Tuesday, June 30, 2015

Determine Production Totals with the Practice Analysis - Production Summary Report

Updated 6/25/2019

The Production Summary Report is a useful report that can be customized to show the number of times you have performed certain procedures, and the total amounts billed for those procedures. This report also shows a each procedure's contribution to the production totals on a percentage basis. The higher this percentage, the more money the procedure is bringing into the office. That's good information to have! You can decide whether this report will be most beneficial to be run monthly, quarterly, yearly, or at some other interval.

To generate the Production Summary Report:
  1. From the Office Manager, select Reports > Management > Practice Analysis Reports.

  2. In the Select Provider group box, select the provider(s) to include in the report or check All to include all providers.
  3. In the Select Billing Type group box, select the billing type(s) to include in the report or check All to include all billing types.
  4. In the Date Range group box, set the From and To dates to include in the report, and select whether you want to limit the report to the Entry Date or Procedure Date of the procedures.
  5. In the Select Summary Reports group box, check Production Summary and select one or more of the following options:
    • By Procedure Code Category
    • Including Cross Coding
    • By Procedure Code Range
      • Click the search buttons in the From and To fields to set a range of procedures to include.
  6. Click Print to print the report or click Batch to send the report to the Batch Processor.

The report does not include patient information or details about the completed procedures, but is limited to viewing production totals by provider, procedure category, and billing type for a given date range.

View the video below for more information on how to set filters to get the information you need.

For additional information, read the Running Practice Analysis Reports topic in Dentrix Help.

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