RVU day sheet

The RVU day sheet lists RVU production for procedures that have been posted to Ledger.

To generate the report

In DXOne Reporting, select Management, and then double-click RVU Day Sheet.

The RVU Day Sheet dialog box appears.

Set up the following options:

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

To include procedures 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 procedures 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 procedure based on the date that it was created (entered into the database).

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

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

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

To include all providers that you are allowed to generate the report for, 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 and staff members.

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.

Note: A procedure may appear on the report if its rendering provider is one of the specified providers for the report.

Patient Tag - Do one of the following:

To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.

To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:

To include procedures for patients with any patient tag, select the All checkbox.

To include procedures for patients with specific tags, do the following:

Click the search button .

The Patient Tag Selection dialog box appears.

If the list is long, to search for a patient tag, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a patient tag name in the Tag Name box.

Click Show Results to view a list of matching patient tags.

Note: To return to viewing the list of all the patient tags, 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 patient tags.

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

Click Add.

Repeat steps b-d as needed to add other patient tags.

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

Click OK.

Group By - Select one of the following options:

No Group By - For no grouping. Only the grand totals appear on the report. The totals are not broken down by clinic or provider.

Clinic - To group the report by clinic. The totals are broken down by clinic, and the report displays grand totals.

Do one of the following:

To not group the report by provider within each clinic grouping, clear the Provider checkbox. The report displays a procedure with its associated rendering clinic.

To group the report by provider within each clinic grouping, select the Provider checkbox. For each provider, the report displays totals that are related to the outer clinic grouping. The report displays a procedure with its associated rendering provider.

Provider - To group the report by provider. The totals are broken down by provider, and the report displays grand totals.

Do one of the following:

To not group the report by clinic within each provider grouping, clear the Clinic checkbox. The report displays a procedure with its associated rendering provider.

To group the report by clinic within each provider grouping, select the Clinic checkbox. For each clinic, the report displays totals that are related to the outer provider grouping. The report displays a procedure with its associated rendering clinic.

Other Options - Select or clear the following checkboxes as needed:

Subtract Lab Expenses - With this checkbox selected, the amount of any lab expenses that have been set up for a procedure are automatically subtracted from the RVU fee. With this checkbox clear, any lab expenses that have been set up for a procedure will be ignored.

Include Procedures - With this check box selected, for each procedure on the report, the entry date, procedure date, patient name, chart number, tooth number, ADA code, description, RVU fee, and Net RVU appear. With this checkbox clear, only the RVU fee and Net RVU appear for each procedure on the report.

Exclude RVU Fees Equal to Zero - With this checkbox selected, the report does not include any procedure with an RVU fee of zero dollars ($0.00). With this checkbox clear, the report may include a procedure with an RVU fee of zero dollars ($0.00).

Unique Patient Count - With this checkbox selected, if either the Clinic checkbox and its corresponding Provider checkbox are selected or the Provider checkbox is selected under Group By, for each provider on the report, a unique patient count subtotal (a patient is counted only once even if that patient has multiple procedures that were posted on a given date) appears. With this checkbox clear, a patient may be counted multiple times (once for each procedure that was posted on a given date).

Unique Visit Count - With this check box selected, if either the Clinic checkbox and its corresponding Provider checkbox are selected or the Provider checkbox is selected under Group By, for each provider on the report, a unique visit count subtotal (a visit is counted only once even if multiple procedures were posted on a given date) appears. With this checkbox clear, a visit may be counted multiple times (once for each procedure that was posted on a given date).

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 can be grouped and subtotaled by provider with a breakdown by clinic. Or, the report can be grouped and subtotaled by clinic with a breakdown by provider. The following information can be used to monitor RVU production for each provider and/or clinic.

Procedures - The procedures posted to Ledger are listed if Include Procedures is selected when setting up the options to run this report. Each procedure provides the following information:

Entry Date - The date that the procedure was created.

Procedure Date - The specified date of the procedure.

Note: It is essential that you understand the difference between Entry Date and Procedure Date.

Patient Name - The name and chart number of the patient on whom the procedure was performed.

TH - The tooth numbers that are associated with the procedure.

Code and Description - The ADA code and description of the procedure.

RVU - The Relative Value Units that were assigned to the procedure (from the Procedure Code Editor dialog box).

Lab Expenses - The lab expenses that were assigned to the procedure (from the Procedure Code Editor dialog box). This column appears if Subtract Lab Expenses is selected when setting up the options to run this report.

Net RVU - The net RVU is calculated by subtracting lab expenses (if Subtract Lab Expenses was selected) from the RVU.

BT - The billing type of the patient on whom the procedure was performed.

Total Summary - The total RVU, lab expenses, and net RVU.

Provider Totals - The RVU production is shown for the provider with a breakdown of the procedures for each clinic that the provider works in. Each clinic’s RVU production is subtotaled. After the clinic subtotals, a totals summary for the provider appears. Also, for the provider, a unique patient count and unique visit count are given.

Clinic Totals - The RVU production is shown for the clinic with a breakdown of the procedures performed by each provider at that clinic. Each provider’s RVU production is subtotaled. After the provider subtotals, a totals summary for the clinic appears. Also, for the provider, a unique patient count and unique visit count are given.