Article Info

Article Number 000023102

Introduction

This article is inteneded to help you find comparible reports that might provide you simillar information to what the Practice Advisor Report offers.

Details

KPI	Report(s) for Comparison
Active Patient Base by Last Visit	New Patient List: Total New Patients (date range will need to be the Beginning of Last Visit Span) Letters, Patient Report by Filters: Filter by Patient Status and Last Visit Date (See Footnote 1) Note: This will typically not be the same as other patient counts (e.g. Patients Seen goes by procedures; Practice Analysis does not filter by Last Visit; etc.)
Section: Production Group: Practice Totals
Production	Provider A\R Totals: Production Charges (See Footnote 2) Day Sheet: Total Charges Analysis Summary: Total Charges Practice Analysis – Production Summary: Total Production Charges
Adjustments to Production	Provider A\R Totals: Production +Adj and -Adj combined (See Footnote 2) Adjustment Day Sheet: Manually total the Total for each Adjustment Type that applies to Production (also need to add Total Finance Charges and Total Late Charges from reports) Practice Analysis – Adjustment Summary: Manually total the Total for each Adjustment Type that applies to Production
Adjusted Production	Provider A\R Totals: Production Total (See Footnote 2)
# of Provider Production Days	Practice Assistant Scheduled Production Analysis: Total Available Days in Range (See Footnote 3)
Average Daily Production	Manually calculated by dividing Production by # of Provider Production Days
Average Hourly Production	Practice Assistant Schedule Summary Report: Average Production per Scheduled Hour (this uses completed procedures by Entry Date)
Section: Production Group: Dentist Totals
Dentist Production	Provider A\R Totals: Production Charges (See Footnote 2) Day Sheet: Total Charges Analysis Summary: Total Charges Practice Analysis – Production Summary: Total Production Charges
# of Dentist Production Days	Practice Assistant Scheduled Production Analysis: Total Available Days in Range (See Footnote 4)
Dentist Average Daily Production	Manually calculated by dividing Dentist Production by # of Dentist Production Days
Dentist Average Hourly Production	Practice Assistant Schedule Summary Report: Average Production per Scheduled Hour (this uses completed procedures by Entry Date)
Dentist Unfilled Hours	Practice Assistant Scheduled Production Analysis: Total Unscheduled Hours
Section: Production Group: Hygienist Totals
Hygienist Production	Provider A\R Totals: Production Charges (See Footnote 2) Day Sheet: Total Charges Analysis Summary: Total Charges Practice Analysis – Production Summary: Total Production Charges
# of Hygienist Production Days	Practice Assistant Scheduled Production Analysis: Total Available Days in Range (See Footnote 3)
Hygienist Average Daily Production	Manually calculated by dividing Hygienist Production by # of Hygienist Production Days
Hygienist Average Hourly Production	Practice Assistant Schedule Summary Report: Average Production per Scheduled Hour (this uses completed procedures by Entry Date)
Hygienist Unfilled Hours	Practice Assistant Scheduled Production Analysis: Total Unscheduled Hours
Section: Production Group: Case Acceptance
Amount of Treatment Diagnosed	Treatment Plan Statistics Analysis (See Footnote 4)
Amount of Treatment Accepted	Treatment Plan Statistics Analysis (See Footnote 4)

Footnote 1 - Letters: Open output file with Excel, sort and count row for each patient.

Footnote 2 - Provider A/R Totals report: Initial Balances are only included in the Beginning Balance and the Ending Balance. An Initial Balance is only included in the Beginning Balance if the Initial Balance is dated before the first day in the range used. The +ADJ and –ADJ needs to be combined manually for each for Adjustments to Production and Adjustments to Collections.

Footnote 3 - Practice Assistant Scheduled Production Report: Total Available Days in Range counts each day the provider is available for even an hour as a whole day (not as half days when less than 5 hours as in the KPI report).

Footnote 4 - Treatment Plan Statistics Analysis: The amounts will probably not match the amounts for Case Acceptance for two reasons: (1) The calculations for Treatment Plan Statistics Analysis are not held by the same date boundaries; and (2) it does not count completed procedures that were never treatment planned as treatment diagnosed and accepted.

KPI	Report for Comparison
Section: Collections Group: Practice Totals
Accounts Receivable (Xs Production)	Aging report: Total Balance (when as of a date) Provider A/R Totals: Total Ending Balance (see Footnote 5) Day Sheet: Total Balance As Of (see Footnote 5)
A/R over 90 days (% A/R)	Aging Report: Totals/Percent over 90
Collections (% Production)	Provider A/R Totals: Collections Payments Day Sheet: Total Payments Receipts Day Sheet: Grand Total Payments Analysis Summary: Total Collections Practice Analysis – Payment Summary: Total of All Payments
Over-the-Counter Collections (% Production)	Deposit Slip: Manually total the Total for each Payment Type that is for OTC Collections Practice Analysis – Payment Summary: Manually total the Total for each Payment Type that is for OTC Collections
Adjustments to Collections	Provider A\R Totals*: Collections +Adj and -Adj combined Adjustment Day Sheet: Manually total the Total for each Adjustment Type selected to apply to Collections Practice Analysis – Adjustment Summary: Manually total the Total for each Adjustment Type that applies to Collections
Adjusted Collections (% Adj Production)	Provider A/R Totals: Collections Total
Collections from Insurance	Practice Assistant Insurance Payment Summary Report: Grand Total Amt Rec’d (see Footnote 6) Deposit Slip: Combine Total for Dental and Medical Insurance Payment Types
Collections from Patients	Deposit Slip: Total Deposit minus Collections from Insurance
Aged Accounts Receivables	Aging Report as of the same date: Aged balance amounts and %’s
A/R with Pending Insurance Claims	Insurance Claim Aging Reports: Combined aged balance amounts of the Dental Insurance Claim Aging Report and the Medical Insurance Claim Aging Report (see Footnote 7)

Footnote 5 - Balances for the A/R Totals and Day Sheet may not match if the Totals are off for the practice.

