How to export your schedule from Curve Dental
Curve Dental's Curve Hero runs in the browser, so there is no office server and no export folder to dig through. Everything comes out through Curve's reports. This guide covers which reports matter for recovering revenue, how to set one up once and reuse it, and when the full Get My Data download is the right tool.
- Curve describes its scheduling reports as showing which patients have appointments for a given date, procedure and length, and the status of any provider.
- Curve Hero reports can be customized: reposition columns, change or remove filters, and save a template for future use.
- Recare reports and treatment plan reports that highlight unscheduled treatment are where much of a dental office's recoverable revenue sits.
- Get My Data, under General in the Administration area, downloads practice data as text files; finished downloads stay available for one week.
- Curve's step-by-step user guides live in Curve Community inside the platform; use them or Curve support to confirm exact clicks.
What changes when your system lives in the cloud
With an on-premise dental system, exporting often means finding the right report on the office server and saving a file to a shared drive. Curve Hero is different. It runs in a web browser, and Curve hosts the data. Every export you make starts as a report inside Curve and ends as a file on whichever computer ran it.
That has two practical consequences. First, the file lands in that computer's downloads folder, which is easy to forget about. Decide in advance where exports go and who cleans them up. Second, because there is no local database to query, the reports Curve provides are the main path to your data. It is worth setting them up carefully once.
The scheduling reports
According to Curve Dental's reporting overview, its scheduling reports let you quickly create and view a report showing which patients have appointments for any given date, procedure and length, and the status of any provider. That covers the core of what revenue recovery needs: when each appointment is, how long it runs, what is being done, and who it is with.
Curve does not publish the exact report names or menu clicks on its public website. Its user guides, quick guides and video tutorials are in Curve Community, which Curve says is accessible within the Curve platform. Search there for the scheduling or appointment reports, or open a support ticket and ask which report lists every appointment, with status, for a date range, and how to download it.
Customize once, then save it as a template
Curve says its reports can be customized on the fly: you can reposition a column, change or remove filters, and save a template you have created for future use. Use that to build one appointment report that has exactly what you need and nothing more:
- Keep: appointment date, start time and length, provider, operatory if shown, procedure or appointment type, appointment status, patient ID and mobile phone.
- Filter: a rolling date range, such as the past two weeks and the next four, and every provider, including hygienists.
- Remove: clinical notes and anything else the job does not need. Less data out of the system means less to protect.
- Save the template with a clear name so anyone on the team runs it the same way.
Recare and unscheduled treatment
The appointment report shows what is on the books. Two other report families show what should be. Curve calls recare critical to a practice's success and offers recare reports for analyzing it. Curve also says its treatment plan reports highlight unscheduled treatment plans.
For a dental office, these two lists are often worth more than the open time on next week's schedule. A patient overdue for hygiene is a visit plus whatever the exam finds. A patient with accepted but unscheduled treatment is production that has already been diagnosed and presented. Our guide to following up on unscheduled treatment covers how to work that list.
Get My Data: the whole-practice download
Curve Hero also has a feature called Get My Data. According to Curve Dental, it lets a practice download its data to simple text files, and it is located in the Administration area, under General. Downloads run in a queue while you keep working, can be cancelled, and the finished files stay available for one week.
Get My Data is the right tool for a full copy of your practice's data, for example for your own records. It is not the right tool for daily schedule work. It pulls far more than recovery needs, and a full practice download is a large amount of protected health information in one place. For day-to-day use, stick to the saved appointment report. If you do run Get My Data, keep the files on a secured practice computer and delete them when you are done.
A dental example with illustrative numbers
These numbers are illustrative, not from any real practice. A three-operatory office runs its saved appointment report for the next three weeks and finds 11 open hygiene hours and 6 open restorative hours. Its recare report shows 140 patients past due. Its treatment plan report shows 35 patients with unscheduled treatment.
Say a hygiene visit is worth $170 and the average unscheduled treatment plan is worth $650. Filling six of the open hygiene hours with overdue recare patients is about $1,020. Scheduling eight of the 35 treatment plans is about $5,200. The treatment plan list, not the open hygiene time, is the bigger number here, which is why it pays to export all three reports, not just the schedule.
DocsDDS works from your Curve reports
DocsDDS, the dental edition of DocsMD, works alongside Curve Hero starting from the reports you already run, with no installation and no system access. It detects open chair time, cancellations and overdue recare patients, texts patients times and numbered choices, and hands each booking to your front desk to enter. Every recovered visit is itemized weekly, under a Business Associate Agreement signed first.
Questions
Where are Curve's step-by-step instructions?
In Curve Community, Curve's knowledge base of user guides, FAQs and video tutorials, accessible within the Curve platform. Curve support can also be reached by support ticket inside the platform.
Should I use Get My Data for my daily schedule file?
No. Get My Data downloads practice data as text files and is better suited to a full copy of your data. A saved appointment report is smaller, faster and exposes less patient information.
Can I make the report the same every time?
Yes. Curve says you can customize report columns and filters and save a template for future use, so the whole team runs the same report.
Which report usually holds the most recoverable revenue?
It varies by practice, but recare and unscheduled treatment plan reports often outweigh open time on the schedule, because those patients have already been diagnosed or are already due.