End of Day overview

The End of Day (EOD) module provides you with a snapshot outlining your practice's daily performance. You can view past performance data or default to the current day. You can also use the End of Day (EOD) report as a communication and accountability tool between the office staff and management or as an automated reporting tool.

The Month To Date section includes:

·        Office MTD Adjust Production vs Goal – Month to date adjusted production or net production divided by the monthly goal multiplied by 100.

·        Office MTD Collections vs Goal – Month to date collections divided by the monthly goal multiplied by 100.

·        Net Production – Net production in dollars for the current month to date.

·        Gross Production – Gross production in dollars for the current month to date.

·        Adjustment – Total adjustments in dollars from the beginning of the month to the selected day.

·        Collection – Total collections in dollars from the beginning of the month to the selected day.

·        New Patients – Total of new patients from the beginning of the month to the selected day.

·        Hygiene Patients – Total hygiene appointments from the beginning of the month to the selected day.

·        Total Patients – Total patient visits from the beginning of the month to the selected day.

The Office Goals section includes the following:

·        Monthly Production Goal – Total production goal in dollars and set in the Configuration module.

·        Scheduled Production – Total scheduled production in dollars for the selected month.

·        Production (Sched. Prod. Included) Needed to Achieve Goal – The monthly production goal in dollars minus the sum of actual production and scheduled production for the selected month.

·        Production Needed to Achieve Goal – The monthly production goal minus the month to date production.

·        Remaining Days to EOM (End of Month) – The number of scheduled working days left in the month.

·        Projected Daily Production to Meet Goal – Actual production minus the monthly goal divided by the number of working days left in the selected month.

·        Insurance Verification Errors – An editable field that you can use to document the number of verification errors for the selected day.

To learn more, click the following links:

·        Adding providers and hygienists to the End of Day (EOD) report

·        Previewing the End of Day report

·        Editing the End of Day form

·        Generating and submitting the End of Day report