Footnote 6 - Insurance reports generally can only be generated by Dental Insurance or Medical Insurance. In this case both need to be generated and then the needed amounts combined.

Footnote 7 - Insurance Aging Reports do not have an As of Date option, so will only match if the Practice Advisor Report As of Date is “today”. If not, the amounts for claims dated after the As of Date could be subtracted from the aged balances.

KPI	Report for Comparison
Section: New Patient Analysis Group: Practice Totals
# of New Patients by First Visit	Day Sheet: New Patients of Record—this may be different if a new patient does not have a procedure on the First Visit Date Analysis Summary: New Patients Seen—this may be different if the First Visit Date is not the same as the date of the first procedure New Patient List: Total New Patients
Amount Diagnosed for New Patients	Practice Assistant New Patient Summary Report: Treatment Plan plus Completed Grand Totals (see footnote 8)
Amount Accepted by New Patients	(see footnote 8)
Average New Patient Potential	Manually divide Amount Diagnosed for New Patients by # of New Patients (see Footnote 8)
# of New Patients Referred BY Patient	Referred By Patient Report: Total Referrals (only if all Referred BY Patient patients are referred when they are new patients) Letters, Patient Report by Filters: Filter by Referred by Patient and First Visit Date (see Footnote 9)
# of New Patients Referred BY Doctor/Person	Referred By Doctor/Other Report: Skip Non-Persons; Total Referrals (only if all Referred BY Dr/Other patients are referred only when they are new patients, which may not be the case for specialty practices) Letters, Patient Report by Filters: Filter by Referred by Dr/Other, Skip Non-Persons, and First Visit Date (see Footnote 9)
# of New Patients Referred BY Marketing	See the previous, but do not Skip Non-Persons – us the difference between this total and the total for the previous
# of New Patients Referred BY all	Combine totals from the previous three

Footnote 8 - New Patient Summary Report: This will only match if each new patient has only had one visit for the report time period. The PA report uses each new patient’s current tx plan balance and the total of all completed procedures, regardless of date. This counts all treatment plan procedures that display in the Chart, whether or not the case is accepted.

Footnote 9 - Letters: Open output file with Excel, sort and count row for each patient.

KPI	Report for Comparison
Section: Continuing Care Group: CC Visits
Patients with CC Visit within last 12 months	Continuing Care List (see Footnote 10) Letters, Patient Report by Filters: Filter by CC Prior Treatment Date and CC Type for All (see Footnote 11)
# of CC Patients Seen	Continuing Care List (see Footnote 10) Letters, Patient Report by Filters: Filter by CC Prior Treatment Date and CC Type for All (see Footnote 11)
# of Patients Seen with Appt Scheduled	Continuing Care List (see Footnote 10) Letters, Patient Report by Filters: Filter by CC Prior Treatment Date and CC Type, With Attached Appointment (see Footnote 11)
Section: Continuing Care Group: CC Due
# of Patients Due for CC	Continuing Care List (see Footnote 10) Letters, Patient Report by Filters: Filter by CC Due Date and CC Type for All (see Footnote 11)
# of Patients Due with Appt Scheduled	Continuing Care List (see Footnote 10) Letters, Patient Report by Filters: Filter by CC Due Date and CC Type, With Attached Appointment (see Footnote 11)

Footnote 10 - Continuing Care List: View All and then Copy To Clipboard for Excel to sort and count patients according to criteria. The Practice Advisor only considers patients part of the Active Patient Base who have a Last Visit Date within the time specified in the Practice Advisor Setup. There may be some discrepancy between the reports because the Continuing Care List cannot filter by the Last Visit Date.

Footnote 11 - Letters: Open output file with Excel, sort and count row for each patient.
The Practice Advisor only considers patients part of the Active Patient Base who have a Last Visit Date within the time specified in the Practice Advisor Setup. When running letters, there may be some discrepancy between the reports unless you also filter by patients seen by Last Visit Date and apply the same range.

KPI	Report for Comparison
See also the Production section for Dentist Average Hourly Production, Dentist Unfilled Hours, Hygienist Average Hourly Production, Hygienist Unfilled Hours at the top of this article.
Scheduled Hours	Practice Assistant Schedule Summary Report: Total Scheduled Time Practice Assistant Scheduled Production Analysis: Total Scheduled Hours
# of Broken Appointments not re-appointed	Unscheduled Appointment List: Manually count those with a Status of Broken Practice Assistant Schedule Summary Report: Total Broken Appointments
Scheduled Hours for Broken Appts	Unscheduled Appointment List: Manually total the length for those with a Status of Broken
Revenue Lost from Broken Appointments	Manually multiply Scheduled Hours for Broken Appts by Average Hourly Production
Value of Dentist Unfilled Hours	Manually multiply Dentist Average Hourly Production by Dentist Unfilled Hours
Value of Hygienist Unfilled Hours	Manually multiply Hygienist Average Hourly Production by Hygienist Unfilled Hours

Article Properties

Title	Dentrix Reports That Give Comparable Information To Practice Advisor Reports

Issue #

URL Name	47754

Dentrix Reports That Give Comparable Information To Practice Advisor Reports