Treatment Plan Acceptance refers to the percentage of the total dollar amount of treatment plans that have been accepted, either through scheduling or completion, compared to the total dollar amount of all treatment plans presented during a specific time period.
For example, in the screenshot provided:
Treatment Plan Acceptance: 46% of the total treatment amount presented, which is $81,712, has been accepted, equating to $37,590 in scheduled or completed treatments.
Patient Acceptance, on the other hand, measures the percentage of patients who have scheduled at least one service from their treatment plan, relative to the total number of patients who were presented with a treatment plan in the same date range.
In the screenshot:
Patient Acceptance: 66.7% of the patients presented with a treatment plan, which is 75 patients, accepted at least one item from their plan. This means that 50 patients scheduled a treatment out of the total 75 patients presented.
Key Points to Consider:
Difference in Calculation: Treatment Plan Acceptance focuses on the financial value of treatments accepted, while Patient Acceptance looks at the number of patients engaging with any part of their treatment plan.
Impact of Complex Treatment Plans: If a patient has a complex treatment plan involving multiple phases (e.g., implants), they might only schedule part of the plan initially. This can lower the Treatment Plan Acceptance rate even if the Patient Acceptance remains high.
Updating of KPIs: If additional appointments are scheduled in the future for treatments from a plan created earlier, the Treatment Plan Acceptance rate will update for the original time period the plan was created, not for the time the new appointment is made. The same applies to Patient Acceptance if no initial appointments were made.
Understanding these metrics helps provide a comprehensive view of practice performance, reflecting both the financial acceptance of treatment plans and the proportion of patients engaging with their recommended care. For more detailed insights, it's beneficial to explore these metrics regularly and consult with support if needed.
