Highlight reel
Top KPIs we track
Dentists do not need twenty charts on day one. These metrics from our ops library show cash, schedule discipline (rate and dollars), receivables, and growth—the highlight reel we lead with. Live daily briefs emphasize yesterday’s cash and schedule risk; deeper periods surface the full set. The library is broader than this list.
- 01
Net production
production.net
Sample $142,800
What it is
Completed procedure fees in the period, minus production adjustments and write-offs that belong to production (not collections).
Why it matters
Gross alone can mislead. Net production is the cleanest view of clinical output your schedule actually delivered.
- 02
Collection ratio
collections.ratio
Sample 94.2%
What it is
Collections divided by net production over a trailing window (typically three months), so payment lag does not distort a single month.
Why it matters
Shows whether money produced is actually coming in—without confusing a busy production month with a collections problem.
- 03
How often visits break
appointments.broken_rate
Sample 6.1%
What it is
Broken, no-show, and late-cancel appointments divided by broken plus completed visits (configurable status list).
Why it matters
Empty chairs are lost production. A rising break rate is usually the fastest lever before adding hours or marketing spend — pair it with money lost to broken visits when fees are available.
- 04
Money lost to broken visits
appointments.broken_leakage
Sample $2,140
What it is
Sum of procedure fees tied to broken / no-show / late-cancel visits in the period (not rate × ARPV).
Why it matters
Owners act on dollars. The break rate shows frequency; leakage shows what those empty chairs cost.
- 05
Days in AR
ar.days_in_ar
Sample 38
What it is
Open accounts receivable divided by average daily net production (trailing), expressed as days of production sitting unpaid.
Why it matters
Compresses aging into one number owners can track week to week—alongside detailed aging when you dig in.
- 06
New patients
patients.new_count
Sample 24
What it is
Patients whose first visit (or first recorded appointment) falls in the reporting window.
Why it matters
Growth and hygiene pipeline depend on new starts. Paired with production and break rate, it shows whether demand is healthy.
Full ops library includes production mix, hygiene, claims aging, and more. See how these look together in a fabricated sample report.
Want these on your overnight brief?
Daily automation maps your dental software into this KPI set—callback to schedule a demo.