiene team’s productivity

  • Improve patient care through better diagnosis and follow-up

  • Identify training or process gaps

One of the most powerful KPIs in this category is the Perio Patients %—a metric that not only affects clinical outcomes but also drives hygiene production and patient retention.


Spotlight KPI: Perio Patients %

What It Measures

The Perio Patients % KPI tells you what percentage of patients seen by a provider—usually a hygienist—received periodontal treatment such as scaling and root planing, periodontal maintenance, or other perio procedures.

Why It’s Valuable

Gum disease is one of the most common yet under-treated conditions in dental practices. This KPI helps you answer questions like:

  • Are we diagnosing periodontal disease effectively?

  • Are patients accepting treatment?

  • Are we providing comprehensive care?

Formula

(Number of patients with periodontal treatments / Total number of patients seen by the provider) x 100

Where to Find It

Go to Practice IQ > Hygienists Dashboard
From there, you can:

  • Filter by individual provider

  • Adjust time periods

  • Track trends and spot anomalies


How to Use Perio Patients % to Improve Practice Performance

1. Monitor the KPI Regularly

  • Track it weekly or monthly for each hygienist

  • Use the data in team meetings or huddles

  • Look for sudden dips that may indicate process or diagnostic gaps

2. Set Clear Targets

  • A healthy Perio Patients % is often between 30–50%, depending on your patient base

  • Work with your hygiene team to establish a realistic benchmark

  • Reinforce the importance of consistent perio charting and risk assessment

3. Use for Coaching and Accountability

  • Review KPIs with hygienists during performance check-ins

  • Encourage peer sharing among providers with strong perio rates

  • Tie KPI goals to bonuses or recognition programs if applicable


Using Revenue IQ to Take Action on Perio Patients %

The Perio Patients % KPI tells you how well your team is identifying and treating periodontal disease—but how do you actually improve it?

That’s where Revenue IQ comes in. This tool allows you to build targeted patient lists so you can close care gaps, re-engage patients, and increase perio production.

How to Identify Missed Opportunities

Follow these steps to build a powerful patient outreach list:

  1. Go to Revenue IQ > Patient Lists

  2. Create a new list and apply the following criteria:

    • Patients seen by a hygienist within the past 6–12 months

    • No periodontal procedures completed in that time frame

  3. Apply specific filters to refine results:

    • Services Not Scheduled: Use this filter to find patients who have not scheduled a follow-up perio maintenance appointment.

    • Last Visit Date: Optionally, add this filter to target patients whose last visit was within a specific timeframe—e.g., patients seen over 6 months ago but never returned for maintenance.

  4. Use additional filters as needed:

    • By provider or location

    • By insurance type

    • By age group (e.g., over 30)

Take Action

Once your list is built:

  • Assign outreach tasks to hygiene or re-care coordinators

  • Use the Campaigns module to send reminder texts or emails about periodontal follow-up care

  • Review progress in 30–60 days by checking changes in the Perio Patients % KPI

Example: If your KPI was 22% before the campaign and rises to 34% afterward, that’s measurable improvement tied to real patient engagement.


Benefits of Leveraging Production KPIs

Using KPIs like Perio Patients % and tools like Revenue IQ empowers practices to:

  • Enhance Treatment Tracking: Gain detailed insights into treatment utilization, especially for periodontal care.

  • Improve Patient Retention: Identify patients who may be overdue for follow-ups and bring them back into care.

  • Support Customized Reporting: Filter KPI data by provider or metric to create targeted, goal-driven reports.

By understanding and applying Production KPIs, practices can make data-driven decisions that boost both operational efficiency and patient health outcomes.


The Bigger Picture: Other Key Production KPIs

While Perio Patients % is crucial, it’s just one of many Production KPIs your team can use to drive growth and improve care delivery.

Other valuable KPIs include:

  • Restorative Treatment % – Measures follow-through on diagnosed restorative procedures

  • New Patient Production – Tracks how effectively your team converts new patients into completed treatment

  • Same-Day Treatment % – Reflects efficiency and treatment acceptance during initial visits

  • Recall Reappointment Rate – Evaluates your success in retaining hygiene patients

Together, these KPIs offer a comprehensive view of your practice’s strengths and opportunities for improvement.


By focusing on KPIs like Perio Patients %, your practice can take meaningful steps to improve clinical quality, increase production, and deliver better long-term outcomes for your patients.

If you have further questions or need assistance, refer to the Practice by Numbers Support Documentation or contact our Support Team—we're here to help.

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