Wednesday, November 6, 2019

Additional Practice Analysis Reports - What Information Do They Provide?

In last week’s blog post I wrote about the Production Summary report, one of the Practice Analysis reports in the Dentrix Office Manager. This week, I would like to talk about the other Practice Analysis reports, and how they can be beneficial.


Payment Summary

You can use the Payment Summary report to analyze what type of payments are being made to your office based on the Payment Types you have set up in Dentrix. This could be beneficial information for your practice’s accountant at the end of the year. It can also help you to determine what percentage of payments are being made by patients and what percentage are being paid by insurance.

To generate the Payment Summary, open the Office Manager > Analysis > Practice > Reports.
Include all providers and all billing types. Select a date range (for example 01/01/2019-11/05/2019) and check the Payment Summary box. The report will give a total amount for each payment type, the  average payment amount, and the percentage of your total office collections each payment type represents.

Adjustment Summary

The Adjustment Summary report can provide you with valuable information regarding adjustments to payments. You can evaluate what type of adjustments have been made for a selected date range. The report will give a total amount for each adjustment type, the average adjustment amount, and the percentage that each adjustment type contributes to of the practice’s total adjustments. 

To generate the Adjustment Summary, open the Office Manager > Analysis > Practice > Reports.
Include all providers and all billing types. Select a date range and check the Adjustment Summary box. You could use this information to evaluate adjustment types. For example, is the office giving too many professional courtesy adjustments? Being able to see the quantity of each adjustment type, and the collections dollars they represent can help you to make important decisions for your practice.

Patient Summary

The Patient Summary report provides you with a snapshot of your patient population. There are other reports in Dentrix that can provide more detailed information, but the Patient Summary is a nice at-a-glance summary. It provides you with the total of active patients, how many are male, female, insured, etc. as well as some family information. It’s important to note that on this report an active patient is dictated by their status in the Family File and not based on their last visit date. 

To generate the Patient Summary, open the Office Manager > Analysis > Practice > Reports and check the Patient Summary box.

The Analysis Reports in the Practice Analysis can provide you with valuable information regarding your practice. I encourage you to become familiar with them, as they may help you to make important decisions for your practice. If you have questions, please contact me at vectordentalconsulting@gmail.com.


Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.

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