Now enrolling pilot practices on Open Dental. Pilots use OperatoryView free.Contact us

Home / Blog

Open Dental Operatory Board: What to Track in Real Time

A board is only as good as the handful of things on it. Here is the short list worth tracking live, what each state should mean, and how to read them on a busy morning.

Most practices that want an operatory board start by asking what it should look like. That is the second question. The first one is what belongs on it, because a board with fourteen things on it is a board nobody reads after week two.

This is a short list. Five room states, three timers, and one count. Everything else is a report, and a report is something you read at four o’clock, not something you glance at between patients.

The five states a room can be in

A room state is only useful if it changes a decision. That is the test to apply to every one of these.

Ready. Reset, stocked, and nobody in it. This is the state that gets lost first on a busy morning, and it is the one worth the most: an empty ready room is the answer to “can we squeeze in the emergency at eleven”. If your board says nothing else, say this.

In use, on time. A room is in use from the later of booked start and check-in until checkout. This state exists mainly so that the next one means something.

Running behind. A recorded in-use visit has passed its scheduled end. This never comes from an estimated start. The decision it drives is at the front desk: whether to warn the next arrival now.

Turning over. The patient has left and the room is not usable yet. Practices often skip this one and treat the room as free the moment the chair empties, which is how the front desk ends up promising a chair that has ten minutes of work left in it.

Not in use today. A room with no provider rostered to it is not capacity, and counting it as capacity is the fastest way to make your utilization numbers meaningless. Gray it out.

Five is enough. Practices that add “waiting for the doctor” and “waiting for x-ray” and “waiting on lab” usually find within a month that the extra states are set inconsistently, and a state that is sometimes wrong is worse than no state, because the first month taught everyone to believe it.

The three timers

A state tells you what a room is. A timer tells you how bad it is.

Elapsed in chair. Minutes since the patient was seated, shown only when seated is recorded. Without it, the board can still show check-in and the scheduled finish.

Minutes past scheduled end. This is the number that actually matters, and it is the one most boards leave out. An hour-long crown at minute 55 is fine. A twenty-minute recall at minute 55 is someone’s afternoon.

Worked example, with numbers chosen to be plausible rather than measured. OP-3 is booked 9:00 to 10:00. The patient is seated at 9:14. At 10:22 the elapsed timer reads 68 minutes, which looks almost on schedule. The number that should be on the screen is 22 minutes past the booked end, and the 10:00 patient in OP-3’s chair rotation has been waiting since 9:52.

Minutes in turnover. Time since the chair emptied, for a room being reset. Most practices have never measured this and are surprised by it. It is also the timer that most often reveals a staffing problem rather than a clinical one: rooms turn over slowly at eleven and at two because that is when the assistant covering them is also at lunch relief.

The one count

How many people are waiting, and how long the longest one has been there. Two numbers, one line. A waiting room with four people in it and a longest wait of nine minutes is a normal morning. The same four people with a longest wait of thirty-five minutes is a review being written that evening. The count alone will not tell you which one you have.

How to read this out of Open Dental today

You do not need anything new to start. Open Dental’s own appointment records already hold most of the raw material, and a practice that wants to know whether a board would help should spend two weeks reading it by hand before spending anything else.

Every appointment carries the operatory it is booked into, so the shape of the day per room is already there. What that shows you is the plan. What gets you closer to what is actually happening is the appointment’s own arrived, seated and dismissed times, each written when somebody marks that step during the visit. A team that marks all three consistently is already producing a reasonable record of the day.

The catch is in the phrase “keep that field current”. A status that has to be clicked will be accurate until about eleven and drifting by two, and by three o’clock the busiest room, which is the one you most need to be right about, is the one furthest behind. That is not a discipline problem. It is what happens when the person who has to click is also the person holding a suction.

So the manual version is worth doing as a study, not as a routine. Pick two weeks. Have one person note, on paper, the seat time and the dismiss time in each room and the time each patient arrived in the waiting room. You will have three things at the end of it: your real average turnover, your real distribution of minutes past scheduled end, and a decision about whether any of this is worth automating.

The mistake worth avoiding

Almost every board that gets abandoned was abandoned for the same reason. It became somebody’s job.

The status was accurate on the day it was set up and slightly wrong a week later, and slightly wrong is fatal, because the team stops checking it and starts walking the floor again, and now you have both the walk and the screen. A board earns its place only if nothing on it is typed by anyone.

That is the requirement that decides the tooling. The states and the timers above have to be derived from the software the team is already using for the appointment itself, not entered a second time on a screen whose only purpose is to be looked at.

OperatoryView reads Open Dental through Open Dental’s API, read-only, a few times a minute, and draws these onto the Board, with every room arranged like your office: ready, in use, running behind and turning over; minutes in the chair, minutes past the booked end and minutes since check-out; and the patients waiting at check-in, each with how long they have waited. Your team checks patients in and out exactly as they do now. Nobody keeps the Board up to date by hand, and nothing on it can write anything back into Open Dental.

See the Board and the analytics behind it, or read what data reaches us and what does not before you decide.

See your Open Dental practice live.

Put every operatory on the Board on every office PC, message a room from a right-click, and measure what actually happened.