Team Participation

On your phone or tablet or on the computer screen, getting your team involved is a big step toward success. Here are our suggestions of what to review based on your role in the practice:

Doctor

Gaidge Mobile Daily Must See Metrics
Goals: Progress Report Weekly How are we trending toward goals?
Dashboard Weekly High-level critical KPIs for the month
Monthly Summary / Yearly Summary


Monthly MTD vs. SMLY / YTD vs. PYTD
(Location Overview for multi-location practices)


Office Manager

High level critical KPIs for current month

Gaidge Mobile Daily Must See Metrics
Goals: Progress Report Daily How are we trending toward goals?
Dashboard Daily High-level critical KPIs for the month
Monthly/ Yearly Summary Semi-Monthly Net Prod, Prod Adjs, Net Coll, Performance
Prod per Doctor/ Staff Hour Monthly Are hours and days entered?

Financial Coordinator

Dashboard Daily Must See Metrics
Goals: Progress Report Daily How are we trending toward goals?
Monthly/Yearly Summary Semi-Monthly Net Prod, Prod Adjs, Net Coll to Prior Years
Reconcile Contracts, Starts, Origin of Starts and Payment Options on the last working day of the month Last Working Day of Month See Gaidge EOM Reconcile document - review weekly to ensure all is reconciled by end of month

Treatment Coordinator

Goals: Progress Report View or Discuss Daily How are we trending toward goals?
Reports/Exams Starts Weekly Check all for accuracy
Exams & New Patients Added
Referrals
Treatment Starts
Case Acceptance
Reports/Observation Weekly
Pre-Treatment Obs Patients
Between Phases Patients
Starts from Obs/Between Phases
Ph I vs Phase II Starts

Schedule Coordinator

Goals: Progress Report View or Discuss Daily How are we trending toward goals?
Reports/Exams-Starts Weekly
Exams & New Patients Added Too many future exams?
Treatment Starts
Reports/Schedule Weekly
Schedule Statistics NoShows
Repairs/Retention
Over ECD

Clinical Coordinator

Goals: Progress Report Weekly/Monthly How are we trending toward goals?
Dashboard: Schedule Efficiency Weekly/Monthly
Reports/Schedule Weekly
Schedule Statistics
Repairs/Retention
Pats Over ECD
Reports/Treatment Efficiency Weekly
Debands
Value Per Visit & Avg # of Visits
Estimated vs Actual Months to Completion
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