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Chart Widget

Use the Chart widget to get an overall picture of patient activity, such as the percentage of patients that are past due or the percentage of missed appointments, in a variety of formats. You can also use the Chart widget to compare data among your orthodontists and/or offices.

How to Get Here

Widget Library Ribbon Bar - Chart > Dashboard or Application widget.

Setup

Open Settings Window - Click the Settings option on the Chart tool panel to set up the chart you want to display.

Chart - Choose the type of data to include in the chart.

Note: Data regarding appointments looks at the procedure type assigned to the appointment, not the procedure description or code. (See "Set Up Procedure List" for details about assigning procedures to "types").
- Average checkout time (in minutes) - The average number of minutes patients were in "Check Out" before they were "Exited" from your system. This calculation is only correct if patients sign into your system and progress through your Patient Tracker consistently. See "View & Update Patient Tracker" for details
- Average doctor wait time (in minutes) - The average number of minutes patients were flagged "Doctor Needed" while seated. This calculation is correct only if you consistently update the doctor's activity in your Light Bar. (See "Light Bar" for details.)
- Average net arrival time (in minutes) - The average number of minutes that patients arrived early (signed in early) for their appointments, This calculation is only correct if patients sign into your system and progress through your Patient Tracker consistently. See "View & Update Patient Tracker" for details
- Average net doctor time (in minutes) - The average number of minutes patients were flagged "Doctor Here" minus the scheduled doctor time defined for each procedure. (You use the Procedure List to define doctor minutes for your procedures.) This calculation is correct only if you consistently update the doctor's activity in your Light Bar. (See "Light Bar" for details.)
- Average net procedure time (in minutes) - The average number of minutes a patient was flagged as "Seated", minus the number of minutes scheduled for the procedure. This calculation is only correct if patients sign into your system and progress through your Patient Tracker consistently. See "View & Update Patient Tracker" for details
- Average patient wait (in minutes) - The average number of minutes patients waited to be seated after they signed into your Patient Tracker.
- Average scheduled wait (in minutes) - The average number of minutes past the scheduled appointment time that patients were "Seated", regardless of the time they signed into your Patient Tracker.
- Charges per start - The ratio of the total charges posted to the number of patients with a kept appointment where the procedure type is ''Start''.
- Charges per start made - The ratio of the total charges posted to the number of patients with a scheduled appointment where the procedure type is ''Start''.
- Charges vs. receipts- This chart shows the total charges posted vs. the total receipts posted for the specified time increment.
- Missed appointment %- The percentage of the total number appointments processed as kept and missed that are missed.
- New patient exams - The number of kept appointments where the procedure type is ''Exam''.
- New patient exams made - The number of scheduled appointments where the procedure type is ''Exam''.
- New patient exams made vs starts made - The number of scheduled appointments where the procedure type is "Exam" vs, the number of scheduled appointments where the procedure type is "Start".
- New patient exams vs starts - This chart shows the number of kept appointments where the procedure type is "Exam" vs, the number of kept appointments where the procedure type is "Start".
- New patient starts - The number of kept appointments where the procedure type is ''Start''.
- New patient starts made - The number of scheduled appointments where the procedure type is ''Start'.
- New patient starts made vs debonds made - The number of scheduled appointments where the procedure type is "Start" vs, the number of scheduled appointments where the procedure type is "Debond".
- New patient starts vs debonds - This chart shows the number of kept appointments where the procedure type is "Start" vs, the number of kept appointments where the procedure type is "Debond".
- Past completion % - The percentage of the total number of patients that completed treatment during the specified time frame that were past their expected treatment time. (Treatment times are calculated from the Expected Appliance Removal date and Actual Appliance Removal date. You can find these dates on the Findings page of the patient folder.)
- Past due 30 days %- The percentage of the total amount due that is at least 30 days past due. This statistic always shows the up-to-date amount, regardless of the time frame specified.
- Practice Connect Users - The number of unique devices that have downloaded your Practice Connect app, including registered responsible parties, registered patients, and other users.
- Receipts per appointment - The ratio of total receipts collected to the number of patients with a kept or missed appointment during the specified time frame.
- Receipts per doctor hour vs. staff hour- This chart shows the ratio of total receipts to the number of doctor hours, verses the ratio of total receipts to the number of staff hours worked during the specified time frame. ( See "Set Up Scheduler Templates" for details about defining the number of doctor, staff, and total hours worked per day.)
- Referrals - The number of patients whose primary referral date is within the specified time frame, regardless of whether the referral source is a Professional, a Patient, or Other referral. You can find both the primary referral source and the associated referral date in the Patient Information Panel of the patient folder.
- Referrals by type - A comparison of the number of Professional, Patient, and Other primary referrals that occurred within the specified time frame. You can find both the primary referral source and the associated referral date in the Patient Information Panel of the patient folder.
- Start conversion % - The percentage of the total number of kept appointments with the procedure types of "Exam" and "Start" that were "Start".
- Start conversion made % - The percentage of the total number of scheduled appointments with the procedure types of Exam" and "Start" that are "Start".
- Total AR vs. Past due 30 - The total of all outstanding patient balances vs. the amount that is past due 30 days or more. These statistics always show the up-do-date amounts, regardless of the time frame specified.
Chart type - Select to display the data as a line, area, or bar chart.
Time increment - Choose to calculate the data in daily, monthly, quarterly or yearly increments.
Choose / Compare Office Data - Select which location's data to display, or include the data from all offices in your practice. In addition, you can select Comparison to compare the data from all offices.
Choose / Compare Orthodontist Data - Select which doctor's data to display, or include the data from all doctors in your practice. In addition, you can select Comparison to compare the data from all orthodontists.
Previous years - Enter the number of years for which you want to include data, providing a comparison for your current practice growth and production.

Use This Feature

Chart details - Your selected chart, office, and orthodontist selections (described above) are listed in the Chart widget header for easy recognition of the data you are viewing.

Widget Panel Options - Depending on your device and panel format, you can expand and minimize widget panels, move the widget location on your screen, float them in their own windows, refresh and print data, and close the widget when you no longer need it. See Application widgets or Your Dashboard for details about using these features.

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