Production Summary Report

The Production Summary report is intended to show the Clinicians' overall production details with respect to different treatment locations. The report can be used to view each Clinician’s Gross Production against the total number of procedures completed under each location. Users have the flexibility to group the report by Clinician or by location to see the Clinician production summary or the location Clinician summary.

Topics Covered

• Summary View
• Detail View
• Results

To access the Production Summary Report,

• Navigate to the System Menu > select Operational Reports.

• Click Production Summary.
• Click Generate Report on Production Summary.

• This report shows real-time data and is available in two views: Summary View and Detail View.
• Setting the filter criteria is important for building your report. Hence, make your selection as needed.

• The Summary View shows the total no. of completed procedures, gross production, no. of appointments, % of total production, etc. It shows the production summary for each Clinician or each location as per the grouping.
• 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 Clinician and location.
• The Production Summary Report can be generated based on the Transaction Date or the Date of Service.

Summary View

For the Production Summary Report Summary View, your filter options include:

• 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 the Date Of Service. On choosing the 'Date As' DOS, filter out codes with DOS in the selected date range. On choosing the 'Date As' Trans. Date (Transaction Date), it filters out all code completions, fee updates, and code deletions with the transaction date in the selected date range. 
• Date Range: 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 for the current day.
• Group By: Production Summary’s summary view report can be grouped by treatment Clinician or by treatment location. This decides whether to group the production by Location/Clinician. By default, it will be set as Clinician.
• Treatment Location: Choose the locations in which the report data should be focused. By default, the location will be the user’s default location.
• Clinician Type: Choose whether to focus your report based on the selected treatment Clinician type. The multi-select dropdown shows Dentist, Hygienist, and in-house Clinician as options. This helps to filter production, fee updates, and deletions by the Clinician type of the Clinician. By default, all will be selected.
• Treatment Clinician: Choose whether to focus your report only on the selected Clinician(s). By default, all will be selected.
• Exclude Inactive Clinicians (checkbox): Checking this excludes inactive Clinicians. By default, it will be selected.
• Exclude Migrated Production (checkbox): Checking this excludes production entries involving MSB codes. By default, it will be selected.

Detail View

For the Production Summary Detail View Report, your filter options include:

• 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 the Date Of Service. On choosing the 'Date As' DOS, filter out codes with DOS in the selected date range. On choosing the 'Date As' Trans. Date (Transaction Date), it filters out all code completions, fee updates, and code deletions with transaction dates in the selected date range. 
• Date Range: 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 for the current day.
• Treatment Location: Choose the locations in which the report data should be focused. By default, the location will be the user’s default location.
• Clinician Type: Choose whether to focus your report based on the selected treatment Clinician type. The multi-select dropdown shows Dentist, Hygienist, and In-house Clinician as options. This helps to filter production, fee updates, and deletions by the Clinician type of the Clinician. By default, all will be selected.
• Treatment Clinician: Choose whether to focus your report only on the selected Clinician(s). By default, all will be selected.
• Code: Choose whether to filter out codes contributing to production. By default, all will be selected.
• Action: If the 'Date As' selection is Trans. Date (Transaction Date), the possible actions in the dropdowns are Code completion, Code deletion, and Fee updates. This field is present if the 'Date As' selected is the transaction date.
• Exclude Inactive Clinicians: Checking this excludes inactive Clinicians. By default, it will be selected.
• Exclude Migrated Production: Checking this excludes production entries involving MSB codes. By default, it will be selected.

Results

Summary View

The report provides information in column form grouped by treatment location or treatment Clinician as selected. Remember that you can use the tools in the top blue icon bar to move quickly through the pages or adjust the size.

The results columns shown in this report include:

• Location/Clinician:
  • If the group by selection is location, the column title will be the Clinician and show the contribution from each Clinician split by location group. 
  • If the group by selection is by Clinician, the column title will be Location and show the contribution from each location split by Clinician group.
• Gross Production: It would list the gross production made by each Clinician/location. There would be a total in the end to show the group aggregate value.
• # Completed Procedures: In the DOS version, it represents the number of code completions with DOS in the selected date range. In the trans. date (Transaction Date) version, it represents the number of code completions that were checked out transactionally in the selected date range.
• Patients Seen: The number of patients seen by the Clinician in the location across the selected date range.
• No. of Appointments: This lists the number of appointments in the selected date range that are in the checked-out status. If the treatment Clinician has an appointment linked to that code, it is considered. The distinct appointment count for multiple codes completed in the same appointment is considered.
• Avg Prod (£) Per Code: This shows the Gross production/Codes completed based on DOS for the DOS version and based on transactional code completions for the Trans version. 
• Avg Prod (£) Per Patient: This shows the Gross Production per Patient seen and completed.  
• Avg Prod (£) Per Appt: This shows the Gross Production per number of checked-out appointments. 
• % of Location/Clinician Production: If the Group By is by Clinician, this column shows % of Clinician Production by taking each location's production under that Clinician/total production in that grouping.  If the Group By is by Location, this shows % of Location Production by taking each Clinician's production under that location/total production in that grouping.
• % of Total Production: If the Group By is by Clinician, this column shows the % of Total Production by taking each location production/consolidated total production. If the group is by Location, this column shows % of Total Production by taking each Clinician's production/consolidated total production.
• Distinct Patients Seen: In location grouping, it gives the distinct patient seen count across the selected date range in that particular location (across all Clinicians). In Clinician Grouping, it gives the distinct patient seen count across the selected date range by that treatment Clinician (across all locations).
• Distinct Checked-Out Appts: In location grouping, it gives the total (active) checked-out appointments in the selected date range. In Clinician Grouping, it gives the total (active) distinct checked-out appointments (each day) in which the Clinician is the treatment Clinician.
• % of Dentist Production: Column in Location grouping only. Total production made from Clinicians with Clinician type as Dentist/Total Production.
• % of Hygiene Production: Column in Location grouping only. Total production is made from Clinicians with the Clinician type as Hygienist/Total Production.
• % of Inhouse Production: Column in Location grouping only. Total production made from Clinicians with Clinician type as Inhouse Clinician/Total Production.

Note: The blue-coloured entries are links to the detailed view of the corresponding entry. Click the hyperlinks to view a detailed report listing these productions and their details.

Detail View

The results columns shown in this report include:

• D.O.S./Transaction Date: The column is named D.O.S. when the date selected is the Date Of Service, and it is named the Transaction Date when the date selected is the Transaction Date. 
• Action: This column is present if the 'Date As' selection is Trans. Date (Transaction Date), and the possible actions applied against the code will be seen here as Code completion, Code deletion, and Fee updates.
• Patient ID: The system-assigned number used to identify this patient and their records. Click this hyperlink to be taken to this patient's overview. 
• Patient Name: The name of the patient that was seen for treatment.
• Code: The procedure code in which the code completion, deletion, and updates were made.
• Code Description: The description of the procedure code used.
• Tx. Location: The location where the treatment of the code was completed, deleted, or a fee update was made.
• Tx. Clinician: The treatment Clinician of the code when the action was made.
• Total Amt: The sum of the total patient estimate and the insurance estimate of the code. If the action is Code Deletion or if the fee update is to a decreased amount, then this entry would be in red colour.
• Last Modified User: This shows the user who performed the action.

Click here to learn how to save and manage your saved filter criteria in operational reports.

Practices can use this resourceful guide to learn about the generation criteria and views in the Production Summary Report.