To access the Practice Advisor Setup, open the Office Manager module. From the Analysis menu, click Practice Advisor. -or- Click the Practice Advisor icon from the Office Manager toolbar.
Click Practice Advisor Report
The Practice Advisor Report dialog box appears
Options If you want to load a set of previously saved report options, choose from the Options pull down menu.
If you select one of the set of saved options before saving the current options being viewed, a message box appears and asks if you want to save the options.
• Click Yes to save the current options, type the New Option Name, and then click OK. • Click No to replace the current options with the selected options. • Click Cancel to return to the Practice Advisor Report dialog box with the current options still being viewed. The options from the saved set you selected are not loaded.
Generate Report As Of The As Of date for the report is used to determine the current month-to-date (MTD) range/cutoff, previous month range (always the full month), next month range (always the full month; only used for the Schedule Management section on the report), and year-to-date (YTD) cutoff.
Type a date in a MM/DD/YYYY format or select a date by clicking the down arrow to open a calendar from which you can choose the desired date (click the arrows to navigate from month to month; click the year to change it; click the month to change it; click a date to select it). The date you type or select is used as the report As Of date.
Production & Collections By Entry Date With this option selected, all transactions used for production and collections KPI values will be used according to entry date and the report As Of date. Entry date applies to the following sections on the report: • The Production section (and anywhere that production amounts from the Production section are used in other sections). • The Collections section, except for A/R amounts.
Procedure Date With this option selected, all transactions used for production and collections KPI values will be used according to procedure date and the report As Of date. Procedure date applies to the following sections on the report: • The Accounts receivable aged balance amounts in the Collections section is always determined according to procedure date, as it is for aging reports, billing statements, Practice Analysis, etc. • Treatment plan amounts are always determined according to procedure date for treatment-planned procedures and by the treatment plan date for completed procedures. Entry dates are not used for treatment plans.
YTD Calculations by • Fiscal Year – With this option selected, all dated records that are used for the YTD calculations will use a range as of the first day of the fiscal year for the practice through the report As Of date. • Calendar Year – With this option selected, all dated records that are used for the YTD calculations will use a range as of January 1st for the year of the report As Of date through the report As Of date
Note: If you want to view production and collections for the fiscal year and the other sections for the calendar year, you must generate two reports.
Select Dentists – Check All if you want to include all dentists on the report, or select specific dentists by clicking each one. The selected dentists are used as a filter for the following sections of the report: • Production, according to transaction provider. • New Patient Analysis, according to patient provider. • Schedule Management, according to provider setup in the Appointment Book and the appointment provider. All providers are always used for the Collections and Continuing Care sections on the report.
Select Hygienists – Check All if you want to include all hygienists on the report, or select specific hygienists by clicking each one. The selected hygienists are used as a filter for the following sections of the report: • Production, according to transaction provider. • Schedule Management, according to provider setup in the Appointment Book and appointment provider.
Notes about Hygienist: - All hygienists are always used for the Collections and Continuing Care sections. - Selected hygienists are not used for the New Patient Analysis section on the report because it is assumed that no new patient will have a hygienist as their primary provider.
Doctors and Hygienists are designated as such in the Practice Advisor Setup Provider Setup dialog box.
Select Billing Type – Check All if you want to include all billing types on the report, or select specific billing types for the Production and Collections sections on the report by clicking each one.
Select Report Options • Number of Copies – Enter the number of copies of the report you want to have printed. The number specified will be used as the default when you click the Print button from the Print Preview window. • Include Recommendation Footnotes – With this option selected, an additional page of recommendations will be included for any report information that is flagged as not meeting a benchmark. • Include Cover Page of Options Selected – With this option selected, a cover page will be printed with the report that details all of the options used to generate the report and includes the practice information, such as the name, phone number, and address. • Send to eMail Addresses – With this option selected, a PDF copy of the report can be e-mailed after the report is generated but before it is previewed. • The PDF will be attached to a new e-mail message (a MAPI-compliant e-mail software must be installed and set up for this feature to function properly). • The To field of the e-mail message will be populated with the e-mail address(es) you type in the Send to eMail Addresses field. Separate each e-mail address with a semi-colon and a space (; ).
Select Report Sections & Related Options • Production – Select this option if you want to include production statistics on the report. - Include Dentist Detail – With this option selected, a report of production information for each of the selected or for all dentists will be generated. - Include Hygienist Detail – With this option selected, a report of production information for each of the selected or for all hygienists will be generated. - Include Graphs for Production – With this option selected, a page with graphs for the production information will be included.
• Collections – Select this option if you want to include collections statistics on the report. - With the Include Graphs for Collections option selected, a page with graphs for the collections information will be included.
• New Patient Analysis – Select this option if you want to include new patient analysis statistics on the report. - Include Dentist Detail – With this option selected, a report of new patient analysis information for each of the selected or for all dentists will be generated. - Include Graphs for New Patient Analysis – With this option selected, a page with graphs for the new patient analysis information will be included.
• Continuing Care – Select this option if you want to include continuing care statistics on the report. - Check All if you want to include all continuing care types on the report, or select specific continuing care types in the Select CC Types list box. Continuing care types are only used for the continuing care information section of the report. - Include Graphs for Continuing Care – With this option selected, a page with graphs for the continuing care information will be included. Note: You may want to select specific continuing care types because some continuing care types are not recurring and should, therefore, not be counted when evaluating the continuing care effectiveness of the practice.
• Schedule Management – Select this option if you want to include schedule management statistics on the report. - Include Dentist Detail – With this option selected, a report of schedule management information for each of the selected or for all dentists will be generated. - Include Hygienist Detail – With this option selected, a report of schedule management information for each of the selected or for all hygienists will be generated. - Include Graphs for Schedule Management – With this option selected, a page with graphs for the schedule management information will be included.
Click Save Options if you want to save the set of report options you have chosen for future use. From the Save Options dialog box, type a name for the option set, and then click OK.
Click Manage Options if you want to rename or delete previously saved report option sets. From the Manage Saved Options dialog box, select a saved report, and then click Rename or Delete.
Click Preview to generate the report, send an e-mail with the report attached (if applicable), and then preview the report.
The progress dialog box appears.
The report may take a long time to generate, but you can continue working in Dentrix during the process.
If you need to abort the report generation, you can click Cancel at any time. The report will not show in the report history.
The following sections explain more about the Practice Advisor:
