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Track Service Type Metrics Using Scorecards

Faris Peerukannu Mohamed Kasim
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You can track a KPI for a service type using the scorecard functionality in CareStack. To do this, let's first divide the process into three main steps:

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Let's get started!

Add Service Type

If the intended service type is already present, you can use it on the scorecard. If not, you need to add a new service type from the Practice Settings. 

Let's see how.

  • Navigate to the System Menu > select Practice Settings > Clinical > Service Types.
  • Click +Add New Service Type.
  • Enter the Service Name for the new service type > click Save.

To rename an existing service type:

  • In the Service Types grid, click Rename for the desired service type, make your changes, then click Save.

To delete an existing service type:

  • Select the intended service type(s) > click Delete on the top right.

Set the Service Type for the Dental Procedure Code

To set a service type for the intended procedure code, perform the steps below.

  • Navigate to the System Menu > select Practice Settings > Codes > Procedure Codes.
  • Filter the Code Type to Dental > click Apply.
  • Locate the preferred Dental Procedure Code > click Edit.
  • Select the required Service Type from the drop-down menu > click Save.

Generate Scorecard for Service Type

After setting up a service type and configuring a procedure code with the service type, you need to generate a scorecard for service type.

Perform the instructions below.

  • Navigate to the System Menu > Scorecards under Insights.
  • Click the + icon on Service Type from the left to Create a New Scorecard.
  • Enter a relevant Name for the scorecard.
  • Enter a Description that explains why the scorecard is being generated.
  • Choose the preferred Date Range.
  • Select the Report Focus as Service Type.
  • Choose All Service Type(s) or a Custom one.
  • Select the required Metrics to track > click Save.
  • Select the Date Range and Service Type(s).
  • Click Generate.
    • You can now view the generated scorecard according to the selected date range and service type.

That is how you track the required Metrics for a service type using the Scorecards feature in CareStack.

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