Sandy Pardue, Consultant/Classic Practice Resources
Sandy Pardue, Consultant/Classic Practice Resources
Management and Organizational solutions for dental practices.
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Sandy Pardue
Sandy Pardue

Consultant Tip: Key Computer Reports

Consultant Tip: Key Computer Reports

4/19/2013 8:34:37 AM   |   Comments: 1   |   Views: 7355

Computer Reports tell you what is happening in your practice and they will help you find missed opportunities based on facts.  Knowing your score is important when it comes to managing your business. 


I recommend that you utilize the following reports from your computer software to keep your finger on the pulse of the practice:

1) Production by Provider, [dentists and hygienists separately]

2) Production by Procedure Codes- You will learn which procedures you are doing and which ones you are not doing.

3) Collections Report- Pull for the past 3 months and compare to adjusted production over the same period, figure the percentage of adjusted production that was collected. It should be 98% to 99%.

4) A/R Report- This shows how much money is owed to the practice. Look at account aging and work these accounts that are past due.

5) Insurance Aging- This report shows how much is owed to the practice by insurance companies. You will learn which claims need to be worked, this should be done every week, pick a day and stick with it.

6) Adjustment Report- [pay attention to what you are writing off, PPO's etc]

7) Report showing 4000 codes- What percentage of hygiene production is 4000 codes? They should be at least 20% in an established practice.

8) Recall Report- Who is due without an appointment? Pay attention to this number and contact these patients to get them back in the office.

9) New Patient Referrals- Know where your new patients are coming from. Thank referring patients and doctors.

10) Incomplete Treatment- This report shows treatment diagnosed and not yet performed. It is important to enter this information and keep it current. Print this report every month on the 15th and contact the patients on the report.

Once a year [January] pull a report by last visit date. Learn who has not been in for seven months all the way to three years and do a massive mail out inviting these folks back.  If blood is flowing through their veins, they need a dentist and I want it to be YOU.

Stay proactive! Your efforts will pay off.

Sandy Pardue
Classic Practice Resources
Sandy@classicpractice.com

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