The Practice Advisor Reports contains a section about Continuing Care Visits. What important information does this portion of the report provide?
Continuing Care The Continuing Care statistics are calculated using the Active Patient Base by Last Visit. The Active Patient Base by Last Visit is the total number of patients who have a Last Visit Date in the Family File that is within the previous number of months (from the Practice Advisor Setup dialog box), who have a Prov1 (primary provider) that has been selected for the report (from the Practice Advisor Report dialog box), and who have a Billing Type that has been selected for the report (from the Practice Advisor Report dialog box).
CC Visits The report shows the practice’s continuing care totals.
Patients with CC Visit within last [number of] months “[number of]” references the CC Visit Span from the Practice Advisor Setup dialog box (see “How do I set up the Practice Advisor?”)
The report displays the following Patients with CC Visit within last [number of] months statistics: • MTD – The Patients with CC Visit within last [number of] months is the number of patients who have a pending continuing care that has a prior treatment date that is on or after the beginning of the CC Visit Span. A patient with more than one pending continuing care that has a prior treatment date within the CC Visit Span is only counted once. The percentage (%) in this box is the Patients with CC Visit within last [number of] months divided by the Active Patient Base by Last Visit (multiplied by 100 and then rounded to the nearest whole number). • MTD Benchmark – The continuing care benchmark range from the Other 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.
# of CC Patients Seen The # of CC Patients Seen is the total number of patients who have a pending continuing care that has a prior treatment date within a given date range. A patient with more than one pending continuing care that has a prior treatment date within the given date range is only counted once.
The report displays the following # of CC Patients Seen statistics: • Previous Month – The # of CC Patients Seen for the previous month. • MTD – The # of CC Patients Seen since the beginning of the month. • YTD – The # of CC Patients Seen since the beginning of the year (fiscal or calendar).
# of Patients Seen with Appt Scheduled The # of Patients Seen with Appt Scheduled is the number of patients who have an appointment scheduled for a pending continuing care that has a prior treatment date within a given date range. A patient with more than one pending continuing care (with an appointment scheduled) that has a prior treatment date within a given date range is only counted once.
The report displays the following # of Patients Seen with Appt Scheduled statistics: • Previous Month – The # of Patients Seen with Appt Scheduled for the previous month. The percentage (%) in this box is the # of Patients Seen with Appt Scheduled for the previous month divided by the # of CC Patients Seen for the previous month (multiplied by 100 and then rounded to the nearest whole number). • MTD – The # of Patients Seen with Appt Scheduled since the beginning of the month. The percentage (%) in this box is the # of Patients Seen with Appt Scheduled since the beginning of the month divided by the # of CC Patients Seen since the beginning of the month (multiplied by 100 and then rounded to the nearest whole number). • MTD Benchmark – The continuing care benchmark range from the Other Benchmarks tab of the KPI Benchmarks Setup dialog box. • MTD Variance – The MTD minus the average of the MTD Benchmark (see Variance Calculations). • YTD – The # of Patients Seen with Appt Scheduled since the beginning of the year. The percentage (%) in this box is the # of Patients Seen with Appt Scheduled since the beginning of the year divided by the # of CC Patients Seen since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number). • YTD Benchmark – The continuing care 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: