Production Summary Report

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 provider or by location to see the provider production summary or the location provider summary. 

To access the Production Summary Report,

• Click System Menu > Operational Reports.

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

• This report shows real-time data and is available in two views: Summary and Detail view.

• 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 provider 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 provider and location.
• The Production Summary Report can be generated based on the Transaction Date or the Date of Service.

Criteria

To get started, navigate to your System Menu and select Operational Reports under Insights. From the list of available reports, select Production Summary.

Setting the filter criteria is important for building your report. It allows you to focus on exactly the information you need without having to wade through the information you don’t. 

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 filter out all code completions, fee updates, and code deletions, with 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 provider or by treatment location. This decides whether to group the production by Location/Provider. By default, it will be set as Provider.
• Treatment Location: Choose the locations in which the report data should be focused. By default, the location will be the user’s default location.
• 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.
• Treatment Provider: Choose whether to focus your report only on the selected provider(s). By default, all will be selected.
• Exclude Inactive Providers (checkbox): Checking this excludes inactive providers. By default, it would be checked.
• Exclude Migrated Production (checkbox): Checking this excludes production entries involving MSB codes. By default, it would be checked.

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, filter out all code completions, fee updates, code deletions, with 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.
• Treatment Location: Choose the locations in which the report data should be focused. By default, the location will be the user’s default location.
• 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.
• Treatment Provider: Choose whether to focus your report only on the selected provider(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 the selection is Trans. 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 trans date.
• Exclude Inactive Providers: Checking this excludes inactive providers. By default, it would be checked.
• Exclude Migrated Production: Checking this excludes production entries involving MSB codes. By default, it would be checked.

Results

Summary view

The report provides information in column form grouped by treatment location or treatment provider 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/ Provider 

• • • If the group by selection is location, the column title will be the provider and 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 show the contribution from each location split by provider group.

• Gross Production: It would list the gross production made by each provider/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 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 provider 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 provider 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/Patient seen completed.  
• Avg Prod ($) Per Appt: This shows the Gross production/Number of checked-out appts. 
• % of Location/Provider Production: If the Group by is by Provider, this column shows % of Provider Production, by taking each location production under that provider/total production in that grouping.  If the Group by is by Location, this shows % of Location Production, by taking each provider production under that location/total production in that grouping.
• % of Total Production: If the Group by is by Provider, 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 provider'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 provs). In Provider Grouping, it gives the distinct patient seen count across the selected date range, by that treatment provider(across all locs).
• 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: Column in Location grouping only. Total production made from providers with provider type as Dentist/total production.
• % of Hygiene Production: Column in Location grouping only. Total production is made from providers with provider type as hygienist/total production.
• % of Inhouse Production: Column in Location grouping only. Total production made from providers with provider type as Inhouse Provider/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 the selection is Trans. 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 fee update was made.
• Tx. Provider: The treatment provider 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 color.
• Last Modified User: This shows the user who performed the action.

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