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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. 

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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. 

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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. 

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