
The 15 Minutes That Can Transform Your Dermatology Practice
Learn the 10 weekly dashboard metrics Kathleen Moe, MD, tracks to spot issues early, boost access, cash flow, and patient experience in her practice.
Every Tuesday morning, before I see my first patient, I spend a few minutes reviewing a dashboard that tells me far more about the health of my practice than my bank account ever could.
Like many dermatologists, I used to judge how things were going by intuition. Was the schedule full? Did the office feel busy? Were collections strong? Those are important indicators, but they are lagging measures. By the time they change, the problem has often existed for weeks or months.
Especially as my practice grew, I realized I could no longer rely on walking the halls or casual conversations to understand how things were going. We added providers, expanded services, hired more leaders, and the amount of information quickly became overwhelming. I needed a consistent way to see the big picture without getting lost in the details. The answer wasn’t more meetings or more reports; it was a simple standardized dashboard that allows me to quickly identify trends, ask better questions, and keep our leadership team aligned around the same priorities.
My leadership team gathers a concise dashboard of the key reports for which they are responsible. Each report has an owner. Our billing team prepares the accounts receivable summary, our phone leadership compiles call center metrics, our scheduling team reviews provider access, and our clinical leaders identify operational issues. Delegating ownership of these reports not only saves me time but it creates accountability through the organization.
Today, I rely on a simple weekly dashboard that allows me to identify problems early, celebrate successes, and keep my leadership team focused on what truly matters.
A dashboard doesn’t need to contain dozens of reports. In fact, too much information often creates paralysis. Instead, I recommend tracking a handful of meaningful metrics every week that answer one question:
Is our practice healthier today than it was last week?
Here are the ten reports I believe every dermatology owner should review.
1. Phone Performance
For most practices, the phone remains the front door. If patients cannot reach your office, everything else becomes irrelevant. Each week, I review:
- Total incoming calls
- Average wait time
- Abandoned call percentage
- Peak call periods
- Staffing coverage
One week of increasing abandoned calls may simply reflect vacations or an unusually busy clinic. Several weeks of worsening trends usually indicate a systems issue that requires intervention. Phone metrics also provide an objective way to coach staff rather than relying on anecdotal complaints.
2. Accounts Receivable Aging
Cash flow problems rarely appear overnight. Each week, I review aging by category:
- 0–30 days
- 31–60 days
- 61–90 days
- Greater than 90 days
I am less interested in total A/R than I am in movement between buckets. If balances are drifting into older categories, something has changed; claims may not be going out promptly, denials may not be appealed, or patient balances may not be collected consistently. Weekly review prevents small issues from becoming significant financial problems.
3. Provider Access
One of the easiest ways to lose revenue is to have unnecessary openings in provider schedules. Each week, I review:
- New patient wait times
- Same-week availability
- Cancellation rates
- No-show rates
- Provider utilization
Open appointments represent lost opportunities that can never be recovered. Understanding scheduling trends early allows practices to adjust marketing, staffing, and scheduling templates before revenue is affected.
4. Cosmetic Performance
Many cosmetic practices review monthly production. I prefer weekly snapshots. Not because every week should break records, but because trends become apparent much sooner. Our dashboard includes:
- Consultations performed
- Procedures completed
- Retail sales
- Laser utilization
- Injectable production
Weekly discussions help identify whether the issue is marketing, scheduling, consultation conversion, or patient demand.
5. Pathology and Biopsy Trends
Biopsy volume should never be used to judge physician quality in isolation. However, reviewing pathology trends across the practice provides valuable operational insight. Questions I ask include:
- Are pathology turnaround times increasing?
- Are providers receiving results promptly?
- Are patients being notified efficiently?
- Are surgeries being scheduled quickly?
The goal isn’t to compare physicians—it is to ensure excellent patient care.
6. Outstanding Clinical Tasks
Administrative work creates invisible bottlenecks. Every Monday, I review:
- Unsigned charts
- Outstanding pathology notifications
- Prescription refill backlogs
- Prior authorization delays
- Open patient messages
These tasks directly affect patient satisfaction and reduce provider efficiency if allowed to accumulate. A small backlog on Monday often becomes overwhelming by Friday.
7. Staffing Snapshot
People, not equipment, drive every successful practice. Our leadership team reviews:
- Vacations
- Sick calls
- Open positions
- Cross-training progress
- Areas requiring additional support
This isn’t simply about filling holes. It’s about anticipating challenges before patients experience them. One well-trained, cross-trained employee can often prevent weeks of operational stress.
8. Patient Experience
Patient satisfaction should never rely solely on online reviews. Every week, I review:
- New online reviews
- Complaints
- Compliments
- Service recovery opportunities
Negative reviews deserve attention. Positive reviews deserve equal attention because they reveal what patients value most. Celebrating great service reinforces the culture you are trying to build.
9. Strategic Projects
Urgent work always crowds out important work. Without intentional review, strategic initiatives quietly stall. Each Monday, I ask:
- What projects moved forward?
- What barriers exist?
- Who owns each initiative?
- What is the next measurable step?
Whether implementing new technology, adding providers, renovating office space, or launching a cosmetic service, weekly accountability keeps momentum alive.
10. One Improvement for the Week
The final dashboard item is intentionally simple. I ask every leader: “What is one thing we can improve this week?” Not 10. Not 50. One.
Perhaps it’s reducing abandoned calls, speeding prior authorizations, increasing cosmetic consultation conversions, or training one medical assistant. Small improvements, repeated consistently, produce remarkable long-term results.
The Dashboard Is About Conversations, Not Reports
Compiling data does not automatically lead to better decisions. It doesn’t.
A dashboard should create conversations with your team. Every Thursday afternoon, I then meet with my leadership team in person. We discuss the findings, celebrate successes, remove barriers, and develop action plans. When hold times rise, leaders ask why. When cosmetic consultations decline, they explore possible causes. When A/R ages, billing teams investigate trends.
The report itself doesn’t solve problems. The conversations that follow do.
Keep It Simple
Practice owners often ask me how many reports should be included. My advice is straightforward: If no one uses the information to make a decision, stop producing the report. Every metric should answer a question or lead to action. Otherwise, it simply becomes administrative noise. Your dashboard should fit on 1 or 2 pages, be reviewed in less than 15 minutes, and drive meaningful discussion.
Leadership Is Built on Consistency
The greatest benefit of a Monday dashboard isn’t improved collections or increased productivity, although those often follow. The greatest benefit is consistency.
Your leadership team begins every week looking at the same information, speaking the same language, and working toward the same priorities. Problems become visible earlier. Successes are recognized sooner. Employees understand what matters.
Over time, this consistency creates a culture of accountability without micromanagement.
Final Thoughts
Dermatology has become increasingly complex. Staffing shortages, reimbursement pressures, rising patient expectations, and expanding cosmetic services require practice owners to think like both physicians and business leaders.
A weekly dashboard won’t eliminate those challenges, but it provides clarity.
Rather than reacting to crises, you’ll begin identifying trends before they become problems.
In my experience, the healthiest practices aren’t necessarily those with the newest lasers, the largest buildings, or the highest collections. They’re the practices that consistently measure what matters, have honest conversations about what they find, and make small improvements every single week.
The dashboard itself isn’t what transformed our practice. The discipline of reviewing it each week, and the leadership conversations that follow, is what made the difference.
Kathleen Moe, MD, is a board-certified dermatologist and founder of Frederick Dermatology Associates in Frederick, Maryland. She is the author of The Last Private Practice Playbook: Why Independent Still Matters, a book focused on preserving physician-led medicine and patient-centered dermatology.











