A Look Back and Ahead, Part 2
Posted December 26, 2017 by Jennifer G
In the first part of this blog, we discussed how XLDent helps Administrative staff gather year-end totals, review practice metrics, and maintain the patient database. These areas can demonstrate trends, and inspire new ideas for increasing loyalty from your patient base, and further engaging your office team in the everyday goals you lay out.
For the Clinical Team, we look at different factors: Patient acceptance of treatment plans and consistent hygiene production are good indicators of practice growth. The Treatment Plan report allows you to see all plans that were created for the year, and the current status of each case. Hygiene production on the Production Analysis report can be generated with a comparative date range, so you can see trends in production increase (or decrease). You will want to see how many new patients you attracted over the past year, and how many of them have become repeat customers. Looking forward, you can be thinking about how best to market your practice and attract more patients next year, using the Referral reports as guidance.
Perhaps you will note that there are unfavorable trends that point to changes needed to increase success in a particular area. Your case presentations can always be improved, on tablet pc’s, using XLDent’s patient-friendly clinical features. You can present a treatment plan to a patient, answer their questions, and have them sign their acceptance (and financial arrangements) right on the tablet.
Wondering how effective overall your team’s efforts were for the past year? The Clinic Production and Collection Report as a Summary totals production, collections, debits and credits for each month with grand totals when run for the year. It’s much easier to set goals for the new year when you have a clear, reliable picture of the overall successes and trends that occurred over the past twelve months.
If you really want to keep a finger on the pulse of your practice’s growth and progress, the brand new KPI Dashboard gives you an analysis of key practice areas, is compiled and presented in easy to read graphics, and is updated in real-time. This dashboard works with mobile devices, so you always have a window of access into the health of your Practice’s performance.
While taking a look back at 2017, now is the perfect time to think about the New Year that is upon us. What areas of your practice would you like to see improve? What goals did you meet that you want to continue into the New Year? XLDent has solutions to meet all needs; to help you be completely paperless, bring your patient experience to the next level, and tools to better understand and manage your practice performance. Here’s to a prosperous 2018!
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