{"id":8678,"date":"2023-07-24T13:02:41","date_gmt":"2023-07-24T13:02:41","guid":{"rendered":"https:\/\/mconsent.net\/?p=8678"},"modified":"2023-10-17T11:58:14","modified_gmt":"2023-10-17T11:58:14","slug":"improve-treatment-plan-kpis-eaglesoft-open-dental-dentrix","status":"publish","type":"post","link":"https:\/\/mconsent.net\/blog\/improve-treatment-plan-kpis-eaglesoft-open-dental-dentrix\/","title":{"rendered":"How to Measure and Improve Treatment Plan Acceptance?"},"content":{"rendered":"

Effective dental practices rely on various key performance indicators (KPIs) to measure their performance and identify areas for improvement. One crucial KPI is the Treatment Plan Acceptance Rate, which measures the percentage of patients who accept the recommended treatment plans. <\/span><\/p>\n

In this blog post, we will explore the importance of this KPI and the consequences of ignoring it. We will also discuss how to manually access the Treatment Plan Acceptance Rate using popular dental software such as Eaglesoft<\/a>, Open Dental<\/a>, and Dentrix<\/a>. Furthermore, we will introduce a solution that automates this metric and enhances the acceptance rate through patient treatment plan reminders.<\/span><\/p>\n

Importance of the Treatment Plan Acceptance KPI<\/b><\/h2>\n

To improve patient retention and overall performance, dental practices must focus on re-engagement efforts. Monitoring KPIs related to re-engagement allows practices to track metrics and identify areas that need improvement. Treatment Plan Acceptance Rate is a crucial KPI that, if ignored, can have significant financial and operational consequences for dental practices.<\/span><\/p>\n

The Cost of Ignoring the Treatment Plan Acceptance KPI<\/b><\/h3>\n

A low Treatment Plan Acceptance Rate may indicate a lack of patient engagement or dissatisfaction with the services provided by the dental clinic. Ignoring this KPI can result in missed opportunities for revenue generation and compromised patient outcomes. <\/span><\/p>\n

Dental practices that fail to present the treatment plans in a way that patients understand, track them and continuously work to improve the Treatment Plan presentation, factors, pricing and terms of treatment plan. Acceptance Rate may struggle with decreased revenue, reduced patient trust, and lower overall practice performance.<\/span><\/p>\n

Factors that influence treatment plan acceptance rate<\/b><\/h4>\n

1. Patient Education<\/b><\/h4>\n

Help patients understand their dental conditions and the benefits of proposed treatments. Use language they can easily understand and visual aids, like x-rays, diagrams, or 3D models.<\/p>\n

2. Communication<\/b><\/h4>\n

Build trust and rapport with your patients. Listen to their concerns and answer their questions honestly. Communicating treatment plans effectively is key to acceptance.<\/span><\/p>\n

3. Flexible Financing Options<\/b><\/h4>\n

High costs can deter patients from accepting treatment plans. Offering flexible payment plans or working with dental insurance can make treatments more affordable.<\/span><\/p>\n

4. Follow-Up<\/b><\/h4>\n

Regularly follow up with patients to address any questions or concerns they might have after their visit. This can help patients feel cared for and reassure them about the proposed treatment.<\/span><\/p>\n

5. Personalized Care<\/b><\/h4>\n

Tailor the treatment plan to each individual patient’s needs and wants, considering their health history, personal circumstances, and long-term oral health goals.<\/span><\/p>\n

6. Involve the Patient<\/b><\/h4>\n

Make the patient a part of the decision-making process. This allows them to feel more in control and invested in their treatment.<\/span><\/p>\n

Manual Method for Accessing Treatment Plan Acceptance Rate<\/b><\/h3>\n

To manually access the Treatment Plan Acceptance Rate in Eaglesoft<\/a>, Open Dental<\/a>, and Dentrix<\/a>, dental offices can follow these steps:<\/span><\/p>\n

