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Read your dashboard

Who can do this: Everyone on your team.

The dashboard for Downtown Office: headline numbers, today’s schedule counts, appointment volume for the last 30 days and AI receptionist stats

The dashboard is the first page you see after you sign in. Click Dashboard in the left menu to come back to it. At the top, a greeting (Welcome back and your first name) shows today’s date. The schedule and money figures show the office picked in the location picker at the top left, or every office you have access to when All Locations is picked.

Nothing on the dashboard can be changed from here. It’s a read-only summary. Schedule and money figures come from Open Dental; call and chat figures come from the AI receptionist. Figures can be a little behind Open Dental. Owners, Office Managers and Billing can fetch the latest with Pull fresh on Analytics.

A bar of practice numbers scrolls across the top. Hover over it to pause it. It includes:

  • Prior Day Production, Today Scheduled Prod. and Tomorrow Est. Prod.
  • Prod. / Visit (90d) (production per visit over the last 90 days)
  • Production YTD and Collections YTD
  • Active Patients, Active Hygiene Pts. and New Patients YTD
  • Future Appointments, Pre-Appt % and Hygiene Pre-Appt %
  • AI Calls Handled (with the share that were booked) and Chat Booking Rate

The bar only appears once your practice is connected to Open Dental.

Six tiles for today: Scheduled, Confirmed, New Patients, Canceled, No-Shows and Fill Rate. The small arrow under each tile compares today with yesterday.

Below the tiles:

  • Appointment Volume — Last 30 Days: scheduled, completed and canceled appointments, week by week.
  • Provider Schedule Today: each provider’s appointments today, with how many are done or canceled.
  • NixNotes Performance, if your practice uses NixNotes: Recorded, Generated and Time saved, with Today, Week and Month buttons.

The right-hand column covers the AI receptionist:

  • Total Calls, AI Booking Rate, New Pt. Calls and Active Agents.
  • Chats (30d) and Chat Booking, if your website chat has had conversations in the last 30 days.
  • Recent Calls: the latest calls, with the caller, a colored status tag, a short summary and the time.

To read a whole call, go to Call Logs.

If you see this banner, NixDent isn’t connected to Open Dental yet, so the schedule and money figures are empty. The AI receptionist numbers still work.

If instead the top bar shows Practice offline, the connection was set up but has stopped syncing. Click it to open a support request to NixDent. The Practice offline link is in the top bar, not on the dashboard itself.