Back to Blog

Tx Plan Accepted – Unallocated

October 17, 2024 6 minutes To Read

Today’s Date: 2024-10-18

Treatment Plan Accepted Unallocated

Calculated by totaling the value of all treatment plan items accepted (completed or scheduled) when the creation date was not within 30 days of an exam assigned to the patient.

Understanding the KPI

This KPI measures the value of treatment plans that were accepted by patients but were not created within 30 days of a routine exam. The goal is to minimize this number, as ideally, treatment plans should result from recent routine exams.

  • Total Value: Sum of the monetary value of all applicable treatment plans.
  • Accepted Plans: Treatment plans that are either completed or scheduled.
  • Creation Date: The date when the treatment plan was created.
  • Exam Date: The date when the patient’s exam occurred.

Calculation Method

To calculate this KPI, follow these steps:

  1. Identify all treatment plans that have been accepted (either completed or scheduled).
  2. Check if the creation date of each accepted treatment plan is more than 30 days after the patient’s last exam date.
  3. Total the value of all accepted treatment plans that meet the above criteria.

The formula can be summarized as:

Total Value = Sum of the values of all accepted treatment plans where the creation date is not within 30 days of the patient’s last exam date.

Treatment Plan Accepted Unallocated

Calculated by totaling the value of all treatment plan items accepted (completed or scheduled) when the creation date was not within 30 days of an exam assigned to the patient. This KPI is calculated for the entire office. This number should be as low as possible.

Importance of the KPI

The “Treatment Plan Accepted Unallocated” KPI is critical for ensuring the efficiency and productivity of your dental practice. Here’s why:

  • Consistency in Diagnosis and Treatment: Ideally, a patient’s diagnosis and treatment plan are addressed during routine visits which include an exam. A low KPI value signifies that treatment plans are being adhered to and followed up correctly within the designated recovery or treatment period.
  • Quality of Patient Care: This KPI helps in maintaining a high standard of patient care. A higher number in this KPI could indicate that patients are accepting treatment plans outside the optimal timeframe, which might affect their oral health and the efficacy of the treatment.
  • Operational Efficiency: A lower KPI value represents streamlined operations and better resource management. This implies that each treatment plan is appropriately scheduled and allocated, minimizing delays and maximizing the use of the practice’s resources.
  • Provider Accountability: This KPI ensures that treatment plans are being correctly associated with specific providers. It encourages providers to follow up on their diagnosed treatment plans promptly and to track patient progress more effectively.

How to Improve This KPI

To capture more treatment plans under each provider and, consequently, lower this KPI, consider the following:

  • Use ADA Case Presentation Codes: Incorporate an ADA case presentation code or a custom code each time you present a new case. This practice ensures proper tracking and accountability.
  • Edit and Reassign Treatment Plans: Treatment plans can be edited and reassigned to the correct provider when necessary. You can learn more about this feature here.

Treatment Plan Accepted Unallocated

Calculated by totaling the value of all treatment plan items accepted (completed or scheduled) when the creation date was not within 30 days of an exam assigned to the patient. This KPI is calculated for the entire office. This number should be as low as possible. Normally diagnosis and subsequent treatment presentation happens during routine visits which include an exam.

Strategies to Improve Treatment Plan Accepted Unallocated KPI

To ensure this KPI is as low as possible, focus on the following strategies:

  • Leverage ADA Case Presentation Codes: When presenting a new treatment plan, use an ADA case presentation code or a custom code. This helps in catching more treatment plans under each provider, improving accountability and accuracy.
  • Regular Review and Assignment: Make it a routine to review and assign treatment plans to the correct provider. This can be done by editing the treatment plan and assigning it to the appropriate provider, ensuring there are no unallocated plans.
  • Utilize Settings for Custom Codes: Add additional ADA or custom codes on the Settings – Service Code Sets page. This will enhance your ability to accurately categorize and allocate treatment plans.
  • Follow-up During Routine Visits: Encourage your dental team to closely monitor and follow-up on treatment plans during routine visits. This will help in reducing the number of unallocated plans and ensure timely diagnosis and treatment presentations.
Formula: Total Value of Accepted Treatment Plan Items (Not Within 30 Days of Exam) / Total Treatment Plan Value

Practice by Numbers – Enhancing Your Dental Office KPIs

Practice by Numbers offers a comprehensive Dental Business Intelligence Software designed to help dental practices track and improve their Key Performance Indicators (KPIs). Here’s how Practice by Numbers can assist with the “Treatment Plan Accepted Unallocated” KPI:

  • Automated Tracking: Practice by Numbers automatically tracks the value of treatment plans, ensuring accurate and timely data collection.
  • Customizable Codes: Easily add and manage ADA or custom codes to ensure proper categorization and allocation of treatment plans.
  • Detailed Reporting: Access detailed reports and insights for in-depth analysis. Practice by Numbers users can benefit from monthly KPI statistics to monitor progress and make informed decisions.
  • Provider Assignments: Seamlessly reassign treatment plans to the appropriate providers, ensuring accountability and reducing unallocated plans.
  • User-Friendly Dashboard: Utilize an intuitive dashboard that provides a clear overview of your practice’s performance, helping you to easily identify areas for improvement.

You may also like