Customizing the Practice Analysis window

Practice management data appear in the Practice Analysis window in four separate columns, based on user selected provider and date ranges. You can customize each column to display user defined date ranges.

To customize the Practice Analysis window

1.   In the Reports toolbar, click Practice Analysis.

The Practice Analysis window appears.

2.   From the Setup menu, click Analysis.

The Setup Analysis dialog box appears.

3.   Select the providers you want to analyze from the list, or to analyze all providers, select All.

4.   To customize the Practice Analysis window's columns, select the data that you want to appear from the numbered lists. For example, if you want MTD totals to appear in column 1, select MTD from the respective list.

A description of each type of range calculation follows:

·        Range - Select to enter a date range, and then select Current. The Select Date Range dialog box appears from which you can enter a date range. By default, Easy Dental sets the date range to the current date.

·        MTD - Select to select a month other than the current one, and then select Current. The Select Month dialog box appears from which you can select a previously closed out month. By default, Easy Dental shows the current month's totals.

·        AVG - Select to view month-to-month averages. Easy Dental totals and divides the selected month range into averages.

·        YTD - Select to set a cutoff date. For example, if you select 8/11 as the YTD date, Easy Dental only displays data stored from your practice's first month of the fiscal year to 8/11. (You set your practice's fiscal year beginning month in the Practice Information dialog box.) By default, Easy Dental displays all data from the first month of the fiscal year to the current date.

5.   Click Save as Default if you want your selections to be the default.

6.   Click OK .