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Practice Analysis Report

The Practice Analysis Report details production and receivable information as well as financial agreements and an activity analysis of the patients in your practice.

To generate the report

1.   In DXOne Reporting, select Analysis, and then double-click Practice Analysis.

The Practice Analysis dialog box appears.

2.   Set up the following options:

·        Date Range - Do one of the following:

·        Select Specific Range, and then enter the date range in the From and To boxes.

·        Select Relative Date Range, and then select the range:

Current Day

Previous Day

Previous 6 Months

Next Week

Next Fiscal Year

Current MTD

Previous Week

Previous Fiscal Year

Next Month

Next Calendar Year

Current Fiscal YTD

Previous Month

Previous Calendar Year

Next 3 Months

 

Current Calendar YTD

Previous 3 Months

Next Day

Next 6 Months

 

Note: For a credit or charge to be included on the report, it must have a date within the specific date range or relative date range, based on the Date Type.

·        Date Type - Select whether to run the report by Entry Date or Procedure Date. Entry date indicates the date of a transaction that was entered into the database. Procedure date indicates the date of a transaction that was manually changed. Most of the time, transactions will have the same entry and procedure date. They will only differ when you backdate a transaction. Applied credits use the allocate date instead of entry or procedure date.

·        Clinic - Click the search button to select the clinics you want to include on the report, or leave All selected to include all clinics.

·        Provider/Staff - Click the search button to select the providers/staff you want to include on the report, or leave All selected to include all providers and staff members.

3.   Click Save as Default to save the current settings for the next time you run the report.

4.   Click Clear Defaults to revert the dialog box options to the original defaults.

5.   Click Schedule to schedule a report job.

6.   Click OK to preview the report.