Practice Management Reports

Report Name

Description

Frequency

Practice Summary

Select this report to generate a summary of provider production, treatment plans, receivables, insurance collections, patient and professional referrals, and recall data. For more information, see Running the Practice Summary Report.

Monthly

Practice Barometers

Select this report to compare critical statistics for your practice for two date ranges. For more information, see Running the Practice Barometers Report.

As Needed

Hygiene Analysis

Select this report to compare the scheduled and available hours for hygienists. This report also includes the projected lost income. For more information, see Running the Hygiene Analysis Report.

Monthly

Production By ADA Code

Select this report to generate a list of production codes posted during a specific date range. For more information, see Running the Production by ADA Code Report.

As Needed

Production By Class

Select this report to generate a list of production codes posted during a specific date range by class. For more information, see Running the Production by Class Report.

As Needed

Payment Allocation

Select this report to generate a list of income generated for the practice or a provider during a specified date range. For more information, see Running the Payment Allocation Report.

As Needed

RTU Production

Select this report to generate a list of production codes and the associated RTU posted within a specified date range. For more information, see Running the RTU Production Report.

As Needed

Collection Summary

Select this report to generate a list of collections by cash, personal check, insurance check, and credit cards within a specified date range. For more information, see Running the Collection Summary Report.

Weekly

Reconciliation

Select this report to generate a list of daily totals and to ensure the validity of your bank statements. For more information, see Running the Reconciliation Report.

Monthly

Receivables Summary

Select this report to generate a list of prior receivables for the current date, month-to-date, and year-to-date. For more information, see Running the Receivables Summary Report.

Monthly

Receivables Comparison

Select this report to compare the change in receivables over two date ranges. For more information, see Running the Receivables Comparison Report.

Weekly or Monthly

Receivables Breakdown

Select this report to generate a monthly or yearly breakdown of receivables. For more information, see Running the Receivables Breakdown Report.

Monthly

Receivables Ratio

Select this report to generate the receivables for the previous twelve months and calculate a monthly average for each quarter. For more information, Running the Receivables Ratio Report.

Monthly

Insurance Batch Preview Listing

Select this report to generate a list of all the insurance claims that are batched. Use this report if you process electronic claims. For more information, see Running the Insurance Batch Preview Report.

Daily

Outstanding Claims By Company

Select this report to generate a list of outstanding primary and secondary dental and medical claims sorted by insurance company. For more information, see Running the Outstanding Claims by Company Report.

As Needed

Outstanding Claims By Patient

Select this report to generate a list of outstanding primary and secondary dental and medical claims sorted by patient name. For more information, see Running the Outstanding Claims by Patient Report.

As Needed

Outstanding Claims with Benefit to Pat. by Co.

Select this report to generate a list of outstanding primary and secondary dental and medical claims with a benefit owed to the patient, sorted by insurance company. For more information, see Running the Outstanding Claims with Benefit to Patient by Company Report.

As Needed

Outstanding Claims with Benefit to Pat. by Patient

Select this report to generate a list of outstanding primary and secondary dental and medical claims with a benefit owed to the patient, sorted by patient name. For more information, see Running the Outstanding Claims with Benefit to Patient by Patient Report.

As Needed

Unsubmitted Claims

Select this report to generate a list of insurable transactions that have not been submitted for payment. For more information, see Running the Unsubmitted Claims Report.

Weekly

Insurance Income

Select this report to generate a list of how much income your practice has received from each insurance company. For more information, see Running the Insurance Income Report.

As Needed

Write-Off Totals

Select this report to generate a list of codes that are associated with a write-off. For more information, see Running the Write-Off Totals Report.

Monthly

Contractual Plan Analysis

Select this report to generate a list of all production codes that use a DMO/Capitation fee schedule and a comparison of the charges to the total for the same production for fee schedule 0. For more information, see Running the Contractual Plan Analysis Report.

Monthly

Contractual Plan Production

Select this report to generate a list of all procedures posted using a DMO fee schedule. The quantity performed and the monies generated by the production are included in the report. For more information, see Running the Contractual Plan Production Report.

Monthly

Contractual Plan Production By Company

Select this report to generate a list of all procedures posted using a DMO fee schedule by insurance company. The quantity performed and the monies generated by the production are included in the report. See Running the Contractual Plan Production by Company Report.

Monthly

Capitation Collections Summary

Select this report to summarize the collections received for any capitation plan within a specified date range. For more information, see Running the Capitation Collections Summary Report.

Monthly

Capitation Plan Encounter

Select this report to generate a list of patients with transactions posted for a selected capitation plan within a specified date range. For more information, see Running the Capitation Plan Encounter Report.

