The Executive Dashboard, page by page

The Executive Dashboard is where the majority of the meat on the bone lives: the owner's full-mouth X-ray of the practice. It's an overview built to get you to a quick number, with month-over-month deltas on every KPI and detail pages behind each area when you want the story under the number.

Eighteen KPIs in three banners: Revenue and Collections, Operational Performance, Patient Performance. Read them in Ash's order: patient collection % first, then recare, then treatment conversion, then per-shift production, then missed appointment rate.

• Net Production and Collections: production is what you did; collections is what you got paid, sometimes from months ago. They are not related day to day, but a persistent gap between them is a problem you chase through claims.
• Patient Collection %: 100% every day. Anything less means claims not created, prepayments not allocated, or money actually left at the desk.
• Patient AR / Insurance AR: when cleaning up AR, start with claims. When claims are wrong, the patient balances behind them are usually downstream noise.
• Avg Daily Net Prod.: your production per working day; the number to compare month over month when the calendar shifts.

This banner separates a demand problem from a performance problem. Average net production per shift, per appointment, working days, shifts per worked day, missed appointment rate, and completed appointments per shift.

The diagnostic Ash runs: if production per shift and per appointment look healthy but the practice isn't growing, "you don't have a performance issue. It's just your back door is wide open." That sends you to recare and reactivation, not to the doctors.

• Recare %: people who actually got a cleaning (prophy, perio maintenance, SRP) who have their next hygiene visit booked. Above 90. When your recare starts the year at 80 it ends at 60; the decay is real.
• Treatment Conversion: above 40 to 45. Counted on productive codes only.
• New Patients and Completed Appts: volume with month-over-month movement.
• SRP % of New Hygiene Patients: target 30 to 40%. If it reads 8%, either your community has no perio disease or you're under-diagnosing. Educate, don't shame.
• Number of Exams: the top of your treatment funnel.

The first detail page: production decomposed (gross, adjustments, write-offs, net) and collections decomposed (insurance, patient, unearned), with the procedure-level tables behind them. When a net production number surprises you, this is where you find out which lever moved.

Your AR worklists. Outstanding Patient is the patient-side receivables with aging buckets per patient; Outstanding Insurance is the claim-side money. Same rule as everywhere: claims first, patient balances second, because a wrong claim manufactures a wrong patient balance.

Net production by provider and by procedure, year over year, with the metric picker to overlay working days or average daily production. This is the page for provider conversations: month-by-month, same metrics, side by side. Collection Overview does the same for money in: by payment type, with the collection rate trend.

The clinical volume of the practice over time: procedures completed, patients served, exams, completed appointments, provider shifts, working days. Overlay any of them on one chart and switch between totals and per-working-day averages. Clinical Summary is the same story as a table you can hand to an associate.

Completed versus scheduled appointments by month, including the forward tail of what's already booked for the rest of the year, plus your missed appointment rate. The forward view is the health of your book: how full are the next 90 days, today.

Your patient base in one place: new patients, patients served, existing, inactive, lost, average lifetime value, and the recare rate across all time. Two things Ash reads here:

• New patient count is a lagging indicator; scheduling dates show your marketing working within days, not months.
• Lost patients always grow. That's normal; a chunk are one-and-dones who came once, did an exam, and never returned. What matters is whether new patients outpace attrition against your capacity.

Hygiene Overview: how your hygiene chairs are actually used, year by year: perio versus prophy mix, ratios per patient, OCS and fluoride attach rates. Patient Collection %: the daily discipline number, trended, with the patient-level detail behind every day that wasn't 100.