presented by tracy penn, amanda bubear & dennis vautier keeping people interested!!!!
TRANSCRIPT
KPI’s Presented by Tracy Penn, Amanda Bubear & Dennis Vautier
Keeping People Interested!!!!
What are KPI’s?
Why do we use KPI’s?
Track performanceImprove our practiceUnderstand our resultsTo help see what our patients see
What do you do with the results?
Nothing!Look for patterns and trendsReview & discuss with the teamCreate an action plan to improve
KPI – definitions
What will these KPI’s show?
Poor performancePractice growthProduction up or downPatient/Market acceptanceOur service/customer levels to patients
New KPI spread sheet
Graphs – “highlights”
Dr JonesDr Jones Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 25 22 20 15 18 11 12 12 8
2. Hours available 80 80 80 80 80 80 80 80 80
3. Hours booked 80 78 80 79 77 80 79 77 80
4. Total Production $ $ 24,000 $ 22,500 $ 23,125 $ 24,500 $ 23,425 $ 22,325 $ 24,125 $ 22,900 $ 23,000
5. Incompleted Tx # 25 26 30 28 32 34 30 32 35
6. Cancellations # 4 3 5 4 3 - 2 3 4
7. No Shows (FTA) # - 1 2 - 3 1 2 - 2
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 170 165 154 170 147 160 158
-
Chair Utilisation % 100% 98% 100% 99% 96% 100% 99% 96% 100%
Recall appts booked Trend % 84% 77% 97% 83% 88% 91% 89% 92% 86%
Dr WhiteDr White Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 27
25
23
28
26
22
24
25
26
2. Hours available 120 120 120 120 120 120 120 120 120
3. Hours booked 120 120 118 121 122 120 124 125 131
4. Total Production $ $ 45,000 $ 43,200 $ 46,000 $ 44,250 $ 43,125 $ 40,000 $ 41,200 $ 39,875 $ 38,000
5. Incompleted Tx # 40
42
38
43
47
42
42
43
42
6. Cancellations # 7 8 5 10 7 8 8 9 8
7. No Shows (FTA) # 2 1 - - 1 2 1 3 -
8. Recalls due # 185 223 207 193 195 203 215 187 213
9. Recalls appts booked 170 150 183 168 180 185 200 195 180
-
Chair Utilisation % 100% 100% 98% 101% 102% 100% 103% 104% 109%
Recall appts booked Trend % 92% 67% 88% 87% 92% 91% 93% 104% 85%
Dr SmithDr Smith Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 10
12
10
11
14
10
9
11
12
2. Hours available 80
80
80
80
80
80
80
80
80
3. Hours booked 72
72
68
73
71
70
68
66
65
4. Total Production $ $ 19,750 $ 18,500 $ 17,200 $ 17,725 $ 17,000 $ 17,500 $ 16,500 $ 16,925 $ 17,200
5. Incompleted Tx # 25
26
30
28
32
34
30
32
35
6. Cancellations # 4
3
5
4
3
-
2
3
4
7. No Shows (FTA) # -
1
2
-
3
1
2
-
2
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 170 165 154 170 147 160 158
-
Chair Utilisation % 90% 90% 85% 91% 89% 88% 85% 83% 81%
Recall appts booked Trend % 84% 77% 97% 83% 88% 91% 89% 92% 86%
Dr CooperDr Cooper Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 10
12
10
11
14
10
9
11
12
2. Hours available 80
80
80
80
80
80
80
80
80
3. Hours booked 78
80
80
80
78
76
78
80
76
4. Total Production $ $ 24,000 $ 22,500 $ 23,125 $ 24,500 $ 23,425 $ 22,325 $ 24,125 $ 22,900 $ 23,000
5. Incompleted Tx # 25
28
34
32
36
40
47
43
57
6. Cancellations # 4
3
5
4
3
-
2
3
2
7. No Shows (FTA) # -
1
2
-
3
1
2
-
-
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 170 165 154 170 147 160 158
-
Chair Utilisation % 98% 100% 100% 100% 98% 95% 98% 100% 95%
Recall appts booked Trend % 84% 77% 97% 83% 88% 91% 89% 92% 86%
Dr BrownDr Brown Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 10
12
10
