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Choose the signals that should surface in your analytics overview and set the threshold for each alert.
Monitor bookings, confirmations, and missed appointments.
Booked appointments have exceeded in one day.
Booked appointments have fallen below in one day.
Booked appointments have decreased by more than % year over year.
Unconfirmed appointments in the next days have exceeded %.
Failed appointment rate has exceeded %.
Cancellation and no-show rate has exceeded %.
Cancellation and no-show rate has increased by more than % year over year.
Stay ahead of recare, retention, patient activity, and referrals.
Recare compliance has fallen below %.
Recare compliance has decreased by more than % year over year.
Active patient ratio has fallen below %.
Patients without a future appointment have exceeded .
New patient ratio has fallen below %.
New patient count has decreased by more than % year over year.
Patient retention rate has fallen below %.
Patient retention has decreased by more than % year over year.
Patient referrals have fallen below .
Watch pending estimates and treatment acceptance indicators.
Pending estimate value has fallen below $ .
Pending estimate value has decreased by more than % year over year.
Periodontal treatment percentage has fallen below %.
Periodontal treatment percentage has exceeded %.
Fluoride acceptance rate has fallen below %.
Track production, collection, inovices, and accounts receivable.
Open invoice value has exceeded $ .
Yearly production has decreased by more than % year over year.
Over-the-counter collection rate has fallen below %.
Over-the-counter collection rate has decreased by more than % year over year.
Collection value has fallen below $ .
Collections have decreased by more than % year over year.
Total accounts receivable has exceeded $ .
Total accounts receivable has increased by more than % year over year.
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