My Practice Cloud (MPC)

The Treatment Tracker Dashboard allows you to monitor treatment conversions and gives data on conversions broken down into treatment value bands.

Find the Treatment Tracker Dashboard (Private)

Go to My Dashboards &gt; Custom Dashboards &gt; Treatment Tracker (Private).

1. Select Practice(s).
2. Click Create Dashboard.
3. Scroll down to view thumbnails.
4. Scroll down further to view graphs.

This dashboard shows the number and value of treatments created within a selected period compared to those that have been started and booked. It highlights treatment conversion by:

Created Treatments — the total count and value of all treatment plans generated.

Started &amp; Booked Treatments — the subset where a next appointment has been booked and the service code has been ticked, indicating uptake.

Treatment Plan Values — a breakdown of the financial value of created vs. started/booked treatments, helping to measure revenue conversion and identify gaps in uptake.

- Created Treatments — the total count and value of all treatment plans generated.
- Started &amp; Booked Treatments — the subset where a next appointment has been booked and the service code has been ticked, indicating uptake.
- Treatment Plan Values — a breakdown of the financial value of created vs. started/booked treatments, helping to measure revenue conversion and identify gaps in uptake.

Tile 1: All Treatments Created (Quotes) vs Started and Booked

Tile 2: Treatments (Value £0–£100) Created (Quotes) vs Started and Booked

Tile 3: Treatments (Value £100–£1,000) Created (Quotes) vs Started and Booked

Tile 4: Treatments (Value £1,000–£5,000) Created (Quotes) vs Started and Booked

Tile 5: Treatments (Value £5,000+) Created (Quotes) vs Started and Booked

Tile 6: NHS Payor with Private Treatments Created (Quotes) vs Started and Booked

Hover over the graph for monthly figures.

Blue line — value or number of created courses within the selected period.

Yellow line — value of started and booked courses of treatment within the selected period.

Click on the graph line to view the bar graph.

- Select value or number of treatments.
- Hover over the graph for monthly figures.
- Blue line — value or number of created courses within the selected period.
- Yellow line — value of started and booked courses of treatment within the selected period.
- Click on the graph line to view the bar graph.

Select a month, then click on the bar graph to drill down further to the Treatment Plans by Period Report.

💡 Top tip: Clicking on the blue bar graph will drill down into Treatment Plans Created within the selected period.

💡 Top tip: Clicking on the yellow bar will drill down into Treatment Plans Started and Booked within the selected period.

Click for NHS Payor with Private Treatments Helpguide

Click for Treatments Created vs Started and Booked Helpguide

Using the Treatment Tracker (Private) Report on Custom Dashboards

How to use Treatment Tracker (Private) Report

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