Dental

Dental metrics

How dental practices and DSOs run and measure their business, the metrics they rely on, and the terms you need to read them.

How a dental practice runs

A practice earns revenue when providers complete procedures. Doctors diagnose and perform restorative and other treatment. Hygienists see patients for cleanings and periodic exams, which is also where much new treatment is diagnosed.

The schedule is the core operating tool. Each provider has blocks of clinical time, and the front office fills them. Procedures carry fees from the practice's fee schedule, but insurance plans often pay less, so the practice writes off the difference. Treatment that is diagnosed but not done right away goes onto a treatment plan, which the patient may accept now, later, or not at all.

Multi-location groups and dental service organizations (DSOs) run many practices under shared management and compare them on common definitions.

How it is measured

Most dental reporting answers three questions:

  1. Is chair time productive? Production per hour and how full the schedule is.
  2. Are patients following through? Case acceptance and hygiene reappointment.
  3. Is the money coming in? Collections compared to net production, and aging receivables.

Numbers are reviewed by provider, then by location, region, and group.

The metric set

New patients per monthIs the practice growing? Coming soon.
Schedule utilizationHow full is the schedule? Coming soon.
Unscheduled treatment balanceHow much accepted or presented treatment is not booked? Coming soon.

Data you need, at a glance

Metric Main data Usually lives in
Production per hour Completed procedures with fees, contractual write-offs, provider schedule blocks Practice management system
Case acceptance rate Treatment plans with presented dates and fees, plan status, linked appointments Practice management system
Hygiene reappointment rate Hygiene visits, future appointments with created time, patient status Practice management system
Collection rate Production at full fee, adjustments by type, payments, refunds Practice management system, clearinghouse

The most common gaps are schedule blocks that are not labeled clinical, write-offs mixed with other adjustments, and appointments not linked to treatment plans.

Interactive example

A sample dashboard with made-up data for three dental locations. Filter by provider, location, and date, and ask questions in plain English.

Interactive example · Dental, made-up dataOpen full screen

Glossary

  • CDT code: the procedure code set used in US dentistry, maintained by the ADA.
  • Collection rate: collections divided by net production.
  • Contractual write-off: the difference between the practice's fee and what an insurance plan allows.
  • DSO: dental service organization, a company that provides management and support to many practices.
  • Gross production: completed procedures at the practice's full fee schedule.
  • Hygiene reappointment: a hygiene patient leaving with their next visit scheduled.
  • Net production: gross production minus contractual write-offs.
  • Operatory: a treatment room with a dental chair.
  • PPO: preferred provider organization, a type of dental insurance plan with negotiated fees.
  • Treatment plan: the procedures a dentist recommends for a patient, with fees, presented for the patient to accept.

FAQ

What are the most important dental KPIs?
Most owners start with production per hour, case acceptance, collection rate, hygiene reappointment rate, and new patients. Together they cover productivity, patient follow-through, cash, and growth.
Should dental KPIs be measured per provider?
Yes for production per hour and case acceptance, because doctors and hygienists have very different schedules and procedure mixes. Roll up to the practice after.
Are there dental benchmarks?
The ADA Health Policy Institute publishes research on dental practice economics. We will cite specific figures only after confirming the source and year.

Dental roles: what each role looks at monthly · Download the dental metrics pack (PDF) · Plan your metrics

Related guide: Building customer reporting for dental software