Internal tools for dental practices.
The reports your practice management system prints are snapshots; the front desk needs working lists. Prized lets a practice build small internal tools by describing them in plain language: recall pipelines, no-show tracking, AR follow-up. The templates below are working examples you can open right now.
Patient Recall Tracker
Move overdue patients from due to booked with a simple recall pipeline.
Appointment No-Show Tracker
See where no-shows cluster by provider, weekday, and visit type, and fix the schedule.
Provider Schedule Planner
A color coded weekly grid of provider slots with live utilization percentages.
Invoice & AR Aging Tracker
Log invoices, watch 30, 60, and 90 day aging buckets, and get a collections call list.
Hiring Funnel Tracker
See every candidate by stage and spot where your hiring pipeline leaks.
Team PTO Calendar
One grid of who is out when, with balances and overlap warnings.
NPS Tracker
Watch your NPS trend and route every detractor comment to an owner.
Every practice has the Monday ritual: export the recall report from Dentrix, Eaglesoft, or Open Dental into Excel, highlight who is overdue, and hand the front desk a call list. Next to it live the no-show tally, the printed insurance aging report with the 90-plus column circled, and the unscheduled treatment report nobody has time to work. The numbers a healthy practice watches: hygiene reappointment rate (88 percent or better before the patient walks out), no-show rate under 5 percent, production per chair per hour, and insurance AR over 90 days.
The spreadsheet versions decay by Wednesday. The recall list is a snapshot, so patients called yesterday get called again and the ones who said call me in March fall through entirely. No-shows get tallied but never analyzed, so nobody sees that they cluster on Mondays, with one provider, on one visit type. The aging report gets highlighted, worked for an afternoon, then reprinted from scratch next month with no memory of which claims were already chased.
A purpose-built tool keeps the working state. A recall pipeline moves every overdue patient from due to contacted to booked. A no-show tracker shows the pattern by provider, weekday, and visit type. A schedule planner shows utilization per column, and the AR list remembers every call and promise date between exports. The templates below are working examples with sample patients. Open one and describe your practice: your recall intervals, your providers, your ops days.
Common questions
Does this connect to Dentrix, Eaglesoft, or Open Dental?
Not directly, and the templates are honest about that. The workflow is the one you already have: export the recall, aging, or unscheduled treatment report as a CSV and import it. The difference is that the tool keeps working state between exports, so who was called, who booked, and which claims were chased does not reset every month. Direct connections are a later step, not day one.
We don't have IT. Who sets this up?
Nobody technical is required. A template is a working tool the moment you open it, loaded with sample patients so you can see the flow. Your office manager describes changes in plain language: recall intervals of 4 and 6 months, perio patients flagged separately, a column for insurance carrier. Expect an afternoon, not an implementation.
Our recall and scheduling rules are specific to our practice. Can a template really match them?
Yes, because it is not fixed software. Tell Prized you run two hygiene columns and one doctor column, that perio maintenance is every 4 months, or that you want same-day treatment tracked as its own category, and the tool is rebuilt to those rules. The sample data only exists to show the shape before your real lists come in.
The tool you actually need is one description away.
Start from a template above or from a blank page: either way, you describe it and Prized builds it.