A Scorecard in CareStack is a feature that allows dental practices to track and measure performance indicators for different report focus types over a specific period.
To generate a scorecard, perform the steps below.
Navigate to System Menu > select Scorecards.
Click the '+' icon on the required scorecard on the left.
OR
Click + Add Scorecard on the required scorecard on the right-hand side.
- Under General Settings, enter details such as Name, Description, Date Range, Report Focus, and Service Type(s).
- Click on any of the Metrics to select them.
- Under Selected Metrics, click and drag the metrics to rearrange their order if needed.
- Click Save.
A toast notification will appear on the top right stating, 'Scorecard has been added successfully.'
Click Generate to run the scorecard and view it.
Click Download to export it to your system.
Note: You can hover over the 'i' icon to view information on the scorecard, such as the Description and the owner of the scorecard. |
- On clicking Generate, the required information will be displayed on the page. Here you can enter a custom Date Range and Location to run it again.
- Click Generate or Download as required once entered.
Practices can leverage this essential guide to understand how scorecards work and learn how to create one most easily.