Case acceptance — treatment dollars accepted over dollars presented (or cases accepted over presented) — measures how well the practice converts diagnoses into scheduled treatment.
The example
$42,000 accepted, $60,000 presented.
| A | B | |
|---|---|---|
| 1 | Item | Value |
| 2 | 42,000 / 60,000 | — |
| 3 | Acceptance | → 70% |
The formula
The formula:
How it works
How it works:
- Measure by dollars (treatment value) or by cases (count) — both are useful.
- Divide accepted by presented for the acceptance rate.
- The unaccepted dollars are an opportunity — follow-up and financing lift acceptance.
- Track by provider to coach treatment presentation.
Dollar acceptance and case acceptance tell different stories. Accepting many small cases but declining the big ones gives high case acceptance and low dollar acceptance — a sign cost is the barrier, where financing options help most. Tracking both, per provider, separates a presentation-skill issue from an affordability issue and points to the right fix (training vs payment plans).
Try it: interactive demo
Dollars accepted and presented.
Variations
By case count
Cases not dollars:
Unaccepted dollars
The opportunity:
By provider
Coach presentation:
Pitfalls & errors
Dollars vs cases. Track both — they reveal different barriers.
Same window. Accepted and presented over the same period.
Zero presented. Nothing presented gives #DIV/0!.
Practice workbook
Frequently asked questions
How do I calculate case acceptance in Excel?
Should I measure by dollars or cases?
How do I track by provider?
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