Daily huddle reports

There are several reports that are used by the daily huddle dashboards. The names of the daily huddle reports all begin with "DH" to help you identify them. You can run each of these reports individually if, for example, you want to adjust the filters or format, export the data as a .csv file (in addition to .pdf and .xslx), or customize and save the report as a separate report. However, changes to the report do not affect the daily huddle dashboards even if you save a copy because the original report cannot be overwritten.

To generate a daily huddle report

1. Do one of the following:

   • On the Power Reporting page, click (or tap) any of the icons whose name begins with "DH" to generate the corresponding report.

     

   • On the Insights page, click (or tap) either the Daily Huddle Dashboard - New Patients link or the Daily Huddle Dashboard - Production, Collections link to generate the corresponding report.

   The Daily Huddle Dashboard - New Patients uses the following reports:

   • New Patients Seen - Yesterday - The report displays the number of patients who have a first visit date yesterday at your location and, of those new patients, the number and percentage who scheduled a future appointment.

   • New Patients Seen - MTD - The report displays the number of patients who have a first visit date since the beginning of the month at your location and, of those new patients, the number and percentage who scheduled a future appointment.

   • New Patients Seen Chart - The chart represents the number of patients who have a first visit date this month or in any of the previous five months at your location.

   • New Patients Scheduled - Today - The report displays the number of new patients who have an appointment scheduled for today at your location. The report does not include patients who have an appointment with a Broken or No-show status.

   • New Patients Scheduled - Remaining Month - The report displays the number of patients who have an appointment scheduled for today or any day until the end of the month at your location. The report does not include patients who have an appointment with a Broken or No-show status. The report also displays a combined total dollar amount for your location.

   • New Patients Scheduled Chart - The chart represents the number of new patients who have an appointment scheduled at your location this month or in any of the previous five months. The report does not include patients who have an appointment with a Broken or No-show status.

   The Daily Huddle Dashboard - Production, Collections uses the following reports:

   • Completed Production - Yesterday - The report displays the total dollar amount of production per specialty (such as General Practice or Hygienist) of the providers of procedures posted yesterday at your location. The report also displays a combined total dollar amount for your location.

   • Completed Production - MTD - The report displays the total dollar amount of production per specialty (such as General Practice or Hygienist) of the providers of procedures posted since the beginning of the month at your location. The report also displays a combined total dollar amount for your location.

   • Scheduled Production - Today - The report displays the gross scheduled production per specialty (such as General Practice or Hygienist) of the providers assigned to appointments scheduled for today at your location. The report also displays a combined total of the gross scheduled production amounts for your location. Gross scheduled production is the sum of the charges for scheduled procedures without any discounts or adjustments deducted.

   • Collections - Yesterday - The report displays the dollar amount of collections (as a negative number) from yesterday at your location. The report displays amounts by category, such as guarantor payments and insurance payments, and displays a grand total of those amounts.

   • Collections - MTD - The report displays the dollar amount of collections (as a negative number) since the beginning of the month at your location. The report displays amounts by category, such as guarantor payments and insurance payments, and displays a grand total of those amounts.

   • Scheduled Production - Remaining Month - The report displays the gross scheduled production per specialty (such as General Practice or Hygienist) of the providers assigned to appointments scheduled for today or any day until the end of the month at your location. The report also displays a combined total of the gross scheduled production amounts for your location. Gross scheduled production is the sum of the charges for scheduled procedures without any discounts or adjustments deducted.

   • Collections % - Yesterday - The report displays the percentage of collections (as a negative number) from yesterday at your location.

   • Collections % - MTD - The report displays the percentage of collections (as a negative number) since the beginning of the month at your location.

2. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button. Data entered in Dentrix Ascend after the time shown will not be available on the report until the next sync. To view the time when the next sync is expected to occur, click (or tap) the Data as of button.

   

3. Using the analysis report builder tools, add data fields to the layout, and set up filters as needed.

4. To save the report as a template for later use, click (or tap) Save. In the Save Report dialog box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organization report (available to all users), and then click (or tap) OK.

   

   

5. From the More actions and options button menu, click (or tap) an Export option to export the report as a .pdf, .xslx, or .csv file.