The Production Summary report is intended to show the providers' overall production details with respect to different treatment locations. The report can be used to view each provider’s Gross Production against the total number of procedures completed under each location. Users have the flexibility to group the report by the provider or by location to see the provider production summary or the location production summary.
This report shows real-time data and is available in two views: Summary and Detail View.
Competitor Reports
- Day sheet (Dentrix)
- Provider Productivity Report (Eaglesoft)
- Provider Collection of Production by Employee, Dental Production by Employee (Dolphin).
Use Cases
- Track overall production figures, broken down by providers, procedures, or locations, to monitor productivity and revenue generation.
- High-level overview of practice production.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The Summary View shows the total number of completed procedures, gross production, number of appointments, % of total production, etc. It shows the production summary for each provider or each location as per the grouping.
Let's explore the filters:
| No | Filters | Description |
|---|---|---|
| 1 | Date As* |
Choose to focus the report with the selected Date as the Date of Service or Transaction Date. By default, the date will be selected as Date Of Service. When choosing the date as Date of Service, filter out codes with Date of Service in the selected date range. On choosing the date as Transaction Date, filter out all code completions, fee updates, and code deletions, with transaction dates in the selected date range. |
| 2 | Date Range (Max 3 Months)* |
Choose to focus the report within the selected date range. The date range can be selected for a maximum of 3 months. *By default, the date range will be Today. |
| 3 | Group By* |
The summary view report can be grouped by treatment provider or by treatment location. *By default, it will be set as Provider. |
| 4 | Treatment Location* |
Choose the locations in which the report data should be focused. *By default, the location will be the user’s default location. |
| 5 | Provider Type* |
Choose whether to focus your report based on the selected treatment provider type. The multi-select dropdown shows Dentist, Hygienist, and In-house provider as options. This helps to filter production, fee updates, and deletions by the provider type. *By default, all will be selected. |
| 6 | Treatment Provider |
Choose whether to focus your report only on the selected provider(s). *By default, all will be selected. |
| 7 | Exclude Inactive Providers | Selecting this option excludes inactive providers. |
| 8 | Exclude Migrated Production |
Selecting this option excludes production entries involving MSB codes. *By default, it would be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Summary View
Now, let's take a look at the results of the Production Summary Report (Summary View).
- Location/Provider: If the group by selection is location, the column title will be Provider and will show the contribution from each provider’s split by location group. If the group by selection is by provider, the column title will be Location and will show the contribution from each location split by provider group.
- Gross Production: The gross production made by the provider or gross production at the location, depending upon the group by option selected.
- # Completed Procedures: The number of codes completed by the provider at the location, by date of service or transaction date, depending on the filter selection.
- Patient Seen: The number of patients seen by the provider at the location within the selected date range.
- No: of Appointments: The number of appointments in checked-out status at the location within the selected date range.
- Avg Prod ($) Per Code: The gross production divided by the number of codes completed.
- Avg Prod ($) Per Patient: The gross production divided by the number of patients seen.
- Avg Prod ($) Per Appt: The gross production divided by the number of checked-out appointments.
- % of Location/Provider Production: If the group by is by Provider, this column shows % of Provider Production, by taking each location's production under that provider/total production in that grouping. If the group by is by Location, this shows the % of Location Production, by taking each provider's production under that location/total production in that grouping.
- % of Total Production: If the group by is by Provider, this column shows % of Total Production, by taking each location's production/consolidated total production. If the group by is by Location, this column shows the % of Total Production, by taking each provider's production/consolidated total production.
- Distinct Patient Seen: In location grouping, it gives the distinct patient seen count across the selected date range in that particular location (across all providers). In Provider Grouping, it gives the distinct patient seen count across the selected date range by that treatment provider (across all locations).
- Distinct Checked Out Appts: In location grouping, it gives the total (active) checked-out appointments in the selected date range. In Provider Grouping, it gives the total (active) distinct checked-out appointments (each day) in which the provider is the treatment provider.
- % of Dentist Production: This column is present only if grouped by Location. It shows the total production made from providers with the provider type as Dentist, divided by the total production.
- % of Hygiene Production: This column is present only if grouped by Location. Total production made from providers with the provider type as hygienist divided by the total production.
- % of Inhouse Production: This column is present only if grouped by Location. Total production made from providers with the provider type as Inhouse Provider divided by the total production.
Click the blue-colored entries to view more information on the corresponding entries.
The Detail View shows the patient-level details along with the Code, Patient ID, DOS, Patient and Insurance Amount, etc., that contributed to the production towards the provider and location.
Let's explore the filters:
| No | Filters | Description |
|---|---|---|
| 1 | Date As* |
Choose to focus the report based on the Date of Service or Transaction Date. By default, the date will be selected as Date of Service. When choosing the date as Date of Service, the report filters out codes with DOS in the selected date range. On choosing the date as Transaction Date, the report filters out all code completions, fee updates, and code deletions, with transaction dates in the selected date range. |
| 2 | Date Range (Max 3 Months)* |
Choose to focus the report within the selected date range. The date range can be selected for a maximum of 3 months. *By default, the date range will be Today. |
| 3 | Treatment Location* |
Choose the locations in which the report data should be focused. *By default, the location will be the user’s default location. |
| 4 | Provider Type* |
Choose whether to focus your report based on the selected treatment provider type. The multi-select dropdown shows Dentist, Hygienist, and In-house provider as options. This helps to filter production, fee updates, and deletions by the provider type of the provider. *By default, all will be selected. |
| 5 | Treatment Provider | Choose whether to focus your report only on the selected provider(s). |
| 6 | Code | Choose whether to filter out codes contributing to production. |
| 7 | Action | If the Date As the selection is Transaction Date, the possible actions in the dropdowns are Code completion, Fee updates, Code deletion, and Code Reversal. This field is present if the date as selected is the trans date. |
| 8 | Exclude Inactive Providers | Selecting this option excludes inactive providers. |
| 9 | Exclude Migrated Production |
Selecting this option excludes production entries involving MSB codes. *By default, it would be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Detail View
Now, let's take a look at the results of the Production Summary Report (Detail View).
- Transaction Date: The date the transaction was completed in the system.
- Date Of Service: The date on which the code was completed by the treatment provider.
- Action: The action performed on the code (Code Completion, Code Deletion, Code Reversal, etc.)
- Patient ID: The system-assigned number used to identify the patient and their records. On clicking on the Patient ID, the user is taken to the patient's overview.
- Patient Name: The name of the patient.
- Code: The procedure code against which the action was performed.
- Code Description: The description of the procedure code used.
- Tx. Location: The short name of the location where the code was completed, deleted, or fee update was made.
- Tx. Provider: The short name of the treatment provider of the code against which the action was made.
- Pat Amt: The patient estimate for the procedure code. If the action is a Code Deletion/Reversal or if the fee update results in a decrease, this entry will appear in red.
- Ins Amt: The insurance estimate for the procedure code. If the action is a Code Deletion/Reversal or if the fee update results in a decrease, this entry will appear in red.
- Total Amt: The sum of the patient estimate and the insurance estimate for the procedure code.
- Last Modified User: The user who last performed an action on the procedure code.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled:
To enable Permissions for the Production Summary Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Production Summary Report option under Operational Reports to enable the permission.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.