Revenue IQ provides focused and customized information to help your practice locate and monitor patients with unfinished treatments, those overdue or out of recall, and more. From these reports, tasks can be directly assigned to staff for contacting patients and scheduling treatments.

The Performance dashboard shows KPIs related to tasks assigned to staff from the generated reports in Revenue IQ. It helps track the effectiveness of follow-up actions.

This dashboard searches for patients with planned treatments who do not have an appointment scheduled within a selected time period. You can use pre-selected treatment code sets or customize the search with specific codes or combinations. Filters include patient age, insurance, specific insurance plans, and remaining benefit amounts.

[Learn how to get more treatments scheduled using filter options here.]

Find patients overdue for hygiene appointments using the Recall dashboard. [Get an in-depth simulation here.]

Generate reports on inactive patients with additional filters to specify which patients should be included in this report.

Access reports for patients who have cancelled or failed appointments within an assigned time period.

Use this section to see who has not scheduled future hygiene appointments or any other appointments.

Locate patients based on various criteria to ensure they receive timely treatments and appointments.

Customize your Revenue IQ settings to tailor reports and dashboards according to your practice's needs.

Create and manage follow-up campaigns to remind patients about their appointments or treatments.

Design custom campaigns for specific patient groups or treatment plans to improve engagement and scheduling.

Automate routine tasks and follow-ups to enhance efficiency and ensure no patient is missed.

When you first log in, the initial default display screen shows the revenue opportunities available in the practice for the next year. The list of patients in the revenue opportunities can be searched using the Revenue IQ searches (default one-year time period searches).

The Revenue IQ module gives you focused and customized information to help the office locate and monitor patients with unfinished treatment, patients overdue or out of recall, and more.

From these reports, tasks can directly be assigned for staff delegation in contacting the patients to schedule for the treatment.

Treatment: Search for patients that have had treatment planned and do not have an appointment scheduled within a selected time period. You can look with some pre-selected treatment code sets, or customize the search for any specific code or code combinations. The search can even be filtered by Patient Age, Insurance or specific Insurance Plan, and Benefit Amount Remaining.

This link will take you to an article that illustrates some scenarios of how to get more treatment scheduled utilizing selection of the Filter options.

Recall: This dashboard is for the purpose of finding what patients are overdue for hygiene appointments. Go to this link for a more in depth simulation.

Reactivation: This dashboard generates reports on Inactive Patients with additional filters on what patients you would like on this report.

Cancelled Appointments: Reports for the assigned time period of patients that have cancelled or failed appointments

Preappointments: Main function of this section is to utilize the macros to see who has not scheduled for future hygiene appointments or any appointment.

Performance is a dashboard with panels similar to the Practice IQ panels that show KPI's of the Tasks assigned to the staff from the generated reports in Revenue IQ.

The list of patients who are in the revenue opportunities can be searched for in the RevenueIQ searches (default one year time period searches).

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