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--- userguide:dailydb [17:13 Apr 14, 2021]
mattv
+++ userguide:dailydb [15:34 Jan 17, 2024] (current)
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@@ Line 3: / Line 3: @@
 //Now let's break this report down a little further.//
-==== Dashboard Dials ====
+===== Dashboard Dials =====
-{{:userguide:graphics.png?700|}}
+{{:screenshots:samplereport:samplereport:goals.png?800|}}
-This upper section is a quick reference as to the health and growth of the practice for the current month. You get a graphical representation of your monthly production, income, and the number of new patients that had kept their appointments. These dials provide a quick visual snapshot of how the current month compares to your monthly performance goals. The benchmark for hitting your goal is represented by the black dash on the dial. This dial also indicates how much time has passed for the current month, like a watch face. The default goal target is set to 5% growth over your previous 12-month average, but this number can be modified upon request.  These three charts have colors indicating whether or not you are on pace to reach your goals for the current month:
+This upper section is a quick reference as to the health and growth of the practice for the current month. You get a graphical representation of your monthly production, income, and the number of new patients that had kept their appointments. These dials provide a quick visual snapshot of how the current month compares to your monthly performance goals. The benchmark or pace-indicator for hitting your goal is represented by the black dash on the dial. This indicator also illustrates how much time has passed for the current month, like a watch face. \\
-**Red** = under 75% of goal
+**The default goal settings are 5% growth over your previous 12-month average**, but this number can be modified upon request. Goals are very nearly completely customizable should you so choose. If you wish to change goals, just get in touch with our support team and inform them of your changes. There are many customers that change goals every month. \\
-**Yellow** = 75-99% of goal
+You can also note the text under your current metrics. The font is smaller, but these numbers are also color-coded to match your goal progress. It will also indicate how far ahead or behind your goal your current pace resides. \\
-**Green** = 100%+ of goal
+//These metrics// (Production, Income, New Patients)// //have colors indicating whether or not you are on pace to reach your goals for the current month:// \\
-If you have questions about setting goals or would like to alter your goals, please [[home:contact_us|get in touch]] with Divergent Dental. You can also reply to any of your reports email messages.
+**Red** = under 75% of goal\\
-==== KPI Metrics ====
+**Yellow** = 75-99% of goal\\
-{{:userguide:keymetrics.png?700|}}
+**Green** = 100%+ of goal\\
-Under the dials, you can see the numbers in detail. This middle grid is comprised of 7 Key Performance Indicator (KPI) Metrics based on four time frames: //Today//, //Tomorrow//, //This Week//, and //This Month//. You're also provided the numbers for last year, same month, so you have a benchmark to compare to. As you can see, the last line is actually an average over the last 12 months. It's a great way to see if you're hitting your goals for these important KPI's. You're also given the totals for the current year so far in the last row.\\
+\\
+If you have questions about [[http://kb.divergentdental.com/userguide/faq#goals|setting goals]] or would like to alter your goals, please [[home:contact_us|get in touch]] with Divergent Dental support. You can also reply to any of your reports email messages.//
+===== KPI Metrics =====
+{{:userguide:keymetrics.png?800|}}
+Under the dials, you can see the numbers in detail. This middle grid is comprised of 7 Key Performance Indicator (KPI) Metrics based on four time frames: //Today//, //Tomorrow//, //This Week//, and //This Month//. You're also provided the numbers for last year from the same month, so you have a benchmark to compare to. There is also a calculated 12-month average statistic in each column for the last 12 rolling months. It's a great way to see if you're hitting your goals for these important KPI's. You're also given the totals for the current year so far in the last row.\\
 \\
 **Let's break down the grid a little more:**\\
-**Net Prod** - Total production for time frame //after// all write-offs and adjustments. Again, Divergent considers these adjustments on the //production date//, and not the collection date.
+====Net Prod====
+ This is your [[http://kb.divergentdental.com/home/common_terms#net_production|Net Production]]. Divergent Dental defines Net Production as the total production that you intend to collect upon for time frame //after// all write-offs and adjustments. Divergent Dental reports will likely differ from your reports from your PMS Software, as we consider these adjustments on the //production date//, and not the collection or payment date.
+====Scheduled====
+This is the uncompleted production still remaining for time frame taken from the active treatment plan and the scheduled date that are yet to be completed. Could also be considered as future production, or production left on the schedule. If you complete appointments with some treatment not posted/completed, this is where you would see that production. For example, if you see a patient that has 5 restorations to do in their appointment, and for whatever reason, you only complete 3 of those restorations, the remaining two would show this production, if they are left in this appointment uncompleted.
+====Total====
+This is the total of your Net Prod + Scheduled production columns for the given time frame (week, month, etc). This is also a means to consider where the week or month or year would end up if nothing else were to change. You can use this to forecast weekly and monthly production before those time periods are over. Granted the schedule is always in a state of change, but as of the point in time in which the sync was captured, you have a means to forecast your current week and month's production metrics.
-**Scheduled** - This is all the production still remaining for time frame after write-offs and adjustments. Could also be thought of as future production, or production left on the schedule.
+====Income====
+All Payments received for the given time frame. Also considered as Collections. Bear in mind this metric has no relation to production, so we refer to it as Income, or the payments made and posted to ledgers for the practice.
-**Total** - Net Prod + Scheduled columns for the given time frame (week, month, etc).