    \n
  1. Keep track of the total number of treatment plans presented to patients during a specific period, such as a month.<\/span><\/li>\n
  2. Determine the number of treatment plans accepted by patients during the same time period.<\/span><\/li>\n
  3. Divide the number of accepted treatment plans by the total number of treatment plans presented.<\/span><\/li>\n
  4. Multiply the result by 100 to obtain the Treatment Plan Acceptance Rate as a percentage.<\/span><\/li>\n<\/ol>\n

    For example, if a dental office presented 50 treatment plans in a month and 30 of those plans were accepted by patients, the Treatment Plan Acceptance Rate would be calculated as follows:<\/span><\/p>\n

    Treatment Plan Acceptance Rate = (Number of accepted treatment plans \/ Total number of presented treatment plans) x 100%<\/span><\/p>\n

    Treatment Plan Acceptance Rate = (30 \/ 50) x 100% = 60%<\/span><\/p>\n

    How to Generate Reports for Treatment Plan Acceptance Rate in your Dental Software?<\/b><\/h3>\n

    Checkout below for Dentrix, Eaglesoft and Open Dental<\/span><\/p>\n

    1. Dentrix<\/b><\/i><\/h3>\n
    \n

    In Dentrix, access the Treatment Acceptance Report by navigating to Office Manager > Treatment Planner > Treatment Acceptance. This report provides a comprehensive list of all treatment plans presented to patients, including their status (accepted, rejected, pending) and the presentation date. Use this information to calculate the Treatment<\/span><\/p>\n

    1) Start in Office Manager Module, CLick on LIsts – Unscheduled Treatment Plans<\/b>
    \n<\/span><\/h5>\n

    \"Start<\/p>\n

    2) Choose Date Range and Patient Range – Click Ok<\/b><\/h5>\n

    \"2)<\/p>\n

    3) Report will generate under Batch Processor, double click to open report<\/b><\/h5>\n

    \"\"<\/p>\n

    4) To export select Print – Print to PDF<\/b><\/h5>\n

    \"To<\/p>\n

    5) Go back to Lists –\u00a0 Select Treatment Plan Statistics Analysis<\/b><\/h5>\n

    \"Go<\/p>\n

    6) Select Date Range and click okay<\/b><\/h5>\n

     <\/p>\n

    \"6)<\/p>\n

    7) Open Report from Batch Processor<\/b>
    \n<\/b><\/h5>\n
    8) To export, click Print – Print to PDF<\/b><\/h5>\n

    \"8)<\/p>\n<\/div>\n

    2. Eaglesoft<\/b> <\/i><\/h3>\n
    \n

    In Eaglesoft, generate the Treatment Plan Presentation Report by going to Reports > Marketing > Treatment Plan Presentation. This report provides a detailed list of all treatment plans presented to patients, along with essential details such as the date, provider, and status of each plan. Utilize this report to calculate the Treatment Plan Acceptance Rate manually.<\/span><\/p>\n

    Steps:<\/strong><\/h5>\n
    1) Go to Reports – Tx\/RX\/Lab<\/b><\/h5>\n

    \"Go<\/p>\n

    2) Select the Treatment Plans Master Report – Click Process<\/b><\/h5>\n

    \"\"<\/p>\n

    3) To Export the Report – Click Print on TOP<\/b><\/h5>\n

    \"\"<\/p>\n

    4) Print to PDF<\/b><\/h5>\n

    \"Print<\/p>\n

    5) Next go back to Reports – Tx\/RX\/Lab<\/b><\/h5>\n

    \"Next<\/p>\n

    6) Detailed Treatment Plans – Process<\/b>
    \n<\/span><\/h5>\n

    \"6)<\/p>\n

    7) Select Provider and date range – Preview Report<\/b><\/h5>\n

    \"\"<\/p>\n

    \"7)<\/p>\n<\/div>\n

    3. Open Dental<\/b> <\/i><\/h3>\n
    \n

    Open Dental offers the Treatment Plan Presentation Report, accessible through Reports > Treatment Plan > Treatment Plan Presentation. This report presents a comprehensive list of treatment plans provided to patients, including the date, provider, and status of each plan. Use this report to manually calculate the Treatment Plan Acceptance Rate.<\/span><\/p>\n

