Scheduled Production Forecast Report

The Scheduled Production Forecast Report breaks out production totals by production category. Unlike the Practice Analysis – Production Summary Report, this report displays provider and year-to-date totals.

 

Why:

To view production totals by provider, and to view year-to-date production totals.

When:

Yearly and at the end of each budgeting cycle.

How do I run the Scheduled Production Forecast Report?

In the Office Manager from the Analysis menu, click Dentrix Reports. Under Reports in the Dentrix Reports window, double-click Scheduled Production Forecast. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager from the Help menu, click Contents).

What information does this report provide?

A.   Production Totals – The quantity, total, and production percentage (the production subtotal divided by the combined total).

B.   Year-to-date Totals – If you select Include YTD Totals when setting options for this report, the year-to-date quantity, total, average, and production percentage (the year-to-date production total divided by the combined year-to-date total) appear on the report.

C.   Totals – Combined totals for all production categories.

D.   Procedures Amounts By Type For Range Of Dates – If you select Include Graph/Chart when setting options for this report, a graphical representation of the all Production Totals (letter A) appears on the report.

E.   Procedures Code Summary By Type For Year-to-date – If you select Include Graph/Chart and Include YTD Totals when setting options for this report, a graphical representation of all Year-to-date Totals (letter B) appears on the report.