Use the reports on Analytics
Who can do this: Owners, Office Managers and Billing. Texting a patient from a report row uses your texting number.
Reports live on the Analytics page. Pick one office at the top left, click Add block, open the Reports tab and choose a report. It’s added to the bottom of your board. You can also click a number in the headline strip to open its report.
Work a report
Section titled “Work a report”- Choose the period with the menu at the top left of the report. Reports about the future (what’s on the books, the forecast) offer Next 7 Days to Next 90 Days. Reports about the current state, such as AR Aging, have no period.
- Choose a grouping, such as By procedure or By provider, when the report offers more than one.
- Click a bar to filter the list below to just that group. Click the x on the filter chip to clear it.
- Follow up from the list: the phone button calls the patient, and the message button sends them a text from your texting number.
The list shows the first rows. Click Load more at the bottom for the rest.
Save a view
Section titled “Save a view”A saved view keeps the report with its period, grouping and filter, so you don’t rebuild it each time.
- Set the report up the way you want it.
- Click Save view, name it in the Name this view window, and click Save.
To reopen it, click Add block, open Reports, and pick it under Saved views. Everyone at this office can open it.
Export to a spreadsheet
Section titled “Export to a spreadsheet”Click CSV on the report. The number next to it is how many rows will download. The button is greyed out when there are no rows.
Every report card has three buttons: Save view, Explain this and CSV.
Explain this opens Ask NixDent with the report already loaded. If Ask NixDent isn’t switched on for you, ask your Owner or Office Manager. See Ask NixDent: ask about your practice.
The reports
Section titled “The reports”| Report | What it shows |
|---|---|
| Unscheduled Treatment | Treatment-planned procedures with no appointment, grouped by patient: a call list |
| Overdue Hygiene / Recall | Active patients past their recall due date with nothing scheduled |
| Seen, No Next Visit | Patients seen in the period with nothing booked, with their pending treatment |
| Broken Appointments | Cancellation and no-show rate, the production at risk, and who still isn’t rebooked |
| Production by Procedure | Completed production by procedure code or category |
| New Patients | Patients whose first visit was in the period, their production, and whether they have a next visit |
| Scheduled Production (On the Books) | Upcoming appointments and their planned production |
| Production Forecast | What’s booked, plus recall and unscheduled treatment that could still become production. Only the booked part is certain. |
| Insurance Payments | Every insurance payment and write-off, dated by the insurance payment date |
| Adjustments | Every adjustment posted in the period |
| Collections | Every patient and insurance payment received in the period |
| AR Aging | Who owes the practice, split by age and by patient or insurance, matching Open Dental’s own aging |
| Provider Production Scorecard | Production, collections, per-visit and per-chair-hour figures for each provider |
| Revenue by Payer | Collections and write-off rate for each insurance carrier |
| Case Acceptance Rate | Of treatment presented in the period, how much was scheduled or completed |
| Fee Schedule Realization | For each procedure, how much of your fee is left once insurance write-offs are applied |
| Patient Attrition Rate | Active patients not seen in 18 months with nothing booked |
| Recall / Hygiene Compliance | The share of recalls on track versus overdue with nothing booked |
| Patient Lifetime Value | Average lifetime production per patient, and the patients behind it |
| Same-Day Opening Recovery | Of last-minute cancellations, how often the slot was filled the same day |
| Provider Chair Utilization | Booked hours as a share of scheduled hours, for each provider |