Dentrix includes a calendar from which you can view production goals, scheduled production, and actual production, making it easy for you to quickly evaluate your progress in meeting production objectives. In addition, you can click a date square to move to that date in the Appointment Book.
The production amount includes production adjustments as set for the Practice Advisor Report, the Provider A/R Totals Report, and DXPort as well as completed procedures for the Calendar month for the providers selected for the current Appointment Book View.
To view production using the calendar
1. In the Appointment Book, click the Calendar button.
The Calendar dialog box appears.
2. To view scheduled production, production goals for the month, and variances, click Scheduled Production.
The calendar view changes to show production figures and variances.
3. Click the Options button.
The Appointment Book Production Options dialog box appears.
4. Select one of the following options, and then click OK:
· Use Total Charges from Practice Analysis – (Default) Calculates production from the total charges in the Practice Analysis Report.
· Calculate with Production Adjustments – Calculates production from the total charges and production adjustments as set in the Practice Advisor Report, the Provider A/R Totals Report, DXPort, and completed procedures for the month for the selected providers. Select one of the following options:
· By Entry Date – Calculates totals based on when transaction were posted.
· By Procedure Date – Calculates totals based on when procedures were scheduled.
5. To return to the calendar's default view, click Scheduled Production.
6. Click OK.