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--- userguide:faq [14:33 Feb 27, 2024]
mattv [Prodution]
+++ userguide:faq [16:45 Nov 26, 2024] (current)
mattv
@@ Line 55: / Line 55: @@
 **We search the ledger for the Broken Appointment Codes: D9986** (missed appt) **and D9987** (cancelled appt). By breaking the appointment in Open Dental with the broken appointment tools, these codes get added, depending on which type of broken appointment is chosen.
-**We also comb through the communications logs and notes as well as the account ledger entries for keywords.** These keywords include words like 'Cancelled,' 'Broken,' 'Failed,' 'Missed,' etc. If these keywords appear in a log the same day that person has a scheduled appointment, we will count that appointment as a failed or broken appointment.
+**We also comb through the communications logs and notes as well as the account ledger entries for keywords.** These keywords include words like 'Cancelled,' 'Broken,' 'Failed,' 'Missed,' etc. If these keywords appear in a log the same day that person has a scheduled appointment, we will count that appointment as a failed or broken appointment.\\
+==== Providers ====
+=== How do I Remove a Provider? ===
+Providers that no longer have Production or Income (collections) assigned to them will cease to show up on reports as soon as any time-frames for the specific reports are reached. [[userguide:dailydb|Daily Dashboards]] will show any providers with production/income for the current month. [[userguide:weekly|Weekly Recap Reports]] will show any providers with Production/Income for the previous week, though the averages will reflect on the previous 12-rolling months.
+[[userguide:monthly_kpi|The Monthly KPI]] report is the main report this question is most often asked about. [[userguide:monthly_kpi|Monthly KPI reports]] will stop presenting providers that are no longer with the practice once they //'fall off the end'// of the report when they no longer have production or income assigned to them. So in this report, it could take 11 months for a provider that has just left the practice to stop showing up on those reports. We do this to keep the data complete. Providers that left last month may not have an impact on your daily numbers moving forward, but they do have an impact on your numbers in the rear-view, your previous 12 months.\\
+**The best way to ensure that providers that no longer practice there stop showing on your reports as soon as possible, is to keep a close eye on the production and income data assigned.** If you're still posting production and payments to those providers, they will continue to show on your reports until you cease doing so.\\
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