A Case Acceptance or Treatment Conversion dashboard is something we recommend setting up and tracking as part of our Elevate program and is only available as part of your MPC package.
This MPC dashboard, once created using the instructions below, will track treatment conversions — e.g: how many proposed treatments are going ahead. It’s built using specific reports within MPC that you can choose and assemble to track the journey from treatment plan to started/accepted care.
Why is this important?
Tracking case acceptance is an an important metric to track is helps you:
Identify gaps between proposed and accepted treatment
Spot high-value treatments not being followed up
Support TCOs and clinical teams with real data
Guide appraisals and coaching
Improve patient outcomes and practice performance
How to setup and create this dashboard
✅ Step 1: Go to Custom Dashboards
Log in to MPC.
Navigate to Custom Dashboards in the left-hand menu.
📝Please Note - This dashboard is not prebuilt — you’ll need to create it yourself using key reports in MPC.
✅ Step 2: Start creating your Dashboard
Manually add the following report widgets to your dashboard using the 'Manage Features Selection' button under the Config Area.
Scroll through the list and find the following feature tiles and click to add these to your Selected tiles.
Treatments created (Quotes) versus started booked
Completed treatments value
If you are an NHS site or a mixed practice you may also wish to add the following:
NHS treatment created (quotes) versus started booked
NHS Completed treatments value
Once added select 'Return to Dashboard'
✅ Step 3: Add your filters
Before saving you dashboard you can configure your new report tiles to show the information for the required timeframes, treatment values and payors. Once happy select 'Apply' to generate your report, these settings will then be remembered going forward.
✅ Step 4: Saving your Dashboard
Once happy click 'Save Dashboard as new template' at the top of the page.
Give it a name and choose the 'Tag' and 'Type' depending on your settings. This can help make it easier to find later if you have a lot of Dashboards.
Click 'Save' on this screen and your new custom dashboard will now be available as part of your drop down list at the top of your Custom Dashboard screen in MPC.
How to use your new dashboard
Once you’ve created your custom dashboard in MPC you can use the four reports to gain insights into your practices treatment conversions.
Completed Treatments Value
Shows the total number and value of treatments that have been completed (i.e., invoiced). Use this to measure clinical output and efficiency over time.
💡 Filter by treatment value range to focus on high-value completions.
💡 Filter by patient payor (e.g., Private, Denplan).
🔍 Click graph bars to view site-level data, then drill into provider-level detail.
Treatments Created vs. Started/Booked
Shows the total value and number of treatments created vs. those that have started or been booked. Use this to understand your conversion rate from proposed to accepted treatment.
💡 Look for large gaps between Created and Started/Booked — this highlights lost opportunities.
💡 Use the value range filter to spot high-value cases not moving forward.
🔍 Click to drill into sites and individual providers for deeper insights.
NHS Completed Treatments Value
Shows completed NHS treatments by number and total value. Use this to track NHS treatment delivery and performance over time.
💡 Filter by treatment value to find high-value completions.
🔍 Drill down from practice to provider level via the graph.
NHS Treatments Created vs. Started/Booked
Shows NHS treatments created vs. those started/booked. Use this to monitor NHS case acceptance and uncover drop-off points.
💡 Filter to highlight high-value NHS treatments not progressing.
🔍 Click into each level to investigate site and provider trends.
💡 Pro Tips
📈 Focus on high-value treatments: Use the value filters to prioritise cases that deliver better ROI.
🧠 Spot patterns quickly: Gaps between "Created" and "Started/Booked" show where follow-ups may be needed.
👩⚕️ Support appraisals: Provider-level data is useful for coaching, reviews, and performance insights.
🔄 Monitor by month: Conversions may show up in later periods — track trends over time.
🖱️ Click everything: All graphs are interactive — click to dive from dashboard → site → provider with ease.