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Practice Advisor Report: Production: Case Acceptance Tools section

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Article Info
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The Practice Advisor Reports contains a section about Production Case Acceptance Tools.
What important information does this portion of the report provide?
Case Acceptance Totals
The report shows case acceptance production totals.


Amount of Treatment Diagnosed

The Amount of Treatment Diagnosed is the sum of the following:

  • The dollar amount of each patient’s treatment-planned procedures that are part of a recommended case and have a procedure date within a given date range.
  • The dollar amount of each patient’s completed procedures (for any procedure date) that were treatment-planned within a given date range.
  • The dollar amount of each patient’s completed procedures that were never previously treatment-planned and have a procedure date within a given date range.

Note: The amount of diagnosed treatment is calculated from only the recommended cases.

The report displays the following Amount of Treatment Diagnosed statistics:

  • Previous Month - The Amount of Treatment Diagnosed for the previous month.
  • MTD - The Amount of Treatment Diagnosed since the beginning of the current month.
  • YTD - The Amount of Treatment Diagnosed since the beginning of the year (fiscal or calendar).
Amount of Treatment Accepted

The Amount of Treatment Accepted is the sum of the following:

  • The dollar amount of each patient’s treatment-planned procedures that have not been completed, are part of an accepted case, and have a procedure date within a given date range.
  • The dollar amount of each patient’s completed procedures (for any procedure date) that were treatment-planned within a given date range.
  • The dollar amount of each patient’s completed procedures that were never previously treatment-planned and have a procedure date within a given date range.
The report displays the following Amount of Treatment Accepted statistics:

  • Previous Month – The Amount of Treatment Accepted for the previous month. The percentage (%) in this box is the Amount of Treatment Accepted for the previous month divided by the Amount of Treatment Diagnosed for the previous month (multiplied by 100 and then rounded to the nearest whole number).
  • MTD – The Amount of Treatment Accepted since the beginning of the month. The percentage (%) in this box is the Amount of Treatment Accepted since the beginning of the month divided by the Amount of Treatment Diagnosed since the beginning of the month (multiplied by 100 and then rounded to the nearest whole number).
  • MTD Benchmark – The production benchmark range  from the Production Benchmarks tab of the KPI Benchmarks Setup dialog box.
  • MTD Variance – The MTD minus the average of the MTD Benchmark (see Variance Calculations).
     If a Recommendation icon appears next to a Variance, refer to the Recommendation Footnotes page(s) to read the recommendations on what can be improved or changed.
  • YTD – The Amount of Treatment Accepted since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the Amount of Treatment Accepted since the beginning of the year divided by the Amount of Treatment Diagnosed since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).
  • YTD Benchmark – The production benchmark range that is derived from the MTD Benchmark.
  • YTD Variance – The YTD minus the average of the YTD Benchmark (see Variance Calculations).
     If a Recommendation icon appears next to a Variance, refer to the Recommendation Footnotes page(s) to read the recommendations on what can be improved or changed.

The following sections explain more about the Practice Advisor:

Practice Advisor - Introduction and Overview

Setup the Practice Advisor

Practice Advisor Report History

Choosing Options for the Practice Advisor Report

Interpreting the Practice Advisor Reports:

    Production
        Practice Totals

        Dentist Totals

        Hygienist Totals

        Case Acceptance Tools (this article)


    Collections
        Practice Totals
        Aged Accounts Receivable


    New Patient Analysis


    Continuing Care
        CC Visits

        CC Due


    Schedule Management


    Variance Calculations


    Graphs


    Dentist Detail


    Hygienist Detail


Recommendation Footnotes
Article Properties
Practice Advisor Report: Production: Case Acceptance Tools section
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