Understanding Practice Dashboards

Preformance-

Lifetime Stats

Patient Retention

Breaking down your monthly Hygiene Preformance

Purple shows how many hygiene visits each month

Green is New Patients each month

Red is patients lost each month

Yellow shows 3 month rolling average

Understand Patient Movement

Get clarity on:

• Patient Loss: Check how many reactivation patients you need to contact (red)

• Patient Gains: See what’s working to attract new patients (green)

• Retention Rates: Check your previous 6 months, and the pre-appointment rate. This should be at 98% to have. continuous grouth. Make sure you have openings available in hygiene.

Below that is a historic broke down by year. This will allow you to compare all the important analytics of growth with respect to your history.

Financial Preformance

Lifetime-

Production-Purple

Collection-Green

Three month Average-Red

Production per Patient-Yellow

Scroll down again to get Historical perspective

Goals

Your Practice Performance Goals dashboard allows you to keep track of how your practice is performing month over month. It allows you to focus on important business metrics such as production, collection, hygiene visits and more.

This will default to a three month rolling average.

The three vertical dots at the end of each line will allow you to change the goal to anything you want.

Leaderboards

TeamCare’s Leaderboards are designed to promote accountability, transparency, and healthy competition across your team. They track real-time performance metrics by role, helping you identify top performers and support team members who need coaching.

What You’ll See: Each leaderboard is tailored to specific roles and updates daily with key performance metrics.

Demographics

Geography and Census

Within the Practice dashboards, you also have access to information about your practice regarding its patient demographics.

By navigating to your Home dashboard, then clicking Practice > Geography, you'll be taken to a Patient Geography dashboard that shows you how many active patients you have, how many share a zip code and other important information on their location.

Clicking into the Census tab provides additional charts and metrics on things like Population, Income and education of your patients. (These are averages per zipcode)