Revenue IQ basics

Getting Started with Revenue IQ

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.

Summary

Performance

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.

Treatment

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.]

Recall

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

Reactivation

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

Cancelled Appointments

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

Preappointments

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

Patient Finder

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

Settings

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

Follow-up Campaigns

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

Custom Campaigns

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

Automatic Tasks

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).