Boulder Office — Today
Supply Budget Status
$0of $0 budget
• On Track
Lab Fee Budget Status
$0of $0 budget
• On Track
• Supply budget is at 80% - approaching limit
• Supply budget exceeded!
• Lab fee budget is at 80% - approaching limit
• Lab fee budget exceeded!
Provider Daily Goal
$0.00
Hygiene Daily Goal
$0.00
Total Daily Goal
$0.00
Today's KPI Performance
Production
$0
Collections
$0
No-Show Rate
0%
New Patients
0
Case Acceptance
0%
Month-to-Date (auto-calculated from EOD submissions)
Monthly Goal$0.00
EODs Submitted0
Working Days This Month0 of 0
MTD Production$0
MTD Collections$0
MTD Collection %70.0%
Avg Daily Production$0
Progress to Goal80.1%
Expected by Today$0
Actual vs Expected0%
Remaining to Goal$0
Daily Prod Needed$0
Today's KPI Data (auto-calculated from EOD submissions)
%
Enter today's case acceptance % manually — connects to Open Dental in future integration
KPI Health Check
Production—
Collection Rate Collections ÷ Production ≥100%—
Note: Collections can exceed 100% when pre-collections are received for future procedures — over 100% is normal.
Case Acceptance ≥35%—
No-Show Rate ≤5%—
7-Day Trends
7-Day Avg Production$0.00
7-Day No-Show Rate0%
Submit End of Day Report
Fill out all sections and upload your Open Dental reports.
Office & Date
Office Open
Closed
Office closed — collecting EOD for payment posting only.
Appointments & No-Show Rate
Production & Collections
$
$
Remaining monthly goal ÷ working days left this month
$
%
Payment Breakdown
$
$
$
$
$
$
Payment Reconciliation
Total Payments$0.00
Collections$0.00
$0.00
Enter values above
Team Members Working Today
Add team members in the Users tab.
Upload Reports from your Practice Management System
EOD Summary Report
↑Drop or click to uploadPDF from Open Dental → Reports → EOD
Collections / Payment Report
↑Drop or click to uploadPDF from Open Dental → Reports → Payment
Notes to Management
Practice Files
Access all practice folders, documents, and archives.
EOD Archive
Auto-populated
Practice Documents
Documents
Financial Records
Financial
Supply & Lab
Auto-populated
Employee Files
Manager+ only
Compliance
Compliance
EOD Reports Archive
| Date | Location | Submitted By | Collections | Status | Actions |
|---|
Total Collections This Month
$0.00
Total Production This Month
$0.00
Monthly Summary
| Month | Production | Collections | Collection Rate% | Days Submitted | Goal Hit |
|---|
Payment Type Breakdown
| Month | Cash | Checks | Debit/Credit Cards | Insurance EFT | Insurance Checks | Third-Party Financing |
|---|
Supply Orders
| Date | Vendor | Category | Amount | Order # | Notes | Ordered By |
|---|
Lab Fee Submissions
| Date | Lab | Patient | Case Type | Amount | Invoice # | Notes | Submitted By |
|---|
Drop or click to upload a document
PDF or image files (PNG, JPG)
Uploaded Documents
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Drop or click to upload a compliance document
PDF or image files (PNG, JPG)
Compliance Documents
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Reports
View EOD reports, financials, overhead, production, staff, and documents.
EOD Reports
| Date | Location | Submitted By | Collections | Status | Actions |
|---|
Total Collections This Month
$0.00
Total Production This Month
$0.00
Monthly Summary
| Month | Production | Collections | Collection Rate% | Days Submitted | Goal Hit |
|---|
Payment Type Breakdown
| Month | Cash | Checks | Debit/Credit Cards | Insurance EFT | Insurance Checks | Third-Party Financing |
|---|
Supply Spending
| Date | Vendor | Category | Amount |
|---|
Lab Fees
| Date | Lab | Case Type | Amount |
|---|
Overhead Summary (Last 6 Months)
| Month | Supply % | Lab % | Staffing % | Total Overhead % |
|---|
Daily Production
| Date | Goal | Actual | Variance | Hit Goal |
|---|
Staff Summary
| Name | Days Working | EODs Submitted | Submission Rate % |
|---|
Daily Attendance
| Date | Staff Working | EOD Submitted By |
|---|
Missing EODs
| Date | Status |
|---|
Documents
| Date | Document Type | Location | Actions |
|---|
Bonus Performance Tracker
Monthly collections, performance gatekeepers, deductions, and team payouts.
Collections gatekeeper not met — no bonuses will be paid until the minimum collections threshold is reached.
