Practice Analysis Report

The Practice Analysis report provides statistical data for production, receivables, patients, and financial contracts (payment agreements and future due payment plans).

To generate the report

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

The Practice Analysis dialog box appears.

Set up the following options:

Date Range - To filter the report by date, do one of the following:

To include transactions that have dates (based on the Date Type) within a range that you specify, select the Specific Range option. With this option selected, do one of the following:

Enter a date range (in a m/d/yyyy format) in the From and To boxes.

To select a date, do the following for From and To:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

To include transactions that have dates (based on the Date Type) within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:

Date Type - Select one of the following options:

Entry Date - To include a transaction based on the date that it was created (entered into the database).

Procedure Date - To include a transaction based on the date that was specified for it.

Note: Most of the time, a transaction will have the same entry and procedure date. They will differ only if you backdate the transaction.

Clinic - To filter the report by the clinics that are associated with transactions, do one of the following:

To include all clinics that you are allowed to generate the report for, select the All checkbox.

To include specific clinics, do the following:

Click the search button .

The Select Clinics dialog box appears.

Note: Only the clinics that you are allowed to generate the report for are available.

If the list is long, to search for a clinic by ID and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.

Click Show Results to view a list of matching clinics.

Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more clinics.

Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.

Click Add.

Repeat steps b-d as needed to add other clinics.

Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.

Click OK.

Provider/Staff - To filter the report by the providers who are associated with transactions, do one of the following:

To include all providers, select the All checkbox.

To include specific providers, do the following:

Click the search button .

The Select Providers/Staff dialog box appears.

Note: Only the providers and staff that you are allowed to generate the report for are available.

If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.

Click Show Results to view a list of matching providers.

Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more providers.

Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.

Click Add.

Repeat steps b-d as needed to add other providers.

Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.

Click OK.

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

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

Click Schedule to schedule a report job.

Click OK to preview the report.

Important information this report provides

The report is divided into the following sections:

Production Analysis - Provides an overview of charges, payments, and adjustments. The following columns appear in this section:

Range - Totals for the date range of the report.

MTD - Month-to-date totals.

AVG - The average for the past three months.

YTD - Year-to-date totals.

Receivables Analysis - Displays outstanding balance totals. Balances are broken down by current, 31-60, 61-90, over 90, and suspended credits.

Activity Analysis - Breaks down the number of new patients and referred patients seen. The number of active patients, active patients with insurance, families, and missed payments figures are calculated according to the primary providers attached to patients’ records from Family File. The following columns appear in this section:

Range - Totals for the date range of the report.

MTD - Month-to-date totals.

AVG - The average for the past three months.

YTD - Year-to-date totals.

Contract Analysis - Displays the total of future due payment plans and payment agreements.