+====Col % ====
+Percentage of Net Production that was collected by any payments. This is Income divided by Net Production - it's a representation of collecting the production that was marked as completed.
-**Income** - All Payments received for the given time frame. Also considered as Collections.
+====FeesTP====
+This is the total dollar amount of newly planned treatment that was entered into your practice management software for the current day, week, month, etc. This is future production you intend to schedule. We also exclude any hygiene procedures (D1110, D4910, etc) with the exception of scaling/root-planing (D4341, D4342). Divergent Dental's metrics do not include any Preventative or Diagnostic procedures as treatment, but more routine care.
-**Col % -** Percentage of Net Production that was collected by any payments.
+====CaseFees====
+This metric is the percentage of dollars of newly planned treatment that are actually scheduled. This is also the same as the CaseFees on the Morning Huddle Report [[userguide:am_huddle|Morning Huddle]] section. Consider this as the percentage of new treatment dollars put onto your schedule.
-**CaseAcpt** - Same as case acceptance as described in the [[userguide:am_huddle|Morning Huddle]] section.
+====CasePats====
+This metric is the number of patients that had new treatment presented that scheduled at least one of those newly presented treatment codes. It's the same as CasePats as described in the [[userguide:am_huddle|Morning Huddle]] section. This metric is also often referred to as Patient Acceptance. You can also consider this as the percentage of patients that schedule Newly Presented Treatment.
-**ReAppt** - Same as reappointment percentage as described in the [[userguide:am_huddle|Morning Huddle]] section.
+====ReAppt====
+This is the number of patients that had an appointment for the day, week, month, etc. that are scheduled at some point in the future. The same as reappointment percentage as described in the [[userguide:am_huddle|Morning Huddle]] section. The provider with which these future appointments are scheduled does not have any bearing on this metric. When evaluating the bigger picture, it's important to have those patients that were in your practice scheduled for a return visit.
-**NP** - Total number of new patients already seen (and completed) for time frame. By "Seen" we mean they have already had and completed an appointment (posted in their account ledger). These aren't new patients on the schedule in the future, but those new patients that were already seen that have had something posted and completed to their ledger.
+====NP====
+Total number of new patients already seen (and completed) for time frame. By "Seen" we mean they have already had and completed an appointment (posted in their account ledger). These aren't new patients on the schedule in the future, but those new patients that were already seen that have had something posted and completed to their ledger.
-==== Payment & Adjustment Summary ====
+===== Payment & Adjustment Summary =====
-{{:userguide:paymentsadjustments.png?700|}}
+{{:screenshots:samplereport:samplereport:payandadjust.png?700|}}
-This section lists the summary of all payments and adjustments posted for the most recent date. This can be used as an internal audit as well as a tool to reconcile any payments posted to your bank account. You can also use this to identify trends in how you schedule patients. For example, if you tend to schedule families that get a significant discount all in the same month, you could look to spread those families out over several months, to better weather those adjustments. This summary tool is an easy reference to take in all your adjustment amounts as well as types. Both of these items are also vital in recognizing and resolving any potential embezzlement issue before they get to be a $100,000 issue.
+===This section lists the summary of all payments and adjustments posted for the most recent date. ===
-==== Provider Summary ====
+This can be used as an internal audit as well as a tool to reconcile any payments posted to your bank account. You can also use this to identify trends in how you schedule patients. For example, if you tend to schedule families that get a significant discount all in the same month, you could look to spread those families out over several months, to better weather those adjustments. This summary tool is an easy reference to take in all your adjustment amounts as well as types. Both of these items are also vital in recognizing and resolving any potential embezzlement issue before they get to be a $100,000 issue.
-{{:userguide:provider_summary.png?650|}}\\
+===== Provider Summary =====
+{{:screenshots:samplereport:samplereport:dshbdprovidersum.png?750|}}\\
 This section takes a look at the provider KPI metrics for the day. You can see they are broken down into 10 columns:
-**NetProd** -Net Production for the day.\\
+====NetProd====
+Net Production for the day. This is after all adjustments, write-offs, and discounts are accounted for.\\
-**NetMTD** -this is the Month To Date Net Production for this provider.\\
+====NetMTD====
+This is the Month To Date Net Production for this provider.\\
-**Payments** -these are all the payments applied to production for that provider for the day.\\
+====Payments====
+These are all the payments applied to production for that provider for the day.\\
-**PayMTD** -these are all payments applied to this provider's production for the current month.\\
+====PayMTD====
+These are all payments applied to this provider's production for the current month.\\
-**PPP** -Production per Patient metric. Total Net production divided by the number of patients seen for the day.\\
+====PPP====
+Production per Patient metric. Total Net production divided by the number of patients seen for the day.\\
-**PPPMTD** -Production per Patient, Month to Date. Total Net production divided by the number of patients seen for the month.\\
+====PPPMTD====
+Production per Patient, Month to Date. Total Net production divided by the number of patients seen for the month.\\
-**NP** -New patients seen by this provider for the day.\\
+====NP====
+New patients seen by this provider for the day.\\
-**NPMTD** -New patients seen by this provider, Month to Date.\\
+====NPMTD====
+New patients seen by this provider, Month to Date.\\
-**Pats** -This is the count of patients seen by this provider today.\\
+====Pats====
+This is the count of patients seen by this provider today.\\
-**PatsMTD** -This is the count of patients seen by this provider Month to Date.\\
+====PatsMTD====
+This is the count of patients seen by this provider Month to Date.\\
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