$0
Monthly Collections
$0
Collections/Day Avg
1.00x
Office Multiplier
$0.00
Total Team Payout
Global GatekeepersAffects entire office
Minimum Collections
$0 / day
Must be ≥ $11,000/clinical day avg
Not Met — All bonuses zeroed
Robot Vacuum Compliance
0
50% reduction per occurrence
Office Cleanliness
0
50% reduction per occurrence
Front Office Trash Mgmt
0
50% reduction per occurrence
Front Office DeductionsAffects front office group or individual
TV Display Compliance
33% / occ, group
0
0%
Patient Chart Completion
33% / chart, group
0
0%
Referral Source Tracking
10% / occ, individual
0
0%
Phone Score (Kristie Score)
% multiplier, FO individual
%
100%
Clinical DeductionsPer individual clinical staff
Clinical Notes
33% / occ, individual
0
0%
Diagnostic Imaging
33% / occ, individual
0
0%
Unsigned Treatment Plans
33% / occ, individual
0
0%
SOP Violations
50% / occ, individual
0
0%
Team Member PayoutQuota must be met for bonus to apply
NameGroupHoursBase BonusMultiplierPhoneFinal Bonus
TOTALS
0
$0
$0.00
Users & Permissions
Admin control center — manage team access to VDS Pulse.
Settings
Configure VDS Pulse for your practice.
Locations
Manage your practice locations
Goals & Budgets
Select a location to view and edit its goals and budget settings.
Production Goals
$
Manual entry — your daily production target
$
Auto: Daily Goal × 0 working days this month
Override for holidays. Auto-calculates otherwise.
$
Budget Overview
Current Budgets for Selected Location
Last Month Production--
Last Month Collections--
Supply Budget (4-5% of Production)--
Supply % = Supply Expenses ÷ Production • Benchmark: 4-5%
Lab Fee Budget (4% of Collections)--
Lab % = Lab Costs ÷ Collections • Benchmark: under 4%
Payroll Budget (25% of Collections)--
Staffing % = Payroll ÷ Collections • Benchmark: under 25%
Bonus Deduction Settings
Configure bonus thresholds and deduction percentages per location. Changes apply to the Bonus Performance Tracker.
$
Minimum daily collections avg to qualify for bonuses
$
Same rate applied to all staff
Global Gatekeeper Deduction %
Front Office Deduction %
Clinical Deduction %
✓ Bonus settings saved!
✓ Goals saved!
Notifications & Alerts
Each location has its own notification settings.
EOD Reminders
Reminder email sent to recipients below if EOD not yet submitted by this time
Alert email sent if EOD still not submitted by this time (replaces reminder)
EOD Report Recipients
Add email addresses that should receive EOD reports, reminders, and alerts for this location.
Notification Types
Select which events trigger email notifications for this location.
✓ Notification settings saved!
Google Integration
Connect your Google Workspace for EOD reports and data sync.
✓ Google settings saved!
Users & Permissions
Admin control center — manage team access to VDS Pulse.
Supply Order Tracking
Track supply orders, monitor spending, and stay within budget.
Supply Budget Status (4-5% of last month's production)
$0of $0 budget
• On Track
$0
This Month
$0
Last Month
$0
This Year
0
Orders This Month
• Supply budget is at 80% - approaching limit
• Supply budget exceeded!
Supply Order History
| Date | Vendor | Category | Amount | Order # | Notes | Submitted By | |
|---|---|---|---|---|---|---|---|
| No supply orders yet. Click "Submit Supply Order" to add one. | |||||||
Lab Fee Tracking
Track lab fees, monitor case costs, and stay within budget.
Lab Fee Budget Status (4% of last month's production)
$0of $0 budget
• On Track
$0
This Month
$0
Last Month
$0
This Year
0
Cases This Month
$0
Avg Fee/Case
• Lab fee budget is at 80% - approaching limit
• Lab fee budget exceeded!
Lab Fee History
| Date | Lab Name | Patient/Case | Case Type | Amount | Invoice # | Notes | Submitted By | |
|---|---|---|---|---|---|---|---|---|
| No lab fees yet. Click "Submit Lab Fee" to add one. | ||||||||
Practice Health Dashboard
Private overhead tracking — doctor view only.
MTD Production
$0
--
MTD Collections
$0
--
Supply %
--
Supply % = Supply Expenses ÷ Production
$0 ÷ $0
Benchmark: 4-5%
No supply entries yet
Lab %
0%
Lab % = Lab Costs ÷ Collections
$0 ÷ $0
Benchmark: Under 4%
✓ On Target
Staffing %
--
Staffing % = Payroll ÷ Collections
$0 ÷ $0
Benchmark: Under 25%
✓ On Target
Collection Rate
0%
Collection Rate = Collections ÷ Production
$0 ÷ $0
Benchmark: 100% or above
✓ On Target
Payroll Entry
Enter your actual payroll amount. This feeds into the Staffing % overhead calculation.
$
$0
Weekly × 4.33 | Bi-Weekly × 2.17 | Monthly = entered amount
Month-over-Month Trends
Month-over-Month:
Supply: --
Lab: --
Top Supply Vendors This Month
No data yet
Top Labs This Month
No data yet
Spending by Supply Category
No data yet
Spending by Case Type (Lab)
No data yet
Flagged Large Orders
No flagged orders
Payroll
Payroll records and submissions
Payroll
Payroll entry is available on the Doctor Dashboard.
EOD Archive
Historical end-of-day submissions
EOD Archive
Archived end-of-day reports. Coming soon.
Financial
Financial records and reports
Financial
Financial records and documents. Coming soon.
Documents
Practice documents and files
Documents
Practice documents and files. Coming soon.