Monthly

Capitation Ins. Co. Encounter

Select this report to generate a list of patients with transactions posted for a selected capitation plan within a specified date range. The report includes how often the patient was seen, the total number of performed procedures, and the total amount charged within the date range. For more information, see Running the Capitation Insurance Company Encounter Report.

Monthly

Medicaid Wrap Reconciliation Report

Select this report to generate a list of Medicaid services provided during a specified time period. For more information, see Running the Medicaid Wrap Reconciliation Report.

ePostings Adjustments

Select this report to generate a list of all of the ePostings adjustment codes in your database. For more information, see Running the ePostings Adjustment Actions Report.

As Needed

Treatment Plan Summary

Select this report to generate a summary of treatment plan information. For more information, see Running the Treatment Plan Summary Report.

Monthly

Treatment Plan Detailed Breakdown

Select this report to generate a breakdown of all treatment plans that meet the criteria. For more information, see Running the Treatment Plan Detailed Breakdown Report.

Monthly for Accepted and Unaccepted Plans

Treatment Plan Transactions

Select this report to generate a list of all posted treatment plan procedures and calculations of the percentages of transactions gained from treatment plans. For more information, see Running the Treatment Plan Transactions Report.

Monthly

Professional Referrals

Select this report to generate a list of incoming and outgoing referrals for a specified date range. For more information, see Running the Professional Referrals Report.

Weekly

Patient Referrals

Select this report to generate a list of patient referrals for a specified date range. For more information, see Running the Patient Referrals by Name Report.

Monthly

Who's Due Back Referrals

Select this report to generate a list of patients who you have referred to other practices and are expected back in your office within a specified date range. For more information, see Running the Who's Due Back Referrals Report.

Monthly

Referral Production Analysis

Select this report to generate a list of providers who have referred patients to your practice within a specified date range. The production and collections generated by the referral are included in the report. For more information, see Running the Referral Production Analysis Report.

As Needed

Referral Source Analysis

Select this report to generate a list of providers—sorted by category—who have referred patients to your practice within a specified date range. The production generated by each referral is included in the report. For more information, see Running the Referral Source Analysis Report.

As Needed

Operatory Production Forecast By ADA Code

Select this report to calculate which operatory brings in the largest percentage of income by procedure. The report also compares scheduled procedures for an operatory with the practice. For more information, see Running the Operatory Production Forecast by ADA Code Report.

Monthly

Provider Production Forecast By ADA Code

Select this report to calculate which provider brings in the largest percentage of income by procedure. The report also compares scheduled procedures for a provider with other providers. For more information, see Running the Provider Productions Forecast by ADA Code Report.

Monthly

Provider Production Forecast By Class

Select this report to calculate which provider brings in the largest percent of income by procedural class. The report also classifies scheduled procedures for a provider with other providers. For more information, see Running the Provider Productions Forecast by Class Report.

Monthly

Practice Summary Forecast By Class

Select this report to generate a list of totals of scheduled charges for procedures by class. For more information, see Running the Practice by Class Forecast Report.

Monthly

Expected Response Contact

Select this report to generate a list of contacts waiting for a response. You can run this report for patients, accounts, insurance plans, insurance companies, employers, referring doctors, providers, pharmacies, and claims. For more information, see Running the Expected Response Contact Report.

Weekly

Contacts Made

Select this report to generate a list of contacts made within a specified date range. You can run this report for patients, accounts, insurance plans, insurance companies, employers, referring doctors, providers, pharmacies, and claims. For more information, see Running the Contacts Made Report.

As Needed

Contacts Pending

Select this report to generate a list of contacts that need to be made. You can run this report for patients, accounts, insurance plans, insurance companies, employers, referring doctors, providers, pharmacies, and claims. For more information, see Running the Contacts Pending Report.

Weekly

Ortho Insurance Projected Income

Select this report to calculate next year's expected monthly income to be generated from ortho insurance cases. For more information, see Running the Ortho Insurance Projected Income Report.

Monthly

Ortho Insurance Details

Select this report to generate a list of ortho cases and budget plans set up for ortho cases. For more information, see Running the Ortho Insurance Details Report.

Monthly

Lab Case

Select this report to generate a list of lab cases. For more information, see Running the Lab Case Report.

As Needed

Patient Production/Collection

Select this report to generate a list of top production or collection patients. For more information, see Running the Patient Production/Collection Report.

As Needed

Patient Visit Statistics

Select this report to generate a list of patient appointments scheduled within a specified date range; show the expected and actual patient arrival, wait, and operatory times; and calculate the percentage of patients who arrived on time. For more information, see Generating Patient Visit Statistics Reports.

As Needed