The Practice Advisor Reports contains a section containing graphs and charts. What important information does this portion of the report provide?
Graphs If Include Graphs for Production, Include Graphs for Collections, Include Graphs for New Patient Analysis, and/or Include Graphs for Schedule Management was checked for Production, Collections, New Patient Analysis, and/or Schedule Management when setting up options for the report in the Practice Advisor Report dialog box, the report will include an extra page(s) with the graphs that show Key Performance Indicators for Production, Collections, New Patient Analysis and/or Schedule Management. (click here to learn how to generate the report)
PRODUCTION – Average Daily Production This is a graphical representation of the average daily production figures under Practice Totals, Dentist Totals, and Hygienist Totals in the PRODUCTION section of the report.
The bar graph displays the following data: • Previous Month – The practice’s Average Daily Production, Dentist Average Daily Production, and Hygienist Average Daily Production for the previous month. • This Month – The practice’s Average Daily Production, Dentist Average Daily Production, and Hygienist Average Daily Production since the beginning of the month. • YTD – The practice’s Average Daily Production, Dentist Average Daily Production, and Hygienist Average Daily Production since the beginning of the year.
PRODUCTION – Ratio of Tx Case Acceptance This is a graphical representation of the Amount of Treatment Accepted percentages under Case Acceptance Totals in the PRODUCTION section of the report.
The bar graph displays the following data: • Previous Month – The Amount of Tx Accepted for the previous month. • This Month – The Amount of Tx Accepted since the beginning of the month. • YTD – The Amount of Tx Accepted since the beginning of the year (fiscal or calendar).
COLLECTIONS – Ratio of A/R to Production This is a graphical representation of the Accounts Receivable (Xs Production) figures under Practice Totals in the COLLECTIONS section of the report.
The bar graph displays the following data: • Previous Month – The A/R for the previous month. • This Month – The A/R for the current month. Note: It is preferred that the A/R be below the benchmark.
COLLECTIONS – Ratio of A/R Over 90 Days This is a graphical representation of the A/R over 90 days (% AR) percentages under Practice Totals in the COLLECTIONS section of the report.
The bar graph displays the following data: • Previous Month – The A/R over 90 days for the previous month. • This Month – The A/R over 90 days for the current month. Note: It is preferred that the A/R be below the benchmark.
COLLECTIONS – Ratio of Collections to Production This is a graphical representation of the Adjusted Collections (% Adj Production) and Over-the-counter Collections (% Production) percentages under Practice Totals in the COLLECTIONS section of the report.
The bar graph displays the following data: • Previous Month – The Adjusted Collections and Over-the-Counter Collections for the previous month. • This Month – The Adjusted Collections and Over-the-Counter Collections for the current month. • YTD – The Adjusted Collections and Over-the-Counter Collections for the current year (fiscal or calendar).
NEW PATIENT ANALYSIS – Ratio of Tx Amt Accepted, New Patients This is a graphical representation of the Tx Amount Accepted, New Patients percentages under Practice Totals in the NEW PATIENT ANALYSIS section of the report.
The bar graph displays the following data: • Previous Month – The Tx Amount Accepted, New Patients for the previous month. • This Month – The Tx Amount Accepted, New Patients since the beginning of the month. • YTD – The Tx Amount Accepted, New Patients since the beginning of the year.
NEW PATIENT ANALYSIS – Average Tx Amt Diagnosed, New Patients This is a graphical representation of the Average Tx Amt Diagnosed for New Patients figures under Practice Totals in the NEW PATIENT ANALYSIS section of the report.
The bar graph displays the following data: • Previous Month – The Average Tx Amt Diagnosed, New Patients for the previous month. • This Month – The Average Tx Amt Diagnosed, New Patients since the beginning of the month. • YTD – The Average Tx Amt Diagnosed, New Patients since the beginning of the year (fiscal or calendar).
NEW PATIENT ANALYSIS – Ratio of New Patient Referrals This is a graphical representation of the # of New Patients Referred BY Patient, # of New Patients Referred BY Doctor/Person, and # of New Patients Referred BY Marketing percentages under Practice Totals in the NEW PATIENT ANALYSIS section of the report.
• Previous Month – The # of New Patients Referred BY Patient, # of New Patients Referred BY Doctor/Person, and # of New Patients Referred BY Marketing for the previous month. • This Month – The # of New Patients Referred BY Patient, # of New Patients Referred BY Doctor/Person, # of New Patients Referred BY Marketing since the beginning of the month. • YTD – The # of New Patients Referred BY Patient, # of New Patients Referred BY Doctor/Person, # of New Patients Referred BY Marketing since the beginning of the year. Note: A marketing referral source is a doctor/other referral that has been flagged as a non-person (the Nonperson check box is selected).
CONTINUING CARE – % of Patients Due who have Appt This is a graphical representation of the # of Patients Due with Appt Scheduled percentages under CC Due in the CONTINUING CARE section of the report.
This bar graph displays the following data: • Prior Overdue – The # of Patients Due with Appt Scheduled before the previous month. • Due in Previous Month – The # of Patients Due with Appt Scheduled in the previous month. • Due This Month – The # of Patients Due with Appt Scheduled since the beginning of the month. • Due Next Month – The # of Patients Due with Appt Scheduled next month.
SCHEDULE MANAGEMENT – Revenue Lost from Broken Appointments This is a graphical representation of the Revenue Lost from the Broken Appointments figures under Practice Totals in the SCHEDULE MANAGEMENT section of the report.
The bar graph displays the following data: • Previous Month – The Revenue Lost from Broken Appointments for the previous month. • This Month – The Revenue Lost from Broken Appointments since the beginning of the month. • Next Month – The Revenue Lost from Broken Appointments for next month.
SCHEDULE MANAGEMENT – Value of Unfilled Hours This is a graphical representation of the Value of Dentist Unfilled Hours and Value of Hygienist Unfilled Hours figures under Practice Totals in the SCHEDULE MANAGEMENT section of the report.
The bar graph displays the following data: • Previous Month – The Value of Dentist Unfilled Hours and Value of Hygienist Unfilled Hours for the previous month. • This Month – The Value of Dentist Unfilled Hours and Value of Hygienist Unfilled Hours for the current month. • Next Month – The Value of Dentist Unfilled Hours and Value of Hygienist Unfilled Hours for next month.
The following sections explain more about the Practice Advisor:
