These are typical patterns, not survey results. Every business is set up differently.
Owner dentist
What they look at each month
- Production per hour for themselves and any associates.
- Case acceptance on treatment they and others presented.
- The rolling net collection rate.
- The hygiene reappointment trend, as a sign of retention.
Metrics
- Production per hour: The value of dentistry a provider produces for each hour they spend seeing patients.
- Case acceptance rate: The share of recommended treatment that patients agree to.
- Collection rate (net collection rate): The share of what a practice is actually owed that it collects.
- Hygiene reappointment rate: The share of patients seen in hygiene who leave with their next hygiene visit already on the schedule.
Questions they ask
- Is the practice productive and collecting what it is owed?
- Are patients accepting the treatment we recommend?
- Are patients coming back?
What a report for them usually shows
A monthly summary by provider, with a rolling collection rate and a short trend for each metric.
Office manager
What they look at each month
- The list of hygiene patients who left without a next visit booked.
- Accepted treatment that is not yet scheduled.
- Collections, adjustments, and aging, to direct follow-up.
- That schedule blocks are labeled so hours are right.
Metrics
- Hygiene reappointment rate: The share of patients seen in hygiene who leave with their next hygiene visit already on the schedule.
- Case acceptance rate: The share of recommended treatment that patients agree to.
- Collection rate (net collection rate): The share of what a practice is actually owed that it collects.
- Production per hour: The value of dentistry a provider produces for each hour they spend seeing patients.
Questions they ask
- Who do we need to call this week?
- Where is money not being collected?
- Is the schedule set up correctly?
What a report for them usually shows
Working lists more than charts: unbooked patients, unscheduled treatment, and unpaid balances, with a few headline rates.
DSO regional manager
What they look at each month
- The same metrics across every location in the region, on one definition.
- Locations whose collection rate or reappointment rate is falling.
- Production per hour by location and provider role.
- Whether locations on different systems are measured the same way.
Metrics
- Production per hour: The value of dentistry a provider produces for each hour they spend seeing patients.
- Collection rate (net collection rate): The share of what a practice is actually owed that it collects.
- Case acceptance rate: The share of recommended treatment that patients agree to.
- Hygiene reappointment rate: The share of patients seen in hygiene who leave with their next hygiene visit already on the schedule.
Questions they ask
- Which locations need a visit this month?
- Are we comparing locations fairly?
- Where are the biggest gaps between locations?
What a report for them usually shows
A location comparison table with trends, sorted by change since last month, and a note on definitions used.