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userguide:weekly [16:05 Oct 19, 2023]
mattv [Provider Summary] 		userguide:weekly [16:43 Jan 11, 2024] (current)
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 ====== Weekly Recap Report ====== ====== Weekly Recap Report ======
-{{:screenshots:samplereport:samplereport:weekly_recap.png?700|}}+{{:screenshots:samplereport:samplereport:recapfull.png?700|}}
  
-The Weekly Recap report is generated and sent out on Mondays. It's a concise summary of the week's previous metrics and breaks things down by provider. In keeping with our mantra of keeping data easier to read, accessible, and timely, it's kept to a single page in most instances. It includes several charts and metrics, all of which we'll break down below:\\+===The Weekly Recap report is generated and sent out on Mondays.=== 
 +It's a concise summary of the week's previous metrics and breaks things down by provider. In keeping with our mantra of keeping data easier to read, accessible, and timely, it's kept to a single page in most instances. It includes several charts and metrics, all of which we'll break down below:\\
 ====Provider Summary==== ====Provider Summary====
-{{:screenshots:samplereport:samplereport:recap_provider_summary.png?675|}}\\+{{:screenshots:samplereport:samplereport:providersum.png?675|}}\\
  
 This section of metrics will detail each provider that had production and/or collections (income) at any point during the previous week. This table gives you the information on both your overall practice and insights into individual providers within your practice. There are several metrics that are broken down by providers. Only active providers who saw patients the previous week will be listed. These metrics include: **net production**, **total income** (payments), **collection percentage**, **number of patients seen**, **net production per patient**, **hours worked**, **production per hour**, and **reappointment rate**.\\ This section of metrics will detail each provider that had production and/or collections (income) at any point during the previous week. This table gives you the information on both your overall practice and insights into individual providers within your practice. There are several metrics that are broken down by providers. Only active providers who saw patients the previous week will be listed. These metrics include: **net production**, **total income** (payments), **collection percentage**, **number of patients seen**, **net production per patient**, **hours worked**, **production per hour**, and **reappointment rate**.\\
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 **Open Dental** will read hours directly from the working schedule. This is found in the SETUP Menu by selecting the SCHEDULES option. If you're not sure how to properly setup your schedule in Open Dental, we strongly encourage you to access the Open Dental manual online to obtain that information. This will have an effect on how we calculate those working hours for your practice and each provider. **Eaglesoft** and **Dentrix** do not have a setup or schedule in which they store this information in a data table that we can access, so we had to improvise. With Eaglesoft and Dentrix, we look at the time the first patient starts and the time the last patient ends, and for each provider, those determine the working hours.\\ **Open Dental** will read hours directly from the working schedule. This is found in the SETUP Menu by selecting the SCHEDULES option. If you're not sure how to properly setup your schedule in Open Dental, we strongly encourage you to access the Open Dental manual online to obtain that information. This will have an effect on how we calculate those working hours for your practice and each provider. **Eaglesoft** and **Dentrix** do not have a setup or schedule in which they store this information in a data table that we can access, so we had to improvise. With Eaglesoft and Dentrix, we look at the time the first patient starts and the time the last patient ends, and for each provider, those determine the working hours.\\
 ====Top Producing Procedures==== ====Top Producing Procedures====
-{{:screenshots:samplereport:samplereport:recap_proccodes_sum.png?700|}}\\+{{:screenshots:samplereport:samplereport:top10.png?700|}}\\
  
 This section you can see where your production from last week came from in the majority. This metric provides the Top 10 Procedures codes completed last week along with their production totals. These codes are organized by the Top-Most production posted from each code. It's important to know where your production comes from, and you may be surprised week by week, to learn what was completed during the course of last week and why your production may have been higher or lower than what you had expected.\\ This section you can see where your production from last week came from in the majority. This metric provides the Top 10 Procedures codes completed last week along with their production totals. These codes are organized by the Top-Most production posted from each code. It's important to know where your production comes from, and you may be surprised week by week, to learn what was completed during the course of last week and why your production may have been higher or lower than what you had expected.\\
 ====Case Acceptance==== ====Case Acceptance====
-{{:screenshots:samplereport:samplereport:recap_casepats.png?700|}}+{{:screenshots:samplereport:samplereport:caseacpt.png?700|}}
  
 Here you can see the Case Acceptance by patient, grouped by time frames. Case acceptance is defined as any patient who had an appointment, had at least one newly treatment planned-non-recall-procedure added to his or her chart, and whether or not that patient either completed or scheduled an appointment to complete one of those procedures. It also shows you how soon patients are scheduling their procedures in five different time frames: //same day//, //within two weeks//, //within 30 days//, //scheduled any time after 30 days//, or //unscheduled//. Here you can see the Case Acceptance by patient, grouped by time frames. Case acceptance is defined as any patient who had an appointment, had at least one newly treatment planned-non-recall-procedure added to his or her chart, and whether or not that patient either completed or scheduled an appointment to complete one of those procedures. It also shows you how soon patients are scheduling their procedures in five different time frames: //same day//, //within two weeks//, //within 30 days//, //scheduled any time after 30 days//, or //unscheduled//.
userguide/weekly.1697749531.txt.gz · Last modified: 16:05 Oct 19, 2023 by mattv

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