When reviewing KPIs in Practice by Numbers, you may notice differences in totals or patient lists between the Home Dashboard and other dashboards (such as the Doctor Dashboard), even when using the same date range and selecting all available providers.
This is expected and is based on how each dashboard applies data filtering.
How the Dashboards Differ
Home Dashboard (Practice-Wide View)
The Home Dashboard is designed to provide a complete view of your entire practice.
Displays all data within the selected timeframe
Does not apply provider-level filtering to KPIs or drilldowns
Includes:
All providers (including inactive or unmapped providers)
Historical data based on when activity occurred
đ This means the Home Dashboard always reflects everything happening across the practice, regardless of current provider setup
Provider-Filtered Dashboards (e.g., Doctor Dashboard)
Provider-filtered dashboards are designed for focused, provider-level analysis.
Include a provider filter in the header
Pass selected provider(s) into the data, which filters results
Only include data tied to those providers
Even when selecting âAll Providersâ:
The data is still limited to providers available in that filter
This list typically includes only active or mapped providers
đ This results in a more refined dataset aligned to current provider structure
Visual Example
In the example below:
The Home Dashboard (top) shows practice-wide data with no provider filtering
The Doctor Dashboard (bottom) includes a provider filter in the header and displays filtered results
Whatâs Different in This Example
Production Values Differ
Home Dashboard shows $23,237 in Production
Doctor Dashboard shows $19,615 in Production
The Doctor Dashboard only includes production tied to selected providers, while Home includes all production across the practice
Patient Counts Differ
Home Dashboard shows 45 patients
Doctor Dashboard shows 38 patients
Patients tied to providers outside the selected or available filter are excluded on provider-filtered dashboards
Treatment Acceptance Differs Slightly
Home Dashboard: 38.2% Tx Acceptance
Doctor Dashboard: 38% Tx Acceptance
The KPI is calculated using different patient groups due to provider filtering
Provider Filter Behavior
Doctor Dashboard includes a provider filter in the header that directly impacts results
Home Dashboard does not apply provider filtering, even if a provider appears in the URL
This happens because:
The Home Dashboard always returns all treatment plans (provider = All)
The Doctor Dashboard always sends selected provider IDs, which filters the data
Why You May See Differences
Even when using the same:
KPI
Date range
Provider
You may still see differences because:
The Home Dashboard always returns all data across the practice
Provider-filtered dashboards apply provider-level filtering based on selected providers
Some data (such as activity tied to inactive or unmapped providers) may:
Appear in the Home Dashboard
Be excluded from provider-filtered dashboards
Important Note About Provider Selection
On provider-specific dashboards:
Selecting âAll Providersâ does not mean all data in the practice
It means all active providers in that dashboardâs filter
This can exclude certain records that are still included in the Home Dashboard.
What This Means for You
Both dashboards are accurate, but they answer different questions
Differences in patient lists or counts are expected behavior
The Home Dashboard provides a complete view, while provider dashboards provide a filtered view
Best Practices
Use the Home Dashboard when:
Reviewing total practice performance
Looking for a complete dataset
Analyzing overall trends
Use Provider Dashboards when:
Evaluating individual provider performance
Reviewing provider-specific KPIs
Managing accountability