    Steps<\/strong><\/h5>\n
    1) Click on Reports – Standard<\/b>
    \n<\/span><\/h5>\n

    \"1)Click<\/p>\n

    2) Double Click on\u00a0 \u2018Presented TreatPlan Statistics\u2019<\/b><\/h5>\n

    \"2)<\/p>\n

    3) Choose Date Range – Click Ok<\/b><\/h5>\n

     <\/p>\n

    \"<\/p>\n

    4) Export Report<\/b><\/h5>\n

    \"Export<\/p>\n

    5) Go back to Report list – choose standard<\/b><\/h5>\n

    \"\"<\/p>\n

    6) Double Click\u00a0 \u2018Presented TreatPLan Production\u2019<\/b><\/h5>\n

    \"6)<\/p>\n

    7) Export list<\/b><\/h5>\n

    \"Export<\/p>\n<\/div>\n

    You’ve Seen the Hassle of Manual Reporting – mConsent Analytics Makes It Easy<\/b><\/h3>\n

    You have seen how to manually pull reports in your practice management software to calculate treatment plan acceptance rates. This can be a major headache requiring running reports in Dentrix, Eaglesoft or Open Dental.
    \n<\/span><\/p>\n

    But we have made it easy for you! mConsent Analytics keeps you updated without having to run manual reports.
    \n<\/span><\/p>\n

    \"\"<\/p>\n

    SCHEDULE A DEMO<\/a><\/span><\/p>\n

    \"treatment<\/p>\n


    \nOur analytics tool automatically tracks your daily treatment plan acceptance rate so you always know where your practice stands. No more wasting time pulling data across multiple systems.
    \n<\/span><\/p>\n

    With mConsent, you get a real-time dashboard presenting your key acceptance metrics in one place. It does the hard work for you so you can focus on patients, not reporting.
    \n<\/span><\/p>\n

    Stop struggling with manual treatment plan reports. mConsent Analytics can upgrade your reporting workflow!
    \n<\/span><\/p>\n

    Tools that improve your treatment plan acceptance<\/b><\/h3>\n

    One critical factor is following up on the treatment plans, mConsent has inbuilt reminders that gives a little nudge to patients based on their previous conversation with the practice. The reminders are code-customized to educate the patient and encourage them to avoid delaying the treatment.<\/span><\/p>\n

    How can you improve your Treatment Plan Acceptance Rate?<\/strong><\/h3>\n

    Dental staff often feel frustrated by the amount of treatment plans that don’t get scheduled? Low acceptance rates can be puzzling and concerning. But improving acceptance doesn’t have to be so hard.<\/span><\/p>\n

    With a focus on patient education and outreach, you can optimize your process to get more patients saying yes. Here are two effective steps<\/span><\/p>\n

    1. Educate First, Recommend Second<\/b><\/h4>\n

    Always explain the proposed treatment and its benefits before presenting a plan. Patients are more likely to accept when they understand the “why” behind it. Share images, use analogies, and don’t rely on jargon. Empower the patient with knowledge.<\/span><\/p>\n

    Although your staff already explains treatment needs, patients can forget details. They require a gentle reminder. This is where mConsent comes in. The platform automatically reads treatment plan codes, then sends customized reminders explaining the importance of following through.<\/span><\/p>\n

    For example, if codes show deep cleaning is recommended, mConsent reminds the patient via images and text why completing this treatment matters for their oral and overall health. The reminders re-educate patients and provide a friendly nudge to schedule. This automation allows your staff to focus on patient care rather than manual follow-ups.<\/span><\/p>\n

    \"\"<\/p>\n

    The key is patient education upfront, paired with automated, personalized reminders. This drives higher acceptance rates and gets more patients the treatment they need.<\/span><\/p>\n

    2. Prompt with Reminders<\/b><\/h4>\n

    Then, mConsent automatically sends personalized reminder texts nudging the patient to schedule their recommended treatment. No more playing phone tag or praying they follow through. The result? Higher acceptance rates and revenue by prompting patients at just the right times.<\/span><\/p>\n

    mConsent takes the hassle out of follow-ups with:<\/span><\/p>\n