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--- home:info_and_faq:reports_overview [10:35 Aug 26, 2019]
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+++ home:info_and_faq:reports_overview [16:58 Jun 12, 2025] (current)
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-We offer 6 automated reports with our standard Divergent Dental Resources package. These reports are delivered via PDF format to your email inbox daily, weekly, and monthly. If you have questions about any of the data on our reports, please see our [[userguide|User Guide]] or [[mailto:info@divergentdental.com|email]] us directly.
+=====What Reports to Expect=====
+We offer 6 automated reports as our Divergent Dental Resources practice metrics. These reports are delivered via PDF format to your email inbox daily, weekly, and monthly. Weekly reports are delivered every Monday. Monthly Reports are delivered on the First of the month or the Next Business Day (if on the weekend). Our Weeks here at Divergent Dental are based on a Monday through Sunday structure.\\
-**Morning Huddle:** Sent each morning that you are typically scheduled to see patients and contains a significant amount of usable information for that day. There are three primary areas of information on this report: (1) Quick Stats; (2) Providers’ Scheduled Production; and (3) Patient Appointment Details.
+If you have questions about any of the data on our reports, please see our [[[[userguide:guide_home|User Guide]] or [[mailto:info@divergentdental.com|email]] us directly.
-**Daily Dashboard:** Sent every evening that you typically are scheduled to see patients. It is comprised of three major sections: upper grid, middle grid, and lower grid. Each grid section gives you a daily snapshot of the current health of your practice.
+====You can expect the following information in our reports:====
-**Weekly Recap:** Sent every Monday morning and includes two charts: Case Acceptance by Patient and Top Producing Procedures. Seeing the Top Procedures each week help you get a feel for why the week’s production might have been up or down. When certain key procedures are lower in volume, your overall production will likely be down.
+**Morning Huddle:** Sent each business day in the morning. These are typically scheduled to arrive only on those days where you are scheduled to see patients. Please let us know if your office sees patients on the weekend days.\\
-**Unscheduled Treatment:** Sent every Monday morning this report gives your front desk a systematic way to follow up with patients who were recently seen and had newly treatment planned procedures that they have yet to schedule or complete. Get these patients back on your books.
+This report contains a significant amount of usable information for the day. There are __three__ primary areas of information on this report:\\ //(1) Quick Stats//\\ //(2) Providers’ Scheduled Production//\\ //(3) Patient Appointment Details.//\\
-**Recall:** Sent every Monday morning, this report is designed to complement any automated reminders you are already using. It also gives your front desk an easy way to know who they should be calling to schedule their next recall appointments.
+**Daily Dashboard:** This report is sent every evening after you are typically finished seeing patients. It is comprised of three major sections:\\
+**1.) Production, Income, and New Patients** in a speed-dial-type graphic. This gives you a quick visual where you are in relation to your goals.\\
+**2.) Timely KPI Metrics** based on today, tomorrow, this week and this month.\\
+**3.) Payment summary and Adjustment summary** to reconcile payments and adjustments for the current day.\\
+**4.) Provider Summary** detailing daily production, income, Production per Patient, and total number of New patients and converted patients seen.
-**Monthly KPI:** (Key Performance Indicators): This report is the most in-depth report we offer. It will be sent on or near the 1st of each month. It is designed to allow you get a comprehensive overview of your practice. You will be able to spot practice-wide and provider-specific trends that will help you identify areas that are going well or might need improvement. This user guide will not address each metric, but will highlight a few of the charts that might need some clarification.
+**Weekly Recap:** This report is sent every Monday and includes three key sections:\\
+**KPI's by Provider** This section will detail net production, payments, patients seen, etc on a provider level and compare it to your average weekly KPI's based on a calculated 12-month average week.\\
+**Top Producing Procedures** Seeing the Top Procedures each week help you get a feel for why the week’s production might have been up or down. This gives you a quick visual summary of how the last week went, and what procedures typically made up your production for that week.\\
+**Case Acceptance by Patient** This section provides a visual look at patient acceptance \\
+**Unscheduled Treatment:** This is another weekly report. This list is sent every Monday. In utilizing this report, your front desk has a systematic way to follow up with patients who were recently seen and had newly treatment planned procedures that they have yet to schedule or complete. Even a 10% increase in patients with unscheduled treatment would be a definite boost to the practice. Get these patients back on your books!
+**Recall:** Another weekly report sent every Monday, this is report designed to complement any automated reminder system that you are already using for your recall system. It also gives your front desk an easy way to know who they should be calling or reaching out to via email or text messages to schedule their next or overdue recall appointments.
+**Monthly KPI:** (Key Performance Indicators): This report is the most inclusive and in-depth report we offer. It will be sent on or near the 1st of each month. It is designed to give you get a comprehensive overview of your practice. You will be able to spot practice-wide and provider-specific trends that will help you identify areas that are going well or might need improvement. This report is built to examing the practice-level metrics as well as individual provider metrics. For more information on this monthly report, please visit our [[[[userguide:guide_home|User Guide]].
 [[home:info_and_faq|go back]]
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