11
14
10
9
11
12
2. Hours available 80
80
80
80
80
80
80
80
80
3. Hours booked 78
76
76
75
74
76
75
77
78
4. Total Production $ $ 22,500 $ 21,725 $ 21,000 $ 20,700 $ 23,425 $ 22,325 $ 21,500 $ 22,900 $ 23,425
5. Incompleted Tx # 25
26
30
28
32
34
30
32
35
6. Cancellations # 4
6
5
8
10
12
11
15
12
7. No Shows (FTA) # -
1
2
-
3
1
2
2
3
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 170 165 154 170 147 160 158
-
Chair Utilisation % 98% 95% 95% 94% 93% 95% 94% 96% 98%
Recall appts booked Trend % 84% 77% 97% 83% 88% 91% 89% 92% 86%
Dr RobinsonDr Robinson Weekly SummaryWeekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 25 22 20 15 18 11 12 12 10
2. Hours available 80 80 80 80 80 80 80 80 80
3. Hours booked 80 78 74 79 77 76 79 77 78
4. Total Production $ $ 24,000 $ 22,500 $ 23,125 $ 24,500 $ 23,425 $ 22,325 $ 24,125 $ 22,900 $ 23,000
5. Incompleted Tx # 25 26 30 28 32 34 30 32 35
6. Cancellations # 4 3 3 2 3 - 2 3 4
7. No Shows (FTA) # - 6 4 3 5 5 6 3 5
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 170 165 154 170 147 160 158
-
Chair Utilisation % 100% 98% 93% 99% 96% 95% 99% 96% 98%
Recall appts booked Trend % 84% 77% 97% 83% 88% 91% 89% 92% 86%
Dr GreenDr Green Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 25 22 20 15 18 11 12 12 10
2. Hours available 80 80 80 80 80 80 80 80 80
3. Hours booked 80 78 74 79 77 76 79 77 78
4. Total Production $ $ 24,000 $ 22,500 $ 23,125 $ 24,500 $ 23,425 $ 22,325 $ 24,125 $ 22,900 $ 23,000
5. Incompleted Tx # 25 26 30 28 32 34 30 32 35
6. Cancellations # 3 2 5 2 3 - 2 3 4
7. No Shows (FTA) # - 2 1 - - 2 - 2 1
8. Recalls due # 178 163 175 200 175 187 165 173 184
9. Recalls appts booked 150 125 100 123 101 98 99 93 101
-
Chair Utilisation % 100% 98% 93% 99% 96% 95% 99% 96% 98%
Recall appts booked Trend % 84% 77% 57% 62% 58% 52% 60% 54% 55%
Dr O’ConnorDr O'Connor Weekly SummaryWeekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked 25 22 20 15 18 11 12 12 10
2. Hours available 80 80 80 80 80 80 80 80 80
3. Hours booked 80 78 74 79 77 76 79 77 78
4. Total Production $ $ 24,000 $ 22,500 $ 23,125 $ 24,500 $ 23,425 $ 22,325 $ 24,125 $ 22,900 $ 23,000
5. Incompleted Tx # 25 26 30 28 32 34 30 32 35
6. Cancellations # 3 2 5 2 3 - 2 3 4
7. No Shows (FTA) # - 2 1 - - 2 - 2 1
8. Recalls due # 50 25 33 47 12 28 35 52 43
9. Recalls appts booked 20 23 20 40 10 23 27 40 41
-
Chair Utilisation % 100% 98% 93% 99% 96% 95% 99% 96% 98%
Recall appts booked Trend % 40% 92% 61% 85% 83% 82% 77% 77% 95%
Dr FrenchDr French Weekly Summary
Weekly Totals 4/1/13 11/1/13 18/1/13 25/1/13 1/2/13 8/2/13 15/2/13 22/2/13 1/3/13
1. New Patients - appts booked
2. Hours available
3. Hours booked
4. Total Production $
5. Incompleted Tx #
6. Cancellations #
7. No Shows (FTA) #
8. Recalls due #
9. Recalls appts booked
10. Band-Ups
11. De-bands
-
Chair Utilisation % #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Recall appts booked Trend % #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
How can DP help?Help consolidate and identify patterns for
youProvide you with the tools and training to
complete the KPI worksheet quickly and accurately
Provide you with strategies/planning to help with any challenges you identify
Enable you to reward your team in a timely manner
Questions?