Completed Treatments Report

The Completed Treatments Report has been designed to assist practices in monitoring the frequency of diagnosis relative to peers or industry standards, such as the ratio of SRPs to Standard Hygiene for hygienists. It is also used to help negotiate insurance contract fees. This report will show the highest volume of codes that require focus, including average fees and reimbursement rates.

The Completed Treatments Report is based on the Date of Service and shows real-time data. It is available both in the Summary view and the Detail view. The default selection is Summary View.

To generate the Completed Treatments Report, 

• 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.

Summary View ⌵

The Summary View of the Completed Treatments Report provides essential information and allows you to drill down into grouped data. You can drill through options based on the Group By filter order.

Let's dive deep into the filters:

No	Filters	Description
1	Date of Service*	Filter the report by procedure codes within the selected date range, up to 1 year. By default, the range is set to the current day.
2	Group By*	Choose to group the report results by Treatment Location, Clinician, Treatment Clinician Type, Code, Code Category and/or Fee Schedule. The results will be displayed in the order of selected variables. By default, Treatment Location and Date of Service are selected.
3	Treatment Location*	Filter the report by the location where the codes were completed. You can select up to 10 locations (on-screen generation limit). By default, the location will be the user's default location.
4	Treatment Clinician Type	Choose whether to focus your report on treatment completed by the selected Clinician type(s).
5	Treatment Clinician	Choose whether to focus the report on treatment completed by the selected Clinician(s).
6	Code Category	Choose whether to focus the report only on the Code Category.
7	Code	Choose whether to focus the report only on the selected procedure code(s).
8	Exclude Migrated Production	Choose whether to exclude the Migrated Production from the report.
9	Exclude Membership Discount Credits	Choose whether to exclude the Membership Discount Credits from the report.

Click 'Generate Report' or 'Download Report As' based on your practice's requirements.

Generation/Download Criteria

• Due to the volume of data, 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.

Let's take a look at the results of the Completed Treatments Report (Summary View).

• Treatment Location: The location in which the procedure code was completed.
• # Codes: The number of the procedure codes that have been completed within the selected time frame.
• # Patients: The number of patients that have had this procedure code completed within the selected time frame.
• Fee: The total fees calculated from the procedure codes are based on the practice's standard fees.
• % of Fee: It shows the fee contribution of a specific Treatment Location, Clinician, Clinician Type, Code, Code Category or Fee Schedule to the total revenue (If multiple Group By options are selected, the % Fee will apply to the first item, and the others will show as NA).
• Tot.Gross Production (DOS): The total expected receivable at the time of code completion.
• Production Adjustments: Total amount of production adjustments.
• Net Production (DOS): Final value after reducing production adjustments from gross production (DOS).
• Collection Adjustments: The total amount of collection adjustments.
• Membership Discount Credits: Available Membership Discount Credits.
• Contractual Adj. (DOS)(Contractual Adjustment): It is the difference between the practice's standard fee and the fee charged for this code.
• Avg Contractual Adjustment (DOS)(Average Contractual Adjusment): It is the Contractual Adjustment divided by the # Codes.
• Applied Payments (DOS): The total amount paid toward this procedure code's expected receivables.
• Treatment Clinician: The treatment Clinician of the completed procedure code.
• Treatment Clinician Type: The type of treatment Clinician (dentist, hygienist or in-house) associated with the procedure.
• Code Category: The number of procedures under the CDT category that have been completed within the selected time frame.

Note: Clicking the number of patients hyperlink displays the detailed view with the list of patients with their information.

Detail View ⌵

The Detail View of the report will display the expanded view of the report.

No	Filters	Description
1	Date of Service*	Filter the report by procedure codes within the selected date range, up to 1 year. By default, the range is set to the current day.
2	Group By*	Choose to group the report results by Treatment Location, Treatment Clinician, Treatment Clinician Type, Code, Code Category and/or Fee Schedule. The results will be displayed in the order of the selected variables. By default, the Treatment Location will be selected.
3	Treatment Location*	Filter the report by the location where the codes were completed. You can select up to 10 locations (on-screen generation limit). By default, the location will be the user's default location.
4	Treatment Clinician Type	Choose whether to focus your report on treatment completed by the selected Clinician type(s).
5	Treatment Clinician	Choose whether to focus the report on treatment completed by the selected Clinician(s).
6	Code Category	Choose whether to focus the report only on the CDT Category.
7	Code	Choose whether to focus the report only on the selected procedure code(s).
8	Columns*	Choose the columns required in the report. By default, all the columns except Code-Description, Def. Clinician Short Name, Def. Hygienist Short Name, Production Adjustment, Net Production (DOS), and Collection Adjustment will be selected.
9	Exclude Migrated Production	Choose whether to exclude the Migrated Production from the report.
10	Exclude Membership Discount Credits	Choose whether to exclude the Membership Discount Credits from the report.

Once you have selected the desired filters, select ' Generate Report' or 'Download Report As' based on your practice's requirements.

Generation/Download Criteria

• Due to the volume of data, 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 - Detail View 

Let's explore the columns in the Report:

• D.O.S: The Date Of Service of the code.
• Patient ID: The system-assigned number used to identify this patient and their records. Click this hyperlink to be taken to this patient's completed procedures.
• Patient Name: The name of the patient that was seen for treatment.
• Code: The procedure code that has been completed.
• CDT Category: The CDT Category corresponding to the procedure code that has been completed.
• Code-Description: The description of the code.
• Tx. Clinician Type (Treatment Clinician Type): The treatment Clinician type associated with the procedure.
• Tx. Clinician Short Name (Treatment Clinician Short Name): The short name of the Tx Clinician.
• Tx. Clinician (Treatment Clinician): The name of the associated Clinician.
• Def. Clinician Short Name (Default Clinician Short Name): The short name of the default Clinician of the patient.
• Def. Clinician (Default Clinician): The name of the default Clinician of the patient.
• Def. Hygienist Short Name (Default Hygienist Short Name): The short name of the default hygienist of the patient.
• Def. Hygienist (Default Hygienist): The name of the default hygienist of the patient.
• Tx. Location Short Name (Treatment Location Short Name): The short name of the treatment location.
• Tx. Location (Treatment Location): The treatment location.
•  Fee: The total UCR fees calculated from these procedure codes are based on your practice's standard fees (according to your practice settings).
• Gross Production (DOS): The total expected at the time of code completion.
• Production Adjustment: Total amount of production adjustments.
• Net Production (DOS): Final value after reducing production adjustments from gross production (DOS).
• Collection Adjustment: The total amount of collection adjustments.
• Contractual Adj. (DOS)(Contractual Adjustment): It is the difference between the practice's standard fee and the fee charged for this code.
• Membership Discount Credits: Refers to the available membership discount credits.
• Applied Payment (DOS): The total amount paid toward the procedure code's expected receivables.

Permissions ⌵

If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.

To enable Permissions for the Completed Treatments Report:

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Insights.
• Check the box for Generate Completed Treatments Report under Operational Reports to enable the permission.
• Click Save.

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 customise reports to meet specific needs.