This report is used to analyze scheduling and production trends, identify areas of improvement, as well as track any remaining codes that were scheduled and not yet completed. It also identifies areas of opportunity. If a column or provider is being underutilized, there is a need to schedule more or turn over more treatment.
Competitor Reports
Month at a Glance (Eaglesoft).
Use Cases
- Review performance post all changes, such as cancelled appointments or increase in actual production due to same-day treatment.
- Evaluate days of the week that are more productive than others.
- Evaluate changes in provider effectiveness over a specific timeframe (increase or decrease).
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.
Let's explore the filters:
| No | Filters | Description |
| 1 | Group By* |
Choose to focus on whether to group your report results based on treatment location and/or treatment provider. Please note that the report results will display in the order that the data variables are selected. *By default, the report is grouped by Facility, Location and Provider |
| 2 | Date Range* |
Choose to focus the report on treatment that was scheduled and/or completed on a day that falls within the selected date range. The date range can be selected for a maximum of 1 year. *By default, the date range will be for the current day. |
| 3 | Location* |
Choose to focus the production scheduled for or charged out at the selected location(s). *By default, the location will be the user’s default location. |
| 4 | Provider | Choose to focus on whether to generate production data for only the selected provider(s). |
| 5 | Facility | Choose to focus the report on specific facilities of the practice. |
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 10 Treatment Locations or a date range exceeding 6 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result
Now, let's take a look at the result of the Scheduled vs. Actual Production Report.
- Facility: The facility in which the treatment was scheduled or completed.
- Location: The location in which the treatment was scheduled or completed.
- Provider: The treatment provider of the scheduled or completed treatment.
- Date: The date on which the treatment was scheduled to take place.
- Sched. Prod. : The total amount of production scheduled for the given date. This amount is calculated by totaling all treatments added to appointments.
- Actual Production (Gross Production (DOS)): The total amount of production completed on the given date. The amount is calculated from the charges of the completed codes, both those that were planned inside the appointment and those completed without an appointment.
- Percentage: The percentage of Scheduled Production converted into Actual Production.
Click on the teal-colored entries to view more information on the corresponding entry.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.
To enable Permissions for the Scheduled vs Actual Production Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Scheduled vs Actual Production 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.