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 |
