# Pts Tx Acptd Unallocated
Today’s Date: 2024-10-18
Treatment Patients Accepted Unallocated
This KPI measures the number of patients where at least one plan item was accepted (completed or scheduled) that did not have any exam performed within 30 days of the treatment plan creation date.
KPI Calculation Explained
The calculation of the “Treatment Patients Accepted Unallocated” KPI involves a few steps that consider the timeline and the acceptance of treatment plan items relative to the performance of an exam. Here’s a simple breakdown of how this is calculated:
- Step 1: Identify the total number of patients who have accepted at least one treatment plan item. This includes items that are either completed or scheduled.
- Step 2: From this group, determine the patients who did not have any exam performed within 30 days prior to or after the creation date of the treatment plan.
- Step 3: Count the number of these identified patients.
In mathematical terms, if we let:
- Ptotal = Total number of patients who accepted a treatment plan item
- Punallocated = Number of patients without an exam within 30 days of treatment plan creation
Then, the KPI value is simply Punallocated.
Why is this KPI Important to Your Dental Office?
Understanding the “Treatment Patients Accepted Unallocated” KPI is crucial for several reasons that directly impact the efficiency and profitability of your dental practice:
- Ensures Consistent Diagnosis Quality: Treatments ideally should be planned and diagnosed during routine exams. Keeping this KPI low ensures that most treatment plans are based on comprehensive exams, leading to better patient outcomes and accurate diagnoses.
- Improves Patient Satisfaction: When treatment plans are detailed through proper exams, patients feel more confident in the quality of care they are receiving. This leads to higher acceptance rates for treatment plans and improved patient retention.
- Increases Office Efficiency: Low numbers in this KPI indicate that treatment plans are not slipping through without the backing of a comprehensive exam. This helps streamline workflows, as follow-up on treatments is less likely to encounter unexpected complications.
- Financial Health: By ensuring that treatments are well-diagnosed and effectively communicated to patients during exams, the practice can see a higher rate of accepted treatment plans. This not only bolsters the financial stability of the practice but also ensures that each provider’s time is allocated efficiently.
Improving This KPI
The “Treatment Patients Accepted Unallocated” KPI measures patients who have agreed to a treatment plan without undergoing an exam within 30 days of the plan’s creation. Ideally, this number should be as low as possible, as diagnosis and treatment presentation typically occur during routine visits, including an exam.
- Utilize ADA Case Presentation Codes: To ensure more thorough documentation and catch treatment plans under each provider, use ADA case presentation codes or custom codes whenever presenting a new case. This accurately assigns treatments to the right providers and maintains comprehensive patient records.
- Integrate Additional ADA or Custom Codes: Update your system by adding extra ADA or custom codes to your exam types. You can do this under the Settings – Service Code Sets page. This adjustment ensures that all relevant procedures and consultations are encapsulated in the patient’s visit.
This KPI is calculated for the entire office. You can track improvements by monitoring the number of accepted plans without recent exams and aiming to reduce this figure over time.
For further refinement, treatment plans can be reassigned to different providers. For detailed instructions, refer to the guidelines provided here.
KPI Statistics for 2024-01-01 to 2024-06-30
The statistics for this KPI from January to June 2024 are as follows:
- 10th Percentile: 0.0
- 25th Percentile: 6.0
- 50th Percentile (Median): 21.0
- 75th Percentile: 54.0
- 90th Percentile: 111.9
For the same period last year, the statistics were:
- 10th Percentile: 0.0
- 25th Percentile: 6.0
- 50th Percentile (Median): 29.5
- 75th Percentile: 87.0
- 90th Percentile: 206.9
More detailed and monthly KPI statistics are available to Practice by Numbers users.
How Practice by Numbers Can Help Improve These KPIs
Practice by Numbers leverages Dental Business Intelligence to empower dental offices with data-driven insights and solutions for improving performance. Here are some ways it can help enhance the “Treatment Patients Accepted Unallocated” KPI:
- Comprehensive Reporting: Easily track and analyze key metrics to identify areas needing improvement.
- Workflow Integration: Seamlessly integrate ADA case presentation codes and custom codes to ensure accurate treatment documentation and allocation.
By utilizing Practice by Numbers, dental practices can achieve better patient outcomes, increased treatment acceptance rates, and improved financial health. Sign up today to leverage cutting-edge Dental Business Intelligence Software and drive your dental practice growth!