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Practice IQ
Getting Started
Checklist
Compatibility and Install
Frequently Asked Questions
A2P 10DLC Registration
Users and Login Information
Login Information
Employees and Users
Templates and Messages
Communication Center
Patient Follow-ups
Appointment Reminders
Custom Campaigns
Settings
Schedule and Online Appointment Booking
Calendar
Online Appointment Booking
Patient Information
Patient Information
Online Forms
FAQ
Patient Forms
Patient Kiosk
Messaging
PbN Printer
Reputation
Reviews
Frequently Asked Questions
Practice IQ
How do I?
Finding KPIs & Dashboards in PracticeIQ
Patient Flow
Pre Appointments
Treatment Acceptance and Patient Acceptance
How to read graphs?
QuickBooks Online
Custom KPIs and Dashboards
Production
Home page
Goals
Doctors dashboard
Tags
Revenue IQ
Revenue IQ Basics
Automatic Tasks
Employee Task Performance
RevenueIQ Patient search
Tasks
Tasks Overview
Task management
Manual Tasks - how to create?
Automatic Tasks - how to setup?
FAQ
Phone IQ
Overview and Setup
Desktop App
Marketing IQ
Overview
How To's
Patient Flow
FAQ
Patient Flow
Team Messaging
Settings
Payments
Settings and Setup
Overview
PBN Settings
Office and Provider Hours
Practice IQ Settings
User Notification settings
Writeback
User accounts
Insurance
Demo mode
Enterprise Pages
Enterprise Dashboard Overview
Enterprise Dashboards
Eaglesoft Best Practices
Matching Numbers with PbN
Open Dental Best Practices
Matching Numbers between OD and PbN
Dentrix Best Practices
Product Releases
Known and Resolved Issues
Resolved
Additional fees and overages
PBN Apps
Insurance Verification
FAQ's
Patient Portal
Back to home
Help Center
Practice IQ
Getting Started
Checklist
Compatibility and Install
Frequently Asked Questions
A2P 10DLC Registration
Users and Login Information
Login Information
Employees and Users
Templates and Messages
Communication Center
Patient Follow-ups
Appointment Reminders
Custom Campaigns
Settings
Schedule and Online Appointment Booking
Calendar
Online Appointment Booking
Patient Information
Patient Information
Online Forms
FAQ
Patient Forms
Patient Kiosk
Messaging
PbN Printer
Reputation
Reviews
Frequently Asked Questions
Practice IQ
How do I?
Finding KPIs & Dashboards in PracticeIQ
Patient Flow
Pre Appointments
Treatment Acceptance and Patient Acceptance
How to read graphs?
QuickBooks Online
Custom KPIs and Dashboards
Production
Home page
Goals
Doctors dashboard
Tags
Revenue IQ
Revenue IQ Basics
Automatic Tasks
Employee Task Performance
RevenueIQ Patient search
Tasks
Tasks Overview
Task management
Manual Tasks - how to create?
Automatic Tasks - how to setup?
FAQ
Phone IQ
Overview and Setup
Desktop App
Marketing IQ
Overview
How To's
Patient Flow
FAQ
Patient Flow
Team Messaging
Settings
Payments
Settings and Setup
Overview
PBN Settings
Office and Provider Hours
Practice IQ Settings
User Notification settings
Writeback
User accounts
Insurance
Demo mode
Enterprise Pages
Enterprise Dashboard Overview
Enterprise Dashboards
Eaglesoft Best Practices
Matching Numbers with PbN
Open Dental Best Practices
Matching Numbers between OD and PbN
Dentrix Best Practices
Product Releases
Known and Resolved Issues
Resolved
Additional fees and overages
PBN Apps
Insurance Verification
FAQ's
Patient Portal
Practice IQ
Articles to help you setup, customize, and utilize Practice IQ.
New Patients - Production and Collection by Referral Source
Financial Page
Top codes - procedure count
Treatment acceptance by procedure code
OTC Collections KPI
Top referral sources for Crowns
Not Pre-appointed: patients do NOT have a next appointment scheduled.
New Patients Production KPI
Fluoride Percentage
Patients Going Inactive
Quick Practice KPI's
Provider Hours Worked Access
Further information on Treatment Acceptance vs Patient Acceptance
KPI History Graph
Cross Practice Statistics Panel
MTD Projection:- projection for the current month as of this date
Unscheduled Treatment by Provider
Difference between - New patients Seen and New patients Entered
Catch the trends in your Dental Practice!
Schedule Utilization and Hours Worked
Deactivated Patients in Practice IQ Reports
Understanding the Recall Current % panel
Practice IQ Navigation
Practice by Numbers Terminology
Customize Page Views
Essential and Detailed Views
Adjustments/Writeoffs
Practice IQ - Active Patient Count
How do I?
KPI Comparisons
Why can't I see all Providers?
Printing or Exporting a List in Practice IQ
Collection Amounts relating to Insurance Companies
Filter a Page by Provider
Adding Missing Providers to any Dashboard
Why are my numbers different than expected?
Canceled Appointments by Time of Day
How to see KPIs by Provider
How to view Pre-Appointment KPIs accurately
Practice IQ Insurance - FAQs
See more
Finding KPIs & Dashboards in PracticeIQ
Where did the All KPI's page go?
Where do I find Schedule Utilization?
Practice IQ Advanced Pages
Patient Flow
How to find patients with a missing referral source?
Office Demographic of FFS Patients
Improving Patient Retention
Referral Sources - Analysis using PBN
Pre Appointments
Hygiene Pre-Appoinment Report
Verifying Hygiene PreAppointment KPI's
New Patient Pre-Appointments
Treatment Acceptance and Patient Acceptance
Managing Unallocated Treatment Plans
Improving Treatment Retention
Treatment Coordinator Configuration
Evaluation of Treatment Plans coming out of Recall Appointments
Assigning Treatment Coordinators/Office staff to Treatment Plans
Treatment Plan Acceptance vs Patient Acceptance
Practice by Numbers and older Treatment Plans.
See more
How to read graphs?
Why are these production graphs different?
Bar Graphs in Practice IQ
How to analyze procedure trends
QuickBooks Online
Working with 3rd Party payroll within Quickbooks online
Connect Quickbooks Online to PracticeIQ
Custom KPIs and Dashboards
AR and Claims on a custom dashboard
Assigning Custom Dashboards
Custom Dashboard Basics
Video on Custom KPI and the All KPI's List
Duplicate Custom Dashboards across Practices
Delete a Custom Dashboard
Custom Tables
Customizing any PbN dashboard
Create a Custom KPI
See more
Production
Which day of the week is the most productive?
What is your fee for service production vs PPO?
Production by time of the day
Home page
Home Page Bottom Row
Home Page Top Row
Goals
Goals
Goals Report Initial Setup (Part 2)
New Daily Goal
Office and Provider Goals (Part 1)
Goal Report Ownership Categories and Goals by Provider (Part 3)
See more
Doctors dashboard
Doctors Page Top Row (Detailed View)
Restoration/Crown Ratio
Doctors Page Middle Row (Detailed View)
What is the Average Production per Hour Normalized?
Tags
Tag Attributes to Patients