In the initial email I sent with wireframe/sketch of the whole KPI screen, we didn't have the dropdown for the Providers you see in the pic above.

Thank you to those who reached out and gave us feedback on what they'd like to see on their screens.. 🙏

In response to that email, some of you indicated that you wanted to see the Daily Presented and Accepted numbers for different providers..so we're making that happen!💪

Going back to my question...

To determine the treatment presented vs treatment accepted daily values, I'm only including data for patients who are seen TODAY.

So for instance, for 5 patients that came in today, I recommended a treatment plan for them $1000 each, so total $ value of presented tx of $5000.

Out of the 5 patients, 2 scheduled appointments today of $500 and the other three for the full amounts - with total accepted dollar value of (2x500) + (3x1000) = $4000 --> which equals to 80% of Acceptance rate.

What about the 1 patient who was seen last month, and called to schedule more work, worth let's say about $1000. So, from the patients seen today, we scheduled $4k/$5k. And additionally, we scheduled $1000 from patient seen last month.

The whole point of writing down dates and what's presented, accepted, and the % rate - is to look at it over a period of time and see where improvement is necessary.

So my question is do you count the additional $1000 from patient seen last month as total accepted today? Because technically, I did present that treatment, and it is getting scheduled - just not the same day.

So if I look at my Acceptance Rate % chart over a 3 or a 6 month period, the numbers more accurately reflect how we're doing in terms of getting patients to schedule or where improvement is necessary for the provider (doctor or hygienist) presenting treatment.

Usually, these daily numbers are tracked manually on an excel sheet for individual providers. Here's the sketch of what this excel usually looks like..