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sonyap
Premolar III

Report for # of appointments per producer per month?

Is there a report to run in order to find the number of appointments seen by a particular producer in a given time frame?

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Re: Report for # of appointments per producer per month?

 
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Re: Report for # of appointments per producer per month?

 

AR Recap appt_ptn count.pngThe Periodic report on the A/R Recap page will most likely be the best report for you.

 

You'll have a column that shows the patients seen/Appointments. X/Y

X - Ptn seen - number of patients seen during that time period

Y - appts - number of appts seen during that time period. 

These numbers can/will be different as you can see the same patient with multiple appts.  Or even do work on more then one patient, but not be the owner of their appts. 

Johnathan Downer | Technical Support Analyst
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Re: Report for # of appointments per producer per month?

@ayman 

These instructions are for Softdent only. This office is a PracticeWorks office. 

Johnathan Downer | Technical Support Analyst
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sonyap
Premolar III

Re: Report for # of appointments per producer per month?

Where is it pulling this information from? The producer at the top of the appointment box or the producer attached to the procedures/codes in the description box?

What if the producer attached to a procedure/code changes after the appointment is complete? (even if it is changed on the ledger the next day)

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Re: Report for # of appointments per producer per month?

It pulls from if the producer had a code assigned to them in the ledger. 

Did some testing just to make sure i have as accurate information as I can. 

A/R Recap pts seen/Appts scenarios

1) Dr 1 | 1/1
    Dr 2 | 1/1

Dr 1 had work entered in on one appt for a patient
Dr 2 had work entered on the same appt for the same patient.

1 patient and one appt each.


2) Dr 1 | 1/2

Dr 1 had work entered for two appts for the same patient

3) Dr 1 | 1/1
    Hyg | 1/2
    Dr 2 | 1/1

2 appts same patient

Dr 1 has work entered on first appt
Dr 2 has work entered on second appt
Hyg has work entered on both appts 1 patient seen 2 appts.

4) Dr 1 | 2/1

Dr 1 had work entered directly onto a patient's ledger for the date covered
Dr 1 also has work done through an appt.
different patients.

This counts as seeing 2 patients while only having 1 appt.


summary:
Work added directly to a ledger will count as a patient seen but not as an appt.
Work added to an appt will count as a patient seen and an appt seen.
A patient who has multiple appts will count as 2+ appts but only as 1 patient.

 

If the producer in the appt is changed at the time of checkout or after the fact through a corrected entry on the ledger. it will affect the count for that service date for those producers. 

I tested for a patient in the past.  appt checked out with 2 codes same producer on both. i edited the ledger and changed one of the codes to another producer.  then ran the daily report for that day. it updated the count like this

before: prod 1  | 1/1

after: Prod 1  | 1/1
         Prod 2  | 1/0

since prod 2 wasn't part of the checkout/appt it didn't count as an appt seen, but it did count it as a patient seen. 

I hope this answers your questions about it. 

Johnathan Downer | Technical Support Analyst
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