Label

Description

Prior Day Scheduled Production

The sum of the Fee amount of the appointments which are scheduled prior to the current day and have been completed.

Prior Day Unadjusted Production

The sum of the amount from the ledger where ledger for completed appointments.

MTD Unadjusted

The sum of the amount from the ledger for the current month.

Adjusted Production

The sum of the amount from the ledger pay allocations for the current month.

Month-To-Date Collections

The sum of the amount from the ledger pay allocations for the transactions that are made in the current month through payment or insurance.

30 Day Same Day Appts Made %

The percentage of patient appointments where the transactions were carried out on the same day when the patient appointment had occurred in the 30 days prior to current date.

30 Day Backdating %

Patient appointments where the appointment dates were moved to backdate in 30 days prior to current date.

Prior Day Scheduled vs Seen

The number of appointments that were scheduled in last 30 days in comparison to number of patients that actually visited.

Prior Day Diagnosed

The sum of the fee amount of all the Treatment Plan that where diagnosed 7 days prior to the current date.

Same Day Trx

The sum of the fee amount of the transactions that are carried out on the same day as that of the diagnosis.

Scheduled

The sum of the fee amount of the treatment plan that are not carried out on the same day as that of diagnosis, but scheduled in future date.

Acceptance %

The Acceptance percentage value which is calculated by combining Same Day Treatment to Scheduled and dividing by Prior Day Diagnosed.

Today's Scheduled Production :

The sum of the Fee amount of scheduled appointments for the current day

Prior Day Canceled and Missed :

The Patient ID, first and last name, type, next appt details for the patients who have canceled or missed an appointment in the prior 7 days.

Prior Day Hygiene Patients No Future Appointment Made

Patients that had appointments with the Hygienist in the past, but do not have any appointments scheduled in the future.

Prior Day Missed Transactions :

Patients who have canceled or Missed their appointments and their appointment date falls in the range between the current date - 7 days and the current date - 1 day.

Birthdays - Recent and Upcoming

Details of the Patients who have a birthday falling in the range of 5 days prior or post to their next appointment date.

Today's Patients With Family Members That Need An Appointment

Details of patients who have an appointment on the current date, and their family members also needs an appointment.

Today's Patients With Outstanding Treatment Needs

Patients who have outstanding treatment needs for the current day

Today's Patients With Patient Share Credit Balances

Details of the patients who have their credit balances less than or equal to -0.01

Today's Patients With Outstanding Patient Share Balances

Details of the patients who have an outstanding share balances greater than or equal to 0