Steps to generate the Hygiene Analysis;
Open SoftDent
Click Reports
Click Practice Management
Click Hygiene Analysis Report
Click Ok
Select your desired date
Click Ok
Previous 12 months:
· Month/Year—Name of month and year.
· Hours Used—Sum of the time units for each Hygiene procedure for recall codes that have been posted to patients for each month. The sum of the time units used is multiplied by the default time unit (10 or 15 minutes), and rounded down to the nearest hour.
· Recall Pats Seen—Count of patients with Hygiene procedures (as indicated in the Transaction Codes window) or recall codes (as defined in recall system settings) posted. A patient is counted once per day. When the report is run by provider, the service provider is used to calculate the number of patients seen.
· All Recall Income—Total dollar amount of all Hygiene procedures and recall codes posted to the service provider each month.
· Pats Due Not Seen—Total number of patients due for recall who have not been seen. The patient’s last exam date plus the recall frequency determine the month the patient is due back.
· Income Not Realized—Pats Due Not Seen multiplied by the fee for the recall code on the Appts/Recall tab of the patient record. If no recall code is present, the system default is used. If an explosion code is present, the sum of the fees for all Hygiene or recall codes within the explosion code is used. Check you system setting for recall to see what codes you are recalling!
· New Pats Seen—Count of all patients seen based on their first visit date.
· Pats Seen On Sched—Count of patients who were due for recall and came in within two weeks of the recall date. This information is only available for the last three months.
· Pats Seen Late—Recall Pats Seen minus (New Pats Seen + Pats Seen On Sched.)
Next 12 Months:
· Month/Year—Name of month and year.
· Total Hygiene Hours Avail—Total Hygienist hours available, based on Hygienist hours minus lunch hours, vacation time, and office holidays. Alternating Hygienist hours are used.
· Hygiene Hours Sched—Sum of the hours scheduled for recall appointments. The appointments must have a Hygiene procedure or recall code scheduled. The appointment time units allocated to the provider on the scheduler template are included.
· Hygiene Hours Unused—Total Hygiene Hours Avail minus Hygiene Hours Sched.
· Appts Scheduled—Sum of all recall appointments scheduled on the daybook. Recall appointments include Hygiene or recall code procedures. Explosion codes are expanded and searched for recall codes.
· Scheduled $—Total dollar amount of recall codes scheduled on the daybook.
· Patients Expected—Count of all patients due back, based on the last exam date and the recall interval. This field uses the Hygienist specified in the patient record.
· Estimated Hours Needed—Sum of time units from the patients' recall settings for the number of Patients Expected for each month.
· Estimated Income—Estimated income if all Patients Expected for recall are actually seen. The total ONLY includes Hygiene codes (as indicated in the Transaction Codes window).
